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Applied Digital Corporation (APLD)
:APLD
Earnings Data
Report Date
Jan 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.12Last Year’s EPS
-0.06Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call presented a strong focus on expansion and significant revenue growth driven by long-term contracts and strategic financing. However, it also highlighted challenges with increased expenses, net losses, and some financing delays. Overall, while the company shows promising growth and industry positioning, it faces operational and financial hurdles.Company Guidance
Expansion of Long-term Lease Agreements
Applied Digital expanded its lease agreements with CoreWeave, increasing contracted capacity from 250 megawatts to 400 megawatts at the Ellendale, North Dakota campus, resulting in a total contract value of approximately $11 billion.
New Campus Development
Broke ground on Polaris Forge Two near Harwood, North Dakota, initially constructing two buildings totaling 300 megawatts, with potential to scale to one gigawatt. Initial funding secured and construction underway.
Strong Revenue Growth
Revenues for fiscal 2026 were $64.2 million, up 84% from $34.8 million in 2025, primarily due to tenant fit-out services associated with HPC hosting business.
Significant Financing Secured
Secured an initial $112.5 million draw from a $5 billion preferred equity facility with Macquarie Asset Management to advance construction of Polaris Forge One.
Industry Demand for AI Infrastructure
Public hyperscalers are projected to invest over $350 billion in AI data centers this year, highlighting the significant demand and opportunity for Applied Digital.
APLD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
APLD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 09, 2025 | $29.29 | $33.99 | +16.05% |
Jul 30, 2025 | $10.03 | $13.14 | +31.01% |
Apr 14, 2025 | $5.37 | $3.44 | -35.94% |
Jan 14, 2025 | $8.54 | $8.37 | -1.99% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Applied Digital Corporation (APLD) report earnings?
Applied Digital Corporation (APLD) is schdueled to report earning on Jan 20, 2026, Before Open (Confirmed).
What is Applied Digital Corporation (APLD) earnings time?
Applied Digital Corporation (APLD) earnings time is at Jan 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is APLD EPS forecast?
APLD EPS forecast for the fiscal quarter 2026 (Q2) is -0.12.
