Quarterly Results
APLD
16:05:00
After Hours
Revenue
$126.59M
+66.67%
EPS
-$0.11
-22.22%
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-AI Summary
ReportAPLD
16:05:00
After Hours
Revenue
$64.22M
+49.44%
EPS
-$0.03
+72.73%
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-AI Summary
Report
Attend WebcastAPLD
FY2025Q4
16:05:00
After Hours
Revenue
$38.01M
+2.40%
EPS
-$0.03
+75.00%
Al Prediction
-AI Summary
Attend WebcastAPLD Earnings Forecast
Looking ahead, APLD remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q3 project quarter revenue of 71.42M and an EPS of -0.09.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 16.27%, while EPS estimates have been No Change by 0%. For the upcoming Q2 2026, revenue estimates have been adjusted Revise Upward by 16.6% . These revisions correlate with a 28.64% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in APLD long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
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Revenue Estimates for FY2026
Revise Upward
+16.27%
In Past 3 Month
EPS Estimates for FY2026
No Change
0.00%
In Past 3 Month
Unlock the reason behind revisions!
Revenue Estimates for Q2 2026
Revise Upward
+16.6%
In Past 3 Month
Stock Price
Go Up
+28.64%
In Past 3 Month
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
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Earnings Surprise Analysis
Revenue
EPS
1Y
3Y
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Earnings Reaction
The chart below shows how APLD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, APLD sees a +1.38% change in stock price 10 days leading up to the earnings, and a +9.19% change 10 days following the report. On the earnings day itself, the stock moves by +1.01%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in NOV/2025, the stock changed 8.05% on the day following the earnings release and then changed by 27.47% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
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Frequently Asked Questions
What were the key highlights of APLD's latest earnings report for ?
APLD reported its earnings on 2026-01-07, showcasing a revenue of 126.59M against an estimate of 75.95M, resulting in a 66.67% surprise. The EPS was -0.11, surpassing the expected -0.09 by -22.22% . The stock experienced a 8.05% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.
How did APLD's stock price react after the earnings release?
Following APLD's earnings announcement on 2026-01-07, the stock price moved by 8.05% on the day of the release. Over the subsequent five days, it saw a % change. Historically, APLD's stock price tends to shift by an average of +1.38% in the 10 days leading up to earnings and +9.19% in the 10 days following, providing insight into potential market.
What are the revenue and EPS estimates for APLD for 2026/Q3?
For 2026/Q3, analysts estimate APLD’s annual revenue to reach 71.42M, while the EPS is projected at -0.09. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 16.27% and EPS estimates Revise Upward by 16.6% over the past three months, indicating analyst expectation in the company’s performance.
How does APLD's stock price correlate with earnings forecast revisions?
The correlation between APLD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 16.27%, while EPS estimates moved Revise Upward by 16.6% . This trend suggests that price dips could present buying opportunities for investors.
What should investors expect from APLD's next earnings report?
Based on historical trends, APLD's stock price typically moves by +1.38% in the 10 days before its earnings and +9.19% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of -0.09 and revenue of 71.42M.
What is the sentiment in Applied Digital Corp (APLD) Q2 2026 Earnings Call Summary?
The earnings call reflects strong financial performance, with significant expansion plans and robust demand in the AI infrastructure market. The Q&A section highlights confidence in future projects and favorable contract terms. Despite increased interest expenses and a net loss, the optimistic guidance and strategic growth initiatives, including the ChronoScale spinout, suggest positive stock movement. The market's focus on AI infrastructure and Applied Digital's positioning in this sector further support a positive outlook.