APLD

Technology

Applied Digital Corporation

Next Earnings: Q2 2026

Wednesday, January 7, 2026

APLD EPS History & Predictions

Actual

Consensus

Wall Street

$-0.10consensus

GPT-5.2

$-0.11▼

GPT-5.2

$-0.11▼

Gemini 3 Pro

$-0.13▼

Grok-4

$-0.05▲

Claude-opus

$-0.07▲

Q2 2026 Predictions

AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.

GPT-5.2

openrouter

EPS

$-0.11

Revenue

$0.08B

Conf.

46%

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GPT-5.2

openrouter

EPS

$-0.11

Revenue

$0.08B

Conf.

42%

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Gemini 3 Pro

openrouter

EPS

$-0.13

Revenue

$0.09B

Conf.

85%

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Grok-4

openrouter

EPS

$-0.05

Revenue

$0.12B

Conf.

85%

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Claude-opus

openrouter

EPS

$-0.07

Revenue

$0.08B

Conf.

62%

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Predictions Comparison

AI model predictions compared to Wall Street consensus

Model	EPS Estimate	Revenue Estimate	vs Consensus	Confidence
GPT-5.2openrouter	$-0.11	$0.08B	+10.0%	46%
GPT-5.2openrouter	$-0.11	$0.08B	+10.0%	42%
Gemini 3 Proopenrouter	$-0.13	$0.09B	+30.0%	85%
Grok-4openrouter	$-0.05	$0.12B	-50.0%	85%
Claude-opusopenrouter	$-0.07	$0.08B	-30.0%	62%
Wall Street Consensus	$-0.10	$0.08B	—	—

Wall Street Consensus

Compare AI predictions against Wall Street analyst consensus

Consensus EPS

$-0.13

Last Reported EPS

$-0.07

Last Surprise

43.91%

Report Date

10/9/2025

Quarterly Earnings Surprise Amount

Historical performance vs Wall Street consensus

Fiscal Quarter End	Date Reported	Earnings Per Share*	Consensus EPS* Forecast	% Surprise
Q1 2026	10/9/2025	-0.07	—	43.91
Q4 2025	7/30/2025	-0.24	—	-100.00
Q3 2025	4/14/2025	-0.16	—	-45.45
Q2 2025	1/14/2025	-0.66	—	-371.43

* EPS values are adjusted for stock splits

Financial Statements

Historical data with AI projections for Q2 2026

All values in Millions (USD) unless otherwise noted

					AI Projections
Line Item	Q2 2025	Q3 2025	Q4 2025	Q1 2026	GPT-5.2Q2 2026	GPT-5.2Q2 2026	Gemini 3 ProQ2 2026	Grok-4Q2 2026	Claude-opusQ2 2026
Revenue
Revenue	63.87	52.92	38.01	64.22	76.00+18.4%	80.80+25.8%	94.50+47.2%	120.0+86.9%	78.00+21.5%
Cost Of Revenue	52.36	49.14	30.25	55.61	64.80+16.5%	68.50+23.2%	74.00+33.1%	104.4+87.7%	66.30+19.2%
Cost & Gross Profit
Gross Profit	11.51	3.78	7.77	8.61	11.20+30.1%	12.30+42.9%	20.50+138.1%	15.60+81.2%	11.70+35.9%
Cost And Expenses	82.15	71.86	58.34	82.77	92.80+12.1%	98.50+19.0%	103.5+25.0%	132.4+60.0%	91.30+10.3%
Operating Expenses
Research And Development Expenses	0	0	0	0	0	0	0	0	0
General And Administrative Expenses	0	0	0	0	0	0	0	0	0
Selling And Marketing Expenses	0	0	0	0	0	0	0	0	0
Selling General And Administrative Expenses	29.79	22.72	28.10	27.16	28.00+3.1%	30.00+10.4%	29.50+8.6%	28.00+3.1%	25.00-8.0%
Other Expenses	0	0	0	0	0	0	0	0	0
Operating Expenses	29.79	22.72	28.10	27.16	28.00+3.1%	30.00+10.4%	29.50+8.6%	28.00+3.1%	25.00-8.0%
Interest Expense	7.48	8.90	17.86	3.95	6.00+52.1%	8.50+115.4%	16.50+318.1%	4.00+1.4%	4.50+14.0%
Total Other Income Expenses Net	-120.4	-16.50	-4.87	-7.69	-12.20-58.7%	-10.20-32.7%	-16.30-112.0%	-9.00-17.1%	-7.70-0.2%
Income Tax Expense	0.001	0.117	-0.016	0.008	0.200	0.010+25.0%	0-100.0%	0.010+25.0%	0.010+25.0%
Other Income/Expense
Net Interest Income	-7.48	-8.90	-14.74	-3.95	-5.90-49.5%	-8.30-110.3%	-16.30-313.1%	-4.00-1.4%	-4.50-14.0%
Interest Income	0	0	3.12	0	0.100	0.200	0.200	0	0
Non Operating Income Excluding Interest	113.0	7.60	0.369	3.74	-6.30-268.4%	-1.90-150.8%	0-100.0%	5.00+33.7%	1.80-51.9%
Other Adjustments To Net Income	0	0	0	0	0	0	0	0	0
Net Income & EPS
Operating Income	-18.28	-18.94	-20.33	-18.55	-16.80+9.4%	-17.70+4.6%	-9.00+51.5%	-12.40+33.2%	-13.30+28.3%
Income Before Tax	-138.7	-35.44	-25.20	-26.24	-29.00-10.5%	-27.90-6.3%	-25.30+3.6%	-16.40+37.5%	-21.00+20.0%
Net Income From Continuing Operations	-138.7	-35.55	-25.18	-26.25	-29.00-10.5%	-27.91-6.3%	-25.30+3.6%	-16.41+37.5%	-21.01+20.0%
Net Income From Discontinued Operations	0	0	-27.36	9.32	0-100.0%	0-100.0%	0-100.0%	0-100.0%	0-100.0%
Net Income	-138.7	-35.55	-52.54	-16.93	-29.20-72.5%	-27.91-64.9%	-25.30-49.5%	-16.41+3.0%	-21.01-24.1%
Net Income Deductions	0	0	0	0	0	0	0	0	0
Bottom Line Net Income	-139.4	-36.09	-53.94	-18.50	-29.80-61.1%	-27.91-50.8%	-25.30-36.7%	-16.51+10.8%	-21.01-13.6%
Eps	-$0.6600	-$0.1600	-$0.2400	-$0.0723	-$0.1100-52.1%	-$0.1082-49.7%	-$0.0900-24.5%	-$0.0500+30.8%	-$0.0700+3.2%
Eps Diluted	-0.66	-0.16	-0.24	-0.07	-0.11-52.1%	-0.11-49.7%	-0.09-24.5%	-0.05+30.8%	-0.07+3.2%
Other
Filing Date	0.002	0.002	0.002	0.002	—	—	—	—	—
Fiscal Year	0.002	0.002	0.002	0.002	—	—	—	—	—
Depreciation And Amortization	26.45	18.78	4.06	4.15	5.10+22.8%	5.00+20.4%	22.00+429.9%	4.50+8.4%	5.00+20.4%
Ebitda	-104.8	-7.76	-16.64	-18.14	-18.00+0.8%	-14.70+19.0%	13.20+172.8%	-12.40+31.6%	-11.50+36.6%
Ebit	-131.2	-26.54	-20.70	-22.29	-23.10-3.6%	-19.70+11.6%	-8.80+60.5%	-16.90+24.2%	-16.50+26.0%
Weighted Average Shs Out	209,560,339	222,454,578	201,194,451	255,892,902	265,000,000+3.6%	258,000,000+0.8%	270,000,000+5.5%	260,000,000+1.6%	280,000,000+9.4%
Weighted Average Shs Out Dil	209,560,339	222,454,578	201,194,451	255,892,902	265,000,000+3.6%	258,000,000+0.8%	270,000,000+5.5%	260,000,000+1.6%	280,000,000+9.4%