Applied Digital Corporation (APLD) earnings date & stock reaction
APLD · Applied Digital Corporation · IT
Applied Digital Corporation earnings date & time
Schedule
- Korea time (KST)
- Thu, January 7
- Reporting pattern
- 12 of last 12 after close
- Typical move
- ±11.8% · 12-report avg
What the market expects
Consensus EPS
$-0.17Coming in above this counts as a beat
“If demand continues on its current path, and we continue to execute and deliver for our customers and our communities as we've been doing, we believe we have the ability to grow our operating portfolio to 3.5 GW-4 GW by the end of calendar year 2030.”
- ▲Explosive Revenue Growth and Operational Scale
- Revenue for the quarter reached $341.9 million, up 322% vs last year.
- Live data center capacity increased to 250 MW, a 150% increase vs last year.
- ▲Securing Long-term Contracts and Capital
- Signed a 15-year, 210 MW lease representing $5.2 billion in contracted revenue.
- Successfully issued $1.59 billion in senior secured notes at a 7% coupon rate.
- ▲Improved Profitability in Core Segments
- HPC Hosting segment reported $58.8 million in Net Operating Income with an 89% margin.
- Bitcoin hosting operating profit more than doubled to $13.3 million from $6 million in the previous quarter.
- ▼Persistent Net Losses and High Expenses
- Net loss attributable to common stockholders was $221 million, showing a significant deficit.
- Operating expenses were inflated by $65.4 million in stock-based compensation and $67.5 million in non-cash valuation losses.
- ▼High Debt Burden and Financial Leverage
- Total debt stands at approximately $6.4 billion, significantly higher than the $1.6 billion in stockholders' equity.
- Continuous capital expenditure for infrastructure construction remains a heavy financial burden.
Applied Digital Corporation (APLD) rose the day after earnings in 5 of its last 12 reports (42%), moving ±11.8% on average. It has fallen despite beating the consensus estimate 4 times.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
4/8 beats fell next day · watches Revenue guidance · margin
- Aug 2026 report+0.2%
- May 2026 report+0.9%
- Feb 2026 report-8.0%
- Nov 2025 report+8.1%
- Aug 2025 report+16.1%
- May 2025 report+31.0%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 8/2026 | 2026-10-07 | +96.7% | +0.2% | — |
| 5/2026 | 2026-07-27 | — | +0.9% | +11.8% |
| 2/2026 | 2026-04-08 | +142.9%† | -8.0% | +10.9% |
| 11/2025 | 2026-01-07 | — | +8.1% | +22.1% |
| 8/2025 | 2025-10-09 | — | +16.1% | +25.1% |
| 5/2025 | 2025-07-30 | +85.9% | +31.0% | +47.5% |
12 reports, quarters ending 11/2023 to 8/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Applied Digital Corporation earnings date?
The next Applied Digital Corporation (APLD) earnings report is expected Wed, January 6 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Applied Digital Corporation's next earnings?
Analysts expect EPS of about $-0.17 for Applied Digital Corporation (APLD). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Applied Digital Corporation (APLD) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 5 of them (42%). The average move on earnings day was ±11.8%.
Does Applied Digital Corporation react more to the earnings numbers or to guidance?
In 4 of the last 10 reports (40%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Applied Digital Corporation stock fall even when earnings are good?
Yes. In 1 of the last 12 reports, Applied Digital Corporation fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Applied Digital Corporation stock keep moving after the earnings day?
Over the last 11 reports, the move continued in the same direction for the following five trading days 55% of the time. This tendency is known as post-earnings announcement drift.