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tradingview.comOCT 71 min read$APLD

Applied Digital Corp. 2026: Revenue $341.88M, EPS ($0.82) — 10-Q Summary

Applied Digital Corp. reported 2026 revenue of $341.88M, up 322.4% YoY, but a net loss of $237.08M. Growth was driven by services and GPU sales. The company expanded HPC hosting, with Polaris Forge 1 reaching full capacity. It also partnered with Microsoft for AI compute development.

Original reporting
tradingview.com
Published Oct 7, 2026, 9:21 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 7, 2026, 9:24 PM UTC. Informational, not investment advice.
How this was made
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Applied Digital Corp. 2026: Revenue $341.88M, EPS ($0.82) — 10-Q Summary — source image
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Decision brief

The 30-second read

$APLDBearishMed
01

Why it matters

The earnings miss may depress the stock in the short term, but the announced Microsoft collaboration could be a catalyst for future upside.

02

Market read

Earnings release for a micro‑cap tech firm; relevance mainly to sector‑specific traders.

03

What to watch

Potential strategic partnership with Microsoft and new 150MW data center may improve long‑term outlook.

Relevance 6/10Novelty 8/10Timing: after‑hours release

Background

Applied Digital Corp. focuses on high‑performance computing hosting, recently expanding its Polaris Forge campuses.

Company-level read

Ticker impact

$APLDBearishHigh confidence
Context

Applied Digital Corp. filed its 10‑Q showing Q4 revenue of $341.9M but a net loss of $237.1M and EPS of -$0.82, a fresh earnings disclosure.

Expected impact

downward pressure as investors price in the larger-than-expected loss.

Evidence & confidence

Earnings surprise with a 1180% YoY loss and negative EPS suggest a bearish reaction.

Market effects

Sector

Highlights volatility in the niche HPC and AI‑hosting sector.

Regional

Primarily affects U.S. small‑cap tech investors.

Global

Limited to niche investors; no broad market impact.

Counterpoint

What could challenge this read

If the HPC capacity ramp-up translates into future cash flow, the stock could be undervalued despite the loss.

Key entities

  • company
    Applied Digital Corp.

    U.S. listed provider of HPC hosting services.

  • company
    Microsoft

    Partner in a strategic collaboration to develop AI compute capacity.

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