NASDAQ$APLD

Applied Digital Corporation · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Applied Digital reported Q1 2026, revenue of $64.2M, diluted EPS of $0.07.

For Q1 2026, Applied Digital reported revenue of $64.2M, diluted EPS was $0.07. The filing discusses segment trends, liquidity, and management outlook for upcoming periods.

  • Revenue $64.2M.
  • Diluted EPS $0.07.
  • Applied Digital highlights operating priorities and capital allocation.

Headline financials

Total Revenue

$64.2M

Previous: $60.7M+5.8%
EPS (adj)

$0.07

Previous: -$0.03+333.3%
Adjusted EBITDA

$537K

Previous: $6.26M-91.4%
Adjusted Net Income

$7.57M

Previous: $795K+852.2%
Net Income

-$27.8M

Previous: -$4.25M-555.1%
Operating Income

-$22.3M

Previous: $9.48M-335.1%

Revenue & EPS history

Applied Digital · Revenue · Quarterly

$64.2M

Q1 2026+5.8%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The release discusses Applied Digital's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Applied Digital cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+5.3%

Avg return

Earnings day

+11.0%

Avg return

5 days after

+21.6%

Avg return

30 days after

75%

15 / 20 earnings

Positive

+32.6%

Q4 2023

Best reaction

-35.9%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+14.1%+13.2%+48.4%
Q2 2026+7.8%+13.0%+9.4%
Q1 2026+16.0%+28.9%+5.8%
Q3 2025-35.9%-26.4%+4.1%
Q2 2025+7.7%+14.6%+1.9%
Q1 2025-12.2%-3.8%-3.7%
Q4 2024-19.2%-22.8%+73.2%
Q3 2024-9.4%-18.1%+10.7%
Q2 2024-31.5%-35.1%-34.0%
Q1 2024+4.8%-0.8%-5.4%
Q4 2023+32.6%+21.8%-12.2%
Q3 2023+22.8%+40.9%+57.7%
Q2 2023+16.7%+15.1%+83.3%
Q1 2022+14.9%+21.4%+39.3%
Q1 2023+8.7%+20.6%+31.2%
Q2 2022+1.0%+8.7%-15.5%
Q4 2022+4.0%+5.1%-19.7%
Q3 2021+21.1%+41.1%+52.2%
Q4 2021+21.1%+41.1%+52.2%
Q3 2022+21.1%+41.1%+52.2%
Q2 2021
Q1 2021

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