NASDAQ$APLD
Applied Digital Corporation · Q3 2026 earnings
Q3 2026 earnings · · After market close · Investor relations
Briefing
Applied Digital reported Q3 fiscal 2026 revenue of $126.6M and a net loss of $70.7M, or $0.36 per share.
Revenue was $126.6 million for the quarter ended February 28, 2026, up from $52.9 million a year ago, reflecting data-center hosting growth. Net loss was $70.7 million, or $0.36 per diluted share, as the company scaled HPC hosting capacity.
- Revenue $126.6M (+139% YoY).
- Net loss $70.7M; diluted EPS $(0.36).
- Data-center hosting and HPC expansion in MD&A.
- Cloud services reclassified to continuing operations.
Headline financials
Revenue & EPS history
Applied Digital · Revenue · Quarterly
$127M
Forward guidance
Management outlook in the 10-Q covers operating priorities, capital allocation, and sector risks; numeric multi-quarter EPS bridges are limited.
Tailwinds
- MD&A highlights strategic priorities and liquidity.
- Segment or product trends support the core business narrative.
Headwinds
- Macro, rates, or input costs may pressure near-term margins.
- One-time items can affect year-over-year comparability.
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 Q3 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
| Quarter | Report date | Reaction (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 | — | — | — |
Discussion
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