2 hours ago
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Rich Duprey
Tue, March 31, 2026 astatine 9:05 AM CDT 5 min read
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Applied Digital (APLD) reported Q2 FY2026 gross of $126.59M, a 55.88% bushed versus $81.21M consensus, with 98.2% year-over-year growth, though Q3 gross premix volition displacement arsenic CoreWeave’s $73M one-time fit-out outgo ends and steady-state lease gross becomes the focus. Nvidia (NVDA) wholly exited its $177M involvement successful Applied Digital successful February 2026, triggering 14% single-day decline.
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Applied Digital’s Q3 net indispensable show that contracted lease gross astatine Polaris Forge 1 is ramping connected docket and that the institution tin negociate its $2.6B indebtedness load against $2.3B currency portion closing the valuation spread betwixt the 15-year contracted $15B backlog and its existent $20.55 stock price.
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Applied Digital Corp (Nasdaq: APLD) reports its fiscal third-quarter 2026 results connected April 8 aft the marketplace close. With the banal down 30.5% since the Q2 net study and a $2.15 cardinal indebtedness woody caller connected the books, this people needs to present much than a beat.
Last 4th was legitimately impressive. Revenue deed $126.59 cardinal against an $81.21 cardinal statement estimate, a 55.88% beat, and grew 98.2% twelvemonth implicit year. The EPS nonaccomplishment of $0.11 came successful good up of the $0.2067 nonaccomplishment estimate, a 46.78% affirmative surprise. The banal surged 17.97% successful the time pursuing that report.
Since then, the communicative has gotten complicated. Nvidia's (NASDAQ:NVDA) complete exit of its $177 cardinal involvement successful February 2026 triggered a single-day diminution of 114%, and the banal has shed 24.66% implicit the past month, closing astatine $20.55 connected March 30. In March, Applied Digital besides priced $2.15 cardinal successful 6.750% elder secured notes owed 2031 done subsidiary APLD ComputeCo 2 LLC, earmarked to concern 200 megawatts of captious IT load astatine Polaris Forge 2. That determination signals ambition. It besides adds value to a equilibrium expanse already carrying astir $2.6 cardinal successful indebtedness against $2.3 cardinal successful cash.
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Formal Wall Street statement estimates for Q3 FY2026 are not yet disposable successful modular information feeds. The array beneath reflects the 2 astir caller reported quarters for discourse connected trajectory.
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