Live Earnings: Applied Digital (APLD) Reports After the Bell Tonight

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Powell Comments Sink APLD Shares Before Earnings

3:21 pm
by Eric Bleeker

If you just went to Google and saw Applied Digital shares were falling, there’s no need for alarm.

At around 3 p.m., Jerome Powell said there has been no decision made on cutting rates at the September meeting. Immediately after the comment, Treasury yields jumped 6 basis points and stocks fell.

Point being: This is a broader market sell-off and nothing related to Applied Digital’s upcoming report after the bell. The stock fell 3.7% after Powell’s comments but has recovered some losses in late trading.

Applied Digital Up Today

2:10 pm
by Eric Bleeker

As of 2:10 p.m. ET, shares of Applied Digital are up 1.2%.

Its a mixed day in the broader data center space. MARA Holdings is up 3% while CoreWeave has dropped 4.8%.

What Wall Street Expects Tonight

2:00 pm
by Eric Bleeker

Here’s a look at what Wall Street expects tonight:

• Revenue: $37.12 million
• Adjusted EPS: -$.16
• Capital Expenditures: $154 million

The company is shifting away from Cloud Services and toward a larger data center footprint, so revenue growth is expected to accelerate in 2026. Right now, Wall Street expects Applied Digital to report $168 million in sales this year and $365 million in 2026.

Applied Digital (Nasdaq: APLD) reports its Fiscal Q4 earnings after the bell today and we’ll be tracking its price movements and analyzing earnings in this live blog. Shares are up 30% year-to-date and 154% across the past year. Can those gains continue? That will largely depend on what the company reports today. 

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Here’s What Applied Digital Posted in its Fiscal Third Quarter 

Applied Digital last reported earnings on April 14th. Here’s a summary of what the company reported:

• Applied Digital Corporation reported its fiscal third quarter 2025 results, highlighting a 22% increase in revenue to $52.9 million compared to the same period last year.
• The company experienced a net loss of $36.1 million, or $0.16 per share, which is a 43% increase from the previous year.
• The adjusted net loss was $17.8 million, or $0.08 per share.
• Operational highlights include the approval of a plan to sell the Cloud Services Business and securing $375 million in financing from Sumitomo Mitsui Banking Corporation.
• The company is focusing on expanding its data center operations, with ongoing construction at the Ellendale HPC Campus.
• The CEO expressed confidence in the company’s strategic direction and its potential transition into a data center REIT. The company continues to negotiate with US-based hyperscalers to lease up to 400 MW of capacity.

With other data center plays like CoreWeave and Nebius soaring, investors have been looking for smaller plays like Applied Digital. However, the company faces an uphill battle to gain traction in an extremely competitive environment. 

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