
Applied Digital (APLD) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
Applied Digital (APLD) last issued guidance on July 9, 2024 for Q4 2024. The company guided revenue in the range of $41.7M - $43.7M for the period.
Compared to prior guidance, Applied Digital lowered its revenue forecast from a prior range of $385M - $405M.
Applied Digital has issued 4 guidance updates between June 26, 2023 and July 9, 2024. During this period, the company raised its outlook 1 time and lowered it 1 time, providing investors with insight into management's evolving expectations.
| Metric | Q1 '27 | Q4 '26 | Q3 '26 | Q2 '26 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $-0.29 | $-0.36 | $-0.17 | $-0.17 |
| Actual | $-0.01 | $0.04 | $0.09 | $0.00 |
| Surprise | +96.5% | +111.1% | +152.9% | +100.0% |
| Revenue | ||||
| Estimate | $126.5M | $91.9M | $77.1M | $79.7M |
| Actual | $300.4M | $258.7M | $126.6M | $126.6M |
| Surprise | +137.5% | +181.5% | +64.2% | +58.8% |
| Metric | Q2 '27E | Q3 '27E | Q4 '27E | Q1 '28E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $-0.30 | $-0.34 | $-0.24 | $-0.10 |
| Revenue | ||||
| Consensus | $130.3M | $171.7M | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q1 | Oct 7, 2026 | $-0.01 | $-0.29 | 96.5 % |
| Q4 | Jul 27, 2026 | $0.04 | $-0.36 | 111.1 % |
| Q3 | Apr 8, 2026 | $0.09 | $-0.17 | 152.9 % |
| Q2 | Jan 7, 2026 | $0 | $-0.17 | 100.0 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q1 | Oct 7, 2026 | $300.39M | $126.47M | 137.5 % |
| Q4 | Jul 27, 2026 | $258.75M | $91.91M | 181.5 % |
| Q3 | Apr 8, 2026 | $126.60M | $77.11M | 64.2 % |
| Q2 | Jan 7, 2026 | $126.59M | $79.71M | 58.8 % |