APLD
Applied Digital Corporation · Technology · Information Technology Services
$25.38
+5.05% today · -3.31% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- APLD +5.05% on the last session vs SPY +0.74%: +4.3 pts of stock-specific move.
- Earnings Wed after the close: EPS −$0.30 expected (4 analysts); it moved ±13.6% on average after its last 8 reports.
- 23 Reddit mentions in the past 24 hours, 82% positive over the week.
- 1 analyst action in the past 10 days (0 positive, 0 negative); latest: UBS started coverage at Buy, target $38.00.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Next report
Oct 7
Wed · after the close · in 4 days
EPS estimate
−$0.30
−$0.36 to −$0.22 · 4 analysts
Revenue estimate
$124.6M
$102.5M to $139.3M
Track record
8/8 beats
last 8 reports · moved ±13.6% on average
Reports
| Reported | Quarter | EPS est. | EPS | Surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 27, 2026 AMC | 4Q2026 | −$0.19 | $0.04 | +121.1% beat | $258.7M | +0.9% +0.7 vs SPY | +1.6% | +11.8% |
| Apr 8, 2026 AMC | 3Q2026 | −$0.21 | $0.09 | +142.9% beat | $126.6M | -8.0% -8.6 vs SPY | -6.3% | +10.9% |
| Jan 7, 2026 AMC | 2Q2026 | −$0.21 | $0.00 | +100.0% beat | $126.6M | +8.1% +8.1 vs SPY | +7.1% | +22.1% |
| Oct 9, 2025 AMC | 1Q2026 | −$0.15 | −$0.03 | +80.6% beat | $64.2M | +16.1% +18.8 vs SPY | +26.4% | +25.1% |
| Jul 30, 2025 AMC | −$0.21 | −$0.03 | +85.7% beat | — | +31.0% +31.4 vs SPY | +25.3% | +47.5% | |
| Apr 14, 2025 AMC | −$0.10 | −$0.08 | +20.0% beat | — | -35.9% -35.7 vs SPY | -14.3% | -24.9% | |
| Jan 14, 2025 AMC | −$0.14 | −$0.06 | +57.1% beat | — | -2.0% -3.8 vs SPY | -1.4% | +12.9% | |
| Oct 9, 2024 AMC | −$0.26 | −$0.15 | +42.3% beat | — | -6.9% -6.7 vs SPY | +1.2% | +8.8% | |
| Aug 28, 2024 AMC | −$0.22 | −$0.36 | -63.6% miss | — | -13.4% -13.4 vs SPY | -2.7% | +21.8% | |
| Apr 11, 2024 AMC | −$0.07 | −$0.24 | -242.9% miss | — | -11.7% -10.3 vs SPY | +5.9% | -22.1% | |
| Jan 16, 2024 BMO | $0.01 | −$0.05 | -600.0% miss | — | -26.2% -25.8 vs SPY | -16.6% | -35.0% | |
| Jul 24, 2023 BMO | −$0.07 | −$0.01 | +85.7% beat | — | +13.7% +13.3 vs SPY | +6.2% | +21.8% | |
| Apr 6, 2023 BMO | −$0.04 | −$0.01 | +75.0% beat | — | +16.3% +15.9 vs SPY | -2.3% | +64.7% | |
| Jan 9, 2023 AMC | −$0.05 | −$0.04 | +20.0% beat | — | +4.3% +3.6 vs SPY | -2.9% | +8.2% | |
| Oct 11, 2022 AMC | −$0.04 | −$0.04 | 0.0% in line | — | +3.6% +3.9 vs SPY | -4.8% | +25.6% | |
| Aug 25, 2022 AMC | −$0.13 | −$0.07 | +46.2% beat | — | +7.3% +10.7 vs SPY | +1.6% | +14.1% | |
| May 13, 2022 BMO | −$0.07 | −$0.04 | +42.9% beat | — | 0.0% -2.4 vs SPY | -3.9% | +71.7% |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Aug 31, 2026 | −$0.30 (4) | −$0.36 – −$0.22 | -908% | +9.9% | ▲1 ▼0 | $124.6M | +94% |
| Next quarter · Nov 30, 2026 | −$0.35 (4) | −$0.44 – −$0.18 | 0% | +44.9% | ▲0 ▼1 | $170.9M | +35% |
| Current year · May 31, 2027 | −$1.09 (5) | −$1.48 – −$0.72 | -1089% | +12.7% | ▲1 ▼0 | $830.0M | +36% |
| Next year · May 31, 2028 | −$0.48 (5) | −$1.41 – $0.47 | +56% | -32.8% | ▲0 ▼1 | $1.9B | +131% |
Consensus as of Oct 3, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.