Applied Digital Revenue Surges 407% to $258.7 Million, Beats Estimates On Data Center Sales

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Applied Digital reported quarterly revenue of $258.7 million, a 407% increase from the prior-year period, and an adjusted earnings per share of $0.04, beating analyst expectations for a loss of $0.22. The AI data center and power infrastructure operator also posted adjusted EBITDA of $42.4 million and net operating income of $39.9 million for the quarter.

CEO Wes Cummins said the company has scaled total live power capacity at its Polaris Forge 1 campus to 175 MW, building on a franchise model that replicates design and construction teams across hyperscaler deployments. Following the results, the stock rose 4.91%.

From the sources (3 posts)

@trendspider

$APLD MASSIVE DOUBLE BEAT 🔥 Q4 Adj. EPS: $0.04 vs $(0.22) est Q4 Sales: $258.75M vs $94.84M est 🟩 +4.91%

@alphasenseinc

$APLD Earnings: - Revenues: $258.7 million, up 407% from the prior year comparable period - Net loss attributable to common stockholders: $110.6 million, down 108% from the prior year comparable period - Net loss attributable to common sto

@trendspider

APLD Earnings LIVE: APLD Q2 2026 Results, Call & Reaction (+NVTS, CLS, CDNS)

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