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Applied Digital eyes $1B net income by 2027 amid AI data center expansion, Q1 loss expected.

Company Fundamentals
05 Oct 2026
Danny Green
View Source
Bullish
Applied Digital eyes $1B net income by 2027 amid AI data center expansion, Q1 loss expected.

Applied Digital is set to report a fiscal Q1 loss of $0.30 per share on $116.3 million revenue, reflecting ongoing investments in AI and high-performance data centers. The company has expanded its Polaris Forge 1 campus to 250 MW operational capacity, aiming to convert this growth into financial gains. With $36 billion in contracted lease revenue and a strategic goal to reach $1 billion in net operating income by 2027, investors will watch closely how new capacity impacts earnings. The stock trades at 12.36 times trailing sales, with a forward sales multiple of 3.90, highlighting valuation pressures ahead of the earnings report.

Applied Digital's stock is currently trading at USD 24.72 on Pluang as of Oct 06, 2026 03:12 WIB, down 2.60% for the day. This price is closer to its 52-week low of USD 20.55 than its high of USD 49.65, indicating significant volatility over the past year. Despite the recent decline, the stock sees strong buying interest on Pluang, with 97% of order activity on the buy side and a typical hold time of 23 days, showing investor engagement ahead of the earnings report.

More News (APLD)

Applied Digital stock falls 4% despite adding 75 MW capacity at Polaris Forge 1 data center.

Applied Digital stock falls 4% despite adding 75 MW capacity at Polaris Forge 1 data center.

Applied Digital announced it has brought an additional 75 megawatts of IT load online at its Polaris Forge 1 campus in North Dakota, marking a significant operational milestone. However, its stock fell 4%, along with peers IREN and Cipher Digital, am...

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Applied Digital upgraded to Hold as contract revenue hits $36B, but execution risks remain high.

Applied Digital upgraded to Hold as contract revenue hits $36B, but execution risks remain high.

Applied Digital Corporation has been upgraded to Hold following improvements in operating metrics and contract diversification. The company's contracted lease revenue surged to $36 billion, although CoreWeave's share decreased to 30%. Live high-perfo...

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3 days ago
Applied Digital adds 75 MW AI capacity in North Dakota, nearing full 400 MW campus buildout.

Applied Digital adds 75 MW AI capacity in North Dakota, nearing full 400 MW campus buildout.

Applied Digital has brought an additional 75 MW of AI infrastructure online at its Polaris Forge 1 campus in Ellendale, North Dakota, increasing operational critical IT load to 250 MW. This expansion completes the second building's 150 MW capacity, a...

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3 days ago
Applied Digital shares jump 7% as 75 MW capacity goes live at Polaris Forge 1 campus.

Applied Digital shares jump 7% as 75 MW capacity goes live at Polaris Forge 1 campus.

Applied Digital's stock rose 7% following the activation of an additional 75 MW phase at its Polaris Forge 1 data center campus in North Dakota, bringing total operational capacity to 250 MW. This milestone confirms the campus is fully leased and ope...

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3 days ago
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