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Jan 7, 2026 4:00 PM

Applied Digital Q2: Will CoreWeave Drive 40% Revenue Growth?

Applied Digital Corp. (NASDAQ:APLD) is scheduled to report its fiscal second-quarter 2026 financial results on Wednesday after the closing bell. 

Here's a look at what investors will be watching in the report and commentary from executives. 

APLD stock is climbing. See the chart and price action here. 

Key Estimates & Financials

Wall Street is looking for significant top-line growth as Dallas-based Applied Digital begins to recognize more revenue from its AI-focused data centers and tenant fit-out services.

Analysts expect the company to report a loss of ten cents per share and quarterly revenue of $89.76 million, according to data from Benzinga Pro. 

Metric

Consensus Estimate

Last Year (Q2 2025)

Revenue

$89.76 Million

$63.87 Million

EPS (Earnings Per Share)

$-0.10

$-0.06

Revenue Growth: Analysts expect a more ...