Analysts Revise Forecasts Ahead of Applied Digital's Q1 Earnings

Author: Dylan Bailey Updated: 10-07-2025 12:12 PM

Insights on Applied Digital Corporation’s Upcoming Earnings

Applied Digital Corporation (NASDAQ: APLD) is gearing up to release its earnings results for the first quarter. Analysts anticipate a quarterly loss of 16 cents per share, a slight decline from the previous year’s loss of 15 cents per share. Additionally, the firm expects to report quarterly revenues at around $45.46 million, a significant drop from $60.70 million from the prior year.

Company's Future Expansion Plans

In a bold move, Applied Digital has announced plans to commence construction on a $3 billion AI data campus in Harwood, North Dakota, slated to begin operations in 2026. Named Polaris Forge 2, this facility is designed to have an initial capacity of 280 megawatts, with anticipated expansion capabilities to meet future demand.

Recent Stock Performance

Following the announcement of its upcoming earnings report, Applied Digital shares experienced a modest uptick of 4.5%, closing the day at $27.71. This positive shift indicates investor confidence despite the projected quarterly loss.

Analyst Ratings and Price Target Adjustments

As the earnings date approaches, several analysts have provided updates on their ratings for Applied Digital. Noteworthy revisions include:

HC Wainwright & Co. analyst Kevin Dede has maintained a Buy rating and raised the price target from $15 to $20, reflecting confidence in APLD's long-term prospects.
Lake Street’s analyst Rob Brown also upheld a Buy rating while adjusting the price target from $14 to $18, showcasing a sound belief in the company’s growth.
Needham's John Todaro increased his price target from $12 to $16, continuing to endorse a Buy rating based on strong fundamentals.
Nick Giles from B. Riley Securities raised his price target from $8 to $15, maintaining his Buy rating owing to APLD's strategic direction.
Greg Miller, an analyst with JMP Securities, reassured investors with a Market Outperform rating and lifted the price target from $12 to $18, reflecting optimism about APLD’s forthcoming ventures.

Understanding Analyst Sentiments

With a blend of supportive analyst sentiments and an eye on the company's innovative undertakings, investors are keenly observing how these projections align with the impending earnings release.

Conclusions for Investors

As the market anticipates the earnings results, potential investors may find the revised price targets insightful in making informed decisions regarding APLD stock. Given the contrast between expected losses and ambitious growth plans, the upcoming report could serve as a pivotal moment for Applied Digital.

Frequently Asked Questions

What are the expected earnings for Applied Digital?

Analysts expect a quarterly loss of 16 cents per share for Applied Digital.

What is the projected revenue for Applied Digital?

The company anticipates quarterly revenue of approximately $45.46 million.

How did Applied Digital's stock perform recently?

Applied Digital shares rose 4.5% recently, closing at $27.71.

What are analysts saying about Applied Digital?

Analysts have mostly maintained Buy ratings while increasing price targets based on the company’s strategic initiatives.

What are the future plans of Applied Digital?

Applied Digital is set to break ground on a $3 billion AI data campus, slated to be operational in 2026.

About The Author

My name is Dylan Bailey, and I am 28 years old. I am an author and an expert on the stock market who specializes in publicly traded companies. Early fascination with the stock market inspired me to seek a finance degree and then delve deeply into the world of stocks. I have developed over the years my abilities to spot investment prospects, assess business performance, and analyze market trends.

My books and articles try to help regular investors understand the nuances of the stock market. Anyone can, in my opinion, make wise investment choices and succeed financially if they have the correct information and resources. In my writing, I combine in-depth research with practical insights and advice that can be put into action. This is done with the intention of assisting readers in navigating the constantly shifting landscape of publicly traded companies.

In addition to writing, I also host webinars and workshops, where I give presentations and share my knowledge with a wider audience. I also write for top financial journals and show up as a guest analyst on financial news shows. I like to travel, spend time with my family, and keep active by playing different sports when I'm not buried in market research.

My goal is to enable people to choose wisely and consciously in their investments, so taking charge of their financial futures. By my work, I hope to create a community of informed and self-assured investors prepared to take advantage of the chances presented by the stock market.

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