APLD / Q1 FY2027

Applied Digital

Reports 2026-10-07 · After close

Published forecast

Oct 4, 2026, 9:49 PM PDT

Opus 5.5 High in Shortcut

Shortcut EPS

0.06

EPS basis comparison pending

Street EPS

-0.30

Frozen October 4 snapshot

Actual EPS

—

Awaiting earnings

APLD uses company-adjusted EPS before noncontrolling-interest allocations. The Street figure may use a different definition, so the percentage comparison and scoring are pending.

Explore the model.

Open the assumptions and calculations behind this earnings forecast.

Open in Shortcut ↗Download XLSX ↓

Behind the estimate.

The model expects new Polaris Forge capacity to lift rental income, partly offset by interest on new debt. Tenant fit-out work adds substantial revenue but earns a thin margin, so it contributes much less to profit.

The $0.06 forecast uses company-adjusted EPS before noncontrolling-interest allocations. The Street’s -$0.30 may use a different definition, and NCI alone does not explain the historical gap. The two estimates will not be scored against each other until their basis is matched.

Forecast and independent review: Opus 5.5 High in Shortcut.

On the record.

Reporting period: Q1 FY2027, ended 2026-08-31
Reporting basis: Company-adjusted diluted EPS before NCI, USD per common share. Comparability with frozen normalized consensus is unresolved.
Published: Oct 4, 2026, 9:49 PM PDT
Model / effort: Opus 5.5 · High effort

Original forecasts, models and publication times remain on the record.