APLD - Applied Digital Reports Fiscal Second Quarter 2026 Results

u/LarryBlink · Reddit — r/wallstreetbets · January 07, 2026 at 22:04 · ⬆ 140 pts · 💬 32 comments  | View on Reddit ↗
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Original Reddit post

Applied Digital's Q2 2026 results showed revenue growth, smaller loss, and hyperscaler lease milestones that the author considers clearly bullish.

APLD — LONG The author argues Applied Digital's Q2 2026 results are bullish because revenue grew 250% YoY to $126.6M, adjusted EBITDA improved to $20.2M, and Polaris Forge hyperscaler leases advanced, including a 200 MW lease with about $5B potential. The smaller net loss and strong liquidity support the view despite ongoing net losses and high capex.

Revenue, EBITDA, and operational milestones exceeded expectations. Strong liquidity and long-term hyperscaler leases make this a clearly bullish quarter, despite the ongoing net loss.

Score 140
Comments 32
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u/LarryBlink Reddit r/wallstreetbets
Q2 revenue and hyperscaler leases beat; bullish quarter
The author argues Applied Digital's Q2 2026 results are bullish because revenue grew 250% YoY to $126.6M, adjusted EBITDA improved to $20.2M, and Polaris Forge hyperscaler leases advanced, including a 200 MW lease with about $5B potential. The smaller net loss and strong liquidity support the view despite ongoing net losses and high capex.
APLD HIGH
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This Reddit post, published January 07, 2026, features u/LarryBlink discussing APLD. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/LarryBlink  · Tickers: APLD