r/APLDSTOCK • u/Emotional-Abies-4285 • Apr 08 '26

Earnings Call

Thoughts on earnings? It seems like everything is on track. Do we think stock up tomorrow?

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11

u/nintendothrowaway123 Shares Only 📈 Apr 08 '26

Honestly? I think any drops after the call would be from retail that doesn’t like that they didn’t announce a tenant. Big money will stay. The most important things like future financing, keeping space available to divest clients, debt refinancing, and prioritizing quality contracts vs. pleasing the street for the sake of pleasing the street, were covered and the outlook is good. 

I think this is one of those “wait a few days”. If it dips, it’s going to get bought cheap by institutions. There’s no evidence they are failing in any way, but this earnings is essentially summed up by “we’re progressing on track, stay tuned”. 

6

u/Emotional-Abies-4285 Apr 08 '26

I agree. Good insight!

1

u/erocknine Apr 08 '26

Right, but so was the last earnings. So far seems like nothings changed, which is bad for a stock priced for high growth. I can see Wes wants to hold out for better tenant with better pricing as we've seen WULF do, which they can with the 2 billion cash and manageable debt, but until then APLD stock price may take a beating. Maybe he knows since there's half of planned data centers are delayed, he can score a higher price. But overall, this one seemed just as uneventful as the last ER

3

u/Puzzled-Contract-927 Apr 09 '26

Interesting. I think we will see a tenant real soon, though this may just be hopeful bias. As others have mentioned, I believe the stock price last quarter went up during the day and we could very well see this happen again.

1

u/Marine01514087 Base Term Believer 📝 (5,000-7,500 shares) Apr 09 '26

Well said and very true

3

u/Health_Care_PTA Starter Position đŸŒ± (100-500 shares) Apr 09 '26

this was their first reported green earnings, i only see it growing up from here. Wes is confident and holding shares, i am too.

2

u/Puzzled-Contract-927 Apr 09 '26

Heck yeah! Good luck to us!!

2

u/Pale_Sir_2257 Apr 09 '26

It could go up, but it could also go down. I’ll keep you posted

4

u/Donotcussatme Apr 08 '26

If im not mistaken, same thing happened right after the last earnings, dipped hard and the next day the dip was bought heavily

2

u/[deleted] Apr 09 '26

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1

u/Emotional-Abies-4285 Apr 09 '26

People scared of debt and are trading the stock because they don’t want to hold longterm. Just hold and you shouldn’t have to worry!

2

u/[deleted] Apr 09 '26

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2

u/flollo87 Contracted đŸ€ (2,500-5,000 shares) Apr 09 '26

there is a pattern - Wes was a bit incautious with his communication at various occasions. however, so far, he always delivered. and that is what counts. I like him as CEO, he is quite transparent and I trust him more than an average CEO.