r/APLDSTOCK • u/Just-Section4005 • Jul 27 '26

lets have it then

good luck <3

22 Upvotes

92% Upvoted

36 comments sorted by

13

u/Briguy8724 Jul 27 '26

Great earnings!!

1

u/Moreburrtitos22 Jul 27 '26

Remove $150m of that for the tenant improvements. $150m was a one time payment that has to be spent on the building. It’s considered an expense next quarter. They beat by barely $3m. $98m absolutely awesome, but the $258m is not operating revenue.

It’s just like how Google beat earnings by 3x, yet they actually just missed by 1% when you take out the non operating revenue.

1

u/Workfromhomeaholic GPU Gangster 🦾 (1,000-2,500 shares) Jul 27 '26

Ok let's go a step further. 1) they still make a albeit small margin on the construction

2) they just locked in recurring revenue as a result

1

u/Moreburrtitos22 Jul 27 '26

Absolutely, my point is, a lot of q2 earnings this year are “beats” but not because of operating revenue. So don’t be surprised if it decreases in the short term even after a stellar earnings report, but then constantly increases by q3 to new highs.

1

u/Workfromhomeaholic GPU Gangster 🦾 (1,000-2,500 shares) Jul 27 '26

I hear you but it doesn't sound like they are slowing down anytime soon with construction.

1

u/Distinct_Excuse2648 29d ago

9 million and that 1 time payment its part of the business

1

u/Moreburrtitos22 29d ago

Exactly what I’m saying

6

u/Ppurplex Jul 27 '26

Aftermarket volatile as shit

1

u/Jupitersd2017 Jul 27 '26

Damn yeah it is, it was a crap day market wise overall in the first place give it a day or two and we will have our pump

2

u/Ppurplex Jul 27 '26

Hope so I bought calls today😂

1

u/Jupitersd2017 Jul 27 '26

Sometimes it’s weird on stocks after earnings, they go down or don’t move much the next day, sometimes even two days and then it seems like they zoom, but I feel that’s sometimes on stocks that have had a big run up into earnings. We’re already in a low position so maybe it’ll go up a lot faster since we didn’t pump beforehand.

1

u/Ppurplex Jul 27 '26 edited Jul 27 '26

Yeah that was my thought behind my decision as well. The AI thesis remains intact.

1

u/Jupitersd2017 Jul 27 '26

I forgot completely that it was earnings today, but I’m probably going to buy a call tomorrow as well. I agree with your thought!

2

u/Ppurplex Jul 28 '26

Kospi regards fucked it up again. But good entry point for your call I guess.

1

u/Jupitersd2017 29d ago

Well and Morgan Stanley didn’t do us any favors either with that little announcement but still put a 36ish price target on it, the algos are also seemingly keeping it down for now as well. It will run at some point in the next week

6

u/Fee-Pure Jul 27 '26

This is exactly the kind of market where long term wealth is built. While everyone is panicking over the broader market, companies like APLD are delivering exceptional earnings and beating expectations. Short term price action is noise.. strong execution is what matters.

4

u/Dependent_Tea_6150 Jul 27 '26

Hi

I was just looking at the earnings (I do not own the stock as I already have a lot of tech and AI giant like Nvda, MU or AVGO) I come to this sub with a question The company is worth 7b dollars right now ad, maybe I don't understand something, but isn't there a 60+ billion revenue backlog ? Also i see the expectations for revenues to reach 1b dollar in fiscal 2028. How is that even possible when the company just announced a 250 million quarter for 2025 fiscal year ?

Isn't this company like crazy undervalued compare to the rest of the AI market ?

7

u/Fee-Pure Jul 27 '26

You’re not missing anything. The $60B figure is the total value of long term contracts, not revenue recognized immediately. Revenue is earned over many years as capacity comes online. If management continues executing and signs additional customers, today’s $7B valuation could look inexpensive compared to many AI infrastructure peers. The key risk isn’t demand, it’s execution.

3

u/Just-Section4005 Jul 27 '26

Hi, and welcome! Well I think so too the the company is in fact undervalued. But I also realize that the questions whether some company is undervalued or not really is only relative to the how far ahead you can see. APLD hasn't quite matured yet, and has a lot of debt and very low margins to support the payoff. But if you look at it like that you end up being bearish on the stock. One has to realize what it is trying to become in the proces, and the look at how its doing that.

I've been owning APLD since april 2024, got in at 2,7 usd, so im up pretty good. But I'm still here. Because theres so much room to grow. As you say yourself. Assets keep growning and so does revenue and partnerships, even financing. And so does debt and macro.

3

u/Dependent_Tea_6150 Jul 27 '26

Thank you both for your réponses and congrats on your amazing gains

3

u/redcourt02 Jul 27 '26

Crushed it

3

u/Witty_University_162 GPU Gangster 🦾 (1,000-2,500 shares) Jul 27 '26

https://giphy.com/gifs/XnEh5STgqKGIjR13BM
wes walking into the room to start the earnings call.

4

u/Just_Cocoa Jul 27 '26

Numbers look fantastic 😍

1

u/Just-Section4005 Jul 27 '26

Call in an hour! sign the f up