APLD Stock: Dip Persists Despite Massively Beating Estimates & AI Lease Wins [uUYddKwXEd4]
Q4 FY2026 rev $259M (+407% YoY) massively beat estimates on AI data centres. Adjusted EPS +$0.04 beat forecasts but large GAAP net loss persisted (~$110M Q4) $36B+ contracted 15-yr AI leases (1.4GW) with hyperscalers like CoreWeave highlighted Investor focus on high debt ($5B+), dilution risks, customer concentration Morgan Stanley initiated Equal Weight, saying 'Don’t Get Too Excited' Post-earnings digestion and profit-taking after initial pop and recent run-up. - Join this channel to get access to perks: Consider Supporting this Channel via PayPal: