AGPU · Axe Compute Inc.
Price & Indicators
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The closing range begins at the captured split on Sep 30, 2025.
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AI Brief
Q2 FY26 earnings call · Aug 17, 2026TL;DR. Axe Compute reported its first full quarter of compute revenue at $3.2 million, signed more than $2.8 billion of new Build contracts in July bringing 2026 total contract value above $3 billion, and reiterated its target of an additional $2 billion in signed contracts before year-end and a $696 million annualized run rate upon full deployment.
- + Compute revenue grew more than 90x sequentially to $3.2 million in the first full quarter of compute services
- + Customer prepayments grew to $60.8 million and generated $17.4 million of positive operating cash flow in the first half of 2026
- + Reiterated target of $696 million annualized run rate upon full deployment and an additional $2 billion in signed contracts before year-end
- + Quarter-end cash grew to $21.9 million from $6.9 million at the end of Q1 2026
- + Active qualified pipeline stands at $5.9 billion across 98 opportunities, roughly double the current signed book, with two-thirds tied to Blackwell-class or Vera Rubin GPUs
- − Reported a net loss of $17.2 million driven primarily by $13.1 million of non-cash losses on digital assets
- − Build revenue has not yet begun and the current quarter's revenue mix is entirely from the lower-margin Access model; reported economics are expected to change materially once Build deployments come online
- − Contracted $260 million cluster remains in build with deployment still targeted for Q3 2026, deferring the associated approximately $21 million per quarter in revenue
- − Forward-looking margin and ARR economics are management model outputs, not formal guidance
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
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Guidance & track record
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Technicals
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Key metrics
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Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AGPU
this stock
Axe Compute Inc.
|
$129.47M | +56.2% | +47.7% | — | 5.2% |
|
MSFT
Microsoft Corp
|
$3.68T | +2.5% | +6.9% | 27.6 | 1.0% |
|
ORCL
Oracle Corp
|
$454.41B | -22.9% | +17.3% | 23.6 | 1.5% |
|
PLTR
Palantir Technologies Inc.
|
$401.86B | -5.9% | +56.2% | 142.9 | 2.7% |
|
PANW
Palo Alto Networks Inc
|
$270.47B | +79.5% | +29.0% | — | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Sep 30, 2025; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AGPU | +13.1% | +33.8% | +542.0% | +12.2% | +56.2% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | +14.2% | +35.5% | +524.1% | +12.5% | +44.1% |