ALP Alpha Compute Corp.
Price Chart
Executive Summary
Alpha Compute reported Q2 2025 EPS of -$1.26, a 260% miss vs consensus of -$0.35, with no revenue yet. The press release focuses on operational milestones: a $32.2M GPU off-take agreement, the GAMEE acquisition, and a national media campaign. The massive EPS miss and pre-revenue status reinforce the bearish case, despite the forward-looking narrative.
Actionable Insight
The massive EPS miss and pre-revenue status confirm the company is still in early buildout phase. The $32.2M off-take agreement and GAMEE acquisition provide a narrative catalyst, but with a $6M market cap and heavy liabilities, the stock remains highly speculative. Monitor for actual revenue recognition in upcoming quarters and any further dilution from capital raises.
Key Facts
- EPS of -$1.26 missed consensus of -$0.35 by 260%
- No revenue reported for the period; projected annual run-rate of $23 million
- Total assets $79.2M, total liabilities $44.4M (including $34.4M in GPU/data center leases)
- Completed majority acquisition of GAMEE at $18M implied valuation
- Signed $32.2M two-year off-take agreement with a frontier AI lab
- Market cap of $6M with 0% analyst bullish rating
Financial Impact
EPS miss of -$0.91 vs consensus; no current revenue; $32.2M off-take agreement provides future revenue visibility but no near-term cash flow
Risk Factors
- Pre-revenue with no current revenue reported; reliance on future GPU deployment revenue
- Heavy debt load ($34.4M in leases) relative to $34.8M equity
- High cash burn and need for additional financing
- Nasdaq listing with low market cap and bearish analyst consensus
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3307468 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 5, 2026
7d ago
|
6-K
| $0.2536 awaiting T+5 | awaiting T+5 | — | $0.2410 (−4.97%) |
|
Jun 5, 2026
7d ago
|
Press Release
| $0.2537 awaiting T+5 | awaiting T+5 | — | $0.2410 (+5.01%) |
|
May 27, 2026
16d ago
|
6-K
| $0.4460 $0.3090 | ▼ −30.72% | ▼ −31.93% | $0.2410 (−45.96%) |
|
May 27, 2026
16d ago
|
Press Release
| $0.4460 $0.3090 | ▼ −30.72% | ▼ −31.93% | $0.2410 (−45.96%) |
|
May 27, 2026
16d ago
|
Press Release
| $0.4460 $0.3090 | ▼ −30.72% | ▼ −31.93% | $0.2410 (−45.96%) |
|
May 21, 2026
22d ago
|
6-K
| $0.3850 $0.4400 | ▲ +14.29% | ▲ +12.69% | $0.2410 (−37.40%) |
|
May 21, 2026
22d ago
|
Press Release
| $0.3850 $0.4400 | ▼ −14.29% | ▼ −12.69% | $0.2410 (+37.40%) |
|
May 12, 2026
4w ago
|
Press Release
| $0.2750 $0.3630 | ▲ +32.00% | ▲ +31.92% | $0.2410 (−12.36%) |
|
May 11, 2026
4w ago
|
ANALYST-UPGRADE
| $0.4000 $0.3840 | ▼ −4.00% | ▼ −2.97% | $0.2410 (−39.75%) |
US Market Status
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