Analog Devices, Inc. vs Applied Digital Corporation — how do they compare? Analog Devices, Inc. trades at $386.79 (market cap $187.00B), while Applied Digital Corporation trades at $30.63 (market cap $8.37B). The key difference: Analog Devices, Inc. is far larger — about 22.3× Applied Digital Corporation's market cap, and Analog Devices, Inc. pays a 1.15% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| ADI | APLD | |
|---|---|---|
Market Cap | $187.00B | $8.37B |
Sector | Technology | Technology |
52-Week High | $445.48 | $49.65 |
52-Week Low | $225.20 | $13.89 |
Enterprise Value | $192.25B | $11.87B |
Dividend Yield | 1.15% | — |
Signals from Pluang's Aura AI — not financial advice
Analog Devices (ADI) trades at $389.93, up 3.34% over the past day, with a bullish technical signal and strong institutional support. The stock has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $3.09 exceeding expectations. Revenue for 2025 reached $11.02 billion, with a net income margin of 26.01%, though valuation ratios like P/E of 58.03 suggest premium pricing. A dividend of $1.10 per share is scheduled for payment on June 16, 2026.
The outlook for ADI is positive, driven by robust earnings performance and analyst optimism, with a consensus price target of $474.80 implying significant upside. Risks include high valuation multiples and sensitivity to semiconductor market cycles, but strong cash flow and institutional buy-in support a favorable investment case for growth-oriented investors.
Applied Digital (APLD) trades at $29.22, up 1.25% with bearish technical signals despite unanimous analyst buy ratings. The company shows explosive revenue growth with Q4 2026 revenue surging 407% to $258.7M but continues posting significant losses with negative profit margins. Recent news highlights $36 billion in contracted AI infrastructure revenue and insider selling activity.
While analyst consensus targets $72.36 (147% upside), the stock faces execution risks from massive capital expenditures, negative cash flow, and challenging profitability metrics. The AI infrastructure build-out offers substantial growth potential but requires careful monitoring of financing needs and construction timelines.
Trailing returns across standard periods
Latest headlines on both assets
Analog Devices is a leading analog, mixed signal, and digital signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers, and more than half of its chip sales are made to industrial and automotive end markets. Analog Devices' chips are also incorporated into wireless infrastructure equipment.
Read more on ADI →Applied Digital provides high-performance computing (HPC) infrastructure and cloud services. It designs and operates data centers tailored for AI, machine learning, and other intensive digital workloads across North America.
Read more on APLD →