Arista Networks Inc vs Applied Digital Corporation — how do they compare? Arista Networks Inc trades at $202.9 (market cap $249.53B), while Applied Digital Corporation trades at $32.09 (market cap $8.55B). The key difference: Arista Networks Inc is far larger — about 29.2× Applied Digital Corporation's market cap, and Arista Networks Inc is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| ANET | APLD | |
|---|---|---|
Market Cap | $249.53B | $8.55B |
Sector | Technology | Technology |
52-Week High | $197.85 | $49.65 |
52-Week Low | $116.13 | $13.89 |
Enterprise Value | $236.19B | $12.06B |
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Applied Digital (APLD) trades at $29.06, down 0.55% on the day, with a bearish technical signal and recent earnings misses. The company reported a net loss of $231.07 million in 2025 despite revenue growth, while analyst consensus remains strongly bullish with a $72.36 price target. Recent news highlights significant AI infrastructure contracts and insider selling activity.
Outlook hinges on execution of its $36 billion AI infrastructure pipeline, but risks include high cash burn, negative margins, and rising debt. The stock offers high growth potential if operational targets are met, yet financial sustainability concerns warrant caution for investors amid volatile sentiment.
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Arista Networks is a software and hardware provider for the networking solutions sector. Operating as one business unit, software, switching, and router products are targeted for high-performance networking applications, while service revenue comes from technical support. Customer markets include data centers, enterprises, service providers, and campuses. The company is headquartered in Santa Clara, California, and generates most of its revenue in the Americas.
Read more on ANET →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 →