Price movement over the last 24 hours
Applied Digital Corporation vs ARMOUR Residential REIT, Inc. — how do they compare? Applied Digital Corporation trades at $30.66 (market cap $8.90B), while ARMOUR Residential REIT, Inc. trades at $17.14 (market cap $2.11B). The key difference: Applied Digital Corporation is far larger — about 4.2× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays a 16.89% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | ARR | |
|---|---|---|
Market Cap | $8.90B | $2.11B |
Sector | Technology | Financials |
52-Week High | $49.65 | $19.12 |
52-Week Low | $9.18 | $14.05 |
Enterprise Value | $10.00B | — |
Dividend Yield | — | 16.89% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $31.15, down 3.53% today, amid bearish technical signals despite unanimous analyst buy ratings. The company shows strong revenue growth with $144M in 2025 and $319M projected for 2026, but remains unprofitable with negative margins. Recent news highlights APLD's pivot to AI data centers with $36B in contracted lease value, though execution risks and customer concentration persist.
Outlook: High growth potential from AI infrastructure expansion contrasts with profitability challenges and heavy capital spending. Risks include customer concentration and debt load, but analyst consensus targets $76.67 suggest significant upside if execution improves.
ARR trades at $17.05, down 0.23% today, with a neutral technical signal and bullish moving averages. The stock shows a low P/E of 6.85 and P/B of 0.9, indicating potential undervaluation, while recent earnings beat expectations in Q1 2026. Dividend payments remain steady at $0.24 per share, supporting income appeal. Revenue for 2025 was $332M with a net income margin of 97.2%, though cash flow trends show volatility in investing activities.
Outlook is mixed: analyst consensus is a $18.50 price target with 20% buy ratings, but risks include volatile earnings and high cash flow swings. The stock offers value and yield, yet requires caution due to operational inconsistencies and market sentiment leaning hold.
Trailing returns across standard periods
Latest headlines on both assets
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 →ARMOUR Residential REIT Inc is a real estate investment trust that invests in residential mortgage-backed securities or RMBS. These are issued or guaranteed by U.S.-government-sponsored enterprises, such as Fannie Mae, Freddie Mac, or Ginnie Mae. The company's investment portfolio is composed of mortgage-backed securities, adjustable-rate mortgage securities, and multifamily mortgage-backed securities. In terms of total fair value, most Armour's investments are long-term, fixed-rate agency RMBS. Multifamily RMBS also represents a substantial amount. Fannie Mae guarantees most of the company's holdings. Armour derives substantially all its revenue as interest income from its investments.
Read more on ARR →