Applied Digital Corporation vs AST SpaceMobile Inc — how do they compare? Applied Digital Corporation trades at $29.38 (market cap $8.90B), while AST SpaceMobile Inc trades at $69.45 (market cap $21.90B). The key difference: AST SpaceMobile Inc is far larger — about 2.5× Applied Digital Corporation's market cap, and Applied Digital Corporation is trading nearer its 52-week high, AST SpaceMobile Inc nearer its low. Which is the better fit depends on your goals.
| APLD | ASTS | |
|---|---|---|
Market Cap | $8.90B | $21.90B |
Sector | Technology | Media |
52-Week High | $49.65 | $133.09 |
52-Week Low | $9.18 | $36.91 |
Enterprise Value | $10.00B | $21.87B |
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.
ASTS trades at $73.32, down 0.76% on the day, with a bearish technical signal from moving averages and mixed oscillators. The company reported revenue of $70.92 million in 2025 but sustained a net loss of $341.94 million, missing earnings expectations for three consecutive quarters. Recent news highlights potential in defense communications via satellite technology, though competition with SpaceX remains a focal point.
The outlook is speculative with high execution risk; analyst consensus is divided with a $90.33 price target. Investment opportunity hinges on successful satellite deployment and partnership execution, but persistent losses and intense competition pose significant downside risks for shareholders.
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 →AST SpaceMobile Inc is a satellite designer and manufacturer. The company is building the global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on extensive IP and patent portfolio. AST is on a mission to eliminate the connectivity gaps faced by mobile subscribers and finally bring broadband to the billions who remain unconnected.
Read more on ASTS →