Price movement over the last 24 hours
Applied Digital Corporation vs Axon Enterprise Inc — how do they compare? Applied Digital Corporation trades at $30.79 (market cap $8.90B), while Axon Enterprise Inc trades at $564.5 (market cap $45.60B). The key difference: Axon Enterprise Inc is far larger — about 5.1× Applied Digital Corporation's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Axon Enterprise Inc nearer its low. Which is the better fit depends on your goals.
| APLD | AXON | |
|---|---|---|
Market Cap | $8.90B | $45.60B |
Sector | Technology | Technology |
52-Week High | $49.65 | $870.97 |
52-Week Low | $9.18 | $345.94 |
Enterprise Value | $10.00B | $46.70B |
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.
Axon trades at $565.80, down 2.78% today, with a bullish technical signal from moving averages and strong analyst support. Recent earnings show mixed quarterly beats, with Q2 2026 results pending. The company maintains solid revenue growth, reaching $2.78 billion in 2025, though valuation ratios like P/E of 228.15 appear elevated. Positive news includes a Zacks Strong Buy upgrade and federal rulings favoring nonlethal enforcement technology.
Outlook remains positive with an 80.95% analyst buy rating and $640.33 consensus price target, suggesting 13% upside. Key risks include high valuation sensitivity and execution challenges in scaling software services. Investor sentiment is buoyed by institutional interest and strategic expansions in counter-drone capabilities.
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 →Axon develops technology and weapons for law enforcement and military use. Its ecosystem includes TASER devices, body cameras, and Evidence.com, a cloud-based platform for digital evidence management.
Read more on AXON →