Applied Digital Corporation vs Boeing Co — how do they compare? Applied Digital Corporation trades at $30.57 (market cap $8.37B), while Boeing Co trades at $233.15 (market cap $183.99B). The key difference: Boeing Co is far larger — about 22× Applied Digital Corporation's market cap, and Boeing Co pays a 0.03% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BA | |
|---|---|---|
Market Cap | $8.37B | $183.99B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $252.15 |
52-Week Low | $13.89 | $179.12 |
Enterprise Value | $11.87B | $209.87B |
Volume | — | 7,591,579 |
Dividend Yield | — | 0.03% |
Signals from Pluang's Aura AI — not financial advice
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.
Boeing (BA) trades at $234.42, up 0.96% on the day, with a bullish technical outlook supported by moving averages and strong analyst consensus. The company reported revenue of $89.46 billion in 2025, turning a net profit of $2.24 billion after years of losses, though margins remain thin. Recent news highlights a strategic deal with Archer Aviation, transferring three subsidiaries for a 19.75% stake, potentially enhancing Boeing's position in autonomous flight technology.
The outlook is cautiously optimistic, with a consensus price target of $284 offering ~21% upside, but risks include high debt, regulatory scrutiny from FAA inspections, and volatile cash flows. Investors should weigh the recovery in commercial aerospace against execution challenges and macroeconomic headwinds.
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 →The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide. The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.
Read more on BA →