Compare Applied Digital Corporation (APLD) vs BigBearai Holdings Inc (BBAI) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Applied Digital Corporation vs BigBearai Holdings Inc — how do they compare? Applied Digital Corporation trades at $30.78 (market cap $8.90B), while BigBearai Holdings Inc trades at $3.25 (market cap $1.57B). The key difference: Applied Digital Corporation is far larger — about 5.7× BigBearai Holdings Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, BigBearai Holdings Inc nearer its low. Which is the better fit depends on your goals.
| APLD | BBAI | |
|---|---|---|
Market Cap | $8.90B | $1.57B |
Sector | Technology | Technology |
52-Week High | $49.65 | $8.91 |
52-Week Low | $9.18 | $3.05 |
Enterprise Value | $10.00B | $1.24B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
BigBear.ai (BBAI) trades at $3.27, down 1.51% amid bearish technical signals. The company shows persistent losses with a -226.69% net income margin despite steady $127M revenue. Recent Dutch approval for airport security technology highlights growth potential, but high SG&A expenses and negative cash flow from operations remain concerns. Technical indicators show oversold conditions with RSI at 25.86, though moving averages signal continued bearish pressure.
BBAI faces significant execution risks with negative profitability metrics, though analyst consensus leans neutral with 75% hold ratings. The stock's outlook depends on converting AI contract wins into sustainable profitability, with current valuation appearing rich given ongoing losses. Near-term catalysts include Q2 2026 earnings and defense contract execution.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Applied Digital Corporation
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 →About BigBearai Holdings Inc
BigBearai Holdings Inc is a specialized provider of AI-driven decision intelligence solutions, primarily serving the U.S. defense, intelligence, and national security communities. It operationalizes complex data into actionable insights through its core modules—Observe, Orient, and Dominate—to support mission-critical operations and logistics.
Read more on BBAI →
