Applied Digital Corporation vs Banco Bilbao Vizcaya Argentaria SA — how do they compare? Applied Digital Corporation trades at $29.79 (market cap $8.90B), while Banco Bilbao Vizcaya Argentaria SA trades at $25.5 (market cap $141.88B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 15.9× Applied Digital Corporation's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 4.2% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BBVA | |
|---|---|---|
Market Cap | $8.90B | $141.88B |
Sector | Technology | Financials |
52-Week High | $49.65 | $26.14 |
52-Week Low | $9.18 | $14.73 |
Enterprise Value | $10.00B | — |
Dividend Yield | — | 4.2% |
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.
BBVA trades at $25.69, up 1.3% with a bullish technical outlook supported by moving averages. The bank shows strong fundamentals with 26.51% net income margin and 18.67% ROE, though recent legal challenges from Spain's High Court regarding a spying case present headwinds. Earnings have mostly beaten expectations, with Q1 2026 EPS of $0.60 exceeding the $0.57 forecast.
The stock offers value with a P/E of 12.39 and receives strong analyst support (53.85% buy ratings), but investors should weigh regulatory risks and volatile cash flows against the positive earnings trajectory and technical momentum for medium-term growth potential.
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 →Despite its Spanish origins, BBVA generates three quarters of its profits in emerging markets, especially Mexico that contributes nearly half of BBVA's net profit. BBVA is overwhelmingly a retail and commercial bank with corporate and investment banking forming a smaller part of the overall business.
Read more on BBVA →