Applied Digital Corporation vs Becton Dickinson and Co — how do they compare? Applied Digital Corporation trades at $31.43 (market cap $8.37B), while Becton Dickinson and Co trades at $181.29 (market cap $48.93B). The key difference: Becton Dickinson and Co is far larger — about 5.8× Applied Digital Corporation's market cap, and Becton Dickinson and Co pays a 2.34% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BDX | |
|---|---|---|
Market Cap | $8.37B | $48.93B |
Sector | Technology | Health |
52-Week High | $49.65 | $185.39 |
52-Week Low | $13.89 | $138.62 |
Enterprise Value | $11.87B | $65.03B |
Dividend Yield | — | 2.34% |
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.
BDX (Becton, Dickinson and Company) trades at $176.86, down 0.12% on the day, with a bullish technical outlook supported by moving averages and strong earnings beats in recent quarters. The company reported Q3 2026 revenue of $5.0 billion, up 4.4% FX-neutral, and raised full-year guidance, though margins faced pressure. Analyst sentiment is mixed with a consensus price target of $183.00, while institutional ownership remains stable amid positive news on GLP-1 therapy expansions and dividend declarations.
The stock offers steady growth potential with a 2.7% dividend yield and consistent earnings outperformance, but risks include margin compression, regulatory recalls, and high valuation multiples. Near-term resistance at $180 and support at $173 will test bullish momentum, with the current price near the consensus target suggesting limited upside without further catalysts.
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 →Becton, Dickinson is the world's largest manufacturer and distributor of medical surgical products, such as needles, syringes, and sharps-disposal units. The company also manufactures diagnostic instruments and reagents, as well as flow cytometry and cell-imaging systems. BD Interventional (largely the former Bard business) accounts for 23% of revenue. International revenue accounts for 44% of the company's business.
Read more on BDX →