Price movement over the last 24 hours
Applied Digital Corporation vs Bill.com Holdings Inc — how do they compare? Applied Digital Corporation trades at $30.63 (market cap $8.90B), while Bill.com Holdings Inc trades at $41.2 (market cap $4.12B). The key difference: Applied Digital Corporation is far larger — about 2.2× Bill.com Holdings Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Bill.com Holdings Inc nearer its low. Which is the better fit depends on your goals.
| APLD | BILL | |
|---|---|---|
Market Cap | $8.90B | $4.12B |
Sector | Technology | Technology |
52-Week High | $49.65 | $56.32 |
52-Week Low | $9.18 | $31.96 |
Enterprise Value | $10.00B | $3.83B |
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.
BILL Holdings trades at $41.36, up 2.07% today, showing strong momentum with three consecutive quarterly earnings beats. The stock maintains a bullish technical outlook with support at $39 and resistance at $42. Revenue growth accelerated to $1.46 billion in 2025, though net margins remain thin at 0.01%. Recent leadership changes and a $1 billion buyback program signal confidence in future growth.
Outlook remains positive with 56% analyst buy ratings and a $48 consensus target suggesting 16% upside. Key risks include high valuation (P/E 214), competitive pressures in SMB software, and sensitivity to interest rate changes. The company's transition to profitability and AI integration present opportunities if execution continues improving.
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 →Bill.com Holdings Inc is a provider of cloud-based software that simplifies, digitizes, and automates financial operations for SMBs. Its artificial-intelligence enabled financial software platform used mostly to build connections between customers, suppliers, and clients. The company's platform generates and process invoices, streamline approvals, send and receive payments, sync with their accounting system, and manage their cash. The firm generates revenue through subscription and transaction fees.
Read more on BILL →