Price movement over the last 24 hours
Applied Digital Corporation vs Brookfield Infrastructure Partners LP — how do they compare? Applied Digital Corporation trades at $30.65 (market cap $8.90B), while Brookfield Infrastructure Partners LP trades at $37.65 (market cap $17.26B). The key difference: Brookfield Infrastructure Partners LP is the larger of the two by market cap, and Brookfield Infrastructure Partners LP pays a 4.83% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BIP | |
|---|---|---|
Market Cap | $8.90B | $17.26B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $40.08 |
52-Week Low | $9.18 | $29.81 |
Enterprise Value | $10.00B | $78.93B |
Dividend Yield | — | 4.83% |
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.
Brookfield Infrastructure Partners (BIP) trades at $37.65, up 0.97% today, with a bullish technical signal from moving averages. The stock shows mixed earnings performance but maintains strong cash flows and a 5% dividend yield. Recent news highlights its infrastructure assets as resilient to economic uncertainty, with accelerating growth despite a 15% year-to-date decline. Analyst consensus is strongly bullish with an $45.50 price target, citing undervaluation and AI data center tailwinds.
BIP offers attractive total return potential through dividend income and growth from inflation-linked contracts, but faces execution risks from high leverage and interest rate sensitivity. Near-term catalysts include Q2 2026 earnings on July 30, 2026, while misses in recent quarters and net income margin compression warrant caution for growth-focused investors.
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 →Brookfield Infrastructure owns and operates high-quality global assets across utilities, transport, midstream, and data sectors. It focuses on generating stable, long-term cash flows from essential infrastructure.
Read more on BIP →