Compare Applied Digital Corporation (APLD) vs Brookfield Infrastructure Partners LP (BIP) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Digital Corporation vs Brookfield Infrastructure Partners LP — how do they compare? Applied Digital Corporation trades at $30.51 (market cap $8.37B), while Brookfield Infrastructure Partners LP trades at $39.38 (market cap $17.46B). The key difference: Brookfield Infrastructure Partners LP is far larger — about 2.1× Applied Digital Corporation's market cap, and Brookfield Infrastructure Partners LP pays a 4.79% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BIP | |
|---|---|---|
Market Cap | $8.37B | $17.46B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $42.62 |
52-Week Low | $13.89 | $29.81 |
Enterprise Value | $11.87B | $76.41B |
Dividend Yield | — | 4.79% |
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 $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.
Brookfield Infrastructure Partners (BIP) trades at $39.04, up 0.26% on the day, with a bullish technical signal and strong analyst support. The stock shows a high P/E ratio of 61.26 but attractive EV/EBITDA of 6.91, while recent earnings misses in Q4 2025 and Q1-Q2 2026 contrast with positive cash flow trends and a 2.6% net income margin. Recent news highlights dividend strength and corporate simplification efforts.
Outlook remains positive with a consensus price target of $44.67, offering ~14% upside, supported by bullish sentiment and infrastructure demand. Risks include earnings volatility, high debt-to-asset ratio of 69.68%, and macroeconomic pressures on profitability. The dividend yield and institutional interest provide stability, but execution on guidance is critical.
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 Brookfield Infrastructure Partners LP
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 →
