Compare Applied Digital Corporation (APLD) vs Allbirds Inc (BIRD) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Digital Corporation vs Allbirds Inc — how do they compare? Applied Digital Corporation trades at $30.56 (market cap $8.37B), while Allbirds Inc trades at $2.6 (market cap $22.68M). The key difference: Applied Digital Corporation is far larger — about 369× Allbirds Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Allbirds Inc nearer its low. Which is the better fit depends on your goals.
| APLD | BIRD | |
|---|---|---|
Market Cap | $8.37B | $22.68M |
Sector | Technology | Consumer Cyclical |
52-Week High | $49.65 | $16.99 |
52-Week Low | $13.89 | $2.21 |
Enterprise Value | $11.87B | $41.54M |
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.
BIRD (Smartbird) trades at $2.53, up 5.42% with a bullish technical signal despite mixed earnings. The company completed a strategic pivot from footwear to AI infrastructure in June 2026, appointing former AWS executive Nadia Carlsten as CEO. While revenue declined to $152M in 2025 with a -53.4% net margin, the P/S ratio of 0.15 suggests potential undervaluation relative to AI sector peers.
The outlook hinges on successful execution of the AI infrastructure strategy, though significant execution risks remain given negative cash flows and lack of profitability. Analyst consensus shows cautious optimism with 21% buy ratings amid high institutional hold positions. Near-term catalysts include new board appointments and AI business development progress.
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 Allbirds Inc
Allbirds Inc is a global lifestyle brand that innovates with naturally derived materials to make footwear and apparel products. Its primary source of revenue is from sales of shoes and apparel products in its directly owned digital and physical retail channels.
Read more on BIRD →
