Applied Digital Corporation vs Bumble Inc — how do they compare? Applied Digital Corporation trades at $31.45 (market cap $8.55B), while Bumble Inc trades at $2.58 (market cap $366.87M). The key difference: Applied Digital Corporation is far larger — about 23.3× Bumble Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Bumble Inc nearer its low. Which is the better fit depends on your goals.
| APLD | BMBL | |
|---|---|---|
Market Cap | $8.55B | $366.87M |
Sector | Technology | Technology |
52-Week High | $49.65 | $7.17 |
52-Week Low | $13.89 | $2.70 |
Enterprise Value | $12.06B | $672.73M |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $30.89, up 6.3% today, with a neutral technical signal despite recent earnings misses. The company shows explosive revenue growth potential with $36 billion in contracted AI infrastructure deals, though current financials reveal significant losses with a -39.91% net margin. Analyst sentiment remains strongly bullish with 100% buy ratings and a $72.36 consensus target.
The stock presents high-risk, high-reward potential with massive contracted revenue offset by current negative profitability and substantial financing needs. Key catalysts include data center build-out execution, while risks include debt load expansion and competitive pressures in the AI infrastructure space.
Bumble (BMBL) trades at $2.62, down 4.03% on the day, reflecting ongoing investor concerns. The stock is in a bearish technical trend with negative earnings and declining revenue. Recent strategic shifts, including removing the women-first messaging rule and exploring a sale, aim to revive growth amid falling paying users. Valuation ratios like P/S of 0.38 and P/B of 0.71 appear low, but profitability remains weak with a net income margin of -57.96%.
The outlook is cautious; while cost controls and product changes could stabilize the business, persistent losses and competitive pressures pose significant risks. Analyst consensus is mixed with a $3.62 price target, but high institutional selling and bearish sentiment suggest limited near-term upside. Investors should weigh potential turnaround against execution risks and market skepticism.
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 →Bumble Inc is engaged in offering online dating services. The company operates two apps, Bumble and Badoo, where users come on a monthly basis to discover new people and connect with each other.
Read more on BMBL →