Applied Digital Corporation vs Bristol-Myers Squibb Co — how do they compare? Applied Digital Corporation trades at $32.13 (market cap $8.55B), while Bristol-Myers Squibb Co trades at $63.25 (market cap $129.94B). The key difference: Bristol-Myers Squibb Co is far larger — about 15.2× Applied Digital Corporation's market cap, and Bristol-Myers Squibb Co pays a 3.96% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BMY | |
|---|---|---|
Market Cap | $8.55B | $129.94B |
Sector | Technology | Health |
52-Week High | $49.65 | $65.89 |
52-Week Low | $13.89 | $42.60 |
Enterprise Value | $12.06B | $163.92B |
Dividend Yield | — | 3.96% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.06, down 0.55% on the day, with a bearish technical signal and recent earnings misses. The company reported a net loss of $231.07 million in 2025 despite revenue growth, while analyst consensus remains strongly bullish with a $72.36 price target. Recent news highlights significant AI infrastructure contracts and insider selling activity.
Outlook hinges on execution of its $36 billion AI infrastructure pipeline, but risks include high cash burn, negative margins, and rising debt. The stock offers high growth potential if operational targets are met, yet financial sustainability concerns warrant caution for investors amid volatile sentiment.
Bristol Myers Squibb (BMY) trades at $64.84, up 0.19% today, with a bullish technical signal from moving averages and strong fundamental health evidenced by a 14.01 P/E ratio and 18.87% net income margin. Recent earnings beats and a $2.3 billion manufacturing investment in Houston highlight operational strength, while analyst consensus is mixed with a $68.56 price target.
The outlook is positive due to earnings momentum and strategic investments, but risks include patent expirations and high debt levels. Wall Street sentiment is cautiously optimistic, with institutional buying supporting the stock's potential for moderate upside from current levels.
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 →Bristol-Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Unlike some of its more diversified peers, Bristol has exited several nonpharmaceutical businesses to focus on branded specialty drugs, which tend to support strong pricing power.
Read more on BMY →