Price movement over the last 24 hours
Applied Digital Corporation vs Bristol-Myers Squibb Co — how do they compare? Applied Digital Corporation trades at $30.79 (market cap $8.90B), while Bristol-Myers Squibb Co trades at $57.79 (market cap $117.58B). The key difference: Bristol-Myers Squibb Co is far larger — about 13.2× Applied Digital Corporation's market cap, and Bristol-Myers Squibb Co pays a 4.38% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BMY | |
|---|---|---|
Market Cap | $8.90B | $117.58B |
Sector | Technology | Health |
52-Week High | $49.65 | $62.37 |
52-Week Low | $9.18 | $42.60 |
Enterprise Value | $10.00B | $153.52B |
Dividend Yield | — | 4.38% |
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.
Bristol Myers Squibb (BMY) trades at $57.58, down 0.62% on the day, with a bullish technical signal from moving averages. The company demonstrates strong profitability with a 70.46% gross margin and 15.01% net income margin, though it faces a patent cliff risk. Recent earnings have consistently beaten expectations, with Q1 2026 EPS of $1.58 surpassing the $1.42 estimate. Analyst consensus shows a mixed but leaning positive view with 46% buy ratings and a $60 price target.
BMY offers value with a reasonable P/E of 16.13 and attractive 4.3% dividend yield, supported by 36 years of uninterrupted payments. However, investors must weigh the patent expiration headwinds against the company's growth portfolio, which now represents 54.1% of revenues. The stock presents a balanced opportunity for income-focused investors with moderate growth potential amid ongoing business transformation.
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 →