Applied Digital Corporation vs Box Inc — how do they compare? Applied Digital Corporation trades at $28.82 (market cap $8.90B), while Box Inc trades at $29.3 (market cap $3.97B). The key difference: Applied Digital Corporation is far larger — about 2.2× Box Inc's market cap, and Box Inc is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | BOX | |
|---|---|---|
Market Cap | $8.90B | $3.97B |
Sector | Technology | Technology |
52-Week High | $49.65 | $33.55 |
52-Week Low | $9.18 | $21.37 |
Enterprise Value | $10.00B | $4.52B |
Signals from Pluang's Aura AI — not financial advice
APLD trades at $31.15, down 3.53% today, with technical indicators showing bearish momentum despite oversold RSI readings. The company reported revenue growth to $144.19M in 2025 but posted a net loss of -$231.07M. Analyst sentiment remains strongly bullish with a $76.67 consensus price target, while recent news highlights the company's pivot to AI data centers with $36B in contracted lease value.
APLD offers high growth potential through its AI infrastructure expansion but faces significant execution risks. The path to profitability is challenged by negative margins and heavy capital spending. Investors should weigh the bullish analyst outlook against customer concentration and cash flow concerns before considering a position.
BOX trades at $29.41, up 2.69% today, showing strong momentum near its consensus price target of $37. The company delivered solid Q1 2026 earnings beat with EPS of $0.37 versus $0.3623 expected, continuing a trend of revenue growth to $1.09 billion in 2025. Technical indicators show bullish moving averages but overbought RSI levels, while analyst sentiment remains positive with 61% buy ratings.
BOX presents growth potential with expanding profit margins and strategic international expansion through Box Zones. However, elevated valuation multiples and competitive pressures in content management create headwinds. The stock's current proximity to analyst targets suggests limited near-term upside despite strong fundamental performance.
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 →Box is a cloud-based content services platform that provides cloud-based storage and workflow collaboration services for enterprise customers. The firm was founded in 2005 as a file sync and sharing provider. More recently, however, the company has focused on bolstering its product portfolio by adding tools such as governance and e-signature that enhance workflow management and collaboration.
Read more on BOX →