Compare Applied Digital Corporation (APLD) vs CDW Corp. (CDW) Price & Performance

Applied Digital CorporationTrade

CDW Corp.Trade

Price performance (Past 24H)

Key statistics

Applied Digital Corporation vs CDW Corp. — how do they compare? Applied Digital Corporation trades at $30.71 (market cap $8.37B), while CDW Corp. trades at $135.37 (market cap $17.06B). The key difference: CDW Corp. is far larger — about 2× Applied Digital Corporation's market cap, and CDW Corp. pays a 1.85% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.

	APLD	CDW
Market Cap	$8.37B	$17.06B
Sector	Technology	Technology
52-Week High	$49.65	$170.77
52-Week Low	$13.89	$99.30
Enterprise Value	$11.87B	$22.66B
Dividend Yield	—	1.85%

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Applied Digital Corporation

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.

CDW Corp.

CDW trades at $135.81, down 4.34% amid margin concerns despite Q2 2026 earnings beat. The stock shows neutral technical signals with support at $134 and resistance at $139. Fundamentals remain solid with 10% revenue growth and strong ROE of 44.01%, though net margins compressed to 4.6%. Recent news highlights CFO transition plans for 2027 and continued dividend payments.

Outlook remains positive with analyst consensus at Buy (70.59%) and $148.67 price target, offering 9.5% upside. Key risks include margin pressure from hardware mix shift and elevated debt levels. AI infrastructure demand provides growth catalyst, but investors should monitor execution amid leadership changes.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

APLD

CoreWeave Q2 earnings expected in line; Jefferies eyes founder stock sales as next catalyst, profit gains months awayProactive Investors · 19 hours agoBullish Riot Platforms shares jump 17% on $9.1B AI data center lease with Anthropic.24/7 Wall Street · 22 hours agoBullish TeraWulf leads AI infrastructure stocks in 2026 with a 40.82% gain, driven by a major Anthropic lease deal.24/7 Wall Street · 1 day agoBullish View details →

CDW

CDW posts 9.9% revenue growth but margin pressure and buybacks mask weak core earningsSeeking Alpha · 4 days agoBearish View details →

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.

About CDW Corp.

CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.