Price movement over the last 24 hours
Applied Digital Corporation vs Constellation Energy Corporation — how do they compare? Applied Digital Corporation trades at $30.78 (market cap $8.90B), while Constellation Energy Corporation trades at $250.5 (market cap $89.77B). The key difference: Constellation Energy Corporation is far larger — about 10.1× Applied Digital Corporation's market cap, and Constellation Energy Corporation pays a 0.68% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | CEG | |
|---|---|---|
Market Cap | $8.90B | $89.77B |
Sector | Technology | Energy |
52-Week High | $49.65 | $403.95 |
52-Week Low | $9.18 | $236.50 |
Enterprise Value | $10.00B | $111.43B |
Dividend Yield | — | 0.68% |
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.
Constellation Energy (CEG) trades at $251.38, up 0.26% with a bearish technical signal despite strong fundamentals. The stock shows robust profitability with 12.69% net margin and 16.33% ROE, supported by positive earnings beats in recent quarters. Analyst consensus remains strongly bullish with a $343.50 price target, representing 37% upside potential. Recent news highlights CEG's strategic positioning to benefit from AI-driven electricity demand and nuclear power resurgence.
CEG offers compelling growth exposure to clean energy transition with nuclear power advantages, though technical weakness and significant capital expenditures pose near-term challenges. The company's long-term power purchase agreements with major corporations provide revenue visibility, while valuation multiples remain reasonable relative to growth prospects. Execution on capital projects and regulatory developments represent key monitoring points for investors.
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 →Constellation is the largest producer of carbon-free energy in the U.S. and a leading nuclear power plant operator. It provides sustainable electricity to millions of residential, public, and industrial customers.
Read more on CEG →