Price movement over the last 24 hours
Applied Digital Corporation vs Check Point Software Technologies Ltd — how do they compare? Applied Digital Corporation trades at $30.81 (market cap $8.90B), while Check Point Software Technologies Ltd trades at $132.99 (market cap $13.70B). The key difference: Check Point Software Technologies Ltd is the larger of the two by market cap, and Applied Digital Corporation is trading nearer its 52-week high, Check Point Software Technologies Ltd nearer its low. Which is the better fit depends on your goals.
| APLD | CHKP | |
|---|---|---|
Market Cap | $8.90B | $13.70B |
Sector | Technology | Technology |
52-Week High | $49.65 | $223.00 |
52-Week Low | $9.18 | $112.47 |
Enterprise Value | $10.00B | $12.91B |
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.
Check Point Software (CHKP) trades at $131.70, down 4.68% today, amid a mixed technical picture with a bullish moving average signal but overbought RSI readings. The company maintains strong fundamentals with a 38.37% net income margin and has beaten EPS estimates for three consecutive quarters. Recent news highlights strategic AI partnerships with OpenAI and AWS, positioning it for growth in cybersecurity.
The outlook is cautiously optimistic with a consensus price target of $148.73 offering 13% upside. Risks include competitive pressures and a potential slowdown in software spending. Analyst sentiment is balanced with 46% buy ratings, though insider selling and an ongoing legal investigation warrant monitoring.
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 →Check Point is a global leader in cybersecurity solutions. It provides comprehensive protection against advanced cyber threats for corporate networks, cloud environments, mobile devices, and critical infrastructure.
Read more on CHKP →