Price movement over the last 24 hours
Applied Digital Corporation vs Cipher Mining Inc — how do they compare? Applied Digital Corporation trades at $30.76 (market cap $8.90B), while Cipher Mining Inc trades at $21.91 (market cap $9.04B). The key difference: Applied Digital Corporation and Cipher Mining Inc are close in size by market cap, and Cipher Mining Inc is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | CIFR | |
|---|---|---|
Market Cap | $8.90B | $9.04B |
Sector | Technology | Basic Materials |
52-Week High | $49.65 | $29.18 |
52-Week Low | $9.18 | $4.72 |
Enterprise Value | $10.00B | $13.07B |
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.
Cipher Digital (CIFR) trades at $22.11, down 4.94% today, amid a transition from Bitcoin mining to AI data center operations. The stock shows a bullish technical trend with strong analyst support (100% buy ratings) and a $32.81 consensus price target. However, fundamentals reveal deep losses with a -427.79% net income margin and negative cash flow from operations, offset by a promising $11.4B contracted revenue backlog from hyperscale leases.
The outlook hinges on successful execution of its AI infrastructure pivot, offering substantial upside if revenue ramps as planned by 2027. Key risks include persistent cash burn, high debt-to-asset ratio (64.51%), and reliance on future lease performance. Investors should weigh the growth potential against the company's current financial instability.
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 →Cipher Mining is an industrial-scale technology company focused on Bitcoin mining infrastructure. It develops and operates data centers in the US designed to strengthen the Bitcoin network and support decentralized finance.
Read more on CIFR →