Applied Digital Corporation vs Coinbase Global, Inc. — how do they compare? Applied Digital Corporation trades at $32.09 (market cap $8.55B), while Coinbase Global, Inc. trades at $150.12 (market cap $39.20B). The key difference: Coinbase Global, Inc. is far larger — about 4.6× Applied Digital Corporation's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Coinbase Global, Inc. nearer its low. Which is the better fit depends on your goals.
| APLD | COIN | |
|---|---|---|
Market Cap | $8.55B | $39.20B |
Sector | Technology | Technology |
52-Week High | $49.65 | $387.27 |
52-Week Low | $13.89 | $141.09 |
Enterprise Value | $12.06B | $36.85B |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.06, down 0.55% on the day, with a bearish technical signal and recent earnings misses. The company reported a net loss of $231.07 million in 2025 despite revenue growth, while analyst consensus remains strongly bullish with a $72.36 price target. Recent news highlights significant AI infrastructure contracts and insider selling activity.
Outlook hinges on execution of its $36 billion AI infrastructure pipeline, but risks include high cash burn, negative margins, and rising debt. The stock offers high growth potential if operational targets are met, yet financial sustainability concerns warrant caution for investors amid volatile sentiment.
COIN stock trades at $148.68, down 3.2% in the last session amid bearish technical signals and recent earnings misses. The company reported Q2 2026 revenue and EPS below expectations, marking the third consecutive quarterly loss despite achieving record 10.3% global trading volume share. Analyst sentiment remains mixed with 55% buy ratings but a Zacks strong sell designation on August 6, 2026. Technical indicators show bearish momentum with support at $141 and resistance at $152.
The outlook remains challenging with projected 2026 revenue decline to $6.3B and net loss of $988M. While the company maintains strong cash flow from operations ($2.4B in 2025) and is expanding into AI payment solutions, persistent earnings misses and crypto market volatility pose significant risks. The consensus price target of $207.20 suggests 39% upside potential if execution improves.
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 →Coinbase Global, Inc. is a regulated cryptocurrency company that provides customers around the world with a platform for buying, selling, transferring, and storing digital assets. The Company offers a variety of products and services that enable individuals, businesses, and developers to participate in the cryptoeconomy.
Read more on COIN →