Applied Digital Corporation vs Credo Technology Group Holding Ltd — how do they compare? Applied Digital Corporation trades at $31.5 (market cap $8.37B), while Credo Technology Group Holding Ltd trades at $255.9 (market cap $44.74B). The key difference: Credo Technology Group Holding Ltd is far larger — about 5.3× Applied Digital Corporation's market cap, and Credo Technology Group Holding Ltd is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | CRDO | |
|---|---|---|
Market Cap | $8.37B | $44.74B |
Sector | Technology | Technology |
52-Week High | $49.65 | $302.52 |
52-Week Low | $13.89 | $87.81 |
Enterprise Value | $11.87B | $43.32B |
Signals from Pluang's Aura AI — not financial advice
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.
CRDO trades at $249.89, up 8.45% today, with strong technical momentum above key support at $237. The stock shows exceptional fundamental growth with revenue surging from $437M in 2025 to $1.3B projected for 2026, while maintaining robust 35.37% net margins. Recent news highlights Credo's strategic positioning in AI infrastructure through contributions to the Open Compute Project and institutional accumulation.
Outlook remains positive given accelerating AI capex and strong analyst consensus (86.7% buy ratings) with $285.42 price target. Key risks include premium valuation (P/E 95.6), customer concentration, and execution challenges in scaling operations amid competitive AI infrastructure landscape.
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 →Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →