Applied Digital Corporation vs Crowdstrike Holdings Inc — how do they compare? Applied Digital Corporation trades at $31.16 (market cap $8.55B), while Crowdstrike Holdings Inc trades at $220.46 (market cap $225.95B). The key difference: Crowdstrike Holdings Inc is far larger — about 26.4× Applied Digital Corporation's market cap, and Crowdstrike Holdings Inc is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | CRWD | |
|---|---|---|
Market Cap | $8.55B | $225.95B |
Sector | Technology | Technology |
52-Week High | $49.65 | $225.16 |
52-Week Low | $13.89 | $87.56 |
Enterprise Value | $12.06B | $222.22B |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $30.89, up 6.3% today, with a neutral technical signal despite recent earnings misses. The company shows explosive revenue growth potential with $36 billion in contracted AI infrastructure deals, though current financials reveal significant losses with a -39.91% net margin. Analyst sentiment remains strongly bullish with 100% buy ratings and a $72.36 consensus target.
The stock presents high-risk, high-reward potential with massive contracted revenue offset by current negative profitability and substantial financing needs. Key catalysts include data center build-out execution, while risks include debt load expansion and competitive pressures in the AI infrastructure space.
CrowdStrike (CRWD) trades at $221.85, down 1.47% on the day, with a bullish technical outlook from moving averages but overbought RSI signals. Revenue growth remains strong, reaching $3.95 billion in 2025, though net income margins are negative. Recent news highlights leadership in cybersecurity and AI-driven threat detection, with the stock up 106% over six months. A 1:4 stock split occurred on July 2, 2026.
The stock offers growth exposure to cybersecurity demand, supported by analyst optimism and platform consolidation, but carries high valuation multiples and profitability risks. Upside depends on sustained revenue expansion and margin improvement, while volatility and competitive pressures pose challenges.
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 →CrowdStrike Holdings provides cybersecurity products and services aimed at protecting organizations from cyberthreats. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, identity protection, and log management. CrowdStrike went public in 2019 and serves customers worldwide.
Read more on CRWD →