Applied Digital Corporation vs Cisco Systems Inc — how do they compare? Applied Digital Corporation trades at $30.62 (market cap $8.37B), while Cisco Systems Inc trades at $121.18 (market cap $483.10B). The key difference: Cisco Systems Inc is far larger — about 57.7× Applied Digital Corporation's market cap, and Cisco Systems Inc pays a 1.37% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | CSCO | |
|---|---|---|
Market Cap | $8.37B | $483.10B |
Sector | Technology | Technology |
52-Week High | $49.65 | $130.00 |
52-Week Low | $13.89 | $66.20 |
Enterprise Value | $11.87B | $497.76B |
Volume | — | 22,887,319 |
Dividend Yield | — | 1.37% |
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.
Cisco Systems (CSCO) trades at $120.43, down 0.82% on the day, amid a bullish technical outlook and strong earnings beats. The stock shows robust fundamentals with a 64.33% gross margin and consistent quarterly EPS outperformance. Recent AI cybersecurity initiatives and partner expansions fuel positive sentiment, with a consensus price target of $133.25 implying upside potential.
The outlook remains favorable given AI-driven growth catalysts and solid cash flow, though elevated valuation ratios and competitive pressures pose risks. Analyst consensus leans bullish with 52% buy ratings, supporting a constructive view for investors seeking exposure to networking and cybersecurity trends.
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 →Cisco Systems, Inc. provides information technology and networking services. The Company offers enterprise network security, software development, data collaboration, cloud computing, and other related services. Cisco Systems serves customers in the United States.
Read more on CSCO →