Applied Digital Corporation vs Cognizant Technology Solutions Corp — how do they compare? Applied Digital Corporation trades at $30.16 (market cap $8.90B), while Cognizant Technology Solutions Corp trades at $44.19 (market cap $20.13B). The key difference: Cognizant Technology Solutions Corp is far larger — about 2.3× Applied Digital Corporation's market cap, and Cognizant Technology Solutions Corp pays a 3.1% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | CTSH | |
|---|---|---|
Market Cap | $8.90B | $20.13B |
Sector | Technology | Technology |
52-Week High | $49.65 | $86.70 |
52-Week Low | $9.18 | $38.73 |
Enterprise Value | $10.00B | $19.71B |
Dividend Yield | — | 3.1% |
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.
CTSH trades at $42.57, down 1.91% on the day, with a bearish technical signal despite strong fundamentals including a P/E of 9.23 and consistent earnings beats. Recent news highlights AI partnerships with Google Cloud and OpenAI, while cash flow improved in 2025 to $403M. The stock faces near-term pressure from weak demand and competition, but analyst consensus targets $64.33.
The outlook balances attractive valuation against sector rotation headwinds. Opportunities include AI-driven growth and shareholder returns via dividends, but risks involve margin pressure and technical resistance near $44. Wall Street sentiment is mixed with 43% buy ratings, suggesting cautious optimism for long-term investors.
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 →Cognizant is a global IT services provider, offering consulting and outsourcing services to some of the world's largest enterprises spanning the financial services, media and communications, healthcare, natural resources, and consumer products industries. Cognizant employs nearly 300,000 people globally, roughly 70% of whom are in India, although the company's headquarters are in Teaneck, New Jersey.
Read more on CTSH →