Price movement over the last 24 hours
Applied Digital Corporation vs Dropbox Inc — how do they compare? Applied Digital Corporation trades at $30.65 (market cap $8.90B), while Dropbox Inc trades at $29.17 (market cap $6.81B). The key difference: Applied Digital Corporation is the larger of the two by market cap, and Dropbox Inc is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | DBX | |
|---|---|---|
Market Cap | $8.90B | $6.81B |
Sector | Technology | Technology |
52-Week High | $49.65 | $32.17 |
52-Week Low | $9.18 | $22.06 |
Enterprise Value | $10.00B | $9.53B |
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.
DBX trades at $29.19, down 0.75% on the day, with a bullish technical signal from moving averages but overbought RSI readings. The company reported revenue of $2.52 billion in 2025 with a net income margin of 20.16%, and has beaten earnings estimates for three consecutive quarters. Recent news highlights a $900 million stock repurchase program and CEO transition plans announced in May 2026.
Outlook is mixed with strong profitability and consistent earnings beats offset by negative shareholder equity and high debt levels. The consensus price target of $30 suggests modest upside, but investors face risks from leadership changes and competitive pressures in cloud storage.
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 →Dropbox is a leading provider of cloud-storage and content collaboration tools with an emphasis on individuals and SMB. The company was founded in 2007 and was a pioneer in cloud storage and cross-platform file syncing. Utilizing inorganic and organic means, the firm has been working on diversifying its product mix and pivoting away from the cloud-storage space.
Read more on DBX →