Applied Digital Corporation vs DuPont de Nemours Inc — how do they compare? Applied Digital Corporation trades at $30.55 (market cap $8.37B), while DuPont de Nemours Inc trades at $144.26 (market cap $19.12B). The key difference: DuPont de Nemours Inc is far larger — about 2.3× Applied Digital Corporation's market cap, and DuPont de Nemours Inc pays a 1.7% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | DD | |
|---|---|---|
Market Cap | $8.37B | $19.12B |
Sector | Technology | Basic Materials |
52-Week High | $49.65 | $154.59 |
52-Week Low | $13.89 | $87.72 |
Enterprise Value | $11.87B | $20.50B |
Dividend Yield | — | 1.7% |
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.
DuPont (DD) trades at $142.48, down 1.06% on the day, with a bullish technical signal from moving averages and strong analyst support. The company reported Q2 2026 earnings that beat expectations, with EPS of $1.88 versus $1.76 expected, and raised its full-year 2026 outlook, driven by healthcare, industrial water, and aerospace demand. However, 2025 fundamentals show a net loss of $779 million on revenue of $6.85 billion, with a high P/E ratio of 61.15 indicating premium valuation.
The outlook is cautiously optimistic, supported by earnings momentum and innovation awards, but risks include ongoing legal settlements over PFAS chemicals and thin net margins. The consensus price target of $232.80 suggests significant upside potential if operational improvements continue.
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 →DuPont is a diversified global specialty chemicals company created in 2019 as a result of the DowDuPont merger and subsequent separations. Its portfolio includes specialty chemicals and downstream products that serve the electronics and communication, automotive, construction, safety and protection, and water management industries. DuPont benefits from the ability to produce patented specialty chemicals that command pricing power. Noteworthy products include Kevlar, Tyvek, and Nomex have evolved over time to enable a wide range of applications across multiple industries.
Read more on DD →