Price movement over the last 24 hours
Applied Digital Corporation vs Electronic Arts Inc. — how do they compare? Applied Digital Corporation trades at $30.8 (market cap $8.90B), while Electronic Arts Inc. trades at $208.38 (market cap $51.76B). The key difference: Electronic Arts Inc. is far larger — about 5.8× Applied Digital Corporation's market cap, and Electronic Arts Inc. pays a 0.37% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | EA | |
|---|---|---|
Market Cap | $8.90B | $51.76B |
Sector | Technology | Technology |
52-Week High | $49.65 | $206.56 |
52-Week Low | $9.18 | $147.79 |
Enterprise Value | $10.00B | $50.33B |
Dividend Yield | — | 0.37% |
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.
Electronic Arts (EA) trades at $206.41, showing minimal daily movement (-0.07%). The stock presents a mixed fundamental picture with strong profitability metrics including 78.97% gross margins and 11.78% net income margins, though valuation ratios appear elevated with a P/E of 58.81. Recent earnings performance has been inconsistent with two misses and one beat in the last four quarters. Technical indicators suggest a bullish trend with the current price near pivot point resistance at $206.
The outlook remains cautiously optimistic given strong analyst support (43.94% buy ratings) and recent game launches, but investors face valuation concerns and earnings volatility risks. The potential $55 billion Saudi acquisition bid adds significant event risk, while the company's advertising platform expansion provides growth opportunities.
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 →EA is one of the world's largest third-party video game publishers and has transitioned from a console-based video game publisher to the one of the largest publishers on consoles, PC, and mobile. The firm owns number of large franchises, including Madden, FIFA, Battlefield, Apex Legends, Mass Effect, Dragon's Age, and Need for Speed.
Read more on EA →