Price movement over the last 24 hours
Applied Digital Corporation vs Extra Space Storage, Inc. — how do they compare? Applied Digital Corporation trades at $30.74 (market cap $8.90B), while Extra Space Storage, Inc. trades at $145.13 (market cap $30.41B). The key difference: Extra Space Storage, Inc. is far larger — about 3.4× Applied Digital Corporation's market cap, and Extra Space Storage, Inc. pays a 4.5% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | EXR | |
|---|---|---|
Market Cap | $8.90B | $30.41B |
Sector | Technology | Real Estate |
52-Week High | $49.65 | $152.75 |
52-Week Low | $9.18 | $126.67 |
Enterprise Value | $10.00B | $44.21B |
Dividend Yield | — | 4.5% |
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.
Extra Space Storage (EXR) trades at $143.96, up 0.9% on the day, with a bearish technical signal from moving averages despite recent earnings beats. The company reported strong fundamentals with 2025 revenue of $3.38B and net income of $974M, though profitability margins have moderated from prior peaks. Recent news includes a $550M senior notes offering and the release of its 2025 sustainability report, indicating ongoing capital management and operational focus.
Outlook is mixed: analyst consensus is a Buy with a $155.88 price target, but technical weakness and expense growth pose near-term risks. The stock offers income via a $1.62 dividend, yet investors face headwinds from competitive pressures and potential occupancy declines. Valuation remains elevated with a P/E of 32.35, requiring sustained earnings growth to justify current levels.
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 →Extra Space Storage is a fully integrated real estate investment trust that owns, operates, and manages almost 2,100 self-storage properties in 41 states, with over 160 million net rentable square feet of storage space. Of these properties, approximately one half is wholly owned, while some facilities are owned through joint ventures and others are owned by third parties and managed by Extra Space Storage in exchange for a management fee.
Read more on EXR →