Applied Digital Corporation vs FirstEnergy Corp. — how do they compare? Applied Digital Corporation trades at $29.81 (market cap $8.90B), while FirstEnergy Corp. trades at $48.14 (market cap $27.72B). The key difference: FirstEnergy Corp. is far larger — about 3.1× Applied Digital Corporation's market cap, and FirstEnergy Corp. pays a 3.88% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | FE | |
|---|---|---|
Market Cap | $8.90B | $27.72B |
Sector | Technology | Utilities |
52-Week High | $49.65 | $51.91 |
52-Week Low | $9.18 | $40.30 |
Enterprise Value | $10.00B | $55.73B |
Dividend Yield | — | 3.88% |
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.
FirstEnergy (FE) trades at $47.92, up 0.61% with neutral technical signals. The company shows steady revenue growth to $15.09B in 2025 and a net income margin of 6.86%, though cash flow remains negative. Recent news highlights opportunities from surging data center demand and a $36B investment plan for grid upgrades. Analyst consensus is mixed with a $52 price target, indicating potential upside from current levels.
Outlook is cautiously optimistic given FE's strategic investments and data center tailwinds, but risks include regulatory uncertainty and high debt levels. The stock presents a balanced opportunity for investors seeking utility exposure with growth potential, though monitoring earnings execution and capex efficiency is crucial for sustained performance.
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 →FirstEnergy is one of the largest investor-owned utilities in the United States with 10 regulated distribution companies across six mid-Atlantic and Midwestern states. FirstEnergy also owns and operates one of the nation's largest electric transmission systems with 24,000 miles of lines.
Read more on FE →