Compare Applied Digital Corporation (APLD) vs First Solar, Inc. (FSLR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Digital Corporation vs First Solar, Inc. — how do they compare? Applied Digital Corporation trades at $30.26 (market cap $8.90B), while First Solar, Inc. trades at $218.55 (market cap $24.48B). The key difference: First Solar, Inc. is far larger — about 2.8× Applied Digital Corporation's market cap, and Applied Digital Corporation is trading nearer its 52-week high, First Solar, Inc. nearer its low. Which is the better fit depends on your goals.
| APLD | FSLR | |
|---|---|---|
Market Cap | $8.90B | $24.48B |
Sector | Technology | Technology |
52-Week High | $49.65 | $318.30 |
52-Week Low | $9.18 | $160.84 |
Enterprise Value | $10.00B | $22.64B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
First Solar (FSLR) trades at $227.83, down 0.29% on the day, with a bearish technical signal despite strong fundamentals. The stock shows robust profitability with a 30.73% net income margin and 18.44% ROE, supported by $2.06B in operating cash flow for 2025. Recent earnings beat expectations in Q1 2026 but missed in prior quarters, while a securities class action lawsuit filed in July 2026 adds near-term uncertainty. Valuation metrics appear reasonable with a P/E of 14.72 and P/S of 4.52.
The outlook is mixed: analyst consensus remains bullish with a $271.55 price target (61.64% buy ratings), but legal risks and technical weakness suggest caution. Upside hinges on execution against 2026 guidance of $1.7B net income, while downside risks include litigation outcomes and competitive pressures in solar manufacturing. Cash flow strength and low debt support resilience amid volatility.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Applied Digital Corporation
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 →About First Solar, Inc.
First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and a new factory under construction in India.
Read more on FSLR →
