Applied Digital Corporation vs FTAI Aviation Ltd — how do they compare? Applied Digital Corporation trades at $31.48 (market cap $8.37B), while FTAI Aviation Ltd trades at $225.49 (market cap $22.08B). The key difference: FTAI Aviation Ltd is far larger — about 2.6× Applied Digital Corporation's market cap, and FTAI Aviation Ltd pays a 0.93% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | FTAI | |
|---|---|---|
Market Cap | $8.37B | $22.08B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $310.04 |
52-Week Low | $13.89 | $140.40 |
Enterprise Value | $11.87B | $25.20B |
Dividend Yield | — | 0.93% |
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.
FTAI Aviation trades at $216.24, down 2.26% for the day, with a bearish technical signal and recent earnings misses. The company reported strong revenue growth to $2.51B in 2025 but faces margin compression, with net income margin declining to 15.94% in 2026. Recent news highlights strategic collaborations and a major power systems order, while analyst consensus remains unanimously bullish with a $341.67 price target.
The outlook is mixed: robust analyst support and growth initiatives in power and MRO segments offer upside, but high valuations (P/E 46.94), earnings misses, and negative operating cash flows pose risks. Investors should weigh long-term growth potential against near-term execution challenges and market volatility.
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 →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →