Applied Digital Corporation vs Global Payments Inc — how do they compare? Applied Digital Corporation trades at $30.98 (market cap $8.55B), while Global Payments Inc trades at $88.32 (market cap $22.72B). The key difference: Global Payments Inc is far larger — about 2.7× Applied Digital Corporation's market cap, and Global Payments Inc pays a 1.16% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | GPN | |
|---|---|---|
Market Cap | $8.55B | $22.72B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $90.01 |
52-Week Low | $13.89 | $62.47 |
Enterprise Value | $12.06B | $40.87B |
Dividend Yield | — | 1.16% |
Signals from Pluang's Aura AI — not financial advice
APLD trades at $31.15, up 7.19% today, with a neutral technical signal and bearish moving averages. The company reported a net loss of $231.07M in 2025 despite revenue growth, but has a $36B contracted AI infrastructure pipeline. Analyst consensus is unanimously bullish with a $72.36 price target, though recent insider selling and negative cash flow from operations highlight near-term risks.
The outlook hinges on execution of its AI data center build-out, with projected revenue surging to $611M in 2026. Investment opportunity lies in the massive contracted backlog, but risks include high debt, negative margins, and reliance on capital markets for funding expansion.
Global Payments (GPN) trades at $88.65, up 2.93% today, with a bullish technical signal and consistent earnings beats. The stock shows strong profitability with a 63.91% gross margin but negative net income margin and ROE. Recent Q2 2026 EPS of $3.46 beat estimates, though revenue guidance was trimmed. Analyst consensus is a Buy with a $96.67 target.
GPN offers upside to analyst targets but faces risks from margin pressure and competitive fintech landscape. Debt-to-asset ratio rose to 41.57% in 2025, increasing financial leverage concerns. Investment appeal hinges on execution of the Genius platform strategy amid economic headwinds.
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 →Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares.
Read more on GPN →