Applied Digital Corporation vs Garmin Ltd. — how do they compare? Applied Digital Corporation trades at $30.4 (market cap $8.90B), while Garmin Ltd. trades at $243.81 (market cap $46.89B). The key difference: Garmin Ltd. is far larger — about 5.3× Applied Digital Corporation's market cap, and Garmin Ltd. pays a 1.73% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | GRMN | |
|---|---|---|
Market Cap | $8.90B | $46.89B |
Sector | Technology | Technology |
52-Week High | $49.65 | $267.52 |
52-Week Low | $9.18 | $187.10 |
Enterprise Value | $10.00B | $44.35B |
Dividend Yield | — | 1.73% |
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.
Garmin (GRMN) trades at $243.11, down 0.57% on the day, with a bullish technical signal supported by moving averages. The company shows strong fundamentals with 2025 revenue of $7.25B and net income of $1.66B, maintaining robust profitability margins. Recent product launches in aviation and marine electronics highlight ongoing innovation. The stock is near its consensus price target of $282.67, indicating potential upside from current levels.
The outlook for GRMN remains positive driven by consistent earnings beats and dividend stability, though valuation multiples appear elevated. Key risks include competitive pressures in consumer electronics and reliance on discretionary spending. Analyst sentiment is cautious with 74% hold ratings, suggesting balanced risk-reward near-term.
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 →Garmin produces GPS-enabled hardware and software for five verticals: fitness, outdoors, auto, aviation, and marine. The company relies on licensing mapping data to enable its hardware specialized for often niche activities like scuba diving or sailing. Garmin operates in 100 countries and sells its products via distributors as well as relationships with original equipment manufacturers.
Read more on GRMN →