Applied Digital Corporation vs Goldman Sachs Group Inc — how do they compare? Applied Digital Corporation trades at $31.38 (market cap $8.55B), while Goldman Sachs Group Inc trades at $1,035.36 (market cap $301.19B). The key difference: Goldman Sachs Group Inc is far larger — about 35.2× Applied Digital Corporation's market cap, and Goldman Sachs Group Inc pays a 1.93% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | GS | |
|---|---|---|
Market Cap | $8.55B | $301.19B |
Sector | Technology | Financials |
52-Week High | $49.65 | $1.15K |
52-Week Low | $13.89 | $715.95 |
Enterprise Value | $12.06B | — |
Volume | — | 2,592,735 |
Dividend Yield | — | 1.93% |
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.
Goldman Sachs (GS) trades at $1,034.41, down 0.5% on the day, with a neutral technical signal. The company shows strong fundamental momentum with three consecutive quarterly EPS beats and revenue growth accelerating to $58.3B in 2025. Analyst consensus is mixed with 40% buy ratings but a $1,160 price target suggesting 12% upside potential. Recent news highlights Goldman's leadership role in major upcoming IPOs including Anthropic, SpaceX, and OpenAI.
The outlook remains positive given Goldman's positioning in the upcoming AI IPO wave and strong investment banking pipeline. Key risks include volatile cash flow patterns with negative operating cash flow in recent periods and market sensitivity to interest rate changes. The stock appears reasonably valued at 16x P/E with 31.7% net margins supporting further upside if earnings momentum continues.
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 →The Goldman Sachs Group, Inc., a bank holding company, is a global investment banking and securities firm specializing in investment banking, trading and principal investments, asset management and securities services. The Company provides services to corporations, financial institutions, governments, and high-net worth individuals.
Read more on GS →