Applied Digital Corporation vs Goldman Sachs Group Inc — how do they compare? Applied Digital Corporation trades at $28.62 (market cap $8.90B), while Goldman Sachs Group Inc trades at $1,037.01 (market cap $311.29B). The key difference: Goldman Sachs Group Inc is far larger — about 35× Applied Digital Corporation's market cap, and Goldman Sachs Group Inc pays a 1.71% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | GS | |
|---|---|---|
Market Cap | $8.90B | $311.29B |
Sector | Technology | Financials |
52-Week High | $49.65 | $1.11K |
52-Week Low | $9.18 | $700.41 |
Enterprise Value | $10.00B | — |
Volume | — | 2,592,735 |
Dividend Yield | — | 1.71% |
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.
Goldman Sachs (GS) trades at $1,055.18, down 0.07% on the day, with a bullish technical outlook supported by moving averages and a neutral RSI. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $17.55 exceeding expectations. Revenue growth accelerated to $58.28 billion in 2025, and net income margin improved to 29.89%. Recent news highlights GS's role in leading high-profile IPOs, including Anthropic, signaling robust investment banking momentum.
The stock presents a favorable risk-reward profile with a consensus price target of $1,080, implying modest upside. Strengths include earnings momentum and leadership in M&A, but risks involve volatile cash flows and macroeconomic sensitivity. Analyst sentiment is mixed with 40% buy ratings, suggesting cautious optimism amid execution challenges.
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 →