Price movement over the last 24 hours
Applied Digital Corporation vs GXO Logistics Inc — how do they compare? Applied Digital Corporation trades at $30.71 (market cap $8.90B), while GXO Logistics Inc trades at $50.61 (market cap $5.82B). The key difference: Applied Digital Corporation is the larger of the two by market cap, and Applied Digital Corporation is trading nearer its 52-week high, GXO Logistics Inc nearer its low. Which is the better fit depends on your goals.
| APLD | GXO | |
|---|---|---|
Market Cap | $8.90B | $5.82B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $65.59 |
52-Week Low | $9.18 | $45.52 |
Enterprise Value | $10.00B | $10.99B |
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.
GXO Logistics trades at $50.61, down 2.15% today, with a bullish technical signal from moving averages and neutral oscillators. The company reported strong earnings beats in recent quarters and holds a low P/S ratio of 0.43. Recent news highlights new partnership renewals and expansion in Europe, supporting growth prospects.
Wall Street analysts are overwhelmingly bullish with an 88.89% buy rating and a $69.33 consensus price target, implying significant upside. Key risks include competitive pressures from Amazon and reliance on retail clients, but improving profit margins and a record sales pipeline provide a positive fundamental outlook.
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 →GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →