Applied Digital Corporation vs GXO Logistics Inc — how do they compare? Applied Digital Corporation trades at $31.04 (market cap $8.55B), while GXO Logistics Inc trades at $47.96 (market cap $5.37B). 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 | $8.55B | $5.37B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $65.59 |
52-Week Low | $13.89 | $45.52 |
Enterprise Value | $12.06B | $10.72B |
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.
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
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 →