Applied Digital Corporation vs Robinhood Markets, Inc. — how do they compare? Applied Digital Corporation trades at $31.1 (market cap $8.55B), while Robinhood Markets, Inc. trades at $95.35 (market cap $84.86B). The key difference: Robinhood Markets, Inc. is far larger — about 9.9× Applied Digital Corporation's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Robinhood Markets, Inc. nearer its low. Which is the better fit depends on your goals.
| APLD | HOOD | |
|---|---|---|
Market Cap | $8.55B | $84.86B |
Sector | Technology | Technology |
52-Week High | $49.65 | $152.46 |
52-Week Low | $13.89 | $65.16 |
Enterprise Value | $12.06B | $91.40B |
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.
Robinhood Markets (HOOD) trades at $95.19, up 0.71% on the day, with the stock showing strong fundamental momentum despite a bearish technical signal. The company reported impressive 2025 results with $4.47B revenue and $1.88B net income, representing 42% net margins. Recent Q2 2026 earnings beat expectations with $0.62 EPS versus $0.44 expected, though technical indicators show resistance near $95-97 levels with RSI suggesting potential overbought conditions.
HOOD presents a compelling growth story with 73% analyst buy ratings and a $123.46 consensus price target representing 30% upside potential. Key opportunities include international expansion and product diversification beyond crypto, while risks involve competitive pressures and market volatility sensitivity. The company's transition to profitability and strong cash flow generation support long-term bullish thesis despite near-term technical headwinds.
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 →Robinhood Markets, Inc. operates a financial services platform. The Company offers brokerage and cash management applications such as stocks, exchange-traded funds, options, and cryptocurrency. Robinhood Markets serves clients in the United States.
Read more on HOOD →