Applied Digital Corporation vs Hewlett Packard Enterprise Co — how do they compare? Applied Digital Corporation trades at $32.17 (market cap $8.55B), while Hewlett Packard Enterprise Co trades at $55.33 (market cap $72.01B). The key difference: Hewlett Packard Enterprise Co is far larger — about 8.4× Applied Digital Corporation's market cap, and Hewlett Packard Enterprise Co pays a 1.05% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | HPE | |
|---|---|---|
Market Cap | $8.55B | $72.01B |
Sector | Technology | Technology |
52-Week High | $49.65 | $56.14 |
52-Week Low | $13.89 | $20.01 |
Enterprise Value | $12.06B | $87.96B |
Dividend Yield | — | 1.05% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.06, down 0.55% on the day, with a bearish technical signal and recent earnings misses. The company reported a net loss of $231.07 million in 2025 despite revenue growth, while analyst consensus remains strongly bullish with a $72.36 price target. Recent news highlights significant AI infrastructure contracts and insider selling activity.
Outlook hinges on execution of its $36 billion AI infrastructure pipeline, but risks include high cash burn, negative margins, and rising debt. The stock offers high growth potential if operational targets are met, yet financial sustainability concerns warrant caution for investors amid volatile sentiment.
HPE stock trades at $54.67, up 2.72% recently, with a bullish technical signal from moving averages but overbought RSI readings. The company has beaten earnings estimates in recent quarters, with Q2 2026 EPS expected at $0.925. Revenue grew to $34.30B in 2025, though net income fell sharply to $57M due to high investing cash outflows. Analysts maintain a consensus buy rating with a $69.81 price target, citing AI infrastructure demand.
The outlook is positive given AI-driven upgrades and institutional buying, but risks include volatile cash flows, elevated debt, and margin pressure. Investors should weigh strong analyst sentiment against execution risks in a competitive market.
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 →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →