Price movement over the last 24 hours
Applied Digital Corporation vs H2O America — how do they compare? Applied Digital Corporation trades at $30.7 (market cap $8.90B), while H2O America trades at $61.47 (market cap $2.57B). The key difference: Applied Digital Corporation is far larger — about 3.5× H2O America's market cap, and H2O America pays a 2.86% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | HTO | |
|---|---|---|
Market Cap | $8.90B | $2.57B |
Sector | Technology | Technology |
52-Week High | $49.65 | $62.42 |
52-Week Low | $9.18 | $44.44 |
Enterprise Value | $10.00B | $4.29B |
Dividend Yield | — | 2.86% |
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.
HTO trades at $61.47, showing minimal daily movement (+0.02%) with strong technical bullish signals from moving averages. The company maintains solid fundamentals with 12.87% net income margin and recent Q1 2026 earnings beat. Analyst consensus is strongly bullish with 80% buy ratings and a $61.33 price target, while the company continues its dividend program with a $0.44 H1-26 payment.
HTO presents a stable investment case with consistent profitability and dividend payments, though growth appears moderate. Key risks include execution of the $2.7 billion capex plan and competitive pressures in the utilities sector. The stock's current valuation appears reasonable with P/E of 21.05, suggesting potential for steady returns rather than explosive growth.
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 →H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →