Price movement over the last 24 hours
Applied Digital Corporation vs Humana Inc — how do they compare? Applied Digital Corporation trades at $30.7 (market cap $8.90B), while Humana Inc trades at $399.94 (market cap $47.09B). The key difference: Humana Inc is far larger — about 5.3× Applied Digital Corporation's market cap, and Humana Inc pays a 0.9% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | HUM | |
|---|---|---|
Market Cap | $8.90B | $47.09B |
Sector | Technology | Health |
52-Week High | $49.65 | $409.42 |
52-Week Low | $9.18 | $163.67 |
Enterprise Value | $10.00B | $56.13B |
Dividend Yield | — | 0.9% |
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.
Humana (HUM) trades at $392.22, down 1.39% on the day, with technical indicators showing a bullish trend despite near-term overbought signals. The company reported revenue growth to $129.66 billion in 2025 but faces margin compression, with net income margin declining to 0.82%. Recent news highlights strategic shifts, including the $900 million divestiture of its Gentiva stake and expansion of Medicaid contracts, while legal investigations into fiduciary duties and healthcare cost disclosures present headwinds.
The stock's outlook is mixed: bullish technicals and revenue growth contrast with margin pressures and legal risks. Analysts are cautious, with a consensus price target of $327.07 below the current price, suggesting limited upside. Investment opportunities lie in Humana's strategic focus on profitability and CenterWell growth, but risks include regulatory scrutiny and execution challenges in a competitive healthcare landscape.
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 →Humana is one of the largest private health insurers in the U.S. with a focus on administering Medicare Advantage plans. The firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from individual and group Medicare Advantage, Medicaid, and the military's Tricare program. The firm is also a leader in stand-alone prescription drug plans for seniors enrolled in traditional fee-for-service Medicare. Humana offers employer-based plans primarily for small businesses along with specialty insurance offerings such as dental, vision, and life. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Read more on HUM →