Applied Digital Corporation vs Howmet Aerospace Inc — how do they compare? Applied Digital Corporation trades at $31.04 (market cap $8.55B), while Howmet Aerospace Inc trades at $281.21 (market cap $112.20B). The key difference: Howmet Aerospace Inc is far larger — about 13.1× Applied Digital Corporation's market cap, and Howmet Aerospace Inc pays a 0.2% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | HWM | |
|---|---|---|
Market Cap | $8.55B | $112.20B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $291.28 |
52-Week Low | $13.89 | $171.00 |
Enterprise Value | $12.06B | $116.30B |
Dividend Yield | — | 0.2% |
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.
Howmet Aerospace (HWM) trades at $283.80, up 0.03% today, with a bullish technical signal and strong support at $279. The company reported Q2 2026 EPS of $1.33, beating estimates, and raised full-year guidance due to robust aerospace and defense demand. Revenue grew 24% year-over-year, with a net income margin of 20.52% and ROE of 34.89%.
Outlook is positive with 84% analyst buy ratings and a $334.63 consensus price target, implying 18% upside. Risks include high valuation multiples (P/E 60.63) and capital expenditure increases. Earnings momentum and institutional confidence support further growth, but investors should monitor execution on expanded capacity plans.
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 →Howmet Aerospace provides advanced engineered solutions for the aerospace and transportation industries. It specializes in jet engine components, aerospace fastening systems, and forged aluminum wheels.
Read more on HWM →