Applied Digital Corporation vs J B Hunt Transport Services Inc — how do they compare? Applied Digital Corporation trades at $31.38 (market cap $8.37B), while J B Hunt Transport Services Inc trades at $265.38 (market cap $24.98B). The key difference: J B Hunt Transport Services Inc is far larger — about 3× Applied Digital Corporation's market cap, and J B Hunt Transport Services Inc pays a 0.68% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | JBHT | |
|---|---|---|
Market Cap | $8.37B | $24.98B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $298.41 |
52-Week Low | $13.89 | $130.65 |
Enterprise Value | $11.87B | $26.12B |
Dividend Yield | — | 0.68% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.22, up 1.25% with bearish technical signals despite unanimous analyst buy ratings. The company shows explosive revenue growth with Q4 2026 revenue surging 407% to $258.7M but continues posting significant losses with negative profit margins. Recent news highlights $36 billion in contracted AI infrastructure revenue and insider selling activity.
While analyst consensus targets $72.36 (147% upside), the stock faces execution risks from massive capital expenditures, negative cash flow, and challenging profitability metrics. The AI infrastructure build-out offers substantial growth potential but requires careful monitoring of financing needs and construction timelines.
JBHT trades at $268.52, up 0.48% today, with a bearish technical signal but strong fundamentals. The stock shows consistent earnings beats, with Q2 2026 EPS of $1.91 exceeding the $1.74 estimate. Revenue trends have stabilized around $12B annually, while net income margin improved to 5.31% in 2025. Analyst consensus is bullish with a $299.82 price target, supported by institutional buying and positive news on intermodal demand growth.
Outlook is positive due to earnings momentum and sector tailwinds, but risks include economic sensitivity and high P/E of 38.18. The stock offers growth potential with manageable volatility, appealing for investors seeking transportation exposure.
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 →J.B. Hunt Transport Services ranks among the top surface transportation companies in North America by revenue. Its primary operating segments are intermodal delivery, which uses the Class I rail carriers for the underlying line-haul movement of its owned containers (45% of sales in 2021).
Read more on JBHT →