Price movement over the last 24 hours
Applied Digital Corporation vs Jabil Inc — how do they compare? Applied Digital Corporation trades at $30.78 (market cap $8.90B), while Jabil Inc trades at $327.12 (market cap $34.61B). The key difference: Jabil Inc is far larger — about 3.9× Applied Digital Corporation's market cap, and Jabil Inc pays a 0.1% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | JBL | |
|---|---|---|
Market Cap | $8.90B | $34.61B |
Sector | Technology | Technology |
52-Week High | $49.65 | $385.50 |
52-Week Low | $9.18 | $192.49 |
Enterprise Value | $10.00B | $37.14B |
Dividend Yield | — | 0.1% |
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.
JBL trades at $330.29, down 0.67% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with revenue growth from $29.8B in 2025 to $33.6B projected for 2026, and net income rising from $657M to $862M. Analyst consensus is split evenly between Buy and Hold ratings with a $436.50 price target, representing 32% upside potential. Recent news highlights JBL's expansion in AI infrastructure manufacturing and healthcare technologies.
JBL presents a compelling growth story driven by AI infrastructure demand and manufacturing expansion, though valuation metrics appear elevated with a P/E of 41.34. The primary risk involves execution of growth initiatives amid competitive pressures. Technical indicators suggest near-term consolidation near support levels, while fundamental strength supports long-term bullish thesis.
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 →Jabil is a global manufacturing solutions provider for industries including healthcare, automotive, and cloud. It offers comprehensive design, engineering, and supply chain management for complex electronic products.
Read more on JBL →