Applied Digital Corporation vs Centrus Energy Corp — how do they compare? Applied Digital Corporation trades at $30.96 (market cap $8.55B), while Centrus Energy Corp trades at $185.38 (market cap $3.77B). The key difference: Applied Digital Corporation is far larger — about 2.3× Centrus Energy Corp's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Centrus Energy Corp nearer its low. Which is the better fit depends on your goals.
| APLD | LEU | |
|---|---|---|
Market Cap | $8.55B | $3.77B |
Sector | Technology | Energy |
52-Week High | $49.65 | $436.00 |
52-Week Low | $13.89 | $146.61 |
Enterprise Value | $12.06B | $3.08B |
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.
Centrus Energy (LEU) trades at $185.06, down 2.26% on the day, with a bullish technical signal from moving averages and a neutral RSI near 61. The stock shows strong earnings beats in Q1 and Q2 2026 but missed in Q4 2025, with revenue growth to $474 million in 2026. Recent news highlights a $4.5 billion backlog and a $1 billion DOE contract for nuclear fuel supply, positioning the company in the expanding nuclear energy sector.
Outlook is positive due to government support and contract wins, but risks include margin compression and high valuation multiples. Analysts maintain a buy consensus with a $228.50 price target, suggesting 23% upside, though execution on production goals by 2029 is critical for sustained 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 →Centrus Energy is a leading supplier of nuclear fuel and services for the global power industry. It specializes in supplying low-enriched uranium and developing next-generation fuels for advanced nuclear reactors.
Read more on LEU →