Applied Digital Corporation vs Lockheed Martin Corporation — how do they compare? Applied Digital Corporation trades at $31.42 (market cap $8.37B), while Lockheed Martin Corporation trades at $597 (market cap $139.20B). The key difference: Lockheed Martin Corporation is far larger — about 16.6× Applied Digital Corporation's market cap, and Lockheed Martin Corporation pays a 2.29% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | LMT | |
|---|---|---|
Market Cap | $8.37B | $139.20B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $676.70 |
52-Week Low | $13.89 | $431.56 |
Enterprise Value | $11.87B | $155.95B |
Dividend Yield | — | 2.29% |
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.
Lockheed Martin (LMT) trades at $587.95, up 0.9% with bullish technical signals and strong institutional support. The company reported mixed Q2 2026 earnings with a beat on EPS ($7.94 vs. $7.22 expected) but maintains a record $230B backlog. Valuation metrics show a P/E of 21.68 and ROE of 89.16%, though recent quarters saw earnings misses. Technical indicators suggest bullish momentum with key resistance at $592.
Outlook remains positive driven by defense contract wins and production expansion, but risks include execution on massive backlog and debt levels. Analyst consensus is bullish with $608 price target representing 3.4% upside. The stock offers stability through dividends ($3.45 quarterly) amid geopolitical demand for defense systems.
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 →Lockheed Martin is the largest defense contractor globally and has dominated the Western market for high-end fighter aircraft since the F-35 program was awarded in 2001. Lockheed's largest segment is aeronautics, which is dominated by the massive F-35 program. Lockheed's remaining segments are rotary and mission systems, which is mainly the Sikorsky helicopter business.
Read more on LMT →