Applied Digital Corporation vs Lockheed Martin Corporation — how do they compare? Applied Digital Corporation trades at $30.23 (market cap $8.90B), while Lockheed Martin Corporation trades at $523.4 (market cap $120.64B). The key difference: Lockheed Martin Corporation is far larger — about 13.6× Applied Digital Corporation's market cap, and Lockheed Martin Corporation pays a 2.64% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | LMT | |
|---|---|---|
Market Cap | $8.90B | $120.64B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $676.70 |
52-Week Low | $9.18 | $410.74 |
Enterprise Value | $10.00B | $139.44B |
Dividend Yield | — | 2.64% |
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.
Lockheed Martin (LMT) trades at $523.22, up 0.96% on the day, with a bearish technical signal despite recent positive momentum. The company reported $75.05B in 2025 revenue but missed Q1 2026 EPS estimates. Strong analyst consensus favors a buy rating with a $627.50 price target, supported by a $3.45 dividend and robust defense contracts, including a recent $3.5B naval acquisition and European missile production deals.
Outlook remains positive due to elevated defense spending and a $186.4B backlog, though risks include execution challenges and geopolitical volatility. The stock presents value with a P/E of 25.34 and high ROE of 67.64%, but investors should monitor earnings consistency and debt levels, which have risen to 36.26% of assets.
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 →