Price movement over the last 24 hours
Applied Digital Corporation vs Manhattan Associates Inc — how do they compare? Applied Digital Corporation trades at $30.68 (market cap $8.90B), while Manhattan Associates Inc trades at $155.41 (market cap $9.17B). The key difference: Applied Digital Corporation and Manhattan Associates Inc are close in size by market cap, and Applied Digital Corporation is trading nearer its 52-week high, Manhattan Associates Inc nearer its low. Which is the better fit depends on your goals.
| APLD | MANH | |
|---|---|---|
Market Cap | $8.90B | $9.17B |
Sector | Technology | Technology |
52-Week High | $49.65 | $227.94 |
52-Week Low | $9.18 | $120.88 |
Enterprise Value | $10.00B | $9.00B |
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.
MANH trades at $154.9, down 1.1% on the day, with a bullish technical signal from moving averages but overbought RSI readings. The company maintains strong profitability with a 19.68% net margin and has beaten earnings estimates for three consecutive quarters. Recent news is dominated by an ongoing legal investigation into fiduciary duties by directors and officers.
The outlook is supported by a strong analyst consensus 'Buy' rating and a $192.80 price target, implying significant upside. Key risks include the legal investigation's outcome and potential pressure on valuation multiples, which are elevated. Revenue stability and high ROE of 96.24% underpin the fundamental case.
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 →Manhattan Associates, Inc. is a global leader in supply chain and omnichannel commerce software. The company provides a comprehensive suite of cloud-based and on-premise solutions for warehouse management (WMS), transportation management (TMS), and order management (OMS). MANH's technology helps retailers, wholesalers, and manufacturers manage inventory, optimize logistics, and unify the shopping experience across physical and digital channels.
Read more on MANH →