Price movement over the last 24 hours
Applied Digital Corporation vs MobilEye Global Inc — how do they compare? Applied Digital Corporation trades at $30.63 (market cap $8.90B), while MobilEye Global Inc trades at $9.48 (market cap $8.04B). The key difference: Applied Digital Corporation and MobilEye Global Inc are close in size by market cap, and Applied Digital Corporation is trading nearer its 52-week high, MobilEye Global Inc nearer its low. Which is the better fit depends on your goals.
| APLD | MBLY | |
|---|---|---|
Market Cap | $8.90B | $8.04B |
Sector | Technology | Technology |
52-Week High | $49.65 | $16.57 |
52-Week Low | $9.18 | $6.56 |
Enterprise Value | $10.00B | $6.70B |
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.
Mobileye (MBLY) trades at $9.55, up 0.21% with a bullish technical signal. The company shows strong revenue growth ($1.89B in 2025) but significant net losses (-$392M). Recent earnings beat expectations in Q1 2026, while analysts maintain a 57.69% buy rating with a $10.36 consensus target. The stock faces pressure from negative profitability metrics but benefits from positive sentiment around its 2027 robotaxi launch plans.
MBLY presents a high-risk opportunity with transformative potential through autonomous driving technology. The upcoming robotaxi business could drive long-term growth, but current financial losses and competitive pressures require careful monitoring. Investor sentiment remains cautiously optimistic pending execution of strategic initiatives.
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 →Mobileye Global Inc. is a global leader in the development and deployment of Advanced Driver Assistance Systems (ADAS) and autonomous driving technologies. The company specializes in computer vision, machine learning, and data analysis to create sensing, mapping, and driving policy solutions. Mobileye's technology, including its EyeQ system-on-chips and its crowd-sourced mapping platform (REM), is integrated into vehicles worldwide, aiming to improve road safety and enable the future of autonomous mobility.
Read more on MBLY →