Applied Digital Corporation vs Microsoft — how do they compare? Applied Digital Corporation trades at $29.97 (market cap $8.90B), while Microsoft trades at $390.57 (market cap $2.86T). The key difference: Microsoft is far larger — about 321.3× Applied Digital Corporation's market cap, and Microsoft pays a 0.95% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | MSFT | |
|---|---|---|
Market Cap | $8.90B | $2.86T |
Sector | Technology | Technology |
52-Week High | $49.65 | $542.07 |
52-Week Low | $9.18 | $352.83 |
Enterprise Value | $10.00B | $2.84T |
Volume | — | 36,654,621 |
Dividend Yield | — | 0.95% |
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.
Microsoft (MSFT) trades at $387.89, up 0.72% today, with a bearish technical signal despite strong fundamentals. The stock has consistently beaten earnings estimates, including Q1 2026 EPS of $4.27 vs. $4.06 expected. Revenue grew to $281.72B in 2025, with a net income margin of 39.34%. Analyst consensus is strongly bullish with an $548.87 price target, though technical indicators show resistance near $388.
Outlook remains positive driven by AI leadership and cloud growth, but risks include high capital expenditure concerns and competitive pressures. The stock offers long-term value with robust cash flow and dividend payments, though near-term volatility may persist due to macroeconomic and geopolitical factors.
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 →Microsoft Corporation develops, manufactures, licenses, sells, and supports software products. The Company offers operating system software, server application software, business and consumer applications software, software development tools, and Internet and intranet software. Microsoft also develops video game consoles and digital music entertainment devices.
Read more on MSFT →