Applied Digital Corporation vs M&T Bank Corporation — how do they compare? Applied Digital Corporation trades at $28.92 (market cap $8.90B), while M&T Bank Corporation trades at $242.25 (market cap $35.49B). The key difference: M&T Bank Corporation is far larger — about 4× Applied Digital Corporation's market cap, and M&T Bank Corporation pays a 2.48% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | MTB | |
|---|---|---|
Market Cap | $8.90B | $35.49B |
Sector | Technology | Financials |
52-Week High | $49.65 | $242.34 |
52-Week Low | $9.18 | $178.63 |
Enterprise Value | $10.00B | — |
Dividend Yield | — | 2.48% |
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.
M&T Bank (MTB) trades at $242.34, up 1.85% with a bullish technical signal. The stock shows consistent earnings beats with Q1 2026 EPS of $4.18 exceeding expectations. Fundamentals remain solid with a P/E of 13.61 and net income margin of 30.11%. Recent corporate actions include a $1.50 dividend payment scheduled for June 2026 and new board appointments supporting growth initiatives.
MTB presents a balanced investment case with strong profitability metrics and analyst consensus near current levels. The upcoming Q2 2026 earnings report on July 15 represents a key catalyst. Risks include negative cash flow trends and potential interest rate sensitivity. Institutional sentiment leans cautious with 62.5% hold ratings, suggesting measured optimism for the regional banking sector.
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 →M&T Bank is one of the largest regional banks in the United States, with branches in New York, Pennsylvania, West Virginia, Virginia, Maryland, Delaware, and New Jersey. The bank was founded to serve manufacturing and trading businesses around the Erie Canal and is primarily focused on commercial real estate and commercial-related lending, with some retail operations also present.
Read more on MTB →