Price movement over the last 24 hours
Applied Digital Corporation vs Nebius Group NV — how do they compare? Applied Digital Corporation trades at $30.74 (market cap $8.90B), while Nebius Group NV trades at $213.45 (market cap $55.77B). The key difference: Nebius Group NV is far larger — about 6.3× Applied Digital Corporation's market cap, and Nebius Group NV is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | NBIS | |
|---|---|---|
Market Cap | $8.90B | $55.77B |
Sector | Technology | Technology |
52-Week High | $49.65 | $286.69 |
52-Week Low | $9.18 | $44.30 |
Enterprise Value | $10.00B | $55.97B |
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.
NBIS trades at $219.65, up 1.6% over the past day, with a bearish technical signal from moving averages but neutral oscillators. The company reported revenue of $529.80 million in 2025 with a net income of $82.50 million, and analyst consensus is strongly bullish with an average price target of $248.00. Recent news highlights aggressive AI infrastructure expansion and partnerships, though volatility persists amid sector competition fears.
Outlook remains positive given strong analyst buy ratings and projected revenue growth to $878 million in 2026, but high valuation multiples and competitive threats from tech giants like Meta pose significant risks. Cash flow trends show heavy investing activity funded by financing, supporting growth but elevating leverage concerns.
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 →Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →