Applied Digital Corporation vs NextEra Energy, Inc. — how do they compare? Applied Digital Corporation trades at $30.44 (market cap $8.90B), while NextEra Energy, Inc. trades at $87.97 (market cap $183.45B). The key difference: NextEra Energy, Inc. is far larger — about 20.6× Applied Digital Corporation's market cap, and NextEra Energy, Inc. pays a 2.83% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | NEE | |
|---|---|---|
Market Cap | $8.90B | $183.45B |
Sector | Technology | Utilities |
52-Week High | $49.65 | $97.88 |
52-Week Low | $9.18 | $69.77 |
Enterprise Value | $10.00B | $285.85B |
Dividend Yield | — | 2.83% |
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.
NextEra Energy (NEE) trades at $87.96, up 0.99% on the day, with a bearish technical signal despite positive earnings momentum. The company reported strong Q1 2026 EPS of $1.09, beating expectations, and maintains robust profitability with a 29.37% net income margin. Recent news highlights the Dominion deal as a major catalyst, while analyst consensus remains strongly bullish with a $104.43 price target representing 19% upside potential.
NEE presents a compelling long-term investment opportunity driven by clean energy demand and strategic partnerships, though near-term technical weakness and rising debt levels warrant caution. The stock's current valuation at 22.32x P/E appears reasonable given growth prospects, but regulatory uncertainty from recent acquisitions and capital-intensive operations pose execution risks for investors.
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 →NextEra Energy's regulated utility, Florida Power & Light, distributes power to more than 5 million customers in Florida. FP&L contributes more than 60% of the group's operating earnings. The renewable energy segment generates and sells power throughout the United States and Canada. Consolidated generation capacity totals more than 50 gigawatts and includes natural gas, nuclear, wind, and solar assets.
Read more on NEE →