Applied Digital Corporation vs Nike Inc — how do they compare? Applied Digital Corporation trades at $31.02 (market cap $8.97B), while Nike Inc trades at $40.69 (market cap $60.10B). The key difference: Nike Inc is far larger — about 6.7× Applied Digital Corporation's market cap, and Nike Inc pays a 4.05% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | NKE | |
|---|---|---|
Market Cap | $8.97B | $60.10B |
Sector | Technology | Consumer Cyclical |
52-Week High | $49.65 | $79.17 |
52-Week Low | $13.89 | $40.51 |
Enterprise Value | $12.48B | $62.10B |
Volume | — | 8,887,180 |
Dividend Yield | — | 4.05% |
Signals from Pluang's Aura AI — not financial advice
APLD trades at $31.15, up 7.19% today, with a neutral technical signal and bearish moving averages. The company reported a net loss of $231.07M in 2025 despite revenue growth, but has a $36B contracted AI infrastructure pipeline. Analyst consensus is unanimously bullish with a $72.36 price target, though recent insider selling and negative cash flow from operations highlight near-term risks.
The outlook hinges on execution of its AI data center build-out, with projected revenue surging to $611M in 2026. Investment opportunity lies in the massive contracted backlog, but risks include high debt, negative margins, and reliance on capital markets for funding expansion.
Nike (NKE) trades at $41.32, down 1.88% on the day, reflecting ongoing investor caution amid revenue declines and margin pressures. Recent earnings beats have not offset concerns over sales weakness in key markets like China. Technical indicators are bearish, with the stock testing support near $41. The company maintains strong brand equity but faces execution risks in its turnaround strategy.
The outlook hinges on Nike's ability to stabilize revenue and improve margins through its 'Win Now' initiatives. Near-term catalysts include the Q4 2026 earnings report on June 30, 2026. Risks include persistent demand softness and competitive pressures, while the consensus price target of $50.45 suggests 22% upside if execution improves.
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 →NIKE, Inc. designs, develops, and markets athletic footwear, apparel, equipment, and accessory products for men, women, and children. The Company sells its products worldwide to retail stores, through its own stores, subsidiaries, and distributors.
Read more on NKE →