Applied Digital Corporation vs Nike Inc — how do they compare? Applied Digital Corporation trades at $30.48 (market cap $8.90B), while Nike Inc trades at $44.26 (market cap $65.71B). The key difference: Nike Inc is far larger — about 7.4× Applied Digital Corporation's market cap, and Nike Inc pays a 3.7% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | NKE | |
|---|---|---|
Market Cap | $8.90B | $65.71B |
Sector | Technology | Consumer Cyclical |
52-Week High | $49.65 | $79.24 |
52-Week Low | $9.18 | $40.75 |
Enterprise Value | $10.00B | $67.71B |
Volume | — | 8,887,180 |
Dividend Yield | — | 3.7% |
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.
Nike (NKE) trades at $44.37, up 3.72% in the last session, with a bearish technical signal but recent earnings beats. The company shows strong profitability with a 42.91% gross margin and 22.14% ROE, though revenue declined to $46.31B in 2025. Analysts maintain a $50.80 consensus target with 48.57% buy ratings, while news highlights challenges in China and inventory management.
Nike's outlook is mixed: solid brand strength and margin control support upside, but near-term headwinds in key markets and volatile cash flows pose risks. The stock offers potential for recovery if turnaround strategies gain traction, yet investors face uncertainty from competitive pressures and macroeconomic 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 →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 →