Price movement over the last 24 hours
Applied Digital Corporation vs Northrop Grumman Corporation — how do they compare? Applied Digital Corporation trades at $30.78 (market cap $8.90B), while Northrop Grumman Corporation trades at $540.12 (market cap $76.65B). The key difference: Northrop Grumman Corporation is far larger — about 8.6× Applied Digital Corporation's market cap, and Northrop Grumman Corporation pays a 1.74% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | NOC | |
|---|---|---|
Market Cap | $8.90B | $76.65B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $768.02 |
52-Week Low | $9.18 | $496.02 |
Enterprise Value | $10.00B | $90.87B |
Dividend Yield | — | 1.74% |
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.
Northrop Grumman (NOC) trades at $539.63, up 1.39% with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with a $95.61B backlog, 10.8% net margin, and consistent cash flow growth. Analyst consensus remains bullish with a $694.40 price target, though technical indicators show resistance near $542.
NOC presents a compelling value opportunity with reasonable valuation (P/E 16.92) and strong defense sector positioning. Key risks include political budget uncertainty and execution challenges. The upcoming Q2 earnings on July 21, 2026, will be crucial for confirming growth trajectory amid current technical weakness.
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 →Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →