Applied Digital Corporation vs Nerdwallet Inc — how do they compare? Applied Digital Corporation trades at $31.29 (market cap $8.55B), while Nerdwallet Inc trades at $9.56 (market cap $625.17M). The key difference: Applied Digital Corporation is far larger — about 13.7× Nerdwallet Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Nerdwallet Inc nearer its low. Which is the better fit depends on your goals.
| APLD | NRDS | |
|---|---|---|
Market Cap | $8.55B | $625.17M |
Sector | Technology | Financials |
52-Week High | $49.65 | $15.93 |
52-Week Low | $13.89 | $7.58 |
Enterprise Value | $12.06B | $539.47M |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $31.50, up 8.4% today, showing strong momentum despite recent volatility. The stock maintains a neutral technical signal with mixed indicators, while fundamentals reveal aggressive growth with $144M revenue in 2025 projected to surge to $611M in 2026. The company secured $36B in contracted AI infrastructure revenue, driving investor optimism, though it operates at a net loss with negative margins. Analyst consensus is unanimously bullish with a $72.36 price target, representing 130% upside potential from current levels.
APLD presents high-growth potential as an AI infrastructure play with massive contracted backlog, but carries significant execution risk amid substantial losses and heavy capital expenditure needs. The stock's valuation appears stretched at 13.37x sales despite negative profitability, while insider selling and institutional position reductions signal caution. Investors face binary outcomes between transformative AI infrastructure success and financial strain from the company's aggressive expansion pace.
NRDS trades at $9.76, down 0.41% today, with a bullish technical signal from moving averages but mixed oscillators. The company reported Q2 2026 revenue of $197 million, up 6% year-over-year, though EPS missed estimates. Valuation ratios appear attractive with a P/E of 10.87 and P/S of 0.81, while profitability metrics like an 18.16% ROE and 93.5% gross margin remain strong. Recent news highlights analyst optimism for a 27.9% upside potential.
The outlook is positive due to solid fundamentals and growth in personal loans and deposit accounts, offsetting SEO pressures. Risks include execution in shifting business models and competitive threats. With 66.7% of analysts rating it Buy and a consensus bullish stance, the stock presents a growth opportunity amid manageable risks.
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.
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