Price movement over the last 24 hours
Applied Digital Corporation vs NetApp Inc. — how do they compare? Applied Digital Corporation trades at $30.68 (market cap $8.90B), while NetApp Inc. trades at $167.59 (market cap $33.08B). The key difference: NetApp Inc. is far larger — about 3.7× Applied Digital Corporation's market cap, and NetApp Inc. pays a 1.23% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | NTAP | |
|---|---|---|
Market Cap | $8.90B | $33.08B |
Sector | Technology | Technology |
52-Week High | $49.65 | $181.08 |
52-Week Low | $9.18 | $94.11 |
Enterprise Value | $10.00B | $32.23B |
Dividend Yield | — | 1.23% |
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.
NetApp (NTAP) trades at $168.87, down 1.67% on the day but up significantly year-to-date, driven by strong AI infrastructure demand. The stock shows bullish technical signals with moving averages aligned positively, while fundamentals reveal robust profitability with an 18.43% net margin and consistent earnings beats. Recent news highlights partnerships and AI workload enhancements, supporting growth momentum.
Outlook remains positive with AI-driven revenue acceleration, though valuation multiples like P/E of 26.59 suggest premium pricing. Risks include competitive pressures and execution challenges in scaling AI offerings. Analyst consensus leans hold with a $167.45 target, indicating limited near-term upside from current levels.
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 →NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →