Price movement over the last 24 hours
Applied Digital Corporation vs Nucor Corporation — how do they compare? Applied Digital Corporation trades at $30.74 (market cap $8.90B), while Nucor Corporation trades at $227.36 (market cap $51.78B). The key difference: Nucor Corporation is far larger — about 5.8× Applied Digital Corporation's market cap, and Nucor Corporation pays a 0.99% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | NUE | |
|---|---|---|
Market Cap | $8.90B | $51.78B |
Sector | Technology | Basic Materials |
52-Week High | $49.65 | $266.35 |
52-Week Low | $9.18 | $131.78 |
Enterprise Value | $10.00B | $56.42B |
Dividend Yield | — | 0.99% |
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.
Nucor (NUE) trades at $227.37, up 2.29% today, with a bearish technical signal despite recent earnings beats. The stock shows mixed fundamentals with a P/E of 22.56 and net margin of 6.82%, while revenue has declined from $41.5B in 2022 to $32.5B in 2025. Recent news highlights a joint venture for AI power infrastructure and a 53-year dividend growth streak, supporting shareholder returns amid steel price volatility.
Outlook remains cautiously optimistic with a consensus price target of $262.89 (15.6% upside), driven by expansion projects and pricing strength. Risks include cyclical demand weakness and declining operating cash flow, but analyst sentiment is 59% buy-rated. The stock offers value through dividends and buybacks, though investors should monitor steel market dynamics and execution on growth initiatives.
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 →Nucor Corp manufactures steel and steel products. The company also produces direct reduced iron for use in its steel mills. The operations include international trading and sales companies that buy and sell steel and steel products manufactured by the company and others. The operating business segments are: steel mills, steel products and raw materials, the steel mills segment derives maximum revenue.
Read more on NUE →