Applied Digital Corporation vs Nvidia Corp — how do they compare? Applied Digital Corporation trades at $31.4 (market cap $8.37B), while Nvidia Corp trades at $219.19 (market cap $5.27T). The key difference: Nvidia Corp is far larger — about 629.6× Applied Digital Corporation's market cap, and Nvidia Corp pays a 0.46% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | NVDA | |
|---|---|---|
Market Cap | $8.37B | $5.27T |
Sector | Technology | Technology |
52-Week High | $49.65 | $235.75 |
52-Week Low | $13.89 | $165.17 |
Enterprise Value | $11.87B | $5.20T |
Dividend Yield | — | 0.46% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.22, up 1.25% with bearish technical signals despite unanimous analyst buy ratings. The company shows explosive revenue growth with Q4 2026 revenue surging 407% to $258.7M but continues posting significant losses with negative profit margins. Recent news highlights $36 billion in contracted AI infrastructure revenue and insider selling activity.
While analyst consensus targets $72.36 (147% upside), the stock faces execution risks from massive capital expenditures, negative cash flow, and challenging profitability metrics. The AI infrastructure build-out offers substantial growth potential but requires careful monitoring of financing needs and construction timelines.
NVIDIA (NVDA) trades at $217.56, down 2.86% on the day, amid a broader tech sell-off. The stock maintains a bullish technical outlook with strong moving averages, though the 6-day RSI suggests overbought conditions near-term. Fundamentally, the company reported record revenue of $130.5B in 2025 with a net income margin of 62.97%, driven by AI chip demand. Recent earnings have consistently beaten estimates, and the company announced a $0.25 dividend payable in June 2026.
Outlook remains positive given NVIDIA's dominance in AI infrastructure, with a consensus price target of $325.86 implying significant upside. Risks include heightened valuations, competitive pressures, and macroeconomic sensitivity. Investor sentiment is buoyed by analyst optimism, with 75% recommending Buy, but news highlights concerns over growth sustainability as the company scales.
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 →NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company offers products that provides interactive 3D graphics to the mainstream personal computer market.
Read more on NVDA →