Applied Digital Corporation vs Novartis AG — how do they compare? Applied Digital Corporation trades at $30.4 (market cap $8.90B), while Novartis AG trades at $153 (market cap $293.03B). The key difference: Novartis AG is far larger — about 32.9× Applied Digital Corporation's market cap, and Novartis AG pays a 3.08% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | NVS | |
|---|---|---|
Market Cap | $8.90B | $293.03B |
Sector | Technology | Health |
52-Week High | $49.65 | $168.62 |
52-Week Low | $9.18 | $113.50 |
Enterprise Value | $10.00B | $333.05B |
Dividend Yield | — | 3.08% |
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.
Novartis (NVS) trades at $154.05, down 0.37% with a bullish technical signal supported by moving averages. The company demonstrates strong profitability with 75.38% gross margins and 35.21% ROE, though recent Q1 2026 earnings missed expectations. Recent developments include the $1.5B Myricx Bio acquisition expanding oncology capabilities and positive clinical trial results for neuromuscular and skin disorder treatments.
Investment outlook remains favorable with analyst consensus leaning hold (68%) amid solid fundamentals. Key opportunities include pipeline expansion through acquisitions, while risks involve execution of recent deals and competitive pressures in pharmaceuticals. The stock presents a balanced profile for long-term investors seeking healthcare exposure.
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 →Novartis develops and manufactures healthcare products through two segments: Innovative Medicines and Sandoz. It generates the vast majority of its revenue from Innovative Medicines segment consisting global business franchises in oncology, ophthalmology, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines. The company sells its products globally, with the United States representing close to one third of total revenue.
Read more on NVS →