Compare Applied Digital Corporation (APLD) vs Oracle Corporation (ORCL) Price & Performance

Applied Digital CorporationTrade

Oracle CorporationTrade

Price performance (Past 24H)

Key statistics

Applied Digital Corporation vs Oracle Corporation — how do they compare? Applied Digital Corporation trades at $30.48 (market cap $8.90B), while Oracle Corporation trades at $140.18 (market cap $405.11B). The key difference: Oracle Corporation is far larger — about 45.5× Applied Digital Corporation's market cap, and Oracle Corporation pays a 1.42% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.

	APLD	ORCL
Market Cap	$8.90B	$405.11B
Sector	Technology	Technology
52-Week High	$49.65	$328.33
52-Week Low	$9.18	$136.39
Enterprise Value	$10.00B	$534.36B
Dividend Yield	—	1.42%

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Applied Digital Corporation

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.

Oracle Corporation

Oracle Corporation (ORCL) trades at $140.68, down 2.49% today, amid mixed technical signals with a bearish overall trend. Fundamentally, the company shows strong profitability with 25.37% net income margin and consistent earnings beats in recent quarters. Revenue growth continues with $57.4B in FY2025, while analyst consensus remains bullish with a $259 price target. Recent news highlights Oracle's positioning in AI infrastructure and partnership developments with OpenAI.

Oracle presents a compelling investment case with strong fundamentals and AI growth potential, though technical weakness and high valuation metrics warrant caution. The stock offers upside to analyst targets but faces execution risks in competitive cloud markets and substantial debt levels that could pressure returns if interest rates remain elevated.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

APLD

Applied Digital rated Buy on strong revenue growth and data center market potential.Seeking Alpha · 4 hours agoBullish Applied Digital shifts from crypto mining to AI data centers with $36B in leases and $2B annual NOI.Seeking Alpha · 2 days agoNeutral View details →

ORCL

Dividend Harvesting Portfolio hits 42.65% return; Oracle added for AI growth potential.Seeking Alpha · 4 hours agoBullish Credit default swap spreads widen for tech giants, signaling rising caution in credit markets amid AI investment uncertainty.Seeking Alpha · 1 day agoBearish Document AI market to nearly double to $27.62B by 2030, driven by AI and automation in regulated industries.Marketsandmarkets · 2 days agoBullish View details →

About Applied Digital Corporation

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.

About Oracle Corporation

Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.