Applied Digital Corporation vs OneSpan Inc — how do they compare? Applied Digital Corporation trades at $30.48 (market cap $8.90B), while OneSpan Inc trades at $15.17 (market cap $561.84M). The key difference: Applied Digital Corporation is far larger — about 15.8× OneSpan Inc's market cap, and OneSpan Inc pays a 3.43% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | OSPN | |
|---|---|---|
Market Cap | $8.90B | $561.84M |
Sector | Technology | Technology |
52-Week High | $49.65 | $16.32 |
52-Week Low | $9.18 | $10.15 |
Enterprise Value | $10.00B | $520.04M |
Dividend Yield | — | 3.43% |
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.
OneSpan (OSPN) trades at $15.17, down slightly by 0.26% today, with a bullish technical outlook supported by moving averages. The stock shows strong profitability with a 28.47% net income margin and has beaten earnings estimates for three consecutive quarters. Recent news highlights investor attention and the upcoming Q2 2026 earnings release on August 4, 2026, alongside strategic leadership appointments to accelerate growth.
The outlook remains positive given consistent earnings beats and high analyst buy ratings, though risks include negative cash flow trends and competitive pressures. Upside potential exists if the company maintains its earnings momentum, but investors should monitor cash flow improvements and execution of 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 →OneSpan Inc. is a global leader in providing digital agreement security solutions. The company's platform helps organizations, primarily in the financial services sector, to secure their digital agreements and transactions, including e-signatures, multi-factor authentication, and transaction monitoring. OneSpan's technology is focused on protecting customers from fraud and meeting regulatory compliance requirements in a digital-first environment.
Read more on OSPN →