Applied Digital Corporation vs Invesco WilderHill Clean Energy ETF — how do they compare? Applied Digital Corporation trades at $29.04 (market cap $8.90B), while Invesco WilderHill Clean Energy ETF trades at $34.19. Which is the better fit depends on your goals.
| APLD | PBW | |
|---|---|---|
Market Cap | $8.90B | — |
Sector | Technology | Sector/Thematic |
52-Week High | $49.65 | $46.99 |
52-Week Low | $9.18 | $22.11 |
Enterprise Value | $10.00B | — |
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.
PBW trades at $35.22, down 1.29% with bearish technical signals from moving averages. The clean energy ETF shows mixed sentiment with supportive industry trends but faces volatility from interest rate sensitivity. Recent news highlights clean energy sector gains driven by energy security concerns and data center demand, though the ETF experienced significant one-day losses tied to Treasury yield movements.
Outlook remains cautious given technical weakness and rate sensitivity, though long-term clean energy tailwinds provide opportunity. Key risks include interest rate volatility and sector competition, requiring careful position sizing amid ongoing market turbulence in growth sectors.
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 →PBW is an equal-weighted ETF that invests in U.S. companies leading the clean energy transition. It focuses on renewable energy, power conservation, and sustainable technologies like solar, wind, and energy storage.
Read more on PBW →