Price movement over the last 24 hours
Applied Digital Corporation vs Peloton Interactive Inc — how do they compare? Applied Digital Corporation trades at $30.63 (market cap $8.90B), while Peloton Interactive Inc trades at $5.83 (market cap $2.54B). The key difference: Applied Digital Corporation is far larger — about 3.5× Peloton Interactive Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Peloton Interactive Inc nearer its low. Which is the better fit depends on your goals.
| APLD | PTON | |
|---|---|---|
Market Cap | $8.90B | $2.54B |
Sector | Technology | Consumer Cyclical |
52-Week High | $49.65 | $9.00 |
52-Week Low | $9.18 | $3.71 |
Enterprise Value | $10.00B | $3.14B |
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.
Peloton Interactive (PTON) trades at $5.86, down 1.35% on the day, showing signs of stabilization after a 96% decline from pandemic highs. The company reported positive operating cash flow of $333M in 2025 and is projected to achieve profitability in 2026 with $23M net income. Technical indicators show a bullish moving average trend while fundamentals reveal improving margins and declining losses, though the stock carries a high P/E ratio of 97.83. Recent developments include inclusion in the S&P SmallCap 600 index and appointment of a new CFO.
PTON presents a turnaround opportunity with improving cash flow and projected profitability, but faces significant execution risks amid declining revenue and negative shareholder equity. Analyst consensus is cautiously optimistic with a $7.50 price target representing 28% upside, though the company must demonstrate sustainable subscriber growth to justify current valuations.
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 →Peloton Interactive Inc operates an interactive fitness platform. It operates its business in two reportable segments: Connected Fitness Products and Subscription. Connected Fitness Product revenue consists of sales of bike and tread and related accessories, associated fees for delivery and installation, and extended warranty agreements. Subscription revenue consists of revenue generated from monthly Connected Fitness Subscription and Digital Subscription. The company generates the majority of the revenue from the sale of Connected Fitness Products.
Read more on PTON →