Price movement over the last 24 hours
Applied Digital Corporation vs PubMatic Inc — how do they compare? Applied Digital Corporation trades at $30.68 (market cap $8.90B), while PubMatic Inc trades at $13.55 (market cap $628.84M). The key difference: Applied Digital Corporation is far larger — about 14.2× PubMatic Inc's market cap, and PubMatic Inc is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | PUBM | |
|---|---|---|
Market Cap | $8.90B | $628.84M |
Sector | Technology | Technology |
52-Week High | $49.65 | $13.83 |
52-Week Low | $9.18 | $6.28 |
Enterprise Value | $10.00B | $526.35M |
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.
PubMatic (PUBM) trades at $13.55, showing minimal daily movement (-0.07%) with a bullish technical outlook supported by moving averages. The company reported mixed Q1 2026 results, beating EPS expectations but posting a net loss, while maintaining strong operational cash flow of $81M in 2025. Recent partnerships with Level Agency and Gracenote highlight growth in AI-powered advertising and CTV markets.
Investment outlook balances analyst optimism (50% buy ratings, $17 consensus target) against fundamental challenges including negative profit margins and elevated P/E ratio. Key risks include competitive pressure in ad tech and execution on AI initiatives, while institutional sentiment remains divided between growth potential and current profitability concerns.
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 →PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →