Applied Digital Corporation vs Quantumscape Corp — how do they compare? Applied Digital Corporation trades at $29.97 (market cap $8.90B), while Quantumscape Corp trades at $6.33 (market cap $4.05B). The key difference: Applied Digital Corporation is far larger — about 2.2× Quantumscape Corp's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Quantumscape Corp nearer its low. Which is the better fit depends on your goals.
| APLD | QS | |
|---|---|---|
Market Cap | $8.90B | $4.05B |
Sector | Technology | Consumer Cyclical |
52-Week High | $49.65 | $18.44 |
52-Week Low | $9.18 | $5.96 |
Enterprise Value | $10.00B | $3.21B |
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.
QuantumScape (QS) trades at $6.58, down 4.78% today, with a bearish technical outlook and negative profitability metrics. The company reported a net loss of $435.05 million in 2025, though cash flow improved to a net positive $85.27 million. Recent news highlights a joint research agreement with Honda, providing optimism for solid-state battery development. Analyst consensus is cautious, with 73% hold ratings and no buy recommendations.
The outlook remains speculative due to high cash burn and unproven commercialization. Risks include execution delays and EV market volatility. Upside depends on successful battery deployment, but near-term financial pressure and bearish sentiment suggest cautious investor positioning.
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 →QuantumScape Corp is engaged in the development of next-generation solid-state lithium-metal batteries for use in electric vehicles. It developed anode-less cell design, which delivers high energy density while lowering material costs and simplifying manufacturing.
Read more on QS →