Applied Digital Corporation vs Redwire Corporation — how do they compare? Applied Digital Corporation trades at $30.48 (market cap $8.90B), while Redwire Corporation trades at $10.01 (market cap $2.43B). The key difference: Applied Digital Corporation is far larger — about 3.7× Redwire Corporation's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Redwire Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | RDW | |
|---|---|---|
Market Cap | $8.90B | $2.43B |
Sector | Technology | Technology |
52-Week High | $49.65 | $25.90 |
52-Week Low | $9.18 | $5.06 |
Enterprise Value | $10.00B | $2.49B |
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.
RDW trades at $10.18, down 2.77% today amid bearish technical signals despite bullish analyst sentiment. The stock shows weak fundamentals with a -80.9% net income margin and three consecutive quarterly EPS misses. Recent news highlights volatility driven by SpaceX's market impact and RDW's capital raising activities, though new defense contracts provide some optimism.
The outlook remains high-risk due to persistent losses and cash burn, but analyst consensus suggests 87% upside to the $19 price target. Key risks include dilution from fundraising and intense space sector competition, requiring careful monitoring of profitability improvements.
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 →Redwire Corporation is a pure-play space infrastructure company that provides a wide range of advanced solutions for the next generation of space exploration and utilization. The company's capabilities span critical space technology, including on-orbit servicing, satellite components, space robotics, and digital engineering. Redwire's products and services are used by civil, commercial, and national security customers to enable missions from low Earth orbit to deep space.
Read more on RDW →