Applied Digital Corporation vs Raytheon Technologies Corp — how do they compare? Applied Digital Corporation trades at $30.64 (market cap $8.37B), while Raytheon Technologies Corp trades at $223.38 (market cap $302.06B). The key difference: Raytheon Technologies Corp is far larger — about 36.1× Applied Digital Corporation's market cap, and Raytheon Technologies Corp pays a 1.3% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | RTX | |
|---|---|---|
Market Cap | $8.37B | $302.06B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $224.12 |
52-Week Low | $13.89 | $151.75 |
Enterprise Value | $11.87B | $332.61B |
Dividend Yield | — | 1.3% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.22, up 1.25% with bearish technical signals despite unanimous analyst buy ratings. The company shows explosive revenue growth with Q4 2026 revenue surging 407% to $258.7M but continues posting significant losses with negative profit margins. Recent news highlights $36 billion in contracted AI infrastructure revenue and insider selling activity.
While analyst consensus targets $72.36 (147% upside), the stock faces execution risks from massive capital expenditures, negative cash flow, and challenging profitability metrics. The AI infrastructure build-out offers substantial growth potential but requires careful monitoring of financing needs and construction timelines.
RTX trades at $223.86, up 0.37% today, with a bullish technical signal and strong analyst consensus of 17 buys and a $233.14 price target. Recent earnings beats and a $515 million Navy radar contract (PRNewsWire, June 3, 2026) highlight operational momentum. Revenue grew to $88.60 billion in 2025, with net income margin improving to 8.28%, though a P/E of 39.46 suggests premium valuation.
The outlook is positive, driven by defense contract wins and earnings growth, but risks include high valuation and geopolitical dependencies. Cash flow trends show strengthening operations, supporting dividend payments and strategic investments.
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 →Raytheon Technologies is a diversified aerospace and defense industrial company formed from the merger of United Technologies and Raytheon, with roughly equal exposure as a supplier to commercial aerospace manufactures and to the defense market as a prime and subprime contractor.
Read more on RTX →