Applied Digital Corporation vs SAP SE — how do they compare? Applied Digital Corporation trades at $31.3 (market cap $8.37B), while SAP SE trades at $205.57 (market cap $239.15B). The key difference: SAP SE is far larger — about 28.6× Applied Digital Corporation's market cap, and SAP SE pays a 1.4% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | SAP | |
|---|---|---|
Market Cap | $8.37B | $239.15B |
Sector | Technology | Technology |
52-Week High | $49.65 | $280.46 |
52-Week Low | $13.89 | $146.38 |
Enterprise Value | $11.87B | $237.86B |
Dividend Yield | — | 1.4% |
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.
SAP trades at $206.16, up 3.36% today, with a bullish technical outlook supported by moving averages and strong support at $204. The company reported Q2 2026 revenue growth driven by cloud demand but missed EPS estimates, with net income margin at 20.41% and a P/E of 26.71. Recent news highlights AI and cloud strategy advancements, though profit guidance was trimmed.
Outlook is cautiously optimistic with a consensus price target of $209.67, offering modest upside. Risks include execution challenges in AI integration and competitive pressures. Analyst sentiment is mixed, with 53% buy ratings, but high RSI levels suggest potential near-term consolidation.
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →