Applied Digital Corporation vs Nuscale Power Corporation — how do they compare? Applied Digital Corporation trades at $31.06 (market cap $8.55B), while Nuscale Power Corporation trades at $9.71 (market cap $4.06B). The key difference: Applied Digital Corporation is far larger — about 2.1× Nuscale Power Corporation's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Nuscale Power Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | SMR | |
|---|---|---|
Market Cap | $8.55B | $4.06B |
Sector | Technology | Utilities |
52-Week High | $49.65 | $53.43 |
52-Week Low | $13.89 | $7.59 |
Enterprise Value | $12.06B | $2.99B |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $30.89, up 6.3% today, with a neutral technical signal despite recent earnings misses. The company shows explosive revenue growth potential with $36 billion in contracted AI infrastructure deals, though current financials reveal significant losses with a -39.91% net margin. Analyst sentiment remains strongly bullish with 100% buy ratings and a $72.36 consensus target.
The stock presents high-risk, high-reward potential with massive contracted revenue offset by current negative profitability and substantial financing needs. Key catalysts include data center build-out execution, while risks include debt load expansion and competitive pressures in the AI infrastructure space.
NuScale Power (SMR) trades at $9.76, up 6.32% in the last session, with a bullish technical signal from moving averages. The company reported a net loss of $355.79 million in 2025 on revenue of $31.48 million, with negative margins, while analyst consensus is a Buy with a $10.50 price target. Recent news highlights regulatory progress and AI-driven power demand as growth catalysts.
Outlook hinges on commercial deployment of small modular reactors, offering high upside if execution succeeds, but risks include persistent losses, revenue volatility, and project delays. The stock presents speculative growth potential amid significant operational and financial challenges.
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 →NuScale Power Corporation is a leading developer of Small Modular Reactor (SMR) technology. The company's flagship product is a light water reactor SMR designed to generate clean, reliable, and scalable nuclear power. NuScale's technology is poised to address the global demand for carbon-free energy by offering a safer, smaller, and more flexible alternative to traditional large-scale nuclear power plants, with applications in electricity generation, desalination, and process heat.
Read more on SMR →