Applied Digital Corporation vs STMicroelectronics NV — how do they compare? Applied Digital Corporation trades at $28.66 (market cap $8.90B), while STMicroelectronics NV trades at $68.87 (market cap $63.01B). The key difference: STMicroelectronics NV is far larger — about 7.1× Applied Digital Corporation's market cap, and STMicroelectronics NV pays a 0.5% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | STM | |
|---|---|---|
Market Cap | $8.90B | $63.01B |
Sector | Technology | Financials |
52-Week High | $49.65 | $79.91 |
52-Week Low | $9.18 | $21.20 |
Enterprise Value | $10.00B | $61.22B |
Dividend Yield | — | 0.5% |
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.
STM trades at $71.46, up 0.1% with a bullish technical signal. The stock shows mixed earnings performance with Q3 2025 beating estimates but subsequent quarters missing. Valuation metrics appear elevated with P/E of 446.63 and P/S of 5.3, though analyst consensus remains positive with 52% buy ratings. Recent news highlights AI and automotive chip momentum as growth drivers.
Outlook remains cautiously optimistic given strong analyst support and AI/automotive exposure, but elevated valuations and declining profit margins (1.19% net margin) present risks. The stock trades near consensus price target of $72.33, suggesting limited near-term upside without earnings acceleration.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →