Applied Digital Corporation vs iShares 20 Plus Year Treasury Bond ETF — how do they compare? Applied Digital Corporation trades at $29.8 (market cap $8.90B), while iShares 20 Plus Year Treasury Bond ETF trades at $84.11. The key difference: Applied Digital Corporation is trading nearer its 52-week high, iShares 20 Plus Year Treasury Bond ETF nearer its low. Which is the better fit depends on your goals.
| APLD | TLT | |
|---|---|---|
Market Cap | $8.90B | — |
Sector | Technology | — |
52-Week High | $49.65 | $92.06 |
52-Week Low | $9.18 | $83.02 |
Enterprise Value | $10.00B | — |
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.
TLT, the iShares 20+ Year Treasury Bond ETF, trades at $84.47, showing minimal daily movement with a slight decline of 0.02%. Technical indicators signal a bearish trend, while recent news highlights investor comparisons with other bond ETFs amid fluctuating Treasury yields. The ETF maintains consistent dividend distributions, with recent payouts in 2026, but lacks disclosed fundamental ratios like P/E or ROE, focusing instead on its role in long-term U.S. government debt exposure.
The outlook for TLT hinges on interest rate trends and economic data, with potential gains if the Fed cuts rates but risks from persistent inflation or further hikes. Investor sentiment is mixed, weighing high yields against duration risk, making it sensitive to macroeconomic shifts rather than company-specific fundamentals.
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 →The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in US Treasury securities that the advisor believes will help the fund track the underlying index. The underlying index measures the performance of public obligations of the US Treasury that have a remaining maturity greater than or equal to twenty years.
Read more on TLT →