Compare Applied Digital Corporation (APLD) vs TransMedics Group Inc (TMDX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Digital Corporation vs TransMedics Group Inc — how do they compare? Applied Digital Corporation trades at $28.83 (market cap $8.90B), while TransMedics Group Inc trades at $76.1 (market cap $2.46B). The key difference: Applied Digital Corporation is far larger — about 3.6× TransMedics Group Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals.
| APLD | TMDX | |
|---|---|---|
Market Cap | $8.90B | $2.46B |
Sector | Technology | Technology |
52-Week High | $49.65 | $150.42 |
52-Week Low | $9.18 | $61.99 |
Enterprise Value | $10.00B | $2.86B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
TransMedics Group (TMDX) trades at $71.23, down 1.33% on the day, with a bearish technical signal despite strong profitability metrics including a 27.04% net income margin and 45.22% ROE. Recent Q1 2026 earnings missed expectations, but the company is expanding its Organ Care System into Europe through a strategic investment in PAD Aviation. Analyst consensus remains bullish with a $108.71 price target, though margin pressure from expansion investments is a noted concern.
The outlook for TMDX is mixed; strong fundamentals and growth initiatives support long-term potential, but near-term execution risks and technical weakness pose challenges. Investors should weigh the company's competitive moat in transplant logistics against volatility from earnings misses and high valuation multiples during its expansion phase.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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Latest headlines on both assets
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About Applied Digital Corporation
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 →About TransMedics Group Inc
TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →
