Applied Digital Corporation vs Texas Instruments Incorporated — how do they compare? Applied Digital Corporation trades at $30.6 (market cap $8.37B), while Texas Instruments Incorporated trades at $282.51 (market cap $256.11B). The key difference: Texas Instruments Incorporated is far larger — about 30.6× Applied Digital Corporation's market cap, and Texas Instruments Incorporated pays a 2.03% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | TXN | |
|---|---|---|
Market Cap | $8.37B | $256.11B |
Sector | Technology | Technology |
52-Week High | $49.65 | $332.35 |
52-Week Low | $13.89 | $153.33 |
Enterprise Value | $11.87B | $263.16B |
Dividend Yield | — | 2.03% |
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.
Texas Instruments (TXN) trades at $281.24, down 1.69% over 24 hours, with a bullish technical signal from moving averages and recent price action above the 20-day average. Revenue grew to $17.68 billion in 2025, with net income of $5.00 billion and strong profitability margins. Recent news highlights CFO transition and AI-driven demand boosting data center revenue.
Outlook remains positive with analyst consensus price target of $333.10, implying 18% upside. Risks include high valuation multiples and increasing debt-to-asset ratio. The stock presents opportunity from AI infrastructure growth but faces margin pressure and competitive threats.
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 →Dallas-based Texas Instruments generates over 95% of its revenue from semiconductors and the remainder from its well-known calculators. Texas Instruments is the world's largest maker of analog chips, which are used to process real-world signals such as sound and power. Texas Instruments also has a leading market share position in processors and microcontrollers used in a wide variety of electronics applications.
Read more on TXN →