Applied Digital Corporation vs Uber Technologies Inc — how do they compare? Applied Digital Corporation trades at $31.2 (market cap $8.55B), while Uber Technologies Inc trades at $75.42 (market cap $160.42B). The key difference: Uber Technologies Inc is far larger — about 18.8× Applied Digital Corporation's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Uber Technologies Inc nearer its low. Which is the better fit depends on your goals.
| APLD | UBER | |
|---|---|---|
Market Cap | $8.55B | $160.42B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $100.10 |
52-Week Low | $13.89 | $65.94 |
Enterprise Value | $12.06B | $169.76B |
Signals from Pluang's Aura AI — not financial advice
APLD trades at $31.15, up 7.19% today, with a neutral technical signal and bearish moving averages. The company reported a net loss of $231.07M in 2025 despite revenue growth, but has a $36B contracted AI infrastructure pipeline. Analyst consensus is unanimously bullish with a $72.36 price target, though recent insider selling and negative cash flow from operations highlight near-term risks.
The outlook hinges on execution of its AI data center build-out, with projected revenue surging to $611M in 2026. Investment opportunity lies in the massive contracted backlog, but risks include high debt, negative margins, and reliance on capital markets for funding expansion.
Uber (UBER) trades at $78.03, up 4.01% today, with strong bullish technical signals and robust fundamentals including 2025 revenue of $52.02B and net income of $10.05B. Recent news highlights expansion in autonomous vehicle partnerships, such as the robotaxi pilot in Madrid with WeRide, while the company streamlines operations with HR layoffs and implements AI spending caps to manage costs.
The outlook remains positive with a consensus price target of $102.88, representing significant upside, driven by earnings beats and strategic initiatives in autonomous mobility. Key risks include competitive pressures in ride-hailing, regulatory scrutiny, and execution challenges in new technology deployments that could impact growth and margins.
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 →Uber Technologies is a technology provider that matches riders with drivers, hungry people with restaurants and food delivery service providers, and shippers with carriers. The firm's on-demand technology platform could eventually be used for additional products and services, such as autonomous vehicles, delivery via drones, and Uber Elevate, which, as the firm refers to it, provides aerial ride-sharing. Uber Technologies is headquartered in San Francisco and operates in over 63 countries with over 110 million users that order rides or foods at least once a month. Approximately 76% of its gross revenue comes from ride-sharing and 22% from food delivery.
Read more on UBER →