Compare Applied Digital Corporation (APLD) vs Upstart Holdings Inc (UPST) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Digital Corporation vs Upstart Holdings Inc — how do they compare? Applied Digital Corporation trades at $32.17 (market cap $8.55B), while Upstart Holdings Inc trades at $30.22 (market cap $2.91B). The key difference: Applied Digital Corporation is far larger — about 2.9× Upstart Holdings Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Upstart Holdings Inc nearer its low. Which is the better fit depends on your goals.
| APLD | UPST | |
|---|---|---|
Market Cap | $8.55B | $2.91B |
Sector | Technology | Financials |
52-Week High | $49.65 | $73.76 |
52-Week Low | $13.89 | $24.22 |
Enterprise Value | $12.06B | — |
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 $29.06, down 0.55% on the day, with a bearish technical signal and recent earnings misses. The company reported a net loss of $231.07 million in 2025 despite revenue growth, while analyst consensus remains strongly bullish with a $72.36 price target. Recent news highlights significant AI infrastructure contracts and insider selling activity.
Outlook hinges on execution of its $36 billion AI infrastructure pipeline, but risks include high cash burn, negative margins, and rising debt. The stock offers high growth potential if operational targets are met, yet financial sustainability concerns warrant caution for investors amid volatile sentiment.
Upstart Holdings trades at $30.21, down 2.83% on the day, with a bullish technical signal supported by moving averages despite recent earnings misses. The company achieved a significant turnaround with $53.6M net income in 2025 after years of losses, driven by 42% revenue growth in Q2 2026. Analyst consensus remains positive with a $47.20 price target, though debt levels have risen to 61.48% of assets.
The outlook balances strong AI-driven loan growth against execution risks and high valuation. Near-term catalysts include the upcoming bank launch and sustained origination growth, while macroeconomic sensitivity and competitive pressures present ongoing challenges for the lending platform.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
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 Upstart Holdings Inc
Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →
