Applied Digital Corporation vs Sprott Uranium Miners ETF — how do they compare? Applied Digital Corporation trades at $29.79 (market cap $8.90B), while Sprott Uranium Miners ETF trades at $51. The key difference: Applied Digital Corporation is trading nearer its 52-week high, Sprott Uranium Miners ETF nearer its low. Which is the better fit depends on your goals.
| APLD | URNM | |
|---|---|---|
Market Cap | $8.90B | — |
Sector | Technology | Commodities - Metals/Agriculture |
52-Week High | $49.65 | $83.99 |
52-Week Low | $9.18 | $44.14 |
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.
URNM trades at $53.29, up 2.07% today, but faces bearish technical signals with 15 sell indicators versus 4 buy signals. The uranium miner ETF benefits from AI-driven power demand, with Seeking Alpha highlighting a 'nuclear renaissance' thesis (June 12, 2026), though concentration in miners like Cameco poses risks. Financial ratios are unavailable, limiting fundamental clarity.
Outlook hinges on uranium supply-demand dynamics and AI energy needs, but technical weakness and mixed sentiment suggest cautious entry. Risks include miner concentration and spot price volatility, while institutional interest in nuclear energy offers long-term potential.
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 →URNM is a pure-play ETF that invests in the global uranium industry. It provides exposure to companies involved in the mining, exploration, and production of uranium, as well as physical uranium holdings, with top assets like Cameco, Uranium Energy Corp, and the Sprott Physical Uranium Trust.
Read more on URNM →