Compare Applied Digital Corporation (APLD) vs VNET Group Inc (VNET) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Digital Corporation vs VNET Group Inc — how do they compare? Applied Digital Corporation trades at $30.4 (market cap $8.90B), while VNET Group Inc trades at $7.8 (market cap $2.28B). The key difference: Applied Digital Corporation is far larger — about 3.9× VNET Group Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, VNET Group Inc nearer its low. Which is the better fit depends on your goals.
| APLD | VNET | |
|---|---|---|
Market Cap | $8.90B | $2.28B |
Sector | Technology | Technology |
52-Week High | $49.65 | $14.03 |
52-Week Low | $9.18 | $7.34 |
Enterprise Value | $10.00B | $5.41B |
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.
VNET trades at $8.01, down 0.5% with bearish technical signals. The company reported Q1 2026 revenue growth driven by AI demand but posted a significant net loss of $1.20 per share, missing estimates. Analyst sentiment remains positive with 62.5% buy ratings and a 54% upside target. Recent strategic investments and leadership changes signal transformation amid ongoing profitability challenges.
The outlook balances strong AI-driven revenue potential against persistent profitability concerns. Investment opportunity lies in market share gains from AI infrastructure demand, while risks include negative margins, class action litigation, and execution challenges during leadership transition. The stock faces near-term pressure from consecutive earnings misses despite long-term growth catalysts.
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 VNET Group Inc
VNET Group, formerly 21Vianet, is a leading carrier-neutral data center services provider in China. It operates a dual-core strategy: a large-scale retail business serving over 7,000 enterprise customers and an aggressive wholesale segment (Hyperscale 2.0) designed to meet the high-density power and cooling demands of large-scale AI and cloud platforms.
Read more on VNET →
