Applied Digital Corporation vs Verisign, Inc. — how do they compare? Applied Digital Corporation trades at $31.25 (market cap $8.55B), while Verisign, Inc. trades at $288.99 (market cap $26.00B). The key difference: Verisign, Inc. is far larger — about 3× Applied Digital Corporation's market cap, and Verisign, Inc. pays a 1.13% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | VRSN | |
|---|---|---|
Market Cap | $8.55B | $26.00B |
Sector | Technology | Technology |
52-Week High | $49.65 | $310.00 |
52-Week Low | $13.89 | $211.49 |
Enterprise Value | $12.06B | $27.31B |
Dividend Yield | — | 1.13% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $30.89, up 6.3% today, with a neutral technical signal despite recent earnings misses. The company shows explosive revenue growth potential with $36 billion in contracted AI infrastructure deals, though current financials reveal significant losses with a -39.91% net margin. Analyst sentiment remains strongly bullish with 100% buy ratings and a $72.36 consensus target.
The stock presents high-risk, high-reward potential with massive contracted revenue offset by current negative profitability and substantial financing needs. Key catalysts include data center build-out execution, while risks include debt load expansion and competitive pressures in the AI infrastructure space.
VeriSign (VRSN) trades at $283.56, down 3.33% today, amid mixed quarterly earnings but maintains a bullish technical trend with strong moving averages. The company reported Q2 2026 revenue of $435 million, up 6% year-over-year, with EPS of $2.38 beating estimates. Recent delegation of the .web domain and AI-driven registration growth support a positive outlook, though valuation ratios like P/E of 31.23 suggest a premium.
The stock offers upside to the consensus price target of $320, driven by domain growth and pricing power, but risks include high debt levels and reliance on .com/.net contracts. Analyst sentiment is bullish with 60% buy ratings, yet investors should monitor execution on guidance and contract renewals for sustained momentum.
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 →Verisign is the sole authorized registry for several generic top-level domains, including the widely utilized .com and .net top-level domains. The company operates critical Internet infrastructure to support the domain name system, including operating two of the world's 13 root servers that are used to route Internet traffic. In 2018, the firm sold off its Security Services business, signalling a renewed focus on the core registry business.
Read more on VRSN →