Applied Digital Corporation vs Vertiv Holdings Co — how do they compare? Applied Digital Corporation trades at $30.52 (market cap $8.37B), while Vertiv Holdings Co trades at $282.5 (market cap $103.99B). The key difference: Vertiv Holdings Co is far larger — about 12.4× Applied Digital Corporation's market cap, and Vertiv Holdings Co pays a 0.09% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | VRT | |
|---|---|---|
Market Cap | $8.37B | $103.99B |
Sector | Technology | Technology |
52-Week High | $49.65 | $376.23 |
52-Week Low | $13.89 | $121.82 |
Enterprise Value | $11.87B | $104.21B |
Dividend Yield | — | 0.09% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.22, up 1.25% with bearish technical signals despite unanimous analyst buy ratings. The company shows explosive revenue growth with Q4 2026 revenue surging 407% to $258.7M but continues posting significant losses with negative profit margins. Recent news highlights $36 billion in contracted AI infrastructure revenue and insider selling activity.
While analyst consensus targets $72.36 (147% upside), the stock faces execution risks from massive capital expenditures, negative cash flow, and challenging profitability metrics. The AI infrastructure build-out offers substantial growth potential but requires careful monitoring of financing needs and construction timelines.
VRT trades at $272.40, down 1.01% on the day, with a bearish technical signal driven by moving averages and RSI levels near overbought territory. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.52 versus $1.43 expected, and revenue growth is supported by AI data center demand. Recent news highlights its role in AI infrastructure, though legal investigations pose a sentiment risk.
Outlook remains positive with a consensus price target of $386.58, reflecting 42% upside, driven by robust fundamentals and AI tailwinds. Risks include high valuation multiples, competitive pressures, and ongoing legal scrutiny. Investors should weigh growth potential against elevated P/E and market volatility.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →