Applied Digital Corporation vs Vistra Corp — how do they compare? Applied Digital Corporation trades at $31.52 (market cap $8.37B), while Vistra Corp trades at $146 (market cap $47.95B). The key difference: Vistra Corp is far larger — about 5.7× Applied Digital Corporation's market cap, and Vistra Corp pays a 0.64% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | VST | |
|---|---|---|
Market Cap | $8.37B | $47.95B |
Sector | Technology | Technology |
52-Week High | $49.65 | $217.92 |
52-Week Low | $13.89 | $134.71 |
Enterprise Value | $11.87B | $69.89B |
Dividend Yield | — | 0.64% |
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.
Vistra (VST) trades at $140.59, down 0.56% on the day, with a bearish technical signal driven by selling pressure in moving averages. The stock shows strong profitability with a net income margin of 11.55% and ROE of 75.73%, though recent quarterly EPS results were mixed with two misses against expectations. Analyst consensus remains overwhelmingly bullish with a 90.91% buy rating and a $239.75 price target, highlighting growth potential from data center electricity demand.
The outlook is supported by strategic positioning in power generation for AI infrastructure, but risks include volatile hedging impacts and high P/B valuation. Earnings growth from hyperscaler deals and nuclear assets offers upside, while technical weakness near support at $136 requires monitoring for stability.
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 →Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.
Read more on VST →