Applied Digital Corporation vs Vistra Corp — how do they compare? Applied Digital Corporation trades at $30.23 (market cap $8.90B), while Vistra Corp trades at $158.13 (market cap $53.56B). The key difference: Vistra Corp is far larger — about 6× Applied Digital Corporation's market cap, and Vistra Corp pays a 0.58% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | VST | |
|---|---|---|
Market Cap | $8.90B | $53.56B |
Sector | Technology | Technology |
52-Week High | $49.65 | $217.92 |
52-Week Low | $9.18 | $134.71 |
Enterprise Value | $10.00B | $75.32B |
Dividend Yield | — | 0.58% |
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.
Vistra Corp. (VST) trades at $158.86, up 0.56% today, with a bullish technical outlook supported by moving averages and a neutral RSI. The company reported strong Q1 2026 earnings beat but missed Q3 and Q4 2025 estimates. Revenue grew to $19.4B in 2026 with net profit margin improving to 11.52%. Recent news highlights AI-driven power demand and long-term PPAs with Meta and AWS as growth catalysts.
Outlook is positive with 91% analyst buy ratings and a $230.50 consensus price target, implying 45% upside. Risks include execution on growth initiatives and macroeconomic volatility. The stock offers exposure to rising electricity demand and stable cash flows from utility operations.
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 →