Applied Digital Corporation vs Wells Fargo & Co — how do they compare? Applied Digital Corporation trades at $30.83 (market cap $8.37B), while Wells Fargo & Co trades at $87.68 (market cap $264.66B). The key difference: Wells Fargo & Co is far larger — about 31.6× Applied Digital Corporation's market cap, and Wells Fargo & Co pays a 2.29% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | WFC | |
|---|---|---|
Market Cap | $8.37B | $264.66B |
Sector | Technology | Financials |
52-Week High | $49.65 | $96.40 |
52-Week Low | $13.89 | $73.42 |
Enterprise Value | $11.87B | — |
Dividend Yield | — | 2.29% |
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.
Wells Fargo (WFC) trades at $87.25, down 0.4% today, with a bullish technical outlook from moving averages and a consensus price target of $97.64. The stock shows strong profitability with a net income margin of 25.97% and ROE of 13.13%, supported by steady revenue growth to $83.70 billion in 2025. Recent news highlights the launch of tokenized deposits for corporate clients, reflecting innovation in digital banking services.
The stock presents a value opportunity with a P/E of 12.68, but risks include volatile cash flows and recent earnings misses. Upside is driven by analyst optimism and dividend increases, while headwinds involve economic sensitivity and competitive pressures in banking.
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 →Wells Fargo is one of the largest banks in the United States, with approximately $1.9 trillion in balance sheet assets. The company is split into four primary segments: consumer banking, commercial banking, corporate and investment banking, and wealth and investment management. It is almost entirely focused on the U.S.
Read more on WFC →