Price movement over the last 24 hours
Applied Digital Corporation vs Zeta Global Holdings Corp — how do they compare? Applied Digital Corporation trades at $30.72 (market cap $8.90B), while Zeta Global Holdings Corp trades at $21.69 (market cap $5.36B). The key difference: Applied Digital Corporation is the larger of the two by market cap, and Zeta Global Holdings Corp is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | ZETA | |
|---|---|---|
Market Cap | $8.90B | $5.36B |
Sector | Technology | Technology |
52-Week High | $49.65 | $25.24 |
52-Week Low | $9.18 | $14.00 |
Enterprise Value | $10.00B | $5.27B |
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.
ZETA trades at $21.49, down 1.94% on the day, with a bullish technical signal from moving averages and strong analyst support. The company demonstrates robust revenue growth, reaching $1.30B in 2025, and has consistently beaten earnings expectations in recent quarters. Recent news highlights its strategic AI partnership with Palantir and expansion of its Athena AI platform, driving positive investor sentiment despite current negative profitability metrics.
The outlook for ZETA is positive, with a consensus price target of $27.50 implying 28% upside. Key opportunities include AI-driven growth and market share gains, but risks involve persistent negative net margins and cash flow challenges. Investors should weigh the strong growth trajectory against profitability concerns before committing capital.
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 →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →