Applied Digital Corporation vs Zillow Group Inc Class A — how do they compare? Applied Digital Corporation trades at $31.07 (market cap $8.55B), while Zillow Group Inc Class A trades at $34.4 (market cap $7.68B). The key difference: Applied Digital Corporation and Zillow Group Inc Class A are close in size by market cap, and Applied Digital Corporation is trading nearer its 52-week high, Zillow Group Inc Class A nearer its low. Which is the better fit depends on your goals.
| APLD | ZG | |
|---|---|---|
Market Cap | $8.55B | $7.68B |
Sector | Technology | Media |
52-Week High | $49.65 | $86.76 |
52-Week Low | $13.89 | $29.14 |
Enterprise Value | $12.06B | $7.56B |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $30.89, up 6.3% today, with a neutral technical signal despite recent earnings misses. The company shows explosive revenue growth potential with $36 billion in contracted AI infrastructure deals, though current financials reveal significant losses with a -39.91% net margin. Analyst sentiment remains strongly bullish with 100% buy ratings and a $72.36 consensus target.
The stock presents high-risk, high-reward potential with massive contracted revenue offset by current negative profitability and substantial financing needs. Key catalysts include data center build-out execution, while risks include debt load expansion and competitive pressures in the AI infrastructure space.
Zillow Group (ZG) trades at $33.46, down 1.81% with a bearish technical signal. The company shows improving fundamentals with Q2 2026 earnings beats and 18% revenue growth, though net margins remain thin at 1.96%. Recent news highlights strong performance in the preferred agent model but is overshadowed by multiple securities class action lawsuits with August 2026 deadlines. Valuation metrics appear elevated with a P/E of 149, while analyst consensus targets $47.56 with mixed ratings.
The outlook is cautiously optimistic given ZG's business model transition and revenue growth, but significant legal overhangs and high valuation create near-term risks. Long-term potential exists if monetization improvements continue, though investors should weigh legal uncertainties against fundamental progress.
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 →Zillow Group is an Internet-based real estate company that has historically focused on deriving ad revenue from third-party brokers on online marketplaces such as Zillow.com, Trulia, and HotPads. More recently it has shifted its focus to iBuying via the Zillow Offers platform.
Read more on ZG →