Go Pro

Applied Digital (APLD) Competitors

Applied Digital logo
$28.86 -1.01 (-3.38%)
Closing price 08/6/2026 04:00 PM Eastern
Extended Trading
$28.95 +0.09 (+0.31%)
As of 08/6/2026 06:50 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

APLD vs. CRWV, NVDA, TWLO, VRSN, and AKAM

Should you buy Applied Digital stock or one of its competitors? MarketBeat compares Applied Digital with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Applied Digital include CoreWeave (CRWV), NVIDIA (NVDA), Twilio (TWLO), VeriSign (VRSN), and Akamai Technologies (AKAM). These companies are all part of the "technology" sector.

How does Applied Digital compare to CoreWeave?

CoreWeave (NASDAQ:CRWV) and Applied Digital (NASDAQ:APLD) are both technology companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, profitability, valuation, risk, institutional ownership, earnings, analyst recommendations and media sentiment.

CoreWeave has a net margin of -25.57% compared to Applied Digital's net margin of -37.78%. Applied Digital's return on equity of -16.42% beat CoreWeave's return on equity.

Company Net Margins Return on Equity Return on Assets
CoreWeave-25.57% -43.07% -3.84%
Applied Digital -37.78%-16.42%-4.00%

Applied Digital has lower revenue, but higher earnings than CoreWeave. Applied Digital is trading at a lower price-to-earnings ratio than CoreWeave, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CoreWeave$5.13B7.44-$1.17B-$3.11N/A
Applied Digital$611.31M13.76-$244M-$0.89N/A

CoreWeave has a beta of 7.44, meaning that its share price is 644% more volatile than the broader market. Comparatively, Applied Digital has a beta of 5.75, meaning that its share price is 475% more volatile than the broader market.

CoreWeave presently has a consensus price target of $136.21, suggesting a potential upside of 59.63%. Applied Digital has a consensus price target of $68.15, suggesting a potential upside of 136.14%. Given Applied Digital's stronger consensus rating and higher probable upside, analysts clearly believe Applied Digital is more favorable than CoreWeave.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CoreWeave
1 Sell rating(s)
13 Hold rating(s)
23 Buy rating(s)
1 Strong Buy rating(s)
2.63
Applied Digital
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94

65.7% of Applied Digital shares are held by institutional investors. 24.2% of CoreWeave shares are held by insiders. Comparatively, 9.5% of Applied Digital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, CoreWeave had 36 more articles in the media than Applied Digital. MarketBeat recorded 60 mentions for CoreWeave and 24 mentions for Applied Digital. Applied Digital's average media sentiment score of 1.15 beat CoreWeave's score of 0.34 indicating that Applied Digital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CoreWeave
21 Very Positive mention(s)
7 Positive mention(s)
18 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Applied Digital
10 Very Positive mention(s)
5 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Applied Digital beats CoreWeave on 9 of the 17 factors compared between the two stocks.

How does Applied Digital compare to NVIDIA?

NVIDIA (NASDAQ:NVDA) and Applied Digital (NASDAQ:APLD) are both technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, media sentiment, risk, valuation, profitability, earnings, analyst recommendations and institutional ownership.

NVIDIA has a beta of 2.23, indicating that its stock price is 123% more volatile than the broader market. Comparatively, Applied Digital has a beta of 5.75, indicating that its stock price is 475% more volatile than the broader market.

In the previous week, NVIDIA had 302 more articles in the media than Applied Digital. MarketBeat recorded 326 mentions for NVIDIA and 24 mentions for Applied Digital. Applied Digital's average media sentiment score of 1.15 beat NVIDIA's score of 0.88 indicating that Applied Digital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NVIDIA
215 Very Positive mention(s)
35 Positive mention(s)
43 Neutral mention(s)
29 Negative mention(s)
4 Very Negative mention(s)
Positive
Applied Digital
10 Very Positive mention(s)
5 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

NVIDIA has higher revenue and earnings than Applied Digital. Applied Digital is trading at a lower price-to-earnings ratio than NVIDIA, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NVIDIA$215.94B24.52$120.07B$6.5333.50
Applied Digital$611.31M13.76-$244M-$0.89N/A

NVIDIA has a net margin of 62.97% compared to Applied Digital's net margin of -37.78%. NVIDIA's return on equity of 96.94% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
NVIDIA62.97% 96.94% 72.16%
Applied Digital -37.78%-16.42%-4.00%

65.3% of NVIDIA shares are owned by institutional investors. Comparatively, 65.7% of Applied Digital shares are owned by institutional investors. 3.9% of NVIDIA shares are owned by company insiders. Comparatively, 9.5% of Applied Digital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

NVIDIA currently has a consensus target price of $304.26, indicating a potential upside of 39.07%. Applied Digital has a consensus target price of $68.15, indicating a potential upside of 136.14%. Given Applied Digital's higher probable upside, analysts plainly believe Applied Digital is more favorable than NVIDIA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NVIDIA
0 Sell rating(s)
2 Hold rating(s)
48 Buy rating(s)
3 Strong Buy rating(s)
3.02
Applied Digital
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94

Summary

NVIDIA beats Applied Digital on 11 of the 16 factors compared between the two stocks.

How does Applied Digital compare to Twilio?

Applied Digital (NASDAQ:APLD) and Twilio (NYSE:TWLO) are both technology companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, dividends, media sentiment, valuation, analyst recommendations, profitability, earnings and risk.

Twilio has higher revenue and earnings than Applied Digital. Applied Digital is trading at a lower price-to-earnings ratio than Twilio, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Digital$611.31M13.76-$244M-$0.89N/A
Twilio$5.07B5.79$33.83M$0.64301.88

Applied Digital currently has a consensus price target of $68.15, indicating a potential upside of 136.14%. Twilio has a consensus price target of $220.59, indicating a potential upside of 14.18%. Given Applied Digital's higher possible upside, equities analysts plainly believe Applied Digital is more favorable than Twilio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Digital
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94
Twilio
1 Sell rating(s)
2 Hold rating(s)
19 Buy rating(s)
4 Strong Buy rating(s)
3.00

Applied Digital has a beta of 5.75, suggesting that its share price is 475% more volatile than the broader market. Comparatively, Twilio has a beta of 1.37, suggesting that its share price is 37% more volatile than the broader market.

Twilio has a net margin of 1.96% compared to Applied Digital's net margin of -37.78%. Twilio's return on equity of 4.64% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Digital-37.78% -16.42% -4.00%
Twilio 1.96%4.64%3.76%

65.7% of Applied Digital shares are held by institutional investors. Comparatively, 84.3% of Twilio shares are held by institutional investors. 9.5% of Applied Digital shares are held by insiders. Comparatively, 0.2% of Twilio shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Applied Digital had 1 more articles in the media than Twilio. MarketBeat recorded 24 mentions for Applied Digital and 23 mentions for Twilio. Twilio's average media sentiment score of 1.20 beat Applied Digital's score of 1.15 indicating that Twilio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Digital
10 Very Positive mention(s)
5 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Twilio
11 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Twilio beats Applied Digital on 12 of the 17 factors compared between the two stocks.

How does Applied Digital compare to VeriSign?

VeriSign (NASDAQ:VRSN) and Applied Digital (NASDAQ:APLD) are both technology companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, institutional ownership, dividends, valuation, analyst recommendations, profitability, media sentiment and risk.

VeriSign has a beta of 0.7, suggesting that its stock price is 30% less volatile than the broader market. Comparatively, Applied Digital has a beta of 5.75, suggesting that its stock price is 475% more volatile than the broader market.

VeriSign presently has a consensus target price of $328.75, indicating a potential upside of 12.38%. Applied Digital has a consensus target price of $68.15, indicating a potential upside of 136.14%. Given Applied Digital's higher possible upside, analysts clearly believe Applied Digital is more favorable than VeriSign.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
VeriSign
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
3.00
Applied Digital
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94

92.9% of VeriSign shares are held by institutional investors. Comparatively, 65.7% of Applied Digital shares are held by institutional investors. 0.6% of VeriSign shares are held by company insiders. Comparatively, 9.5% of Applied Digital shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

In the previous week, Applied Digital had 8 more articles in the media than VeriSign. MarketBeat recorded 24 mentions for Applied Digital and 16 mentions for VeriSign. VeriSign's average media sentiment score of 1.25 beat Applied Digital's score of 1.15 indicating that VeriSign is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
VeriSign
13 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Digital
10 Very Positive mention(s)
5 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

VeriSign has higher revenue and earnings than Applied Digital. Applied Digital is trading at a lower price-to-earnings ratio than VeriSign, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
VeriSign$1.66B15.95$825.70M$9.2231.73
Applied Digital$611.31M13.76-$244M-$0.89N/A

VeriSign has a net margin of 49.76% compared to Applied Digital's net margin of -37.78%. Applied Digital's return on equity of -16.42% beat VeriSign's return on equity.

Company Net Margins Return on Equity Return on Assets
VeriSign49.76% -39.20% 58.32%
Applied Digital -37.78%-16.42%-4.00%

Summary

VeriSign beats Applied Digital on 10 of the 17 factors compared between the two stocks.

How does Applied Digital compare to Akamai Technologies?

Akamai Technologies (NASDAQ:AKAM) and Applied Digital (NASDAQ:APLD) are both technology companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, profitability, earnings, media sentiment, dividends, analyst recommendations and institutional ownership.

In the previous week, Applied Digital had 4 more articles in the media than Akamai Technologies. MarketBeat recorded 24 mentions for Applied Digital and 20 mentions for Akamai Technologies. Applied Digital's average media sentiment score of 1.15 beat Akamai Technologies' score of 0.61 indicating that Applied Digital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Akamai Technologies
8 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Digital
10 Very Positive mention(s)
5 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Akamai Technologies has a beta of 0.63, indicating that its stock price is 37% less volatile than the broader market. Comparatively, Applied Digital has a beta of 5.75, indicating that its stock price is 475% more volatile than the broader market.

Akamai Technologies has higher revenue and earnings than Applied Digital. Applied Digital is trading at a lower price-to-earnings ratio than Akamai Technologies, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Akamai Technologies$4.21B4.10$452.03M$2.9739.92
Applied Digital$611.31M13.76-$244M-$0.89N/A

Akamai Technologies presently has a consensus price target of $145.29, indicating a potential upside of 22.55%. Applied Digital has a consensus price target of $68.15, indicating a potential upside of 136.14%. Given Applied Digital's stronger consensus rating and higher probable upside, analysts plainly believe Applied Digital is more favorable than Akamai Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Akamai Technologies
2 Sell rating(s)
8 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.45
Applied Digital
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94

Akamai Technologies has a net margin of 10.20% compared to Applied Digital's net margin of -37.78%. Akamai Technologies' return on equity of 12.96% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Akamai Technologies10.20% 12.96% 5.56%
Applied Digital -37.78%-16.42%-4.00%

94.3% of Akamai Technologies shares are owned by institutional investors. Comparatively, 65.7% of Applied Digital shares are owned by institutional investors. 2.3% of Akamai Technologies shares are owned by insiders. Comparatively, 9.5% of Applied Digital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

Akamai Technologies beats Applied Digital on 9 of the 17 factors compared between the two stocks.

Get Applied Digital News Delivered to You Automatically

Sign up to receive the latest news and ratings for APLD and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding APLD and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

APLD vs. The Competition

MetricApplied DigitalIT Services IndustryTechnology SectorNASDAQ Exchange
Market Cap$8.71B$11.01B$29.68B$12.87B
Dividend YieldN/A2.87%2.74%9.94%
P/E Ratio-32.4316.7678.7825.30
Price / Sales13.7658.76597.2782.65
Price / CashN/A42.3250.0850.37
Price / Book4.7924.279.166.13
Net Income-$244M$273.10M$660.31M$342.95M
7 Day Performance5.37%2.80%3.33%3.19%
1 Month Performance-6.02%-1.40%-0.80%-1.98%
1 Year Performance102.67%27.11%175.23%21.11%

Applied Digital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APLD
Applied Digital
3.9313 of 5 stars
$28.86
-3.4%
$68.15
+136.1%
+95.1%$8.71B$611.31MN/A121
CRWV
CoreWeave
3.8459 of 5 stars
$85.33
-5.1%
$136.21
+59.6%
-22.6%$40.23B$5.13BN/A2,189
NVDA
NVIDIA
4.9885 of 5 stars
$218.78
-0.2%
$304.26
+39.1%
+21.9%$5.31T$215.94B33.5042,000
TWLO
Twilio
4.2143 of 5 stars
$193.20
0.0%
$220.59
+14.2%
+48.1%$29.33B$5.07B301.885,587
VRSN
VeriSign
4.8015 of 5 stars
$292.53
-0.3%
$328.75
+12.4%
+7.1%$26.49B$1.66B31.73920

Related Companies and Tools


This page (NASDAQ:APLD) was last updated on 8/7/2026 by MarketBeat.com Staff.
From Our Partners