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APLD vs INOD
Which Stock Would AI Choose? Applied Digital Corporation (APLD) vs. Innodata Inc. (INOD) Stock Comparison
Key Takeaways
- APLD has delivered superior YTD returns of around 60%, driven by major AI data center leases, outpacing INOD's more modest 10% gain amid recent volatility.
- Recent hyperscaler contracts have boosted APLD's contracted revenue beyond $23 billion, enhancing long-term visibility compared to INOD's service-based growth.
- APLD focuses on high-density data center infrastructure for AI workloads, while INOD specializes in AI data engineering and annotation.
- Market sentiment favors APLD's momentum in AI hardware, though INOD shows stronger profitability with positive EBITDA.
- Both stocks exhibit high volatility tied to AI trends, but APLD's larger market cap reflects broader infrastructure hype.
Introduction
Applied Digital Corporation (APLD) and Innodata Inc. (INOD) represent distinct yet complementary plays in the AI ecosystem, with APLD building critical data center infrastructure and INOD providing essential data engineering services. This stock comparison analyzes their recent performance, growth drivers, and market positioning amid surging AI demand. Traders seeking exposure to AI hardware and software/services, or investors evaluating relative momentum in tech subsectors, will find value in understanding their contrasts in business models, sentiment shifts, and risk profiles during recent market activity.
APLD Overview and Recent Performance
Applied Digital Corporation (APLD) designs, builds, and operates high-performance data centers optimized for AI, high-performance computing (HPC), and cloud workloads, leveraging sustainable cooling technologies. In recent weeks, the stock has surged, with gains exceeding 60% year-to-date and sharp rallies following key announcements. A pivotal $7.5 billion, 15-year lease with a U.S. investment-grade hyperscaler at its Delta Forge 1 campus elevated total contracted revenue over $23 billion, signaling robust demand. Additional developments, including a cloud business spin-off into ChronoScale and a $300 million senior secured bridge facility, have fueled positive sentiment. These catalysts have driven trading volume spikes and price momentum, though volatility persists due to expansion-related debt and execution risks.
INOD Overview and Recent Performance
Innodata Inc. (INOD) is a data engineering firm providing AI training data, model evaluation, annotation, and platforms across segments like Digital Data Solutions. Recent market activity shows mixed results, with year-to-date gains around 10% but pullbacks from prior highs, reflecting post-rally consolidation. The company reported full-year 2025 revenue of $251.7 million, up 48% organically, with guidance for over 35% growth in 2026 driven by AI data demands and customer diversification. Innovations in datasets for large language models (LLMs) and agentic AI have supported sentiment, yet shares have faced pressure amid broader small-cap tech volatility. Trading volumes have fluctuated, influenced by earnings anticipation and sector rotations.
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Head-to-Head Comparison
APLD and INOD both thrive in AI but differ sharply in models: APLD's capital-intensive data center leasing contrasts INOD's asset-light data services, affecting scalability and margins. Growth for APLD hinges on hyperscaler contracts and campus buildouts, while INOD relies on client wins in AI training. Recent momentum strongly favors APLD with explosive gains versus INOD's consolidation. Risks include APLD's debt load for expansions and INOD's dependency on volatile AI project pipelines. Both expose to tech/AI, but APLD benefits from infrastructure capex cycles, boosting its sentiment edge over INOD's services focus.
Tickeron AI Verdict
Tickeron’s AI favors APLD in the current environment due to its trend consistency, massive contract backlog ensuring durable AI infrastructure demand, and stronger relative year-to-date positioning versus INOD's higher volatility. While INOD edges in profitability, APLD's catalysts point to a higher probability of near-term outperformance amid bullish AI hardware trends.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APLD is a Hold and INOD is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
APLD’s FA Score shows that 0 FA rating(s) are green whileINOD’s FA Score has 3 green FA rating(s).
- APLD’s FA Score: 0 green, 5 red.
- INOD’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
APLD’s TA Score shows that 3 TA indicator(s) are bullish while INOD’s TA Score has 4 bullish TA indicator(s).
- APLD’s TA Score: 3 bullish, 5 bearish.
- INOD’s TA Score: 4 bullish, 5 bearish.
Price Growth
APLD (@Information Technology Services) experienced а -12.95% price change this week, while INOD (@Information Technology Services) price change was -7.61% for the same time period.
The average weekly price growth across all stocks in the @Information Technology Services industry was -7.87%. For the same industry, the average monthly price growth was -6.43%, and the average quarterly price growth was +8.61%.
Reported Earning Dates
APLD is expected to report earnings on Aug 20, 2026.
INOD is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Information Technology Services (-7.87% weekly)The industry, whose total market cap runs into trillions, makes hardware/software that allows data to be stored, retrieved, transmitted, and manipulated on computers. With the ever-increasing relevance of data, the information technology (IT) industry has gained momentous growth over the years, and continues to thrive on innovation. Some of the behemoths in the industry are International Business Machines Corporation, Accenture, and VMware, Inc.
| APLD | INOD | APLD / INOD | |
| Capitalization | 11.1B | 3.27B | 340% |
| EBITDA | -19.84M | 56M | -35% |
| Gain YTD | 58.728 | 96.330 | 61% |
| P/E Ratio | N/A | 89.31 | - |
| Revenue | 319M | 283M | 113% |
| Total Cash | 1.73B | 117M | 1,479% |
| Total Debt | 2.83B | 4.1M | 68,968% |
APLD | INOD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 37 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 52 Fair valued | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 46 | 29 | |
SMR RATING 1..100 | 97 | 25 | |
PRICE GROWTH RATING 1..100 | 36 | 35 | |
P/E GROWTH RATING 1..100 | 100 | 8 | |
SEASONALITY SCORE 1..100 | 24 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
APLD's Valuation (52) in the null industry is somewhat better than the same rating for INOD (85) in the Data Processing Services industry. This means that APLD’s stock grew somewhat faster than INOD’s over the last 12 months.
INOD's Profit vs Risk Rating (29) in the Data Processing Services industry is in the same range as APLD (46) in the null industry. This means that INOD’s stock grew similarly to APLD’s over the last 12 months.
INOD's SMR Rating (25) in the Data Processing Services industry is significantly better than the same rating for APLD (97) in the null industry. This means that INOD’s stock grew significantly faster than APLD’s over the last 12 months.
INOD's Price Growth Rating (35) in the Data Processing Services industry is in the same range as APLD (36) in the null industry. This means that INOD’s stock grew similarly to APLD’s over the last 12 months.
INOD's P/E Growth Rating (8) in the Data Processing Services industry is significantly better than the same rating for APLD (100) in the null industry. This means that INOD’s stock grew significantly faster than APLD’s over the last 12 months.
| APLD | INOD | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 87% | 1 day ago 86% |
| Stochastic ODDS (%) | 1 day ago 83% | 1 day ago 89% |
| Momentum ODDS (%) | 1 day ago 89% | 1 day ago 90% |
| MACD ODDS (%) | 1 day ago 90% | 1 day ago 90% |
| TrendWeek ODDS (%) | 1 day ago 89% | 1 day ago 84% |
| TrendMonth ODDS (%) | 1 day ago 86% | 1 day ago 90% |
| Advances ODDS (%) | 3 days ago 90% | 11 days ago 89% |
| Declines ODDS (%) | 7 days ago 88% | 9 days ago 85% |
| BollingerBands ODDS (%) | 7 days ago 90% | 1 day ago 86% |
| Aroon ODDS (%) | 1 day ago 89% | 1 day ago 90% |
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APLD and
Correlation & Price change
A.I.dvisor indicates that over the last year, APLD has been loosely correlated with CIFR. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if APLD jumps, then CIFR could also see price increases.
| Ticker / NAME | Correlation To APLD | 1D Price Change % | ||
|---|---|---|---|---|
| APLD | 100% | -7.13% | ||
| CIFR - APLD | 61% Loosely correlated | -8.75% | ||
| KEEL - APLD | 57% Loosely correlated | -3.41% | ||
| HIVE - APLD | 46% Loosely correlated | -6.42% | ||
| RIOT - APLD | 44% Loosely correlated | -4.82% | ||
| MARA - APLD | 44% Loosely correlated | -5.18% | ||
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INOD and
Correlation & Price change
A.I.dvisor indicates that over the last year, INOD has been loosely correlated with AUR. These tickers have moved in lockstep 41% of the time. This A.I.-generated data suggests there is some statistical probability that if INOD jumps, then AUR could also see price increases.
| Ticker / NAME | Correlation To INOD | 1D Price Change % | ||
|---|---|---|---|---|
| INOD | 100% | +1.28% | ||
| AUR - INOD | 41% Loosely correlated | -1.79% | ||
| DMRC - INOD | 37% Loosely correlated | -2.36% | ||
| APLD - INOD | 37% Loosely correlated | -7.13% | ||
| TSSI - INOD | 36% Loosely correlated | -4.75% | ||
| KD - INOD | 34% Loosely correlated | -2.43% | ||
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