Advertisement
APLD or HIVE or RIOT
Which Stock Would AI Choose? Applied Digital Corporation (APLD) vs. HIVE Digital Technologies (HIVE) vs. Riot Platforms (RIOT) Stock Comparison
Key Takeaways
- APLD leads with explosive YTD gains over 60%, fueled by major AI data center leases totaling over $23 billion in contracted revenue, though it trades at a premium valuation.
- HIVE shows solid revenue growth to $257 million TTM (trailing twelve months), with recent $115 million funding for AI expansion, but lags peers in YTD performance around 10%.
- RIOT reports Q1 revenue of $167.2 million, including $33.2 million from data centers, bolstered by AMD's 50 MW expansion, holding 15,679 BTC amid its AI pivot.
- All three stocks benefit from the sector shift toward AI/high-performance computing (HPC) infrastructure, reducing reliance on volatile Bitcoin mining.
- APLD exhibits the strongest recent momentum with shares up over 50% in the past month, while RIOT and HIVE show gains of 25-37% in recent market activity.
- Market caps vary significantly: APLD at ~$10B, RIOT at ~$7-8B, HIVE at ~$650M, reflecting scale differences in operations.
Introduction
Applied Digital Corporation (APLD), HIVE Digital Technologies (HIVE), and Riot Platforms (RIOT) operate in the digital infrastructure space, historically tied to Bitcoin mining but increasingly pivoting to AI and HPC data centers. This comparison analyzes their business models, recent performance, and market positioning amid rising demand for power-intensive computing. Traders seeking exposure to crypto volatility with AI growth potential, or investors eyeing infrastructure plays, will find value in understanding their relative strengths in revenue growth, strategic shifts, and sector momentum. All three have outperformed broader indices year-to-date, driven by AI catalysts and Bitcoin exposure.
APLD Overview and Recent Performance
Applied Digital Corporation (APLD) designs, builds, and operates data centers for AI, cloud, and blockchain workloads, with a focus on high-performance computing infrastructure. In recent weeks, shares have surged over 50%, reflecting strong momentum with YTD returns exceeding 60% and 1-year gains above 650%. Key drivers include a $7.5 billion, 15-year lease with a U.S. hyperscaler for 300 MW at its Delta Forge 1 campus, pushing total contracted revenue past $23 billion. The company secured a $300 million bridge facility from Goldman Sachs for its Polaris Forge expansion and completed a cloud business spin-off into ChronoScale. Fiscal Q3 revenue hit $126.6 million, up 139% year-over-year, though net losses persist amid heavy investments. Sentiment is bolstered by AI demand, with shares trading near $39-40 and a ~$10 billion market cap.
HIVE Overview and Recent Performance
HIVE Digital Technologies (HIVE) builds and operates green energy data centers for Bitcoin mining and HPC hosting across North America, Sweden, and Paraguay. Recent market activity saw shares rise around 37% in the past month, with YTD performance near 10% and 1-year returns over 65%. Revenue reached $257 million TTM, up 112%, supported by a record Q3 at $93.1 million. The company closed a $115 million private offering of exchangeable senior notes to fund AI expansion, including GPU clusters powering Columbia University research. Its subsidiary BUZZ earned top marks in network performance benchmarks. Trading near $2.80 with a ~$650 million market cap, HIVE balances mining (5.6 EH/s hashrate) with growing AI revenue, though smaller scale tempers upside relative to peers.
RIOT Overview and Recent Performance
Riot Platforms (RIOT) focuses on Bitcoin mining and engineered infrastructure, expanding into AI data centers across Texas facilities totaling 1.7 GW power capacity. Shares have climbed about 26% in the past month, with YTD gains over 60% and 1-year returns near 158%. Q1 revenue totaled $167.2 million, beating estimates, including $33.2 million from data centers—up significantly—with Bitcoin mining at $111.9 million from 1,473 BTC produced. AMD exercised a 25 MW option, doubling contracted capacity to 50 MW in a deal potentially worth $1 billion. Holding 15,679 BTC (~$1.1 billion), RIOT sold 3,778 BTC for $289.5 million to fund growth. Shares trade around $20 with a ~$7-8 billion market cap, reflecting robust hash rate at 42.5 EH/s and pivot progress.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the top 25 AI trading bots selected from over 351 total bots that trade thousands of tickers across stocks, ETFs, and crypto. These curated bots, suited to current market conditions, deliver real-time signals using advanced AI for momentum, sector rotation, and volatility strategies in high-growth areas like semiconductors, industrials, data centers, and leveraged ETFs. Performance stats shine: annualized returns up to +169%, win rates from 51% to 88%, and profit factors reaching 11.70. For instance, volatility bots on tickers like USAR/SMR/CIFR post +169% returns with 75% win rates, while data center bots yield +86%. With diverse styles—from scalping to swing trading—users can copy top performers via signal, virtual, or brokerage agents. Explore Tickeron’s Trending AI Robots to leverage these market-beating tools today.
Head-to-Head Comparison
APLD, HIVE, and RIOT share exposure to Bitcoin mining but differentiate via AI/HPC pivots: APLD leads in pure AI data center contracts ($23B+), minimizing mining reliance, while RIOT blends mining (42.5 EH/s) with engineering backlog ($224M) and AMD leases; HIVE emphasizes green energy for hybrid GPU/Bitcoin ops. Growth drivers favor APLD's 139% revenue surge vs. RIOT's Q1 beat and HIVE's 219% Q3 jump. Recent momentum peaks for APLD (50%+ monthly), but RIOT holds largest BTC treasury (15K+). Risks include execution on expansions for all, with HIVE most vulnerable to scale limits. Valuation sensitivity is high across negative P/E ratios; sentiment tilts bullish on AI catalysts over mining volatility.
Tickeron AI Verdict
Tickeron’s AI currently favors APLD due to superior trend consistency in recent weeks, unmatched AI lease backlog providing multi-year visibility, and leading relative performance amid sector rotation toward data centers. While RIOT offers scale and BTC holdings for stability, and HIVE green credentials, APLD's catalysts position it probabilistically stronger for near-term outperformance in AI-driven markets.
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
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 whileHIVE’s FA Score has 1 green FA rating(s), and RIOT’s FA Score reflects 0 green FA rating(s).
- APLD’s FA Score: 0 green, 5 red.
- HIVE’s FA Score: 1 green, 4 red.
- RIOT’s FA Score: 0 green, 5 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 5 TA indicator(s) are bullish while HIVE’s TA Score has 6 bullish TA indicator(s), and RIOT’s TA Score reflects 6 bullish TA indicator(s).
- APLD’s TA Score: 5 bullish, 4 bearish.
- HIVE’s TA Score: 6 bullish, 4 bearish.
- RIOT’s TA Score: 6 bullish, 4 bearish.
Price Growth
APLD (@Information Technology Services) experienced а +3.18% price change this week, while HIVE (@Investment Banks/Brokers) price change was -4.61% , and RIOT (@Investment Banks/Brokers) price fluctuated -2.45% for the same time period.
The average weekly price growth across all stocks in the @Information Technology Services industry was -0.99%. For the same industry, the average monthly price growth was +3.58%, and the average quarterly price growth was +11.77%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -0.06%. For the same industry, the average monthly price growth was +2.60%, and the average quarterly price growth was -1.06%.
Reported Earning Dates
APLD is expected to report earnings on Aug 20, 2026.
RIOT is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Information Technology Services (-0.99% 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.
@Investment Banks/Brokers (-0.06% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| APLD | HIVE | RIOT | |
| Capitalization | 12.2B | 693M | 8.88B |
| EBITDA | -19.84M | 17.5M | -476.51M |
| Gain YTD | 73.573 | 4.264 | 85.399 |
| P/E Ratio | N/A | 9.17 | 27.24 |
| Revenue | 319M | 257M | 653M |
| Total Cash | 1.73B | 26.2M | 206M |
| Total Debt | 2.83B | 18.1M | 877M |
APLD | HIVE | RIOT | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 84 | 35 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 59 Fair valued | 69 Overvalued | 90 Overvalued | |
PROFIT vs RISK RATING 1..100 | 40 | 100 | 100 | |
SMR RATING 1..100 | 95 | 96 | 96 | |
PRICE GROWTH RATING 1..100 | 35 | 45 | 36 | |
P/E GROWTH RATING 1..100 | 100 | 21 | 34 | |
SEASONALITY SCORE 1..100 | 27 | n/a | 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 (59) in the null industry is in the same range as HIVE (69) in the Computer Communications industry, and is in the same range as RIOT (90) in the Financial Conglomerates industry. This means that APLD's stock grew similarly to HIVE’s and similarly to RIOT’s over the last 12 months.
APLD's Profit vs Risk Rating (40) in the null industry is somewhat better than the same rating for HIVE (100) in the Computer Communications industry, and is somewhat better than the same rating for RIOT (100) in the Financial Conglomerates industry. This means that APLD's stock grew somewhat faster than HIVE’s and somewhat faster than RIOT’s over the last 12 months.
APLD's SMR Rating (95) in the null industry is in the same range as HIVE (96) in the Computer Communications industry, and is in the same range as RIOT (96) in the Financial Conglomerates industry. This means that APLD's stock grew similarly to HIVE’s and similarly to RIOT’s over the last 12 months.
APLD's Price Growth Rating (35) in the null industry is in the same range as RIOT (36) in the Financial Conglomerates industry, and is in the same range as HIVE (45) in the Computer Communications industry. This means that APLD's stock grew similarly to RIOT’s and similarly to HIVE’s over the last 12 months.
HIVE's P/E Growth Rating (21) in the Computer Communications industry is in the same range as RIOT (34) in the Financial Conglomerates industry, and is significantly better than the same rating for APLD (100) in the null industry. This means that HIVE's stock grew similarly to RIOT’s and significantly faster than APLD’s over the last 12 months.
| APLD | HIVE | RIOT | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 87% | 3 days ago 83% | 3 days ago 90% |
| Stochastic ODDS (%) | 3 days ago 87% | 3 days ago 84% | 3 days ago 90% |
| Momentum ODDS (%) | 6 days ago 90% | 3 days ago 90% | 3 days ago 90% |
| MACD ODDS (%) | N/A | 3 days ago 84% | 3 days ago 90% |
| TrendWeek ODDS (%) | 3 days ago 90% | 3 days ago 88% | 3 days ago 87% |
| TrendMonth ODDS (%) | 3 days ago 88% | 3 days ago 85% | 3 days ago 87% |
| Advances ODDS (%) | 4 days ago 90% | 12 days ago 85% | 11 days ago 90% |
| Declines ODDS (%) | 10 days ago 89% | 5 days ago 88% | 3 days ago 87% |
| BollingerBands ODDS (%) | 3 days ago 90% | 3 days ago 90% | 3 days ago 90% |
| Aroon ODDS (%) | 3 days ago 88% | 3 days ago 85% | 3 days ago 90% |
Advertisement
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 58% 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% | -8.88% | ||
| CIFR - APLD | 58% Loosely correlated | -8.79% | ||
| HIVE - APLD | 46% Loosely correlated | -9.43% | ||
| RIOT - APLD | 44% Loosely correlated | -4.59% | ||
| MARA - APLD | 44% Loosely correlated | -6.40% | ||
| BTBT - APLD | 41% Loosely correlated | -15.26% | ||
More | ||||