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Update - Sept. 4, 2025 C3.ai still hasn't explained the reason for so much sales to just disappear during FQ1 while the FQ2 guidance for $72-$80M is only a small bounce back. The enterprise AI software company did announce a promising new CEO is a sign this could be the bottom.  -FQ1 Non-GAAP EPS of -$0.37 misses by $0.16. -Revenue of $70.26M (-19.4% Y/Y) Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Original article posted on July 1 C3.ai is experiencing strong overall growth, especially in professional services, but subscription revenue growth remains muted and needs improvement for stronger investor confidence. The company’s partnership with Microsoft Azure and a major U.S. Air Force contract expansion highlight significant future growth catalysts and validation of its AI solutions. Despite persistent operating losses, C3.ai’s robust $743 million cash balance and low EV/Sal...

  SentinelOne delivered strong FQ2 results, with net new ARR rebounding to $53M and total ARR surpassing $1B, alleviating prior growth concerns. AI-driven products like Purple AI and Prompt Security are driving adoption, reducing security events, and positioning SentinelOne as a leader in enterprise AI security. The cybersecurity company now has positive operating margins and boasts $1.2B in cash, supporting continued innovation and strategic acquisitions. The stock valuation remains deeply discounted at 6x forward sales versus peers, offering compelling risk/reward as growth and multiple expansion potential remain high. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » SentinelOne, Inc.  ( NYSE: S ) rallied somewhat after a  strong FQ2 earnings report . The cybersecurity company has constantly been overlooked despite strong growth with a shifting focus on cloud and AI. ...