Applied Digital Soars on AI Growth Potential but SentinelOne Slows Amid Competition

Applied Digital is expanding with massive deals, expects 595-631% revenue growth in 2024. But high leverage and lawsuit are risks.
SentinelOne is growing slower amid competition, losses. Its net revenue retention and ARR metrics are slipping.
SentinelOne faces growth slowdown, losses in tough market. Stock inexpensive but other cybersecurity plays look better.
Applied Digital cheaper, more upside as it scales up vs slower, unprofitable SentinelOne.
Applied Digital higher risk, higher reward play on AI boom. SentinelOne may keep growing but still has issues.

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Posted 10/1/2023, 4:45:00 PM

Applied Digital Soars on AI Growth Potential but SentinelOne Slows Amid Competition

Applied Digital is expanding with massive deals, expects 595-631% revenue growth in 2024. But high leverage and lawsuit are risks.
SentinelOne is growing slower amid competition, losses. Its net revenue retention and ARR metrics are slipping.
SentinelOne faces growth slowdown, losses in tough market. Stock inexpensive but other cybersecurity plays look better.
Applied Digital cheaper, more upside as it scales up vs slower, unprofitable SentinelOne.
Applied Digital higher risk, higher reward play on AI boom. SentinelOne may keep growing but still has issues.

fool.com

Relevant topic timeline:

8/23/2023

1 AI Growth Stock to Buy, and 1 to Avoid

9/5/2023

1 AI Growth Stock Down 77% You'll Wish You'd Bought on the Dip

9/17/2023

SentinelOne Stock Slides 17% Despite Strong Growth - Outlook Remains Bullish for Cybersecurity Leader

9/28/2023

Technology Acceleration Changes Society, Governments Build AI - Investors Take Note

10/26/2023

Big Tech's Ad Revenue Rebound Signals Recovery in Digital Advertising Market

The rebound in ad businesses of Google, Meta, and Snap indicates that the adoption of artificial intelligence is attracting marketers to digital platforms, even in an uncertain economy.

10/26/2023

Tech Giants See Ad Rebound as AI Boosts Targeting and Retailers Ramp Up for Holidays