C3.ai, Inc.

C3.ai, Inc.

AIยทNYSE

$10.71

-8.9%
TechnologyInformation Technology Services

C3.ai, Inc. operates as an enterprise artificial intelligence (AI) software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. It provides C3 AI application platform, an application development and runtime environment that enables customers to design, develop, and deploy enterprise AI applications; C3 AI Ex Machina to for analysis-ready data; C3 AI CRM, an industry specific customer relationship management solution; and C3 AI Data Vision that visualizes, understands, and leverages the relationships between data entities. It also offers C3 AI applications, including C3 AI Inventory Optimization, a solution to optimize raw material, in-process, and finished goods inventory levels; C3 AI Supply Network Risk, which provides visibility into risks of disruption throughout the supply chain operations; C3 AI Customer Churn Management, which enables account executives and relationship managers to monitor customer satisfaction, as well as to prevent customer churn with AI-based and human-interpretable predictions and warning; C3 AI Production Schedule Optimization, a solution for scheduling production; C3 AI Predictive Maintenance, which provides insight into asset risk to maintenance planners and equipment operators; C3 AI Fraud Detection solution that identify revenue leakage or maintenance and safety issues; and C3 AI Energy Management solution. In addition, it offers integrated turnkey enterprise AI applications for oil and gas, chemicals, utilities, manufacturing, financial services, defense, intelligence, aerospace, healthcare, and telecommunications market segments. It has strategic partnerships with Baker Hughes in the areas of oil and gas market; FIS in the areas of financial services market; Raytheon; and AWS, Intel, Google, and Microsoft. The company was formerly known as C3 IoT, Inc. and changed its name to C3.ai, Inc. in June 2019. C3.ai, Inc. was incorporated in 2009 and is headquartered in Redwood City, California.

At a Glance

Live Snapshot
Market Cap$1.52B
EPS-2.2400
P/E Ratio-4.78
Earnings Date06/03/2026
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C3.ai, Inc. Street Expectations Map

AI ยท NYSE

Wall Street analysts project that AI stock may decline over the coming 12 months. The consensus 1-year price target stands at 7.50, with estimates ranging from a low of 6.00 to a high of 10.00.

Lowest Target
6.00
-43.98%
Consensus Target
7.50
-29.97%
Highest Target
10.00
-6.63%

The consensus 1-year price target stands at 7.50, with estimates ranging from a low of 6.00 to a high of 10.00.

Analyst Consensus Analysis

Upside Potential

-30.0%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

53.3% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.15x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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C3.ai, Inc. Forward Estimates of Revenue

AI ยท NYSE
Latest Revenue
389.06M
FY 2025
Avg Estimate
250.30M
FY 2026
Estimate Range
249.12M - 250.88M
Analyst Spread

Forward Growth Analysis

Projected Growth-35.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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C3.ai, Inc. Forward Estimates of Net Income

AI ยท NYSE
Latest Net Income
-288.70M
FY 2025
Avg Estimate
-181.36M
FY 2026
Estimate Range
-187.13M - -175.59M
Analyst Spread

Forward Growth Analysis

Projected Growth+37.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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C3.ai, Inc. Forward Estimates of EPS

AI ยท NYSE
Latest EPS
-2.24
FY 2025
Avg Estimate
$-1.39
FY 2026
Estimate Range
$-1.45 - $-1.36
Analyst Spread

Forward Growth Analysis

Projected Growth+37.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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C3.ai, Inc. Forward Estimates of EBIT

AI ยท NYSE
Latest EBIT
-324.42M
FY 2025
Avg Estimate
-197.17M
FY 2026
Estimate Range
-197.63M - -196.24M
Analyst Spread

Forward Growth Analysis

Projected Growth+39.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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C3.ai, Inc. Forward Estimates of EBITDA

AI ยท NYSE
Latest EBITDA
-311.82M
FY 2025
Avg Estimate
-192.76M
FY 2026
Estimate Range
-193.21M - -191.85M
Analyst Spread

Forward Growth Analysis

Projected Growth+38.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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C3.ai, Inc. Forward Estimates of SG&A Expense

AI ยท NYSE
Latest SG&A Expense
333.90M
FY 2025
Avg Estimate
221.45M
FY 2026
Estimate Range
220.41M - 221.97M
Analyst Spread

Forward Growth Analysis

Projected Growth-33.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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C3.ai, Inc. Insider Positioning

AI ยท NYSE

During the last 12 months, insiders have purchased $302K and sold $58.02M worth of AI shares, resulting in $57.72M of net selling activity.

3 Months

Bought

35.0K

302.30K

Sold

1.6M

13.74M

Net Activity

-13.4M

-$13.44M

3-6 Months

Bought

0

0.00

Sold

1.6M

20.68M

Net Activity

-20.7M

-$20.68M

6-9 Months

Bought

0

0.00

Sold

1.4M

23.60M

Net Activity

-23.6M

-$23.60M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
SJH

Snabe Jim H.

Director

35.0K sharesโ€ข2 transactions

$302K

Top Sellers

1
STM

Siebel Thomas M

Director, 10 Percent Owner, Officer: Ceo And Chairman Of The Board

4.0M sharesโ€ข19 transactions

$49.90M

2
SRD

Schilling Robert David

Officer: Evp & Chief Commercial Officer

240.1K sharesโ€ข1 transactions

$4.15M

3
ESB

Ehikian Stephen Bradley

Officer: Chief Executive Officer

287.1K sharesโ€ข2 transactions

$3.61M

4
LH

Lath Hitesh

Officer: Chief Financial Officer

30.3K sharesโ€ข2 transactions

$353K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $57.72M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$13.44M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.