US · Technology · Software - Infrastructure
EPS came in at -0.60 against a street estimate of -0.64 — a beat of 6.3%.
Analysts rate C3 Ai Inc a hold (4 buy, 6 hold, 5 sell out of 15) with an average price target of $8.91.
CONFIDENT C3.ai returned to growth with 73% bookings growth and swung to positive free cash flow after aggressive restructuring. CEO Siebel cut costs by $40M quarterly, reduced headcount 40%, and is targeting consistent QoQ revenue growth and profitability. Q1 FY27 Federal business was particularly strong with 138% YoY growth driven by incumbent dissatisfaction and defense budget expansion. Management expects continued pipeline strength from government technology spending. Analysts pressed on federal displacement tactics vs. greenfield, confidence in hitting high-end guidance, and C3.ai Code pipeline readiness. Management emphasized incumbent dissatisfaction as driver, downplayed high-end guide focus in favor of consistent sequential growth, and noted early but enthusiastic customer adoption of Code. 2026-09-02…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 7.59% |
| Vanguard Portfolio Management, LLC | 5.31% |
| Vanguard Capital Management, LLC | 3.63% |
| Morgan Stanley - Brokerage Accounts | 3.56% |
| The Goldman Sachs Group Inc | 2.39% |
| Bank of America Corp | 2.04% |
| State Street Corp | 1.96% |
| Millennium Management LLC | 1.95% |
| Document | Date |
|---|---|
| Quarterly report · Q1 FY2027 C3.AI, INC. - Q1 FY2027 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 FY2027): $52.4 million, down 25.5% from $70.3 million in Q1 FY2026 • Subsc | 2026-09-09 |
| Results announced · Q2 FY2027 C3.AI INC. – FISCAL Q1 2027 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue: $52.4 million (down from $70.3 million year-over-year) • Subscription | 2026-09-02 |
| Proxy statement · Q2 FY2027 C3.AI, INC. – PROXY STATEMENT SUMMARY CEO COMPENSATION • Thomas M. Siebel (CEO & Chairman) Total Compensation: Not explicitly stated in provided exc | 2026-08-28 |
| Board / officer change · Q2 FY2027 C3.AI, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Director Compensation: New board member receiving initial stock option award with grant date fair | 2026-08-27 |
| Company announcement · Q1 FY2027 C3.AI, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Court granted defendants' motion to dismiss the entire securities class action complaint on July 1 | 2026-07-17 |
| Annual report FY2026 C3.AI, INC. – FORM 10-K FISCAL YEAR ENDED APRIL 30, 2026 HEADLINE NUMBERS • Public float (non-affiliate market value): $1.2 billion as of October 31 | 2026-06-24 |
| Board / officer change · Q1 FY2027 C3.AI, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: C3.AI, Inc. (Ticker: AI, NYSE) • Headquarters: 1400 Seaport Blvd, Redwood City, CA 94063 • | 2026-06-16 |
| Quarterly report · Q3 FY2026 C3.AI, INC. – QUARTERLY REPORT SUMMARY (Q3 FY2026) HEADLINE NUMBERS • Total Revenue (9 months): $198.7 million (down 29% vs. $280.3 million prior ye | 2026-03-11 |
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Google PlayApp StoreData updated 2026-09-18.