C3.ai Inc. (AI) Stock Price, News, Analysis

Technical Score (1D)

SELL

News Sentiment

BULLISH

BigBear.ai is highlighting its model-agnostic AI platform, enhanced by the Ask Sage acquisition, which allows clients in defense and regulated sectors to deploy multiple AI models without vendor lock-in. This flexibility is key for optimizing performance, cost, and security as AI rapidly evolves, with a focus on mission-critical applications for government use cases. In contrast, C3.ai's stock has seen a decline, underperforming broader market indices over the past month. Upcoming earnings for C3.ai are projected to show significant year-over-year decreases in both earnings per share and net sales. Investors will be watching how BigBear.ai's strategy of offering choice and flexibility in AI deployment resonates with its target markets. Meanwhile, the market will be focused on C3.ai's upcoming earnings report for further insights into its financial performance and outlook.

AI|Earnings Snapshot

Earnings Summary

C3.ai, Inc. is a software provider focused on enterprise artificial intelligence applications, offering the C3 agentic AI platform and pre-built AI solutions across various industries to enhance operational efficiency and data-driven decision-making. Operating within the Technology sector, specifically the Software - Infrastructure industry, the company leverages partnerships to deliver its AI solutions. In its most recent reported quarters, C3.ai experienced a deceleration in revenue growth, with Q2 2025 revenue at $70.26 million and Q3 2025 revenue at $75.15 million, a decrease from Q1 2025's $108.72 million and Q4 2024's $98.78 million. Earnings per share (EPS) also showed a declining trend, with actual EPS of -$0.37 in Q2 2025 and -$0.25 in Q3 2025, compared to -$0.16 in Q1 2025 and -$0.12 in Q4 2024, indicating a consistent pattern of missing analyst estimates for EPS, though revenue estimates were not consistently provided or met. Historically, C3.ai has demonstrated a mixed performance against analyst expectations, with a pattern of EPS misses across the reported periods. While revenue figures have been provided for recent quarters, the lack of consistent revenue estimates makes a direct comparison of beat/miss trends challenging. The company's trajectory shows a recent downturn in revenue and a widening EPS deficit compared to estimates. Recent news highlights C3.ai's launch of an agentic AI product, a market projected for significant growth, but this innovation is juxtaposed with ongoing unprofitability and a year-to-date stock decline of 33%. Scrutiny over governance disclosures and put option transparency adds to investor concerns, creating a debate around the basis for bullish sentiment. Investors will be watching for the company's ability to translate its new product into tangible revenue growth and improved profitability in upcoming quarters, as well as clarity on its financial trajectory amidst market skepticism. Key will be the company's performance in Q4 2025 and Q4 2026, where revenue estimates are provided but actual results are pending, and whether the company can demonstrate a path towards financial stability and capitalize on the burgeoning agentic AI market.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'25	$-0.38	—	—
Q3'25	$-0.33	$-0.25	+24.8%
Q2'25	$-0.21	$-0.37	-75.3%
Q1'25	$-0.20	$-0.16	+20.4%
Q4'24	$-0.25	$-0.12	+52.0%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'25	$50M	—	—
Q3'25	—	$75M	—
Q2'25	—	$70M	—
Q1'25	—	$109M	—
Q4'24	—	$99M	—

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

Technical Score (1D)

SELL

News Sentiment

BULLISH

AI|Company Info

Sector

Technology

Industry

Software - Infrastructure

Exchange

NYQ

Country

United States

Website

c3.ai

Symbol

Description

C3.ai, Inc. is a software provider specializing in enterprise artificial intelligence applications. The company's core offering is the C3 agentic AI platform, a comprehensive environment for building and deploying AI solutions across various industries. C3.ai's value proposition lies in its suite of pre-built AI applications, including solutions for customer relationship management, supply chain optimization, sustainability initiatives, and financial services. These applications are designed to help clients improve operational efficiency and make data-driven decisions. Through strategic partnerships with major cloud providers and consulting firms, C3.ai aims to deliver its AI solutions effectively.

AI|Earnings Snapshot

Earnings Summary

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'25	$-0.38	—	—
Q3'25	$-0.33	$-0.25	+24.8%
Q2'25	$-0.21	$-0.37	-75.3%
Q1'25	$-0.20	$-0.16	+20.4%
Q4'24	$-0.25	$-0.12	+52.0%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'25	$50M	—	—
Q3'25	—	$75M	—
Q2'25	—	$70M	—
Q1'25	—	$109M	—
Q4'24	—	$99M	—

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

News Sentiment Analysis

Sentiment gathered from recent headlines

61/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

BigBear.ai's strategy centers on a model-agnostic AI platform, bolstered by the Ask Sage acquisition, allowing clients in defense and regulated sectors to deploy multiple AI models without vendor lock-in. This flexibility is crucial for optimizing performance, cost, and security amidst rapid AI advancements. The company targets mission-critical applications, emphasizing secure, real-time decision intelligence for government use cases.

What did this article say?

C3.ai, Inc. (AI) shares declined 2.28% in the latest session, underperforming the broader market indices. The company's stock has experienced a 5.18% drop over the past month, lagging its sector. Upcoming earnings are projected to show a significant year-over-year decline in both earnings per share and net sales, with full-year estimates also indicating substantial decreases.

What did this article say?

C3.ai (AI) is experiencing revenue contraction and a negative net income margin, compounded by a recent leadership transition. In contrast, Palantir Technologies (PLTR) demonstrates steady revenue expansion and healthy profitability, bolstered by new partnerships and contract renewals. This divergence highlights differing competitive positions within the enterprise AI software sector.

What did this article say?

C3.ai has introduced C3 Code, an enterprise AI development platform designed to enable natural language application generation. This launch aligns with the enterprise shift towards production-scale AI deployments and a focus on measurable economic value. The platform aims to streamline the transition from pilot projects to full-scale implementations by automating development tasks using agentic AI, potentially boosting productivity significantly.

What did this article say?

C3.ai has introduced C3 Code, an autonomous agentic coding platform designed to expedite the creation and deployment of enterprise AI applications. This new offering aims to address the growing demand from large corporations seeking to transition AI pilot projects into production environments more efficiently. The platform's focus on autonomous agents and enterprise-grade deployment could significantly impact C3.ai's competitive positioning in the enterprise AI market.

What did this article say?

C3 AI has introduced a new enterprise AI development platform designed to accelerate the creation and deployment of AI applications. This platform aims to simplify the complexities of AI development for businesses. The launch signals C3 AI's continued focus on providing tools for broader AI adoption.

What did this article say?

C3 AI has launched C3 Code, an enterprise AI development platform designed to transform natural language descriptions into production-grade AI applications rapidly. This new platform automates the entire application lifecycle, from design to deployment, enabling business analysts, developers, and data scientists to build AI solutions in hours. The company emphasizes that C3 Code represents a significant shift towards autonomous and intuitive AI development, allowing single team members to create governed AI applications by simply describing business problems.

What did this article say?

C3.ai (AI) shares have experienced a substantial 55% decline over the past year, coinciding with a reported $133 million quarterly loss. CEO Stephen Bradley Ehikian recently disposed of over 99,000 shares, representing approximately 5.46% of his total holdings. This transaction follows a trend of reduced holdings since September 2025, though the CEO maintains significant indirect ownership.

What did this article say?

This article provides an overview of C3.ai's current market standing, highlighting its status as a trending stock. It aims to equip investors with essential information before making trading decisions. The focus is on factual data points relevant to assessing the company's position.

What did this article say?

Unusual activity in C3.ai's (AI) options market suggests a potential short squeeze is developing. Analysis of recent trading patterns indicates a significant increase in out-of-the-money call options, often a precursor to upward price momentum. This surge in speculative buying could pressure short sellers to cover their positions. Traders should monitor open interest and volume in AI's options for further confirmation.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

AI·C3.ai Inc.

EPS

Revenue

AI·C3.ai Inc.

EPS

Revenue

News Sentiment Analysis

Recent News Coverage

News Sentiment Analysis

Recent News Coverage

AI·C3.ai Inc.

EPS

Revenue

AI·C3.ai Inc.

EPS

Revenue

News Sentiment Analysis

Recent News Coverage

Discover More

News Sentiment Analysis

Recent News Coverage

Discover More