Key Takeaways C3.ai saw federal, defense and aerospace bookings jump 89% YoY, reaching roughly 45% of total Q2 bookings.AI benefited from agencies prioritizing COTS AI to modernize data and analytics in secure environments.C3.ai closed nearly 89% of bookings via partners, adding Booz Allen to expand federal deployment capacity.C3.ai, Inc. (AI) is entering a more consequential phase of its operating reset, with federal bookings emerging as an increasingly important pillar of the company’s near-term narrative ...

文章核心观点 - 文章旨在推广名为“Out Fox The Street”的投资服务 该服务专注于帮助投资者在市场定价错误的低估股票中寻找机会 以实现至2025年底的投资目标 [1] 分析师背景与服务内容 - 分析师Mark Holder拥有注册会计师资格 拥有会计和金融学位 并持有Series 65执照 具备30年投资经验 其中15年担任投资组合经理 [2] - 其领导的服务“Out Fox The Street”提供股票选择与深度研究 旨在帮助读者发掘潜在的多倍回报股 同时通过多元化管理投资组合风险 [2] - 服务特色包括多种模型投资组合 附有明确催化剂的股票选择 每日更新 实时警报 以及访问社区聊天和直接向Mark提问的权限 [2] 分析师持仓披露 - 分析师在撰写文章时未持有所提及公司的任何股票 期权或类似衍生品头寸 [3] - 但分析师可能在未来72小时内通过购买股票或购买看涨期权等衍生品 在人工智能领域建立有益的多头头寸 [3]

文章核心观点 - 文章对比了两家早期且深度投入人工智能领域的公司SoundHound AI和C3.ai 以评估其投资价值 [1][2][3] AI专业能力对比 - SoundHound AI长期专注于单一领域 其技术从智能手机歌曲识别演变为应用于汽车点餐、电话菜单、车载信息娱乐系统等的语音驱动系统 [5] - C3.ai则多次更名 试图在能源、物联网和人工智能等多个行业寻找立足点 [5] - 尽管两家都是资深的AI专家 但SoundHound AI对AI语音控制这一关键技术有更深入的理解 因此在专业深度上更胜一筹 [6] - 两家公司均在2022年末生成式AI热潮开始前很久就已开发AI产品 SoundHound AI的歌曲识别工具将机器学习应用于可哼唱的声波模式 C3.ai最初则专注于能源管理的预测数据分析 [8] 公司基本概况与估值 - C3.ai成立于2009年 SoundHound AI成立于2005年 均在近年上市 [8] - 公司创始人至今仍深度参与运营 C3.ai创始人Thomas Siebel近期卸任CEO但仍担任执行主席 SoundHound AI的三位联合创始人目前分别担任CEO、首席产品官和首席科学官 其中两人兼任董事 [8] - C3.ai的市销率为5.5倍 而SoundHound AI的市销率则高达31倍 [7] - 两家公司均为未盈利的增长型股票 但SoundHound AI的增长速度要快得多 [7]

Key Takeaways C3.ai is shifting sales to IPDs, using smaller deployments to prove value before scaling enterprise-wide.AI signed 20 new IPDs in fiscal Q2, bringing total IPDs to 394, with 269 currently active.C3.ai is absorbing near-term margin pressure to improve IPD execution and long-term conversions.C3.ai, Inc. (AI) is entering a new phase of commercial execution, with Initial Production Deployments (IPDs) emerging as the central driver of its sales reset. Management is repositioning IPDs as the primary ...

There is a lot of uncertainty surrounding C3.ai heading into the new year.The artificial intelligence (AI) boom has already created trillions of dollars in value for some of the world's largest tech giants, but it hasn't been a golden ticket for every company. C3.ai (AI 3.96%) offers over 130 ready-made AI applications that help businesses accelerate their adoption of this revolutionary technology, and its stock has plummeted by 55% this year. The decline was partly triggered by the unexpected retirement of ...

Valued at roughly $2.2 billion, C3.ai’s shares have trudged through a bruising year, shedding 55.52% in 2025, as guidance cuts, leadership turbulence, and missed targets shook confidence. The August 28.2% nosedive – hit because C3.ai’s management warned it would miss its guidance by a wide margin – only deepened doubts. Yet its latest quarterly results sparked a slight but telling bounce, hinting that this long-battered AI name might not be done fighting just yet.C3.ai, founded in 2009 and based in Redwood ...

C3.ai, Inc. (NYSE: AI) is one of the best agentic AI stocks to buy now. On December 9, 2025, the company announced that the U.S. Army’s Rapid Capabilities and Critical Technologies Office (RCCTO) selected C3.ai to deliver an “AI contested logistics” solution for combat operations. The deal tasks C3.ai with building a system to manage and forecast the critical logistics needs of forward‑deployed Army units operating in contested, high‑risk environments. That entails predicting requirements for spare parts ...

Hard to believe there’s only 3½ weeks left in the year.But what a year it’s been.YTD, the Dow is up 14.5%; the S&P is up 17.3%; and the Nasdaq is up 22.2%.And it looks like there’s a lot more upside to go.For one, Q4 is historically the best quarter for stocks. So, there’s that.Additionally, since 1950, in post-election years (i.e., the first year after a Presidential election), December has a 77.8% likelihood of finishing higher.And there’s a myriad of other reasons why, beyond just the recurring seasonal ...

股价表现与市场压力 - C3.ai的股价在过去六个月中下跌了35%，而同期行业整体仅下跌8.2%，市值损失超过三分之一[1] - 股价下跌反映了内部执行问题和外部压力共同导致投资者情绪承压[1] 拖累股价的主要不利因素 - 过去两个季度销售执行显著恶化，交易速度大幅减弱，导致收入增长放缓和利润率明显压缩[5] - 为期43天的美国政府停摆扰乱了多个联邦机构的业务，这是公司增长最快的垂直市场，导致国防、医疗和民用机构的采购放缓[6] - 公司持续录得高额运营亏损，尽管管理层将支出环比削减了超过1000万美元，但自由现金流仍为深度负值，接近4700万美元[7] - 毛利率因初始生产部署占比较高而持续承压，这类部署前期成本较高，之后才能扩展为利润更高的订阅关系[7] 可能支持反弹的积极因素 - 2026财年第二季度预订量环比激增49%，表明企业AI需求依然稳固[10] - 联邦部门表现突出，预订量同比增长89%，目前占公司总预订量的45%[10] - 合作伙伴生态系统表现强劲，约89%的季度预订量通过微软、AWS、麦肯锡和博思艾伦等合作伙伴达成[11] - 与微软的联盟在短短一年内就在17个行业达成了超过100项客户协议[11] - 产品创新方面，推出了C3 AI Agentic Process Automation，拓展了工作流自动化和RPA市场[12] - 公司拥有6.75亿美元的现金储备，为执行转型计划提供了资金保障，无短期流动性风险[13] 财务预测与估值 - Zacks对C3.ai 2026财年每股亏损的共识预期在过去七天内有所收窄[14] - 2026财年销售共识预期意味着同比下降23.2%，而2027财年预期为同比增长11.8%[16] - 相比之下，Palantir Technologies Inc. 2026年销售额预计同比增长41.1%，SoundHound AI, Inc. 2026财年销售额预计增长38.9%[16] - 公司估值较行业有折扣，其未来12个月市销率为6.8，远低于行业平均水平，而Palantir和SoundHound的该比率分别为73.05和13.22[17]

Key Takeaways C3.ai was chosen by the U.S. Army RCCTO to enhance forecasting for key combat logistics resources.AI saw federal, defense and aerospace bookings jump 89% year over year, driving market traction.New agreements across major agencies broaden AI's reach as demand for commercial AI solutions grows.C3.ai, Inc. (AI) has been selected by the U.S. Army Rapid Capabilities and Critical Technologies Office (“RCCTO”) to enhance AI-powered logistics for Army formations operating in contested environments. T ...