财务表现 - 公司2026财年第一季度收入7030万美元 同比下降19% [1] - 订阅收入6030万美元 占总收入86% [2] - 演示许可证收入环比减少1590万美元 对总收入造成显著压力 [2] - 专业服务收入1000万美元 主要来自优先工程服务 [3] 业务运营 - 当季签署28个新的初始生产部署(IPD) 使总数达到374个 其中266个仍处于活跃状态 [4] - 约90%的交易由合作伙伴主导 突显与微软Azure、AWS和谷歌云联盟日益增长的影响力 [4] - 与Nucor、Qemetica和HII等企业达成重要合作 验证了平台在制造业和国防垂直领域的广泛适用性 [4] - 新推出的战略集成商计划有利于收入扩张 [4] 业绩展望 - 管理层预计第二季度收入在7200万至8000万美元之间 表明将实现温和的环比改善 [5] - 2026财年每股亏损共识预期从60天前的0.37美元扩大至1.33美元 [10] - 公司可能报告令人失望的盈利 预计2026财年将下降224.4% [13] 估值比较 - 公司股票过去三个月下跌27.6% 而行业下跌7.4% [6] - 行业同行Leidos Holdings、Vertiv Holdings和Draganfly同期分别上涨23.1%、14.8%和125.9% [6] - 公司远期12个月市销率为7.50倍 远低于行业平均的17.10倍 [9] - Leidos、Vertiv和Draganfly的市销率分别为1.33倍、4.70倍和2.78倍 [9]

公司管理层变动 - 公司宣布Stephen Ehikian为新任首席执行官 原首席执行官及创始人Thomas Siebel转任执行董事长 [4] - 原首席执行官因健康问题卸任 管理层变动令投资者感到意外 [2][8] - 新任首席执行官拥有丰富科技行业经验 曾参与创立被Salesforce收购的RelateIQ和Airkitai 近期担任美国总务管理局代理管理员并参与政府人工智能行动计划 [5] 财务表现 - 公司2026财年第一季度（截至7月31日）销售额为7030万美元 同比下降近20% [7] - 业绩远低于预期 此前5月曾预测季度收入将超过1亿美元 [9] - 重组努力及原首席执行官健康问题对近期业绩产生重大影响 [7] 市场表现与投资者关注 - 公司股价自1月以来价值损失超过一半 [2] - 公司提供超过130种跨行业解决方案 但投资者对其增长前景缺乏信心 [1] - 管理层变更完成且原首席执行官仍参与业务 公司未来发展方向可能发生变化 [6]

This enterprise AI software company's guidance points toward troubling times ahead.Artificial intelligence (AI) turned out to be a massive growth driver in the past few years. Organizations and governments have been spending huge amounts of money on setting up AI infrastructure and integrating AI applications and tools into their business processes and operations to unlock the productivity gains that this technology can deliver.However, not all companies have been able to make the most of the proliferation ...

C3.ai, Inc. (NYSE:AI) is one of the AI Stocks in the Spotlight for Investors. On September 12, UBS analyst Radi Sultan raised the price target on the stock to $17.00 (from $16.00) while maintaining a Neutral rating. The firm said that it “remains on the sidelines” on the AI software provider due to limited visibility into the range of outcomes for FY27 growth. The firm projects an estimated 16.5% growth while investor estimates range from no growth to mid-20s growth. Discussing the company’s Q1 weakness, ...

NEW YORK, Sept. 16, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in C3.ai, Inc. ("C3.ai" or the "Company") (NYSE: AI) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of C3.ai investors who were adversely affected by alleged securities fraud between February 26, 2025 and August 8, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/c3-ai-inc-lawsuit-submission-form?prid ...

Key Takeaways SOUN posted 217% revenue growth in Q2 2025 and raised its full-year guidance to up to $178 million.SOUN expanded across restaurants and automotive while diversifying clients and acquiring voice AI firms.AI's Q1 revenue dropped 19% as leadership changes and weak sales execution delayed profitability goals.Artificial intelligence (“AI”) has fueled impressive rallies in many tech stocks, and two notable players are SoundHound AI (SOUN) and C3.ai (AI) . SoundHound focuses on conversational and voi ...

NEW YORK, Sept. 15, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of C3.ai, Inc. (NYSE: AI). Shareholders who purchased shares of AI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/c3-ai-inc-loss-submission-form-2/?id=166928&from=3 CLASS PERIOD: February 26, 2025 to Augus ...

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP reminds investors of the upcoming October 21, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired C3.ai, Inc. ("C3.ai†or the "Company†) (NYSE: AI) securities between February 26, 2025 and August 8, 2025, inclusive (the "Class Period†). IF YOU SUFFERED A LOSS ON YOUR C3.AI INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR. ...

CONTACT US HERE: https://securitiesclasslaw.com/securities/c3-ai-inc-loss-submission-form-2/?id=166899&from=4 CLASS PERIOD: February 26, 2025 to August 8, 2025 ALLEGATIONS: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of C3 AI's growth; notably, that its Chief Executive Officer health was having a significant i ...

NEW YORK, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of Snap Inc. (“Snap” or the “Company”) (NYSE: SNAP) between April 29, 2025 and August 5, 2025, inclusive. Should You Join This Class Action Lawsuit? Do you, or did you, own shares of C3.ai, Inc. (NYSE: AI)?Did you purchase your shares between February 26, 2025 and August 8, 2025, inclusive?Di ...