Benzingaยท2025-11-13 12:26Core Insights - C3.ai Inc. has experienced a significant decline in its momentum score, now ranking in the bottom percentile of stocks for price strength, indicating acute partner risk due to Microsoft's aggressive push into proprietary AI tools like Fabric [2][3] - The partnership with Microsoft, which was once a key advantage, is now seen as a liability as Microsoft's Fabric integrates AI natively, reducing the need for third-party applications like those offered by C3.ai [3][4] - C3.ai's shares have dropped by 57.23% year-to-date, compounded by reports of potential leadership changes and the exploration of a sale [4][5] Company Performance - C3.ai's momentum score has fallen to the 7.21th percentile, highlighting a severe decline in price strength across various timeframes [2] - The company's reliance on partner-led deals is now at risk, with 90% of its agreements potentially vulnerable due to Microsoft's new offerings [4] - Following the departure of founder-CEO Thomas Siebel, the company is now led by Stephen Ehikian, who has experience in acquisitions but lacks a proven track record in revitalizing a struggling AI firm [5]