C3.ai, Inc. (AI) Reports Q2 Loss, Tops Revenue Estimates

Core Insights - C3.ai reported a quarterly loss of $0.25 per share, better than the Zacks Consensus Estimate of a loss of $0.32, representing an earnings surprise of +21.88% [1] - The company generated revenues of $75.15 million for the quarter ended October 2025, slightly surpassing the Zacks Consensus Estimate by 0.04%, but down from $94.34 million year-over-year [2] - C3.ai shares have declined approximately 58.3% year-to-date, contrasting with the S&P 500's gain of 16.1% [3] Financial Performance - Over the last four quarters, C3.ai has exceeded consensus EPS estimates four times and topped consensus revenue estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is -$0.29 on revenues of $75.95 million, and for the current fiscal year, it is -$1.33 on revenues of $299.06 million [7] Industry Context - The Computers - IT Services industry, to which C3.ai belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact C3.ai's stock performance [5][6]