Buying C3.ai stock without knowing these risks could cost investors dearly.C3.ai (AI -2.08%) is one of the most talked-about artificial intelligence (AI) stocks on the market today. With a platform purpose-built for enterprise customers, early traction in generative AI, and expanding partnerships with cloud and consulting giants, the company checks many of the right boxes for investors looking to gain exposure to the AI megatrend.However, before getting swept up in the narrative, it's worth pausing to look ...

OR YEHUDA, Israel, July 7, 2025 /PRNewswire/ -- AudioCodes (NASDAQ: AUDC), a leading provider of voice, contact center and conversational AI applications and services for enterprises, today announced that it will release financial results for its Second Quarter 2025 on Tuesday, July 29, 2025, before the market open on NASDAQ, reflecting the quarterly period ended June 30, 2025. AudioCodes' financial results will be released over the news wires and will also be posted on its corporate website.On Tuesday, Tue ...

Industry Overview - The AI infrastructure space is experiencing significant growth, with fears related to DeepSeek being overblown. Confidence among market participants has increased due to potential trade deals, expected rate cuts by the Fed, and reduced recession worries in the U.S. economy [1] - The AI sector is supported by a bullish demand scenario, with major companies planning to invest $325 billion in AI infrastructure by 2025, representing a 46% year-over-year increase in capital spending [4] Investment Recommendations - Five mid-cap AI infrastructure stocks are recommended for investment, having outperformed the S&P 500 in the past three months and offering deep discounted value for long-term growth. The stocks include UiPath Inc. (PATH), Five9 Inc. (FIVN), C3.ai Inc. (AI), Qualys Inc. (QLYS), and Fastly Inc. (FSLY) [2][3] Company Insights UiPath Inc. (PATH) - UiPath provides an end-to-end automation platform with a focus on robotic process automation solutions. The company has introduced new generative AI features to enhance its automation capabilities [8][10] - Expected revenue and earnings growth rates for UiPath are 8.5% and 5.7%, respectively, for the current year, with a P/E ratio of 23.9X compared to the industry average of 29.7X [11] Five9 Inc. (FIVN) - Five9 offers intelligent cloud software for contact centers, benefiting from the growing adoption of AI tools. The company recently launched its Intelligent CX Platform powered by Five9 Genius AI [12][14] - Expected revenue and earnings growth rates for Five9 are 9.6% and 11.7%, respectively, for the current year, with a P/E ratio of 10.1X compared to the industry average of 29.7X [15] C3.ai Inc. (AI) - C3.ai specializes in enterprise AI applications and aims to deepen its alignment with major cloud providers and government institutions. The company focuses on deploying actionable AI solutions [16][17] - Expected revenue and earnings growth rates for C3.ai are 20.1% and 9.8%, respectively, for the current year, but it has yet to generate profit, with an industry P/E of 20.2X [18] Qualys Inc. (QLYS) - Qualys is experiencing increased demand for cloud-based cybersecurity solutions, supported by strategic acquisitions that enhance its threat detection capabilities [19][21] - Expected revenue and earnings growth rates for Qualys are 7.3% and 0.7%, respectively, for the current year, with a P/E ratio of 8.8X compared to the industry average of 11.6X [22] Fastly Inc. (FSLY) - Fastly provides infrastructure software for cloud computing and has introduced the Fastly AI Accelerator to optimize generative AI applications [23][24] - Expected revenue and earnings growth rates for Fastly are 8.6% and 25%, respectively, for 2025, but it has yet to generate profit, with an industry P/E of 29.7X [25]

Key Takeaways C3.ai reported FY 2025 revenues of $389.1M, up 25%, with FY 2026 guidance of up to $484.5M. C3.ai secured a U.S. Air Force contract raise to $450M and expanded oil and gas sector bookings. Partnerships with MSFT and GOOGL help position AI as a top app on Azure and Google Cloud.NVIDIA Corporation’s (NVDA) data center graphics processing units (GPUs) for artificial intelligence (AI) tasks have boosted its business, while C3.ai, Inc.’s (AI) AI applications have won over a diverse client base.  ...

Core Insights - C3.ai, Inc. is positioned to benefit from the ongoing AI infrastructure boom, focusing on delivering practical AI applications for various business challenges [1][4] - The company achieved a 25% year-over-year revenue growth in fiscal 2025, supported by strong partnerships and adoption across sectors such as manufacturing, defense, and life sciences [2][11] - A significant portion of C3.ai's bookings, 73%, came from partners in Q4 fiscal 2025, with a remarkable 419% year-over-year increase in partner-supported deals [3][11] Company Performance - C3.ai has deployed over 130 AI applications and is engaged in more than 600 joint account efforts with Microsoft [2][11] - The company’s strategy emphasizes that enterprise value is realized through actionable AI deployment rather than just hardware or model development [4] - The ability to execute consistently and accelerate deal conversions is crucial for C3.ai to leverage the AI infrastructure boom for substantial growth [5] Competitive Landscape - C3.ai competes with Palantir Technologies and Snowflake Inc., both of which are also targeting the growing demand for AI applications [6] - Palantir has shifted focus to commercial AI, leveraging its existing government contracts and client relationships [7] - Snowflake is evolving into a full AI-data platform, integrating AI into enterprise workflows through acquisitions and new product offerings [8] Financial Metrics - C3.ai's shares have increased by 8% over the past three months, outperforming the industry growth of 5% [9] - The company is currently priced at a forward 12-month price-to-sales ratio of 6.7, which is below the industry average [13] - The Zacks Consensus Estimate for fiscal 2026 loss per share has improved to 37 cents from a previous estimate of 47 cents [15]

June 12, 2025 02:21 PM GMT Mindray Bio-Medical | Asia Pacific M Update Takeaways from Investor Day This year's event was very well attended. The chairman shared the overall business strategy against the evolving policy/ geopolitical backdrop. The senior R&D team discussed the total solution strategy for AI integration and consumable sales. Mindray aspires to be a global top 10 medtech player. Key Takeaways Mi-Care: As Mindray's most well-established segment, Mindray launched its proprietary LLM model for cr ...

7 June 2025 | 4:17AM SGT Asian Equity Perspectives Asian Equity Perspectives: Emphasizing idiosyncrasy - leaning into Korea, toning up Taiwan Timothy Moe, CFA +65-6889-1199 | timothy.moe@gs.com Goldman Sachs (Singapore) Pte Alvin So, CFA +852-2978-1585 | alvin.so@gs.com Goldman Sachs (Asia) L.L.C. Kinger Lau, CFA +852-2978-1224 | kinger.lau@gs.com Goldman Sachs (Asia) L.L.C. Sunil Koul +44(20)7051-4931 | sunil.koul@gs.com Goldman Sachs International John Kwon +65-6654-6337 | jongmin.kwon@gs.com Goldman Sach ...

June 6, 2025 05:03 AM GMT Broadcom Inc. | North America Strong AI networking drives in line results but higher CY26 Unchanged In-line Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Qtr and outlook was in line, as strong AI was offset by slightly weaker legacy semis. But visibility to strong inference investment drove positive commentary on CY26 AI prospects. Stay OW. Key Takeaways What's Changed Broadcom Inc. (AVGO.O) From To Price Target $ ...

Shares of Tempus AI (TEM -18.41%) are falling on Wednesday. One of Cathie Wood's largest holdings, the company's stock plummeted 18.7% as of 2:15 p.m. ET. The collapse comes as the S&P 500 (^GSPC -0.09%) and the Nasdaq Composite (^IXIC 0.08%) were mostly flat.Tempus, a "precision medicine" company that leverages artificial intelligence (AI) to better treat patients, was the target of a short report from short-seller Spruce Point Capital Management that alleges the stock has as much as a 60% downside.Tempus ...

Group 1 - Meta Platforms is increasing its capital expenditure guidance to $64-72 billion for eFY25, focusing on AI application development to enhance business and consumer engagement [1] - The company's growth strategy emphasizes the advancement of AI technologies as a key driver for future performance [1] Group 2 - Michael Del Monte, a buy-side equity analyst, has over 5 years of experience in the investment management industry and previously worked in various sectors including oil and gas, industrials, and information technology [1]