Core Viewpoint - C3.ai, Inc. is facing significant challenges in maintaining competitive differentiation in a crowded AI applications market, leading to a lowered price target and an "Underperform" rating from BofA Securities [1][2][3]. Group 1: Analyst Ratings and Price Target - BofA Securities analyst Brad Sills has reduced the price target for C3.ai from $14.00 to $10.00, citing weak growth visibility and limited upside potential [1][4]. - The new price target is based on a valuation of 2.7x EV/FY26E revenue, which is a discount compared to peers valued at 5.7x [4]. Group 2: Competitive Landscape and Growth Concerns - The AI applications market is becoming increasingly competitive, which is impacting C3.ai's ability to sustain its differentiation [2]. - BofA expresses concerns that C3.ai's revenue growth and free cash flow may remain negative for several more years, which could hinder its performance relative to infrastructure software peers [3]. Group 3: Investment Perspective - While there is potential in AI as an investment sector, BofA believes that other AI stocks may offer better upside potential and lower downside risk compared to C3.ai [5].

Core Insights - ISG Startup Challenges highlighted innovative AI solutions aimed at centralizing applications, delivering personalized AI training, and ensuring regulatory compliance, showcasing the potential for these technologies to add significant business value [1][2] Group 1: Event Highlights - The ISG Startup Challenges took place in Paris, New York, and London, featuring entrepreneurs who presented cutting-edge solutions to address major obstacles in AI adoption [2][4] - Pierre de la Grand'rive, CEO of Delos, won the ISG Startup Challenge in Paris with a solution for centralizing applications into a secure workspace [3] - TeamLift, led by Boz Vitanova, was selected as the winner in New York for its personalized AI training solution embedded in workflows [4] - Mike Kropp, CEO of Iridius, won in London for his AI product that integrates regulatory compliance into solutions [5] Group 2: Industry Challenges - ISG Research predicts that low-quality data and lack of governance will impede enterprise agentic AI adoption by 2026, indicating significant challenges ahead for organizations [2][4] - Despite the proliferation of AI use cases, enterprises are struggling to scale pilot projects and validate the business benefits of AI technologies [5] Group 3: Company Overview - ISG is a global AI-centered technology research and advisory firm, serving over 900 clients, including 75 of the top 100 enterprises worldwide [6] - Founded in 2006, ISG is recognized for its proprietary market data and expertise in technology and business services, focusing on leveraging AI for operational excellence and growth [6]

C3.ai Inc. (NYSE:AI) stock surged 15.87% during the pre-market trading session on Wednesday amid reports that the enterprise AI software provider is in discussions to merge with software company Automation Anywhere. If the deal goes through, Automation Anywhere would acquire C3.ai and go public, reported The Information on Wednesday. C3.ai supplies enterprise AI software used by clients like the U.S. Air Force across sectors such as energy and manufacturing, while Automation Anywhere develops task-automatio ...

C3.ai, Inc. (NYSE:AI) is one of the AI Stocks on the Market’s Radar. On December 4, Citizens analyst Patrick Walravens reiterated a “Market Outperform” rating on the stock with a $24.00 price target. The firm is optimistic on the stock, driven by C3.ai’s long-term capital appreciation potential. Citizens has highlighted C3.ai’s broad portfolio of industry-specific AI and GenAI applications, particularly in predictive maintenance and supply chain solutions. The company’s robust partnership with Microsoft w ...

C3.ai ( NYSE:AI ) was once hailed as a pioneer in enterprise AI software, but today grapples with a cascade of challenges that have eroded investor confidence. ...

Core Viewpoint - A class action lawsuit has been filed against C3.ai, alleging that the company and its executives misled investors regarding its financial health and growth prospects [1] Company Summary - The lawsuit targets C3.ai, an enterprise AI software company, and claims violations of the Securities Exchange Act of 1934 [1] - The suit was filed in the U.S. District Court for the Northern District of California [1] - Investors who suffered significant losses are urged to submit their claims [1]

Core Viewpoint - A class action lawsuit has been filed against C3.ai and its executives, alleging misleading statements regarding the company's financial health and growth prospects, particularly related to CEO Thomas M. Siebel's health issues [1][2][3]. Summary by Sections Lawsuit Details - The lawsuit, titled Liggett v. C3.ai, Inc., claims that C3.ai provided overly optimistic revenue projections while downplaying risks associated with Siebel's health [2]. - The class period for the lawsuit is from February 26, 2025, to August 8, 2025, with a lead plaintiff deadline set for October 21, 2025 [2][4]. Financial Impact - Following a disappointing financial announcement on August 8, 2025, where C3.ai reported preliminary first-quarter results that did not meet expectations and lowered its revenue guidance, the company's stock price dropped by over 25% [3]. Investigation Focus - The investigation is centered on whether C3.ai's public statements were misleading, particularly regarding the impact of Siebel's health on the company's ability to achieve financial targets [5].

Core Viewpoint - A class action lawsuit has been filed against C3.ai, alleging that the company and its executives misled investors regarding its financial health and growth prospects, violating the Securities Exchange Act of 1934 [1][2]. Company Summary - The lawsuit claims that C3.ai projected an overly optimistic view of its revenue and growth potential, while downplaying risks associated with CEO Thomas M. Siebel's health issues [2]. - The case highlights a significant drop in C3.ai's stock price, which fell by more than 25% following the company's disappointing financial announcement on August 8, 2025, where it disclosed preliminary first-quarter results that did not meet expectations and lowered its revenue guidance for the fiscal year [3]. - The lawsuit seeks to represent investors who purchased C3.ai securities during the class period from February 26, 2025, to August 8, 2025, and those interested in serving as lead plaintiffs must file a motion by October 21, 2025 [4]. Industry Context - The investigation focuses on whether C3.ai's public statements were misleading, particularly regarding the impact of CEO Siebel's health on the company's ability to achieve financial targets [5]. - Hagens Berman, the law firm leading the investigation, emphasizes the importance of corporate accountability and has a history of securing significant recoveries for investors harmed by corporate negligence [6].

Core Viewpoint - A class action lawsuit has been filed against C3.ai, alleging that the company and its executives misled investors regarding its financial health and growth prospects, violating the Securities Exchange Act of 1934 [1][2]. Group 1: Lawsuit Details - The lawsuit, titled Liggett v. C3.ai, Inc., claims that C3.ai provided overly optimistic revenue projections while downplaying risks associated with CEO Thomas M. Siebel's health issues [2][3]. - The class period for the lawsuit is from February 26, 2025, to August 8, 2025, with a lead plaintiff deadline set for October 21, 2025 [2][4]. - Following a disappointing financial announcement on August 8, 2025, C3.ai's stock price dropped by more than 25% after the company lowered its revenue guidance for the fiscal year [3]. Group 2: Company Performance and Leadership Impact - C3.ai attributed its poor financial results to "reorganization with new leadership" and the health problems of CEO Thomas M. Siebel [3]. - The lawsuit emphasizes that C3.ai's public statements regarding growth and profitability were deemed "unrealistic" and overly reliant on Siebel's health and performance [2][5]. Group 3: Investor Actions - Investors who suffered significant losses during the class period are encouraged to submit their claims and may seek to serve as lead plaintiffs [2][4]. - The firm leading the investigation is focused on whether C3.ai's public statements adequately disclosed the impact of Siebel's health on the company's financial targets [5].

Core Viewpoint - C3.ai, Inc. is facing challenges in visibility regarding FY27 growth, with UBS maintaining a Neutral rating and raising the price target to $17.00 from $16.00, while projecting a 16.5% growth rate [1][5] Group 1: Financial Performance - The company's Q1 weakness is attributed to execution failures on several large deals rather than widespread customer weakness [2][5] - The FY26 revenue framework is set at $290-300 million, reflecting a conservative approach, but the estimate remains unchanged due to uncertainties such as a significant Q1 miss, a new CEO, and go-to-market changes [3][5] Group 2: Management and Strategy - The new CFO has not yet finalized an overhaul plan, which raises concerns about potential disruptions in the upcoming quarters [4][5] - The new CEO's lack of a finalized plan is seen as critical for determining the company's performance in the second half of FY26 and FY27 [5]