Latest news with #C3ai
Globe and Mail
a day ago
- Business
- Globe and Mail
Huge News for C3.ai Stock Investors
(NYSE: AI) is generating accelerating revenue growth and improving free cash flow. It also boasts a pristine balance sheet. *Stock prices used were the afternoon prices of July 26, 2025. The video was published on July 28, 2025. Should you invest $1,000 in right now? Before you buy stock in consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $630,291!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,075,791!* Now, it's worth noting Stock Advisor's total average return is 1,039% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Yahoo
2 days ago
- Business
- Yahoo
Could This Once-Hot AI Stock Get Another Shot at Stardom?
Inc (AI) is winning back investors with a management shake-up that could redefine its future after CEO and founder Tom Siebel announced plans to step down due to his ill health, stoking speculations that there could be an acquisition of the company that offers enterprise AI software. With shares down by over 40% from their 52-week high and the company underperforming peers like Nvidia (NVDA), investors are wondering whether this change could be a positive for AI stock. At the same time, broad-based macro tailwinds for AI spending continue to be robust, particularly within sectors like defense, energy, and government services where has been expanding very aggressively. With adoption soaring, a record backlog, and further integrations with Microsoft (MSFT), Amazon (AMZN), and Baker Hughes (BKR), is worth a closer look here. More News from Barchart Here's What Happened the Last Time Novo Nordisk Stock Was This Oversold Earnings Will Be 'Worse Than Expected' for UnitedHealth. How Should You Play UNH Stock Here? As SoFi Raises 2025 Guidance, Should You Buy, Sell, or Hold SOFI Stock Here? Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. About Stock (AI) is a provider of enterprise AI software. It develops scalable, autonomous AI applications for industrial, governmental, and commercial end customers. The company is part of the fast-growing AI software industry with a market valuation of approximately $3.5 billion. In the past 52 weeks, shares have moved between $17.03 and $45.08 and are trading at approximately $25 currently. The stock has recovered from recent lows, but remains down by nearly 46% from its 2024 high. Despite this correction, has a very high price-sales ratio of 8.98x and price-book ratio of 4.16x. The negative return on equity (-33.51%) and profit margins highlight that the company faces challenges to grow profitably. This suggests that AI stock currently trades on expectations for future growth as well as recent interest in a takeover. Expands Its Strategic Footprint reported fiscal Q4 2025 revenue of $108.7 million, up 26% year-over-year. Subscription revenue rose 9% to $87.3 million and contributed to 80% of overall revenue. The company, however, reported a GAAP net loss per share of $0.60 and an adjusted loss of $0.16, representing continued margin pressures despite rising revenue. This beat the analyst estimate for a loss of $0.20 per share. In FY 2025, overall revenues were $389.1 million (+25%), driven by federal contract resilience and commercial release of its generative and agentic AI platforms. The company noted public sector traction, including a $450 million U.S. Air Force contract to continue predictive maintenance using its PANDA platform and a new multi-year contract with Baker Hughes through 2028. Federal bookings reached 20% of all contracts, with its state and local government business doubling year-over-year. Notably, agreed to 264 contracts within FY25 that rose 38% year-over-year, with noteworthy victories with Exxon Mobil (XOM), U.S. Steel, and Bristol Myers Squibb (BMY), further evidence of additional market penetration What Do Analysts Expect for Stock? has a 'Hold' consensus rating. With 14 analysts in coverage, 5 recommend 'Strong Buy', four recommend 'Hold', and the remaining five have 'Sell' recommendations. The interesting thing to note is that Wedbush reiterated an 'Outperform' recommendation after the report of the CEO transition, as there are higher chances of takeover within 3–12 months. The consensus target of $30.83 on AI implies shares could gain 26% from here. The Street-high target of $50 suggests shares could more than double in the next 12 months. On the date of publication, Yiannis Zourmpanos did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
Is C3.ai the Enterprise AI Stock to Watch?
Key Points The opportunity in enterprise AI is huge. has the ingredients to build a sustainable enterprise AI business. There are risks that could derail expansion. 10 stocks we like better than › Artificial intelligence (AI) is transforming the way companies operate. But while much of the spotlight has been on consumer applications like ChatGPT, a quieter -- and potentially more lucrative -- revolution is unfolding behind the scenes: enterprise AI. (NYSE: AI) is one of the few publicly traded companies positioned squarely in this space. It offers a specialized platform to help large organizations build, deploy, and scale AI applications tailored to their business needs. With big-name customers and a first-mover advantage, the company has captured the attention of investors. But is it the best way to play the enterprise AI boom? Let's break it down. What is enterprise AI -- and why it matters Enterprise AI refers to the application of artificial intelligence in business operations, encompassing functions such as supply chain management, customer service, cybersecurity, fraud detection, and other related areas. Unlike consumer AI, which targets individual users, enterprise AI helps companies automate processes, make data-driven decisions, and boost productivity at scale. The enterprise AI is no small market. According to a study by International Data Corp., global enterprise AI spending is expected to reach $423 billion by 2027, driven by demand across various sectors, including manufacturing, energy, healthcare, and finance. McKinsey estimates that AI could generate up to $4.4 trillion in added productivity growth, with enterprise use cases accounting for a significant portion of that. In short, this is a massive and rapidly growing space, and we're still in the early stages. How fits into the picture Founded in 2009 by Thomas Siebel, core purpose has always been to deliver AI solutions to enterprises. Its value proposition lies in its three major platforms -- C3 Agentic AI Platform, C3 AI Applications, and C3 Generative AI. The C3 Agentic AI Platform is a development suite that enables organizations to build, deploy, and manage large-scale AI applications rapidly. Enterprises can also rely on C3 AI Applications -- prebuilt, industry-specific solutions -- for industries such as energy, manufacturing, aerospace, and defense, to accelerate their AI transformations further. What sets apart is its focus on heavy, regulated industries, such as defense, oil and gas, utilities, and manufacturing, partnering with major companies like Baker Hughes and Shell to build industry-specific AI solutions. Unlike newcomers who have little domain knowledge, AI tools are built with a specific purpose, catering to the complex operational needs of large enterprises in these sectors. With deep domain understanding, it is positioned to leverage any new AI technology and scale faster in the future. For instance, it introduced its third platform, C3 Generative AI, a library of domain-specific, agentic AI applications that allow employees to interact with enterprise systems. These solutions position the company for expansion in the years to come, even after it delivered its record year in fiscal 2025 (year ended March 31, 2025), when revenue rose 25% to $389.1 million. In other words, it's not just chasing the hype like many AI companies; it's building the infrastructure for enterprise AI! What risks should investors watch? Despite its strategic positioning, riding the massive AI tailwind, faces two significant risks: cash burn and competition. The company remains unprofitable. In fiscal 2025, it posted a net loss of $289 million. Although it has a solid cash balance of over $700 million, sustained losses could still pose a significant problem as it doubles down on investments to grow market share. The silver lining is that revenue is ramping up quickly, so if the AI company can maintain a lean cost structure, it stands a good chance of reducing its losses and achieving a break-even point. Still, this could be a few years down the road. Then there's competition. Enterprise AI is heating up fast. Cloud giants like Microsoft (via Azure and OpenAI), Amazon (via Bedrock), and Oracle are embedding AI into their platforms. Many existing customers may eventually prefer bundling AI solutions directly through their cloud providers -- a significant risk to long-term expansion. And let's not forget the elephant in the room for enterprise AI, Palantir Technologies, which will forever be a head-on competitor for Fortunately, the AI market is vast and growing, providing sufficient room for multiple players to succeed. Still, investors should track how performs compared to its peers in the coming quarters. What does it mean for investors? is a high-risk, high-reward play on enterprise AI. Its platform and early customer base provide a solid foundation. If management executes well, could become a key enabler of the AI transformation happening across global enterprises. The downside is that the path to profitability remains uncertain, and competition is intensifying rapidly. For investors bullish on the enterprise AI trend, is one of the most direct public vehicles available. Be prepared for volatility, though, and keep a close eye on the company's performance moving forward. Should you buy stock in right now? Before you buy stock in consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 28, 2025 Lawrence Nga has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Microsoft, Oracle, and Palantir Technologies. The Motley Fool recommends and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Is the Enterprise AI Stock to Watch? was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
6 days ago
- Business
- Yahoo
Better Artificial Intelligence (AI) Stock: C3.ai vs. Palantir
Key Points Palantir and have a substantial customer base in both the government and commercial sectors. Palantir's growth and profitability surpasses is far cheaper than Palantir. 10 stocks we like better than Palantir Technologies › (NYSE: AI) and Palantir (NASDAQ: PLTR) are two of the most prominent AI stocks on the market today, each benefiting from substantial tailwinds in the AI space. Each is posting solid growth and doesn't appear to be slowing down anytime soon, which could bode well for investors looking to scoop up shares today. But of the two, is there one that stands out as a better buy? Let's find out. The business models Both Palantir and provide data analytics software powered by AI to provide clients with actionable insights on what decisions should be made. They also allow users to implement AI automation through AI agents, further increasing their usefulness. As for their customer bases, both Palantir and have a significant presence in both government and commercial markets. In their latest quarters ( Q4 FY 2025 ended on April 30), each had a fairly even split between these two sectors. For 31% of bookings came from government entities. For Palantir, 55% of its revenue came from the government. However, Palantir's edge comes from its customization. Palantir's platform enables users to build various AI applications, allowing them to be deployed in non-traditional ways. focuses on pre-built applications that are more plug-and-play focused. The plug-and-play market is incredibly crowded, and several companies offer products similar to However, Palantir is on a different level when it comes to flexibility, which is why I think its business model stands out. Winner: Palantir Growth Palantir's superior business model is also leading toward impressive growth. In Q1, its revenue rose an outstanding 39% year over year to $884 million. Additionally, it's expected to grow at a 38% pace in Q2. While this may appear to be a slowdown, Palantir's management consistently outperforms internal guidance, so its actual growth rate may be a couple of percentage points higher than this figure. growth isn't slow by any means, but it's not experiencing the same level of growth as Palantir. In Q4 FY 2025, revenue rose by 26% year over year to $109 million. However, its growth is projected to trend in the wrong direction, with management expecting 20% revenue growth for FY 2026. Despite smaller size, it cannot match Palantir's superior growth. As a result, it's another win for Palantir. Winner: Palantir Profitability I really only need to put up one chart to declare a winner in the profitability space. is nowhere close to breaking even. It's burning an incredible amount of cash, and it will take years of growth before it's remotely profitable. Palantir boasts a healthy 24% profit margin in its most recent quarter, showcasing its commitment to growth and profitability. Winner: Palantir Valuation Right now, it's three points to zero in Palantir's favor. Considering this is the last attribute I'm evaluating, it may be easy just to assume that Palantir will win this analysis. However, it's probably the most important consideration in Palantir's investment thesis at the moment. Yes, Palantir is growing rapidly, profitable, and has a fantastic business model. However, its stock has become so expensive that there's no room to make a profit. At over 120 times sales, Palantir's stock has reached a valuation level that few companies ever achieve. That's for good reason, as it will take years of growth to make the price tag look reasonable again. At Palantir's current 39% growth rate, this will take several years to achieve. On the other hand, stock appears undervalued at 9.5 times sales. However, it's deeply unprofitable, so it has earned this cheap valuation. So, which stock is the better buy between the two? I can say, without a doubt, that the better company to buy is Palantir. However, Palantir's stock has become so expensive that it will be difficult to make a profit in the future. Additionally, I don't want to buy stock just because it's cheap. As a result, I think investors should look elsewhere for AI stocks. Many promising companies are succeeding in this landscape, and these two are not among the best ones to buy now. Should you buy stock in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $634,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,799!* Now, it's worth noting Stock Advisor's total average return is 1,037% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Keithen Drury has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool recommends The Motley Fool has a disclosure policy. Better Artificial Intelligence (AI) Stock: vs. Palantir was originally published by The Motley Fool Sign in to access your portfolio
Bloomberg
24-07-2025
- Business
- Bloomberg
C3.ai CEO Tom Siebel to Seek Successor Due to Health Concerns
Software company Inc. is looking for a new chief executive officer after Tom Siebel said he intends to step aside due to health concerns. 'After being diagnosed with an autoimmune disease in early 2025, I have experienced significant visual impairment,' Siebel said in a statement Thursday. He will remain executive chairman once the company's board appoints a successor, he added.
