Latest news with #C3ai
Yahoo
a day ago
- Business
- Yahoo
Reflecting On Data Infrastructure Stocks' Q1 Earnings: C3.ai (NYSE:AI)
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how (NYSE:AI) and the rest of the data infrastructure stocks fared in Q1. Generating insights from system level data is an increasing priority for most businesses, but to do so requires connecting and analyzing piles of data stored and siloed in separate databases. This is the demand driver for cloud based data infrastructure software providers, who can more readily integrate, distribute and process information vs. legacy on-premise software providers. The 4 data infrastructure stocks we track reported a satisfactory Q1. As a group, revenues beat analysts' consensus estimates by 0.8% while next quarter's revenue guidance was 0.9% below. Thankfully, share prices of the companies have been resilient as they are up 6.3% on average since the latest earnings results. (NYSE:AI) Founded in 2009 by enterprise software veteran Tom Seibel, (NYSE:AI) provides software that makes it easy for organizations to add artificial intelligence technology to their applications. reported revenues of $108.7 million, up 25.6% year on year. This print exceeded analysts' expectations by 0.8%. Overall, it was a strong quarter for the company with an impressive beat of analysts' EBITDA estimates and a narrow beat of analysts' billings estimates. pulled off the fastest revenue growth and highest full-year guidance raise of the whole group. Unsurprisingly, the stock is up 24.3% since reporting and currently trades at $28.65. Is now the time to buy Access our full analysis of the earnings results here, it's free. Best Q1: Elastic (NYSE:ESTC) Started by Shay Banon as a search engine for his wife's growing list of recipes at Le Cordon Bleu cooking school in Paris, Elastic (NYSE:ESTC) helps companies integrate search into their products and monitor their cloud infrastructure. Elastic reported revenues of $388.4 million, up 16% year on year, outperforming analysts' expectations by 2.1%. The business had a strong quarter with accelerating customer growth and a solid beat of analysts' EBITDA estimates. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 5.4% since reporting. It currently trades at $87. Is now the time to buy Elastic? Access our full analysis of the earnings results here, it's free. Weakest Q1: Teradata (NYSE:TDC) Part of point-of-sale and ATM company NCR from 1991 to 2007, Teradata (NYSE:TDC) offers a software-as-service platform that helps organizations manage and analyze their data across multiple storages. Teradata reported revenues of $418 million, down 10.1% year on year, falling short of analysts' expectations by 2.4%. It was a mixed quarter as it posted an impressive beat of analysts' billings estimates but EPS guidance for next quarter missing analysts' expectations significantly. Teradata delivered the weakest performance against analyst estimates and slowest revenue growth in the group. The stock is flat since the results and currently trades at $21.77. Read our full analysis of Teradata's results here. Confluent (NASDAQ:CFLT) Started in 2014 by the team of engineers at LinkedIn who originally built it as an internal tool, Confluent (NASDAQ:CFLT) provides infrastructure software for organizations that makes it easy and fast to collect and move large amounts of data between different systems. Confluent reported revenues of $271.1 million, up 24.8% year on year. This number surpassed analysts' expectations by 2.6%. Overall, it was a strong quarter as it also logged EPS guidance for next quarter exceeding analysts' expectations and a solid beat of analysts' EBITDA estimates. Confluent achieved the biggest analyst estimates beat but had the weakest full-year guidance update among its peers. The stock is up 7.2% since reporting and currently trades at $25.48. Read our full, actionable report on Confluent here, it's free. Market Update Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
4 days ago
- Business
- Yahoo
C3.ai, Inc. (AI) Gains As Market Dips: What You Should Know
In the latest trading session, Inc. (AI) closed at $28.71, marking a +1.23% move from the previous day. The stock exceeded the S&P 500, which registered a loss of 0.01% for the day. Elsewhere, the Dow lost 0.32%, while the tech-heavy Nasdaq added 0.05%. The stock of company has risen by 17.38% in the past month, leading the Computer and Technology sector's gain of 7.44% and the S&P 500's gain of 5.37%. Market participants will be closely following the financial results of Inc. in its upcoming release. The company is forecasted to report an EPS of -$0.15, showcasing a 200% downward movement from the corresponding quarter of the prior year. In the meantime, our current consensus estimate forecasts the revenue to be $104.12 million, indicating a 19.39% growth compared to the corresponding quarter of the prior year. In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of -$0.37 per share and a revenue of $467.27 million, indicating changes of +9.76% and +20.1%, respectively, from the former year. It is also important to note the recent changes to analyst estimates for Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Inc. is currently a Zacks Rank #2 (Buy). The Computers - IT Services industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 82, positioning it in the top 34% of all 250+ industries. The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Be sure to use to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Globe and Mail
5 days ago
- Business
- Globe and Mail
Stock Market Today: BigBear.ai (BBAI) Rises 15% Amid Continued Investor Interest in Defense AI
(NYSE: BBAI) saw its stock close at $8.22 on Thursday, July 17, marking a significant 15.5% increase. The intraday trading showed notable volatility, ranging between a low of $7.25 and a high of $8.38. In the context of broader market movements, performance outstripped that of key indices. The S&P 500 saw a 0.54% increase, while the Nasdaq Composite rose by 0.74%, indicating that the stock's robust rise was primarily driven by company-specific excitement rather than macroeconomic factors. Among its competitors, Palantir Technologies (NASDAQ: PLTR) and (NYSE: AI) recorded more modest gains of 2% and 4.2%, respectively. Despite positive performances from these peer companies, 15% climb highlights investor enthusiasm toward its recent strategic partnerships in the United Arab Emirates. The day's trading volume was approximately 205 million shares, exceeding its 50-day average of 143 million shares and the 200-day average of 96 million shares. This heightened activity suggests increased investor interest, likely spurred by the company's recent advancements and strategic initiatives in defense technology. Overall, notable rally reflects growing market confidence in its role within the evolving defense AI landscape, signaling potential for sustained growth. 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 $674,281!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,050,415!* Now, it's worth noting Stock Advisor's total average return is 1,058% — a market-crushing outperformance compared to 179% 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 15, 2025 JesterAI is a Foolish AI, based on a variety of Large Language Models (LLMs) and proprietary Motley Fool systems. All articles published by JesterAI are reviewed by our editorial team, and The Motley Fool takes ultimate responsibility for the content of this article. JesterAI cannot own stocks and so it has no positions in any stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool recommends The Motley Fool has a disclosure policy.
Globe and Mail
6 days ago
- Business
- Globe and Mail
Where Will C3.ai Stock Be in 1 Year?
Key Points endured some tough growing pains over the past few years. But its revenues are still rising and its gross margins are stabilizing. It could climb higher over the next 12 months, but it should remain below its IPO price. 10 stocks we like better than › (NYSE: AI) was once a hot artificial intelligence (AI) stock. Back in December 2020, it more than quadrupled from its initial public offering (IPO) price of $42 to a record high of $177.47 in just two weeks. At the time, investors were impressed by its rapid growth rates, catchy ticker symbol, and the fact that it was led by Tom Siebel, who sold his previous company -- Siebel Systems -- to Oracle for $5.8 billion in 2006. The buying frenzy in meme and growth stocks amplified those monstrous gains. But today, stock trades at about $26. It fizzled out as its growth cooled off, it racked up steep losses, and rising interest rates popped its bubbly valuations. It hasn't traded above its IPO price since last December, and it's declined roughly 12% over the past 12 months. Let's see where it might be headed over the next year. How does make money? AI modules can be plugged into an organization's existing software infrastructure to ingest and analyze a wide range of data. Those modules can also be run as stand-alone services. Its modules are often used to detect safety issues, fraudulent transactions, and operating inefficiencies. It mainly serves government clients and large enterprise customers across the energy, industrial, and financial sectors, and its top customer is the energy technology giant Baker Hughes. initially only offered subscriptions, but it rolled out consumption-based fees in late 2022 to attract more customers as rising interest rates stirred up some fierce macro headwinds. That move reduced its recurring revenues and the stickiness of its ecosystem, but it broadened its market by reaching smaller and more budget-conscious customers. Why were its last few years challenging? In fiscal 2023 (which ended in April 2023), revenue only rose 6% as the competitive headwinds, a challenging macro environment, and the cannibalization of its subscriptions with its consumption-based fees throttled its growth. Its adjusted gross margin also dipped 2 percentage points to 77% as its pricing power waned. However, revenue rose 16% in fiscal 2024 and 25% in fiscal 2025. That acceleration was driven by its new federal contracts; fresh partnerships with Microsoft, Amazon Web Services (AWS), and McKinsey; and its rollout of more modules for generative AI applications. Its adjusted gross margin dropped another 8 percentage points to 69% in fiscal 2024 as it relied on more low-margin pilot trials to attract more customers. But in fiscal 2025, that figure expanded to 70% as it converted more of those pilot programs into full-priced deployments. It also expanded its higher-margin subscriptions again. What happened to over the past year? Over the past year, year-over-year revenue growth stabilized above 20% as its adjusted gross margins improved. That recovery was driven by declining interest rates, the growth of the AI market, and its broadening customer base. Metric Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Revenue growth (YOY) 20% 21% 29% 26% 26% Adjusted gross margin 69% 68% 70% 70% 71% Data source: YOY = year over year. More importantly, renewed its joint venture with Baker Hughes, which accounted for more than 30% of its revenue, for an additional three years. That renewal allayed some bearish concerns about abruptly losing its top client before it could diversify its customer base. What will happen over the next year? expects its revenue to rise 15%-25% in both the first quarter of fiscal 2026 and the full year. Analysts expect its revenue to increase 20% to $465 million for the full year. With a market cap of $3.5 billion, stock doesn't seem that expensive at 8 times this year's sales. But it isn't expected to break even anytime soon. At the beginning of fiscal 2024, it abandoned its near-term goal of turning profitable on an adjusted basis by the end of the year in favor of ramping up its investments in its AI-oriented modules. For fiscal 2026, expects to post an adjusted operating loss of $65 million-$100 million. That wouldn't be much of an improvement from its adjusted operating loss of $88 million in fiscal 2025. It will also likely continue to spend a lot of cash on its stock-based compensation expenses, which rose 7% to $231 million in fiscal 2025 and consumed 59% of its revenue. On a generally accepted accounting principles (GAAP) basis, analysts expect its net loss to widen from $288 million in fiscal 2025 to $302 million in fiscal 2026. For fiscal 2027, analysts expect its revenue to rise 19%. Assuming it meets those expectations and still trades at 8 times its forward sales, its stock price could rise about 26% to $33 over the next 12 months. That would be a decent gain, but it would remain far below its IPO price and likely underperform some of the market's higher-growth AI plays. 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 $679,653!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,308!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 179% 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 15, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Leo Sun has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Microsoft, and Oracle. 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.
Yahoo
6 days ago
- Business
- Yahoo
Where Will C3.ai Stock Be in 1 Year?
Key Points endured some tough growing pains over the past few years. But its revenues are still rising and its gross margins are stabilizing. It could climb higher over the next 12 months, but it should remain below its IPO price. 10 stocks we like better than › (NYSE: AI) was once a hot artificial intelligence (AI) stock. Back in December 2020, it more than quadrupled from its initial public offering (IPO) price of $42 to a record high of $177.47 in just two weeks. At the time, investors were impressed by its rapid growth rates, catchy ticker symbol, and the fact that it was led by Tom Siebel, who sold his previous company -- Siebel Systems -- to Oracle for $5.8 billion in 2006. The buying frenzy in meme and growth stocks amplified those monstrous gains. But today, stock trades at about $26. It fizzled out as its growth cooled off, it racked up steep losses, and rising interest rates popped its bubbly valuations. It hasn't traded above its IPO price since last December, and it's declined roughly 12% over the past 12 months. Let's see where it might be headed over the next year. How does make money? AI modules can be plugged into an organization's existing software infrastructure to ingest and analyze a wide range of data. Those modules can also be run as stand-alone services. Its modules are often used to detect safety issues, fraudulent transactions, and operating inefficiencies. It mainly serves government clients and large enterprise customers across the energy, industrial, and financial sectors, and its top customer is the energy technology giant Baker Hughes. initially only offered subscriptions, but it rolled out consumption-based fees in late 2022 to attract more customers as rising interest rates stirred up some fierce macro headwinds. That move reduced its recurring revenues and the stickiness of its ecosystem, but it broadened its market by reaching smaller and more budget-conscious customers. Why were its last few years challenging? In fiscal 2023 (which ended in April 2023), revenue only rose 6% as the competitive headwinds, a challenging macro environment, and the cannibalization of its subscriptions with its consumption-based fees throttled its growth. Its adjusted gross margin also dipped 2 percentage points to 77% as its pricing power waned. However, revenue rose 16% in fiscal 2024 and 25% in fiscal 2025. That acceleration was driven by its new federal contracts; fresh partnerships with Microsoft, Amazon Web Services (AWS), and McKinsey; and its rollout of more modules for generative AI applications. Its adjusted gross margin dropped another 8 percentage points to 69% in fiscal 2024 as it relied on more low-margin pilot trials to attract more customers. But in fiscal 2025, that figure expanded to 70% as it converted more of those pilot programs into full-priced deployments. It also expanded its higher-margin subscriptions again. What happened to over the past year? Over the past year, year-over-year revenue growth stabilized above 20% as its adjusted gross margins improved. That recovery was driven by declining interest rates, the growth of the AI market, and its broadening customer base. Metric Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Revenue growth (YOY) 20% 21% 29% 26% 26% Adjusted gross margin 69% 68% 70% 70% 71% Data source: YOY = year over year. More importantly, renewed its joint venture with Baker Hughes, which accounted for more than 30% of its revenue, for an additional three years. That renewal allayed some bearish concerns about abruptly losing its top client before it could diversify its customer base. What will happen over the next year? expects its revenue to rise 15%-25% in both the first quarter of fiscal 2026 and the full year. Analysts expect its revenue to increase 20% to $465 million for the full year. With a market cap of $3.5 billion, stock doesn't seem that expensive at 8 times this year's sales. But it isn't expected to break even anytime soon. At the beginning of fiscal 2024, it abandoned its near-term goal of turning profitable on an adjusted basis by the end of the year in favor of ramping up its investments in its AI-oriented modules. For fiscal 2026, expects to post an adjusted operating loss of $65 million-$100 million. That wouldn't be much of an improvement from its adjusted operating loss of $88 million in fiscal 2025. It will also likely continue to spend a lot of cash on its stock-based compensation expenses, which rose 7% to $231 million in fiscal 2025 and consumed 59% of its revenue. On a generally accepted accounting principles (GAAP) basis, analysts expect its net loss to widen from $288 million in fiscal 2025 to $302 million in fiscal 2026. For fiscal 2027, analysts expect its revenue to rise 19%. Assuming it meets those expectations and still trades at 8 times its forward sales, its stock price could rise about 26% to $33 over the next 12 months. That would be a decent gain, but it would remain far below its IPO price and likely underperform some of the market's higher-growth AI plays. Do the experts think is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,060% vs. just 179% for the S&P — that is beating the market by 881.02%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $679,653!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,308!* The 10 stocks that made the cut could produce monster returns in the coming years. 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 15, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Leo Sun has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Microsoft, and Oracle. 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. Where Will Stock Be in 1 Year? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
