C3.ai, Inc. Class A (AI)

In August 2025, shares lost almost 25% of their value following the announcement of a CEO succession plan and very weak preliminary Q1/FY2026 results. Thomas M. Siebel stepped down as CEO on September 1, 2025, with Stephen Ehikian taking over the role. On November 5, 2025, shares dropped 12.8% due to the leadership change and challenging Q1/FY2026 financial performance. In November 2025, C3.ai explored a potential sale, which ignited an after-hours rally. As of February 6, 2026, the closing price was $11.65, with a 52-week low of $9.99 and a 52-week high of $35.98, experiencing a -65.20% change over the past year.

The demand for C3.ai's products and services is not inherently seasonal. Instead, the demand for C3.ai's enterprise AI solutions is driven by the ongoing need for digital transformation, operational efficiency, and the adoption of AI and machine learning across diverse industries globally. The market for AI software itself is experiencing explosive growth, indicating a continuous, rather than seasonal, demand for such solutions.

C3.ai, Inc. is an American information technology company specializing in enterprise artificial intelligence (AI). Founded in 2009, the company focuses on accelerating digital transformation across various industries by providing an enterprise AI platform and applications, operating within the rapidly expanding Artificial Intelligence and Machine Learning software market. The company's major products include the C3 AI Suite, a comprehensive platform for building, deploying, and scaling AI applications, and a portfolio of industry-specific SaaS enterprise AI applications, such as C3 Agentic AI Platform, C3 AI Applications, and C3 Generative AI, addressing high-value use cases across diverse sectors.

C3.ai, Inc. is headquartered in Redwood City, California, U.S., with a global client base and a significant market presence. C3.ai has maintained a presence in Europe since its inception in 2009, with offices in London, Paris, Munich, Rome, and Amsterdam. In April 2023, C3.ai relocated its EMEA headquarters from Paris to London to further invest in the UK and foster collaboration with the region's technology and AI experts. Its key geographic markets include North America, Europe, EMEA, and Asia-Pacific.

In the past year, C3.ai's brand reputation has been characterized by both recognition for growth and challenges due to financial performance and leadership changes. In April 2025, C3 AI was named one of The Americas' Fastest Growing Companies of 2025 by The Financial Times. However, the company's reputation has also been impacted by disappointing financial results and ongoing restructuring efforts, leading to a "Sell" rating from some analysts and a substantial drop in stock value. Despite these setbacks, C3.ai maintains strategic partnerships and a solid balance sheet.

C3.ai, Inc. has a mixed ownership structure comprising institutional investors, insiders, and the general public. Approximately 32.03% of the company's stock is owned by institutional investors, 5.63% by insiders, and 62.34% by public companies and individual investors. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Toroso Investments, LLC, Morgan Stanley, and Citadel Advisors Llc. Thomas Siebel is also a significant individual shareholder. Recent insider trading activity has shown sales of shares by executives.