C3.ai, Inc. Class A (AI)

C3.ai's stock experienced a 26% drop in August 2025 after cutting revenue guidance due to a corporate reorganization and the CEO's health issues. In September 2025, the CFO sold 46,881 shares of Class A Common Stock. October 2025 saw lawsuits alleging misrepresentation of financial conditions and the CEO's capabilities. Short interest remained high at 31.71% of the float as of October 15, 2025. Investment analysts adjusted their ratings and price targets, with Weiss Ratings reiterating a "sell" rating in October 2025. In July 2025, C3.ai initiated a CEO search, leading to a 165% increase in Stocktwits user message count and a shift in retail sentiment to 'neutral'.

The provided information does not directly indicate specific demand seasonality for C3.ai's own products and services. While C3.ai offers a product called "C3 AI Demand Forecasting" to help its customers manage their seasonal demand, there is no explicit information available regarding seasonal fluctuations in the demand for C3.ai's enterprise AI software and applications themselves. The broader industrial AI market is projected for consistent growth, indicating a generally increasing demand for AI solutions.

C3.ai, Inc. is an enterprise AI application software company providing a platform for organizations to leverage AI for digital transformation, operating in the industrial AI platforms and enterprise AI industries. Its core offerings include the C3 AI Platform for application development, C3 AI Applications with over 130 pre-built AI applications, and the C3 Generative AI Product Suite integrating advanced AI capabilities. C3.ai also offers tools like C3 AI Ex Machina, C3 AI CRM, C3 AI Inventory Optimization, and C3 AI Supply Network Optimization. The company serves diverse industries and has strategic partnerships with major players like Baker Hughes, Microsoft, AWS, and Google.

C3.ai, Inc. is headquartered in Redwood City, California, with a presence in Tysons, Virginia; London, UK; and St. John's, Newfoundland and Labrador, Canada. Its operations and customer base extend globally, serving enterprises in America, Europe, and Asia.

C3.ai's brand reputation has been impacted by lawsuits alleging misrepresentation of financial conditions and the CEO's capabilities, as well as the CEO's "completely unacceptable" sales remarks and subsequent revenue guidance cut. The announcement of CEO Thomas Siebel stepping back due to health challenges and the initiation of a search for a new CEO also brought leadership uncertainty into public view. Financial performance concerns, intense competition, and a high cash burn rate have further impacted its reputation. Despite positive analyst coverage in July 2025, subsequent negative events overshadowed this outlook.

As of October 2025, institutional investors and hedge funds collectively own 38.96% of C3.ai's stock, while insiders own 26.5%. Vanguard Group Inc. increased holdings by 3.6% in Q1, owning 13,407,490 shares. State Street Corp increased stake by 4.3% in Q2, owning 2,826,249 shares. Geode Capital Management LLC increased stake by 5.9% in Q2, owning 2,813,233 shares. Bank of New York Mellon Corp increased stake by 3.4% in Q1, owning 719,259 shares. Condoleezza Rice currently serves on the board of C3.ai.