C3.ai, Inc. Class A (AI)

C3.ai's stock price has been significantly impacted by several events in the past six months. The stock hit a 52-week low of $12.56 in January 2026, representing a dramatic 65% decline from its 52-week high. Over the past year, the stock has experienced a substantial decline of approximately 59.18% to 60%. In Q2 Fiscal Year 2026, the company announced total revenue of $75.1 million and a GAAP net loss per share of $(0.75), with federal business showing significant traction. In Q3 Fiscal Year 2026, C3.ai reported total revenue of $53.3 million, a 46% decrease year-over-year, and a GAAP net loss per share of $(0.94). The company announced a restructuring plan, including a 26% workforce reduction, aimed at improving operating efficiency and achieving approximately $135 million in annual cost savings. Executive Chairman Thomas Siebel exercised options and sold a significant number of shares in April 2026, and other insiders also sold stock. Persistent skepticism and competition from hyperscaler AI offerings have continued to compress C3.ai's competitive positioning.

While C3.ai offers "C3 AI Demand Forecasting" as a product, there is no explicit information available regarding the inherent seasonality of demand for C3.ai's own enterprise AI software and services. The company's revenue is reported quarterly, which provides a periodic view of financial performance but does not directly detail seasonal fluctuations in product or service demand.

C3.ai, Inc. is an American information technology company specializing in enterprise artificial intelligence (AI), founded in 2009 by Thomas Siebel. It offers a platform-as-a-service (PaaS) dedicated to the development of big data, predictive analytics, Internet of Things (IoT), and AI-based software applications. The company operates within the Software/Artificial Intelligence industry and the broader Technology Services sector, focusing on enterprise AI application software. C3 AI Platform is a comprehensive environment for developing and deploying enterprise AI applications. C3 AI Applications is a portfolio of pre-built, industry-specific SaaS enterprise AI applications. C3 Generative AI combines large language models, generative AI, reinforcement learning, and natural language processing to enable autonomous agents. C3 Code integrates agentic coding with the C3 Agentic AI platform, allowing users to build enterprise AI applications using natural language. C3 Enterprise Data Lake provides access to disparate data sets for users. C3.ai's solutions cater to various industries, including manufacturing, oil and gas, utilities, financial services, government, and healthcare.

C3.ai's main headquarters is located in Redwood City, California, U.S. The company has a global presence with additional offices in Atlanta, Chicago, Houston, New York, and Tysons in the United States. Internationally, C3.ai has offices in Sydney, Australia; Paris, France; Munich, Germany; and Bengaluru, India. Its key geographic markets span North America, Europe, the Middle East and Africa (EMEA), and Asia-Pacific.

C3.ai's brand reputation has faced challenges, marked by "persistent skepticism" and "underperformance" in the market. The company's financial results, including a significant revenue plunge and widening operating losses, have contributed to a negative sentiment among investors and analysts. Poor sales execution, particularly in North America and Europe, was cited as a reason for disappointing results. The announced 26% workforce reduction reflects a period of difficulty and restructuring. Competition from hyperscalers and a shift in the market demanding clear return on investment for AI projects have put pressure on C3.ai's relevance. Executive stock sales have also potentially impacted investor confidence.

C3.ai, Inc. has a significant portion of its outstanding stock owned by institutional investors, ranging from approximately 53.48% to 58.83%. Individual investors hold around 8.24% of the shares, and insider ownership is approximately 5.28% to 5.32%. Major institutional owners and shareholders include Vanguard Group Inc., BlackRock, Inc., Toroso Investments, LLC, Morgan Stanley, Goldman Sachs Group Inc., State Street Corp., Geode Capital Management, Llc, Citadel Advisors Llc, Susquehanna International Group, Llp, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd, SG Americas Securities, LLC, Tiller Private Wealth, Inc., Perigon Wealth Management, LLC, Compagnie Lombard Odier SCmA, Shearwater Capital LLC, and Inspire Investing, LLC.