C3.ai (AI)
Builds enterprise AI applications, agentic platforms, and generative AI tools for large organizations.
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Sells subscription software and related services for enterprise AI application development, runtime, and industry workflows. Revenue is mostly subscription-based, operations are managed as one reportable segment, and demand is concentrated in North America.
Provides C3 Agentic AI Platform, C3 AI Studio, C3 AI Applications, C3 Generative AI, and C3 Code for enterprise application development, runtime, prebuilt workflows, information retrieval, and natural-language coding. Most revenue comes from subscriptions, with professional services supporting implementation, training, consulting, and prioritized engineering.
Deployments can run on AWS, Microsoft Azure, Google Cloud, on-premises, or hybrid environments. Demand is concentrated in North America, while customers and industry pages span energy, manufacturing, defense, financial services, government, healthcare, and other enterprise markets.
Operations are managed as one reportable segment. The business depends on new customers, expanded and renewed subscriptions, sales-and-services execution after a restructuring, and competition from internal IT teams, software vendors, clouds, integrators, and open-source data and AI tools.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 4, 2026 | UBS | Reiterate | Rating: —Target: $16 | Target: $12 |
| Jun 4, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $11 | Target: $7 |
| Jun 4, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $8 | Target: $10 |
| May 13, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $31 | Target: $8 |
| Feb 26, 2026 | Gordon Haskett Capital Corporation | Target | Target: — | Target: $7 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $651.1M · Total debt $0 · Total assets $874.8M · Shareholders' equity $694.9M
- Revenue
- $52.4M
- Operating income
- −$98.3M
- Net income
- −$92.8M
No dividends on record.
| Institutions | 63.15% | 98.17M shares | |
|---|---|---|---|
| 354 holders · as of Jun 30, 2026 | |||
| Insiders | 18.35% | 28.53M shares | |
| 12 holders · as of Sep 17, 2026 | |||
| Other | 18.50% | 28.75M shares | |
| remainder | |||
155.45M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Thomas M. Siebel1Insiderdirector, 10 percent owner, officer: CEO and Chairman of the Board | 16.44% | 7.83M A | filed May 15, 2026 |
BlackRock, Inc.Institution | 9.17% | 14.26M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.77% | 8.97M A | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.85% | 5.99M A | as of Jun 30, 2026 |
Morgan StanleyInstitution | 3.23% | 5.03M A | as of Jun 30, 2026 |
- The filed share classes (A, B, A-1) could not be matched to the company's, so no percentage.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Hitesh Lath | officer: CHIEF FINANCIAL OFFICER | −21,077 | $10.48 |
| Sep 16, 2026 | Thomas M. Siebel | director, 10 percent owner, officer: CEO and Chairman of the Board | −162,247 | $10.54 |
| Sep 15, 2026 | Thomas M. Siebel | director, 10 percent owner, officer: CEO and Chairman of the Board | −282,001 | $10.90 |
| Sep 14, 2026 | Thomas M. Siebel | director, 10 percent owner, officer: CEO and Chairman of the Board | −22,780 | $10.56 |
| Sep 2, 2026 | Thomas M. Siebel | director, 10 percent owner, officer: CEO and Chairman of the Board | −16,890 | $10.30 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| C3.ai | $10.86 | +0.18% | $1.65B | — | — | 7.1 | −25.5% |
| Palantir Technologies | $184.30 | +0.66% | $420.39B | 155.2 | 97.6 | 68.3 | +92.8% |
| Microsoft | $499.28 | −0.47% | $3.72T | 27.9 | 25.5 | 11.2 | +17.8% |
| Amazon | $257.88 | −0.22% | $2.78T | 20.8 | 27.6 | 3.6 | +19.6% |
| Alphabet Class A | $360.85 | +1.66% | $4.30T | 17.8 | 26.9 | 9.6 | +24.2% |
| Salesforce | $237.82 | +0.59% | $193.63B | 21.6 | 16.2 | 4.4 | +10.8% |
| Snowflake | $343.80 | +1.30% | $117.63B | — | 135.2 | 21.6 | +35.1% |
| ServiceNow | $137.35 | −0.24% | $142.34B | 86.0 | 30.3 | 9.7 | +24.0% |
| Accenture | $186.65 | +0.29% | $113.89B | 14.9 | 13.0 | 1.6 | +5.6% |
| Median | 21.6 | 27.2 | 9.6 | +21.8% |