Open-source AI Will Erode Revenue And Margins

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

06 Aug 25

Updated

23 Jun 26

Views

188

Not Invested

Shared on 23 Jun 26

AI: Prolonged Revenue Declines Will Likely Overwhelm Partnership And Restructuring Hopes

C3.ai’s sales keep shrinking even as it leans on big partnerships, rolls out new products, and cuts staff to save money. With a founder back in the CEO seat and a more cautious outlook ahead, the key question is whether the turnaround arrives before the slide does more damage.

7 views

Shared on 08 May 26

AI: Ongoing Revenue Declines Will Likely Outweigh New Enterprise AI Launch

Analysts have adjusted their price target on C3.ai to $6.00, framing it around updated assumptions that include slightly different discount rates, revenue trends, profit margin expectations, and a revised future P/E of about 64x. What's in the News C3 AI launched C3 Code, described as a new approach to Enterprise AI that uses autonomous agentic coding so business analysts, developers, and data scientists can specify applications in natural language while AI agents design, configure, test, and deploy production-grade systems.

17 views

Shared on 24 Mar 26

Fair value Decreased 25%

AI: Weaker Revenue Outlook Will Likely Dominate Potential Automation Anywhere Deal

Analysts have trimmed their fair value estimate for C3.ai from $8.00 to $6.00, citing adjustments to revenue growth expectations, a slightly higher discount rate, and a higher assumed future P/E multiple of 63.9x versus 44.9x. All of these factors feed into their updated price target framework.

15 views

Shared on 23 Feb 26

AI: Softer Revenue Outlook Will Likely Outweigh New Government AI Deals

Analysts have trimmed their price target on C3.ai, citing updated assumptions around slightly softer revenue growth, lower profit margins, and a higher future P/E multiple that together point to a more cautious risk and reward profile. What's in the News Vonage and C3.ai announced C3 AI Field Services, a new module within the C3 AI Asset Performance Suite that combines C3.ai's enterprise AI tools with Vonage voice, video, and network APIs to support mobile field operations and real time technician assistance (Strategic Alliances).

8 views

Shared on 26 Dec 25

Fair value Decreased 38%

AI: Future Revenue Contraction Will Likely Outweigh New Government AI Deals

Analysts have reduced their price target on C3.ai from 13.00 dollars to 8.00 dollars, citing downward revisions to revenue growth expectations and slightly lower projected profit margins, despite a modestly higher future P E multiple. What's in the News The U.S. Army RCCTO selected C3 AI to deploy AI driven logistics tools that forecast parts, fuel, and munitions needs for brigades operating in contested environments, aiming to improve combat readiness and resupply efficiency (Client Announcement).

33 views

Open-source AI Will Erode Revenue And Margins

AI: Prolonged Revenue Declines Will Likely Overwhelm Partnership And Restructuring Hopes

AI: Ongoing Revenue Declines Will Likely Outweigh New Enterprise AI Launch

AI: Weaker Revenue Outlook Will Likely Dominate Potential Automation Anywhere Deal

AI: Softer Revenue Outlook Will Likely Outweigh New Government AI Deals

AI: Future Revenue Contraction Will Likely Outweigh New Government AI Deals

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