Microsoft AWS And Google Cloud Will Boost Global Enterprise AI

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

04 Aug 25

Updated

25 May 26

Views

176

25 May

US$10.22

AnalystHighTarget's Fair Value

US$15.96

36.0% undervalued

1Y

-63.2%

7D

9.5%

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1Y

-63.2%

7D

9.5%

You can edit this narrative until May 26 3:15 AM. Then, changes will post as Updates.

Author's Valuation

US$15.9636.0% undervalued

AnalystHighTarget Fair Value

Shared on 25 May 26

Fair value Increased 0.13%

AI: Agentic Coding And Leadership Shift Will Support Future Upside

C3.ai rolls out a new AI coding tool built around autonomous agents, while the board brings founder Thomas Siebel back into the CEO seat and shifts the former CEO into a new role. The company also shares early results for the latest quarter and gives an update on an investor lawsuit that could ease some uncertainty.

5 views

Shared on 22 Apr 26

AI: Agentic Coding Breakthrough Will Drive Future Upside

Analysts have trimmed their fair value estimate for C3.ai to $15.94 per share. They link this move to slightly higher discount rate assumptions, a small change in expected revenue contraction, and a modest adjustment to the projected future P/E of 114.68x.

8 views

Shared on 08 Apr 26

Fair value Decreased 6.21%

AI: Legal Win And Merger Talks Will Drive Future Upside

Analysts now see fair value for C3.ai at about $15.94 per share, down from $17.00. This reflects updated assumptions that include softer revenue growth expectations, a slightly lower profit margin outlook, and a higher future P/E of about 114x compared with roughly 94x previously.

12 views

Shared on 09 Mar 26

Fair value Decreased 27%

AI: Defense Wins And Merger Talks Will Drive Future Upside

Analysts have trimmed their price target on C3.ai from about $23.20 to $17.00. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E.

17 views

Shared on 07 Feb 26

Fair value Decreased 1.32%

AI: Defense And Health Data Wins Will Drive Future Upside

Analysts nudged their price target for C3.ai slightly lower to about US$23.20 from roughly US$23.51. This reflects small adjustments to fair value, discount rate, expected revenue growth, profit margin, and future P/E assumptions.

11 views

Shared on 24 Jan 26

AI: Defense And Health Data Contracts Will Drive Future Upside

Analysts have adjusted their price target on C3.ai to US$23.51, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E that slightly refine but do not materially change their overall valuation view. What's in the News C3.ai was selected by the U.S. Army Rapid Capabilities and Critical Technologies Office to advance AI driven logistics for Army formations in contested environments, with applications intended to improve forecasts for parts, fuel, and munitions and to integrate into Brigade Command & Control networks to support resupply and distribution (Client Announcement).

16 views

Shared on 09 Jan 26

AI: Defense And Health Data Contracts Will Drive Long Term Upside

Analysts have modestly adjusted their price targets on C3.ai, reflecting updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E levels, without a clear directional shift in overall fair value, which remains around US$23.51 per share. What's in the News C3.ai was selected by the U.S. Army Rapid Capabilities and Critical Technologies Office to advance AI driven logistics for Army formations operating in contested environments, including forecasting parts, fuel, and munitions needs and integrating its application into Brigade Command & Control networks to support re supply and distribution.

13 views

Shared on 12 Dec 25

Fair value Decreased 5.96%

AI: U.S. Defense And Health Contracts Will Drive Long Term Upside

Analysts have modestly lowered their price target on C3.ai from approximately 25 dollars to about 24 dollars, citing slower expected revenue growth and a higher required return. These more than offset slightly improved long term profitability assumptions and richer future valuation multiples.

32 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$15.96

36.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

-9.70%

Historical revenue growth rate

13.29%

Software revenue growth rate

1.55%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.61%

Calculation

US$33.54m

Earnings '29

x

107.90x

PE Ratio '29

=

US$3.62b

Market Cap '29

US$3.62b

Market Cap '29

/

177.99m

No. shares '29

=

US$20.33

Share Price '29

US$20.33 Share Price '29

Discounted to 2026 @ 8.60% p.a.

=

US$15.88

Fair Value '26