Update shared on21 Aug 2025
Fair value Decreased 6.06%The downward revision in C3.ai's analyst price target primarily reflects modest declines in both its future P/E ratio and net profit margin, resulting in a new consensus target of $21.75.
What's in the News
- C3 AI and Eletrobras are scaling the C3 AI Grid Intelligence platform across all Eletrobras transmission assets for real-time fault monitoring; Eletrobras is also adopting C3 Generative AI to streamline reporting and operations.
- C3 AI launched C3 Agentic AI Websites, a product enabling interactive and conversational website experiences to drive engagement and conversion, available for deployment with a 30-day free trial and $150,000 annual fee.
- Preliminary fiscal Q1 2026 estimates: Total revenue between $70.2 million and $70.4 million; GAAP operating loss between $124.7 million and $124.9 million.
- CEO Thomas M. Siebel to transition to Executive Chairman due to health reasons; search for new CEO initiated, with Siebel remaining fully engaged until transition.
- Strategic agreements and partnerships expanded, including with Univation Technologies (predictive maintenance in petrochemicals), HII (AI for shipbuilding operations), the U.S. Air Force (expanded contract to $450 million for predictive maintenance platform PANDA), and Baker Hughes (multi-year joint venture renewal for enterprise AI solutions in energy and industry).
Valuation Changes
Summary of Valuation Changes for C3.ai
- The Consensus Analyst Price Target has fallen from $23.15 to $21.75.
- The Future P/E for C3.ai has fallen slightly from 57.24x to 55.32x.
- The Net Profit Margin for C3.ai has fallen slightly from 13.40% to 13.00%.
Disclaimer
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