C3.ai Gestion
Gestion contrôle des critères 1/4
Le PDG C3.ai est Tom Siebel, nommé en Jan2009, a un mandat de 17.33 ans. La rémunération annuelle totale est $ 25.52M, composée du salaire de 3.9% et des bonus 96.1%, y compris les actions et options de la société. détient directement 3.79% des actions de la société, d'une valeur de $ 59.28M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.9 ans et 9 ans.
Informations clés
Tom Siebel
Directeur général
US$25.5m
Rémunération totale
| Pourcentage du salaire du PDG | 3.92% |
| Durée du mandat du directeur général | 17.3yrs |
| Propriété du PDG | 3.8% |
| Durée moyenne d'occupation des postes de direction | 1.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 25
AI: Agentic Coding And Leadership Shift Will Support Future Upside
Analysts have made a small upward adjustment to their C3.ai price target to $15.96 from $15.94, reflecting updated views on revenue, profit margins, the discount rate, and future P/E assumptions. What's in the News C3.ai issued preliminary estimates for the fourth quarter of fiscal 2026, with total revenue of about $51.6 million and a GAAP loss from operations of $121.2 million.
Mise à jour du récit • May 08
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.Mise à jour du récit • Apr 22
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.Mise à jour du récit • Apr 08
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.Mise à jour du récit • Mar 24
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.Mise à jour du récit • Mar 09
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.Seeking Alpha • Feb 26
I Was Skeptical Of C3.ai A Year Ago - It's Even Worse Now (Rating Downgrade)
Summary C3.ai, Inc., faces severe challenges: revenue down 46% YoY, gross margins collapsing, and deepening operating losses. AI's reliance on founder-driven sales and failure to convert pilots into long-term contracts exposes a weak fundamental growth engine. Cost-cutting is drastic—26% workforce reduction and $135M savings—but commercial momentum remains absent and guidance is sharply below expectations. I downgrade AI stock to Sell: the business is shrinking, risks are high, and prospects pale against stronger competitors like Palantir. Read the full article on Seeking AlphaMise à jour du récit • Feb 23
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).Mise à jour du récit • Feb 07
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.Article d’analyse • Feb 06
C3.ai, Inc. (NYSE:AI) May Have Run Too Fast Too Soon With Recent 28% Price Plummet
Unfortunately for some shareholders, the C3.ai, Inc. ( NYSE:AI ) share price has dived 28% in the last thirty days...Mise à jour du récit • Jan 24
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).Mise à jour du récit • Jan 09
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.Mise à jour du récit • Dec 26
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).Mise à jour du récit • Dec 12
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.Article d’analyse • Nov 21
Risks Still Elevated At These Prices As C3.ai, Inc. (NYSE:AI) Shares Dive 30%
The C3.ai, Inc. ( NYSE:AI ) share price has fared very poorly over the last month, falling by a substantial 30%. For...Article d’analyse • Oct 07
Revenues Not Telling The Story For C3.ai, Inc. (NYSE:AI) After Shares Rise 26%
C3.ai, Inc. ( NYSE:AI ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Mise à jour du récit • Sep 21
Enterprise AI Adoption In Manufacturing And Defense Will Redefine Standards
The downward revision in C3.ai's consensus price target primarily reflects sharply reduced revenue growth forecasts and a higher future P/E multiple, resulting in a lower fair value estimate of $14.67. What's in the News C3.ai launched new agentic AI products, including C3 AI Agentic Process Automation, which automates business and operational workflows via autonomous AI agents, and C3 Agentic AI Websites, which transforms company websites into interactive, conversational platforms to optimize user engagement.Article d’analyse • Sep 12
Analysts Have Lowered Expectations For C3.ai, Inc. (NYSE:AI) After Its Latest Results
C3.ai, Inc. ( NYSE:AI ) just released its latest first-quarter report and things are not looking great. It was not a...Article d’analyse • Sep 08
The Consensus EPS Estimates For C3.ai, Inc. (NYSE:AI) Just Fell Dramatically
Market forces rained on the parade of C3.ai, Inc. ( NYSE:AI ) shareholders today, when the analysts downgraded their...Mise à jour du récit • Sep 06
Enterprise AI Adoption In Manufacturing And Defense Will Redefine Standards
C3.ai’s consensus price target has been sharply reduced to $16.25, primarily reflecting a marked slowdown in expected revenue growth and a higher future P/E multiple. What's in the News Berger Montague PC announced a class action lawsuit against C3.ai, alleging the company and executives made materially false or misleading statements about growth prospects and the CEO's health; C3.ai shares declined over 25% after disappointing Q1 results and reduced guidance.Mise à jour du récit • Aug 21
Expanding Partnerships With Microsoft And AWS Will Widen AI Market Presence
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.Article d’analyse • Aug 12
C3.ai, Inc.'s (NYSE:AI) 37% Share Price Plunge Could Signal Some Risk
NYSE:AI 1 Year Share Price vs Fair Value Explore C3.ai's Fair Values from the Community and select yours C3.ai, Inc...Article d’analyse • May 30
C3.ai's (AI) Air Force Contract Expansion Is Re-Shaping The Investment Case
C3 AI secured a significant expansion of its contract with the U.S. Air Force, raising the ceiling to US$450 million through October 2029, and renewed its multi-year joint venture agreement with Baker Hughes, extending collaboration on Enterprise AI solutions for the energy and industrial sectors.Article d’analyse • May 09
Market Participants Recognise C3.ai, Inc.'s (NYSE:AI) Revenues Pushing Shares 29% Higher
C3.ai, Inc. ( NYSE:AI ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last...Article d’analyse • Apr 24
Is Now An Opportune Moment To Examine C3.ai, Inc. (NYSE:AI)?
C3.ai, Inc. ( NYSE:AI ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
Nouveau récit • Mar 21
Expanding Partnerships With Microsoft And AWS Will Widen AI Market Presence
Strategic alliances with major partners and integration with global sales infrastructures are expected to accelerate revenue growth and increase subscription revenue.Seeking Alpha • Mar 12
C3.AI: Questionable Revenue Quality
Summary C3.ai's stock has struggled in recent months despite the company's improving fundamentals and exposure to AI related demand. While C3.ai is beginning to push agentic AI, there appears to have been few meaningful changes on the product front in recent months. Most of C3.ai's focus appears to be on driving sales through its partners, which now include McKinsey. Given C3.ai's failure to capture the imagination of investors over the past year, I find it difficult to envision a scenario where the stock performs well in the short run. Read the full article on Seeking AlphaArticle d’analyse • Feb 20
Investors Appear Satisfied With C3.ai, Inc.'s (NYSE:AI) Prospects
You may think that with a price-to-sales (or "P/S") ratio of 11.5x C3.ai, Inc. ( NYSE:AI ) is a stock to avoid...Seeking Alpha • Feb 19
C3.Ai: Buoyed By Momentum/ Growing Partnerships, More Cash Burn Ahead
Summary C3.ai had demonstrated its relevance during the generative AI boom, as observed in the raised FY2025 guidance and raised consensus forward estimates. This is on top of its growing partnerships with MSFT, allowing the AI SaaS company to access a growing TAM of $250B compared to Baker Hughes' at $24B. These reasons may also be why C3.ai's valuations are increasingly expensive, with the same trend also observed in its AI SaaS peers during the ongoing cloud super cycle. Even so, it is undeniable that C3.ai's start up cash burn trends, growing shareholder dilution, deteriorating balance sheet have already negated its improved prospects. Combined with the growing momentum of this AI bubble and the elevated short interest, the stock is likely to remain highly volatile ahead. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
C3.ai: Riding AI Coattails
Summary C3.ai, Inc. is riding the AI coattails from Palantir Technologies, but the relative value is remarkable. The enterprise AI software company is focusing on AI pilot deals, with the expanded partnership with Microsoft expected to shorten sales cycles and boost pilot deals, enhancing future growth. AI stock is cheap at below 8x EV/FY26 sales targets, while the market is assigning much richer valuations to other AI stocks. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
C3.ai: Don't Fret The Baker Hughes Deal, This Dip Is An Excellent Buy
Summary C3.ai's stock is undervalued at ~7x forward revenue, down ~25% from December highs, presenting a strong buying opportunity. Concerns about the June 2025 expiration of the Baker Hughes reseller agreement are overblown; C3.ai's customer base has significantly diversified since its IPO. C3.ai's revenue growth accelerated to 29% y/y in its most recent quarter, its largest sequential leap in over a year. A new deal with Microsoft Azure through 2030 has the potential to dwarf the Baker Hughes deal, increasing the effective number of C3.ai salespeople from hundreds to tens of thousands. Read the full article on Seeking AlphaArticle d’analyse • Jan 15
We Think C3.ai (NYSE:AI) Can Easily Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Jan 10
C3.ai: A Rare AI Opportunity At A Discount
Summary C3.ai's strategic alliance with Microsoft Azure is a game changer, enhancing sales cycles, reach, and cloud capabilities, driving significant growth in Enterprise AI. The company has made solid progress in Generative AI, securing 15 pilots and converting several into production, with a promising future outlook. Strong growth momentum in 2Q25, with 29% topline growth and increased FY25 guidance, driven by new agreements with major companies and government agencies. Despite risks like net losses and customer concentration, I maintain a Buy rating with a target price of $45, supported by superior revenue growth and strategic investments. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
C3.ai: The Enterprise AI Giant Of Tomorrow--Unbelievably Cheap Today
Summary C3.ai's strategic partnership with Microsoft significantly boosts its market reach, providing access to Microsoft's vast sales channels and high-profile clientele. The company's accelerating revenue growth and improving operating cost structure indicate a clear path to profitability, supported by a strong balance sheet. C3.ai's robust patent protection, including the recent agentic AI patent, strengthens its competitive edge in the rapidly evolving enterprise AI market. Despite recent insider selling, C3.ai's attractive valuation and growth potential make it a strong buy, with substantial room for stock appreciation. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
C3.ai: Accelerating Growth Driving Near-Term Upside
Summary C3.ai's growth accelerated in the second quarter, but customer concentration, competitive positioning and large losses remain points of concern. The Microsoft partnership could boost growth, but I tend to think any benefit will be fairly incremental. The boost provided by generative AI and C3.ai's business model transition appear to be peaking, meaning growth is likely to stabilize in coming quarters. While C3.ai's stock could move significantly higher, large losses and moderate growth won't sustain a high revenue multiple indefinitely. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
C3.ai: Turning The Tide
Summary C3.ai's stock surged 25% on an expanded partnership with Microsoft, positioning Azure as the preferred cloud provider and C3.ai as a preferred AI application provider. The enterprise AI software company has 191 active pilot programs, which could convert to significant revenue, pushing growth above 25%. Investors should wait for a pullback before buying the stock after the big Microsoft rip. Despite strong AI growth and a shift to a consumption model, the market has undervalued C3.ai trading at only 7x FY26 sales target. Read the full article on Seeking AlphaArticle d’analyse • Nov 20
What C3.ai, Inc.'s (NYSE:AI) 29% Share Price Gain Is Not Telling You
C3.ai, Inc. ( NYSE:AI ) shares have continued their recent momentum with a 29% gain in the last month alone. Taking a...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | -US$435m |
| Oct 31 2025 | n/a | n/a | -US$381m |
| Jul 31 2025 | n/a | n/a | -US$343m |
| Apr 30 2025 | US$26m | US$1m | -US$289m |
| Jan 31 2025 | n/a | n/a | -US$282m |
| Oct 31 2024 | n/a | n/a | -US$274m |
| Jul 31 2024 | n/a | n/a | -US$278m |
| Apr 30 2024 | US$25m | US$1m | -US$280m |
| Jan 31 2024 | n/a | n/a | -US$272m |
| Oct 31 2023 | n/a | n/a | -US$262m |
| Jul 31 2023 | n/a | n/a | -US$261m |
| Apr 30 2023 | US$32m | US$1m | -US$269m |
| Jan 31 2023 | n/a | n/a | -US$262m |
| Oct 31 2022 | n/a | n/a | -US$239m |
| Jul 31 2022 | n/a | n/a | -US$226m |
| Apr 30 2022 | US$27m | US$6k | -US$192m |
| Jan 31 2022 | n/a | n/a | -US$154m |
| Oct 31 2021 | n/a | n/a | -US$132m |
| Jul 31 2021 | n/a | n/a | -US$93m |
| Apr 30 2021 | US$30m | US$6k | -US$56m |
| Jan 31 2021 | n/a | n/a | -US$66m |
| Oct 31 2020 | n/a | n/a | -US$58m |
| Jul 31 2020 | n/a | n/a | -US$69m |
| Apr 30 2020 | US$10m | US$6k | -US$69m |
Rémunération vs marché: La rémunération totale de Tom ($USD 25.52M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.37M ).
Rémunération et revenus: La rémunération de Tom a augmenté alors que l'entreprise n'est pas rentable.
PDG
Tom Siebel (72 yo)
17.3yrs
Titularisation
US$25,516,876
Compensation
Mr. Thomas M. Siebel, also known as Tom, is founder of C3.ai, Inc. and serves as its CEO from May 8, 2026 and has been its Chairman of the Board since January 2009. Mr. Siebel serves as Chairman at First V...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 17.3yrs | US$25.52m | 3.79% $ 59.3m | |
| Senior VP & CFO and Chief Administrative Officer | 2.2yrs | US$10.00m | 0.054% $ 843.4k | |
| Senior Vice President of Operations | 1.9yrs | US$3.69m | 0.0014% $ 22.1k | |
| Executive VP & CTO | 14.8yrs | US$4.11m | 0.70% $ 11.0m | |
| President | no data | pas de données | 0.16% $ 2.5m | |
| Senior Director of Investor Relations | no data | pas de données | pas de données | |
| Senior Vice President & General Counsel | less than a year | pas de données | pas de données | |
| Senior VP & GM of AI Federal Systems | 5yrs | pas de données | pas de données | |
| CTO & Chief AI Officer | no data | pas de données | pas de données | |
| Chief Product Officer | no data | pas de données | pas de données | |
| Acting President of Federal Systems | no data | pas de données | pas de données |
1.9yrs
Durée moyenne de l'emploi
53yo
Âge moyen
Gestion expérimentée: L'équipe de direction de AI n'est pas considérée comme expérimentée (ancienneté moyenne 1.9 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 17.3yrs | US$25.52m | 3.79% $ 59.3m | |
| Lead Independent Director | 17.2yrs | US$414.99k | 0.68% $ 10.6m | |
| Independent Director | 16.4yrs | US$350.00k | 0.052% $ 810.9k | |
| Independent Director | 17.3yrs | US$370.00k | 0.38% $ 5.9m | |
| Independent Director | 15.8yrs | US$350.00k | 0.11% $ 1.7m | |
| Independent Director | 9yrs | US$370.00k | 0% $ 0 | |
| Director | 5.3yrs | US$7.93m | 0.17% $ 2.7m | |
| Member of Advisory Board | no data | pas de données | pas de données | |
| Independent Director | 3.3yrs | US$700.00k | 0% $ 0 | |
| Member of Advisory Board | 4.3yrs | pas de données | pas de données | |
| Member of Advisory Board | 3.3yrs | pas de données | pas de données | |
| Director | 1.6yrs | US$350.00k | 0.15% $ 2.4m |
9.0yrs
Durée moyenne de l'emploi
67yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de AI sont considérés comme expérimentés (ancienneté moyenne 9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/31 01:07 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2025/04/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
C3.ai, Inc. est couverte par 22 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Koji Ikeda | BofA Global Research |
| Bradley Sills | BofA Global Research |
| William Kingsley Crane | Canaccord Genuity |