C3.ai 将来の成長
Future 基準チェック /06
C3.aiの収益は年間8.9%で減少すると予測されていますが、年間利益は年間18.8%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に-17.8% 24.4%なると予測されています。
主要情報
18.8%
収益成長率
24.43%
EPS成長率
| Software 収益成長 | 19.3% |
| 収益成長率 | -8.9% |
| 将来の株主資本利益率 | -17.76% |
| アナリストカバレッジ | Good |
| 最終更新日 | 14 Apr 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 Alphaナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...
ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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.分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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 Alpha分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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...分析記事 • Oct 11
We're Not Worried About C3.ai's (NYSE:AI) Cash Burn
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Seeking Alpha • Oct 06
C3.ai: Value And AI In The Same Package (Rating Upgrade)
Summary I'm upgrading C3.ai to a strong buy with its most recent fall, with a price target of $34 (40% upside from current levels). The company's YTD losses stretched to ~20% in September, as investors criticized the company maintaining its full-year outlook. C3.ai's expected 19-27% y/y growth this year, however, represents meaningful acceleration from just 16% growth in FY24, a strong indicator of AI tailwinds. The company is also enjoying tremendous government momentum as well as quick sales cycles, especially with a new-gen AI product intended specifically for the public sector. Trading at just ~6x current-year revenue, C3.ai's valuation sits well below AI peers and is a rare combination of AI-driven growth and value. Read the full article on Seeking Alpha業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 4/30/2028 | 251 | -292 | -81 | -84 | 9 |
| 4/30/2027 | 225 | -370 | -123 | -118 | 15 |
| 4/30/2026 | 249 | -478 | -154 | -151 | 15 |
| 1/31/2026 | 307 | -435 | -127 | -125 | N/A |
| 10/31/2025 | 353 | -381 | -93 | -91 | N/A |
| 7/31/2025 | 372 | -343 | -86 | -83 | N/A |
| 4/30/2025 | 389 | -289 | -44 | -41 | N/A |
| 1/31/2025 | 367 | -282 | -36 | -31 | N/A |
| 10/31/2024 | 347 | -274 | -59 | -48 | N/A |
| 7/31/2024 | 325 | -278 | -74 | -58 | N/A |
| 4/30/2024 | 311 | -280 | -90 | -62 | N/A |
| 1/31/2024 | 296 | -272 | -93 | -57 | N/A |
| 10/31/2023 | 285 | -262 | -119 | -69 | N/A |
| 7/31/2023 | 274 | -261 | -141 | -73 | N/A |
| 4/30/2023 | 267 | -269 | -187 | -116 | N/A |
| 1/31/2023 | 267 | -262 | -218 | -156 | N/A |
| 10/31/2022 | 270 | -239 | -203 | -159 | N/A |
| 7/31/2022 | 266 | -226 | -146 | -126 | N/A |
| 4/30/2022 | 253 | -192 | -91 | -86 | N/A |
| 1/31/2022 | 233 | -154 | -108 | -105 | N/A |
| 10/31/2021 | 212 | -132 | -77 | -74 | N/A |
| 7/31/2021 | 195 | -93 | -56 | -54 | N/A |
| 4/30/2021 | 183 | -56 | -39 | -38 | N/A |
| 1/31/2021 | 173 | -66 | -42 | -40 | N/A |
| 10/31/2020 | 165 | -58 | -41 | -40 | N/A |
| 7/31/2020 | 162 | -69 | -84 | -81 | N/A |
| 4/30/2020 | 157 | -69 | -64 | -61 | N/A |
| 4/30/2019 | 92 | -33 | N/A | -35 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: AI今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: AI今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: AI今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: AIの収益は今後 3 年間で減少すると予想されています (年間-8.9% )。
高い収益成長: AIの収益は今後 3 年間で減少すると予測されています (年間-8.9% )。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: AI 3 年以内に赤字になると予測されています。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 19:36 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/04/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
C3.ai, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Koji Ikeda | BofA Global Research |
| Bradley Sills | BofA Global Research |
| William Kingsley Crane | Canaccord Genuity |