C3.ai, Inc.

NYSE:AI Stock Report

Market Cap: US$1.4b

C3.ai Dividends and Buybacks

Dividend criteria checks 0/6

C3.ai does not have a record of paying a dividend.

Key information

n/a

Dividend yield

-1.0%

Buyback Yield

Total Shareholder Yield-1.0%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

No updates

Recent updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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).
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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.
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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
Analysis Article 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 Alpha
Seeking 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 Alpha
Seeking 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
Analysis Article 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
Analysis Article 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...
Analysis Article 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

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if AI's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if AI's dividend payments have been increasing.


Dividend Yield vs Market

C3.ai Dividend Yield vs Market
How does AI dividend yield compare to the market?
SegmentDividend Yield
Company (AI)n/a
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Software)0.9%
Analyst forecast (AI) (up to 3 years)0%

Notable Dividend: Unable to evaluate AI's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate AI's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate AI's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as AI has not reported any payouts.


Discover strong dividend paying companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 14:06
End of Day Share Price 2026/05/07 00:00
Earnings2026/01/31
Annual Earnings2025/04/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

C3.ai, Inc. is covered by 22 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Koji IkedaBofA Global Research
Bradley SillsBofA Global Research
William Kingsley CraneCanaccord Genuity