Earlier this month, C3.ai announced the departure of founder and CEO Thomas Siebel due to health reasons alongside lower-than-expected preliminary fiscal first quarter revenues, while also introducing new AI-driven offerings and expanding its partnership with Eletrobras in Brazil.
This leadership change, coming amid a period of operational transformation and new product launches, brings additional uncertainty to the company’s trajectory despite ongoing efforts to stabilize performance and demonstrate AI innovation.
With the recent CEO transition casting uncertainty on C3.ai’s direction, we’ll assess how this development impacts its long-term investment outlook.
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To be a shareholder in C3.ai today, you need to believe in the company’s ability to deliver meaningful revenue growth from its AI and strategic alliance-driven product suite, even as it faces operational losses and is undergoing a major leadership transition. The recent CEO departure adds real uncertainty to near-term execution, which is the most important catalyst, while reiterating the risk of ongoing losses and the company’s need to balance innovation spending with financial stability. For now, the leadership change is a material development for both short-term risks and prospects.
Among recent announcements, the expanded partnership with Eletrobras to deploy C3 AI Grid Intelligence and Generative AI across all transmission assets stands out. This deal directly ties to the company’s key catalyst: broadening industry adoption through high-impact enterprise partnerships, which could support future revenue resilience even as management evolves.
On the other hand, investors should keep a close eye on whether increased investments continue to delay progress towards profitability, especially with…
Read the full narrative on C3.ai (it’s free!)
C3.ai’s narrative projects $613.6 million revenue and $82.2 million earnings by 2028. This requires 16.4% yearly revenue growth and a $370.9 million earnings increase from the current earnings of -$288.7 million.
Uncover how C3.ai’s forecasts yield a $21.75 fair value, a 24% upside to its current price.
Twelve members of the Simply Wall St Community estimate C3.ai’s fair value between US$14.56 and US$42.60 per share. The recent leadership shakeup is now front and center for anyone considering the company’s direction and long-term potential, and you can access a full range of community views to compare your own outlook.
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