Latest news with #C3.ai
Yahoo
2 days ago
- Business
- Yahoo
Why Everyone Is Talking About C3.ai Stock Right Now
is a pure-play enterprise AI platform. leverages generative AI to improve AI adoption among enterprises. The tech company is working with major partners to expand its reach. 10 stocks we like better than › Artificial intelligence is likely the most significant tech trend of the decade, and (NYSE: AI) is one of the few pure-play public companies well positioned to benefit from it directly. But that alone wouldn't earn investors' attention. isn't just riding the AI wave; it is making strategic moves that could reshape its products' go-to-market speed. This article will examine why the stock is back in the conversation and what investors should focus on beneath the buzz. Artificial intelligence has reached mainstream status in recent years, thanks to the proliferation of consumer-facing AI products, such as ChatGPT and Deepseek. But that's not the area that focuses on. Instead, the company's core competence lies in providing enterprise AI solutions to companies, an area in which its larger peer, Palantir, is also active. solutions center around three areas: C3 Agentic AI Platform: An end-to-end environment for developing, deploying, and operating enterprise-grade AI applications, with built-in tools for data integration, machine learning, and scalability. C3 AI Applications: A portfolio of industry-specific solutions tailored to sectors like energy, manufacturing, aerospace, and defense. C3 Generative AI: A growing library of domain-specific, agentic AI applications that allow employees to interact with enterprise systems through natural language interfaces. Together, these three segments form an integrated solution that enables large enterprises to develop and deploy AI solutions across their operations. Companies can either utilize the Agentic AI Platform for custom-made solutions or access a wide library of proven AI applications developed by leading industry players. The newest addition to the software stack, C3 Generative AI, leverages generative AI technologies to help users maximize the use of AI tools with the assistance of AI agents. In short, aims to provide a full suite of products to help enterprises transform their operations to stay relevant in the AI world. While has long positioned itself as an enterprise AI platform provider, its pivot into generative AI may be one of its most important moves yet. With the help of C3 Generative AI, employees can interact directly with enterprise systems -- without needing to write code or run complex queries -- to retrieve data, analyze information, and gain insights. The idea is to make enterprise data as accessible as asking a question, such as, "What's the root cause of the turbine failure last month?" or "Which suppliers are most at risk of delay this quarter?" Instead of pulling reports manually or relying on technical teams, users can now receive real-time insights in plain language. In other words, generative AI could significantly broaden adoption within large organizations, especially among non-technical decision-makers. Besides, C3 is not just offering a general-purpose chatbot. The company's approach to generative AI is grounded in "agentic AI," which involves pre-built agents trained on domain-specific workflows and connected to a company's internal data and systems. These agents function as industry experts in areas such as defense, energy, and industrial manufacturing, making them more useful and trusted than consumer-facing products. Another major move that has taken lately is to broaden its partner distribution channel to help scale its business. Working with partners like Microsoft, Google, AWS, and McKinsey, the tech company's new approach enables it to leverage trusted third parties to expand its reach, accelerate deployments, and reduce customer acquisition costs. Doing so is crucial, as selling enterprise AI software is notoriously difficult, involving long sales cycles, complex implementations, and extensive post-implementation support. The partner distribution strategy is not new, as successful enterprise software companies like SAP and Salesforce have relied on this channel to grow their businesses. So far, the software company has seen encouraging results. For instance, it closed 193 agreements through its partner network in its latest fiscal year, representing a 68% year-over-year increase. More importantly, these agreements accounted for 73% of total agreements signed, which is a critical part of the company's go-to-market strategy. If can continue to scale this distribution channel, investors should see an acceleration in growth in the coming quarters. may not be a household name like OpenAI or Palantir, but it's an important player in the enterprise AI industry. The company is still early in its journey, and execution risk remains. But with a differentiated product stack, early traction in generative AI, and a maturing partner distribution model, is positioning itself as a quiet force in enterprise transformation. For investors looking beyond the AI hype cycle, this is a company worth watching closely. Before you buy stock in consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $694,758!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $998,376!* Now, it's worth noting Stock Advisor's total average return is 1,058% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Lawrence Nga has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft, Palantir Technologies, and Salesforce. The Motley Fool recommends and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Why Everyone Is Talking About Stock Right Now was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-07-2025
- Business
- Yahoo
Innodata vs. C3.ai: Which AI-Focused Enterprise Stock is a Good Buy?
Innodata INOD and AI are well-known artificial intelligence (AI) focused stocks that cater to the needs of enterprises. While Innodata offers AI data engineering and model training services, provides an AI-powered software platform that offers data integration and analytics solutions. The striking similarity between these two companies is that both treat data as the fundamental entity for AI-led digital are rapidly deploying AI, and the advent of generative AI (Gen AI) has further accelerated usage. Per Gartner, global Gen AI spending is expected to hit $644 billion in 2025, indicating 76.4% growth over 2024. Services are expected to grow a massive 162.6% year over year to $27.76 billion, while software is anticipated to jump 93.9% to $37.12 billion. Per IDC, global spending on AI, including AI-enabled applications, infrastructure, and related IT and business services, will more than double by 2028 to hit $632 billion, seeing a CAGR of 29% between 2024 and 2028. Both Innodata and benefit from this massive which stock is a better buy right now? Let's find out. Innodata benefits from massive investment promises made by the 'Magnificent 7,' including Microsoft's $80 billion and Meta Platforms' $64-$72 billion. The company is expanding relationships with key customers, including a second master statement of work with its largest client, tapping a separate, significantly larger budget. INOD secured approximately $8 million in new engagements from four of its other Big Tech customers. Erstwhile, small accounts are showing material expansion opportunities into multi-million-dollar is onboarding several major clients, including top global firms in enterprise tech, cloud software, digital commerce and healthcare technology, each with significant growth potential. The company expects 2025 revenues to jump 40% year over year to $238.6 million, driven by an expanding clientele. Innodata serves the Gen AI IT services market that is expected to be worth $200 billion by 2029, offering significant growth prospects. The company is building the capability to collect and create Gen AI training data as large language models (LLMs) become more complex and advanced. INOD continues to invest in expanding languages like Arabic and French within domains like math and chemistry, for which the company is creating LLM training data and performing reinforcement recently launched its Generative AI Test & Evaluation Platform, a new suite designed to help enterprises assess the safety and reliability of LLMs. Built on NVIDIA's NIM microservices, the platform supports hallucination detection, adversarial prompt testing and domain-specific risk benchmarking across text, image, audio and video inputs, helping organizations build more trustworthy AI. AI-powered platform operates more than 130 turnkey enterprise AI applications that address issues like predictive maintenance, supply chain optimization, supply network risk, demand forecasting, fraud detection, and drug discovery. In fiscal 2025, C3 Generative AI revenues jumped 100% and AI closed 66 C3 Generative AI initial production deployments across 16 benefits from a rich partner base that includes Microsoft, Amazon Web Services, Google Cloud, Booz Allen and Baker Hughes. In fourth-quarter fiscal 2025, a notable 73% of all agreements were signed in collaboration with major cloud providers. Partner-driven bookings soared 419% year over year in the reported quarter, fueled by 59 deals closed via strategic alliances. secured 193 deals through these partnerships over fiscal 2025, which was a 68% jump year over is gaining strong traction in the federal sector, with the United States government emerging as a key client. In fourth-quarter fiscal 2025, the company secured a $450-million contract ceiling from the U.S. Air Force for its PANDA predictive maintenance platform. AI-driven platforms are now embedded across the Air Force, Navy, Marine Corps and Missile Defense Agency, which is a key catalyst for future prospects. An increasingly diversified business model, as continues to expand its footprint across manufacturing, life sciences, and government (state and local government), boosts prospects. In fiscal 2025, non-oil and gas revenue surged 48% year-over-year, reflecting successful expansion into 19 different industries. In the year-to-date period, Innodata shares have surged 29.6%, outperforming shares, which have dropped 28.6%. Image Source: Zacks Investment Research Valuation-wise, both and Innodata shares are currently overvalued, as suggested by a Value Score of F. Image Source: Zacks Investment Research In terms of forward 12-month Price/Sales, shares are trading at 6.81X, higher than Innodata's 6.03X. The Zacks Consensus Estimate for AI's fiscal 2026 loss is pegged at 37 cents per share, which has narrowed from a loss of 46 cents over the past 60 days. reported a loss of 41 cents per share in the year-ago quarter. Inc. price-consensus-chart | Inc. Quote The consensus mark for Innodata's 2025 earnings is pegged at 69 cents per share, which has fallen 6.8% over the past 60 days. The figure indicates a whopping 22.47% decrease year over year. Innodata Inc. price-consensus-chart | Innodata Inc. Quote Despite Innodata's solid growth prospects thanks to massive spending by Big Tech, we believe rich partner base, innovative Gen AI-powered platform, and an increasingly diversified business model should attract currently carries a Zacks Rank #2 (Buy), which makes it a strong pick compared with Innodata, which has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AI) : Free Stock Analysis Report Innodata Inc. (INOD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-07-2025
- Business
- Yahoo
Can C3.ai's New HII Deal Boost Its Defense AI Momentum?
AI newly announced partnership with defense contractor HII HII could prove pivotal for its growth trajectory, mainly in the government sector. The collaboration aims to integrate Enterprise AI technology into the planning, operations, and supply chains of HII's shipbuilding divisions, potentially accelerating the U.S. Navy's fleet isn't just another defense tech partnership. For this alliance expands its federal footprint at a time when the Department of Defense is rapidly digitizing operations. By deploying its AI capabilities at Newport News Shipbuilding and Ingalls Shipbuilding, will not only support national defense but also showcase its enterprise-grade software in one of the most complex industrial environments. This collaboration builds on a successful six-month pilot program at HII's Ingalls Shipbuilding, where algorithms were used to optimize scheduling and labor allocation. Now, the companies are scaling that success across HII's operations. The deployment will focus initially on enhancing planning and throughput in building amphibious ships, destroyers, aircraft carriers, and real-time optimization is exactly where strength lies. By combining its C3 Agentic AI Platform with HII's production systems, the company is delivering a solution that addresses a critical bottleneck in national defense: shipbuilding delays. The scale-up from the pilot project sends a strong signal that technology has real-world viability—and now, broader validation within defense infrastructure. The HII deal follows a string of wins for in the defense and intelligence sectors. In the fourth quarter of fiscal 2025, expanded its work with the U.S. Air Force, securing a $450 million contract ceiling for its PANDA predictive maintenance platform. It also deepened engagement with the Department of Defense, Navy, Marine Corps, and intelligence partnerships are not just symbolic. They help build recurring revenue while positioning as a go-to vendor for AI-driven operational intelligence in mission-critical applications. CEO Tom Siebel described defense as a "large and rapidly growing business" during the recent fiscal fourth-quarter earnings call, reinforcing its significance to long-term growth strategy. Beyond federal contracts, broader performance has been strengthening. In the fiscal fourth quarter, the company reported revenues of $108.7 million, marking 26% year-over-year growth. In fiscal 2025, total revenues of $389.1 million increased 25% year over year, marking the third consecutive year of accelerating top-line growth. Subscription and prioritized engineering services accounted for 96% of total revenues—a sign of increasing product stickiness and lower dependence on one-off the renewal of a key alliance with Baker Hughes BKR — a relationship that has already generated more than $500 million in revenue — further bolsters credibility and reach in industrial markets. This kind of customer longevity matters as the company scales its applications across energy, manufacturing, and now, bookings have also exploded, growing 419% year over year in the fiscal fourth quarter. now collaborates with giants like Microsoft MSFT, AWS, Google Cloud, and McKinsey QuantumBlack. These alliances not only boost distribution but also enhance credibility with enterprise buyers, especially in regulated and high-risk sectors like defense. The partnership with HII also underscores the relevance of Agentic AI platform—an innovation the company has patented and now deployed in over 100 use cases across multiple industries. Unlike other AI vendors that focus on tools or infrastructure, delivers ready-to-use applications for specific problems such as predictive maintenance and supply chain verticalized, application-first model sets apart, especially as enterprise buyers increasingly seek AI tools that solve business problems out of the box. The HII deployment, like PANDA for the Air Force or Pluto for the Defense Logistics Agency, is another example of how technology is becoming essential infrastructure. shares have witnessed an 11.8% jump in the past three months, outperforming the Zacks Computers - IT Services industry's increase of 5.8%. At the same time frame, the Zacks Computer and Technology sector and the S&P 500 Composite have gained 19% and 9.1%, respectively. Share Price Performance Image Source: Zacks Investment Research The Zacks Consensus Estimate for fiscal 2026 and 2027 loss per share has narrowed to 37 cents and 16 cents from a loss of 48 cents and 25 cents in the past 30 days, respectively. The estimated figure for fiscal 2026 reflects an improvement from the year-ago reported loss of 41 cents per Zacks Consensus Estimate for fiscal 2026 and 2027 sales implies growth of 20.1% and 21.8%, respectively. Image Source: Zacks Investment Research Despite the recent gain, AI is priced at a discount relative to its industry. It has a forward 12-month price-to-sales ratio of 6.81, which is well below the industry average. Valuation Image Source: Zacks Investment Research The HII partnership arrives at a time when a Zacks Rank #2 (Buy) company, is building momentum across multiple fronts: strong revenue growth, expanding partner ecosystems, renewed customer relationships, and an unmatched position in AI-powered enterprise applications. Importantly, it adds yet another proof point in the defense sector, which has become one of the company's fastest-growing verticals. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Huntington Ingalls Industries, Inc. (HII) : Free Stock Analysis Report Inc. (AI) : Free Stock Analysis Report Baker Hughes Company (BKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Business Journals
01-07-2025
- Business
- Business Journals
49% of CRE leaders want more AI – Here's why
The commercial real estate market still faces many challenges and executives are looking for ways to lower costs — many are turning to technology. In Citrin Cooperman's latest survey of 440 commercial real estate leaders in conjunction with the Commercial Observer, respondents said AI was their number one opportunity over the next 12 months. They ranked it above new property management systems, better cybersecurity, more process automation, solar, listing services, and all else. Though as we will explore, AI has potential to help in nearly all of these areas as well. Using AI to model building information The No. 1 AI use case, 34% of respondents Leaders say the most common use for AI right now is modeling building information. In some cases that means working with geospatial information, such as using AI to visualize floorplates or run feasibility studies. A feasibility study provider can now use software to generate dozens of options for consideration in days rather than months. But modeling can also mean financial modeling, such as running the numbers on what it will take for a property or portfolio to achieve NOI. Current AI technologies can also help corporate development teams determine where buildings should go. The AI platform SiteZeus can ingest cell phone, traffic, parking, real estate, walkability, weather, and other data sources to show teams on a map the exact spots they should select. Some franchisors are providing this tool to their franchisees. AI cannot do everything, however. At least not without assistance. It cannot, for example, figure out how to actually put those real estate deals together. It cannot validate those decisions, run studies on the revenue or tax impact implications, nor advise on which financial instrument to use. To discuss how to turn the information generated by a real estate AI tool into reports, decks, and models your team can make decisions on, please reach out to Citrin Cooperman's Digital Services Practice. Using AI to source and match deals The No. 2 AI use case, 20% of respondents Teams can use AI to source and sort through deals. AI tools can scan all possible opportunities and rank them by the commercial team's requirements. Typically, commercial teams lose a great deal of time on market research, outreach, screening, and due diligence. AI tools are one way for them to reclaim and repurpose it. The software Skyline AI by JLL, for example, provides real estate investors with a data-driven view of their market that goes much deeper than typical census data, with a view of factors such as opportunity zones. offers automated commercial property appraisals and automatic document review, so brokers can save hours on reviewing leases, loan agreements, operating agreements, and more. Tools like Vena or Power BI can also reveal deal insights within your existing data: Your team can use them to create smart dashboards to forecast continuously without requesting new reports. AI tools do have one weakness: They are only as good as the data within your ERP system, which most real estate firms have not updated in years. A Citrin Cooperman survey of 1,000 private companies found that 42% of real estate companies say their number one blocker to adopting AI is 'integrations with existing enterprise resource planning (ERP) systems.' Our Digital Services Practice can review your ERP system to understand if your workflows and data are set up for you to use in deal-sorting AI. Property management The No. 3 use case, 20% of respondents Commercial real estate companies are using AI to directly manage their properties, plugging it into property management software to spot trends. This allows managers to see if vacancies are subtly rising so they know to invest in more marketing or start offering concessions. Similarly, they can spot fluctuations in utility and repair costs. Some smart devices like Omnidian for solar or Checkit for commercial appliances can detect near-imperceptible shifts in electrical device power signals to understand when they need maintenance — and auto-dispatch a technician for preventative maintenance. The 'smart' property trend can also be smart for tax reasons — investing in your building's service-layer can help you improve the amenities and take advantage of tax credits. Smart and environmentally rated devices may pay for themselves. More smart-devices and self-serve check-in kiosks and building management apps can also mean less need for staff walking the floors. This does not always mean fewer employees, but it does mean shifting those roles to other departments and may require you to review your union contracts and local employment regulations. Finance The No. 4 use case, 9% of respondents Finally, commercial real estate teams are using AI to complete finance tasks. Many of these AI systems are coming into the real estate world through general applications, such as how Google's Gemini assistant is now available in Google Sheets. Whereas some are specific to real estate. The software Yardi offers a type of smart spreadsheet reporting that Citrin Cooperman Managing Partner of Business Process Outsourcing Mike Zyborowicz calls the Swiss Army Knife of property management and notes that, 'It enables you to do everything from managing your assets to crunching numbers so you can better manage tenant satisfaction or overhead expenses.' What AI tools will not do, however, is certify the results of studies around how to increase occupancy and improve company profitability. Nor can AI tools yet look forward to advise on where the market is headed and suggest new configurations for your capital stack, such as preferred equity or mezzanine debt. AI works best when supported by a financial advisor AI has vast potential in the commercial real estate sector and is one sure way to help reduce costs. But it is never as easy as 'plug and play.' To turn your team's AI pilots into actionable insights your firm can place class-A bets on, you may need a financial firm that specializes in advisory, audit, assurance, tax, and technology. Only then can you ensure the data within your systems is worthy of basing decisions on, and that you have considered the full breadth of financial and tax implications. To discuss how Citrin Cooperman's Real Estate Industry Practice can help your business reduce operating expenses with investments in AI, and maximize the tax benefits of such investments, reach out to Jessica Garber or Adam Lazarus. Citrin Cooperman is one of the nation's largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,500 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
Yahoo
24-06-2025
- Business
- Yahoo
C3.ai, Inc. (AI): A Bear Case Theory
We came across a bearish thesis on Inc., High Growth Investing's Substack by Stefan Waldhauser. In this article, we will summarize the Bears' thesis on AI. Inc.'s share was trading at $23.41 as of June 23rd. A scientist at a computer station, surrounded by a neural network of artificial intelligence code. has struggled to gain solid financial footing despite being in business for over 15 years and forming high-profile partnerships with Microsoft Azure and McKinsey. While its revenue growth has reached 24% on a trailing twelve-month basis, the company continues to operate inefficiently, posting net losses that hover around 80% of revenue and maintaining negative cash flow. With a Rule of 40 score of just 14%, the business model remains fundamentally flawed. A major concern is reliance on a limited customer base, most notably Baker Hughes, which contributes around 20% of total revenue. This key contract is set for renewal and may expire as early as June 2025, posing a significant risk to the company's financial stability and stock performance. For fiscal year 2025, is projected to generate nearly $400 million in sales while incurring a $300 million loss, a mismatch that renders its $2.5 billion valuation difficult to justify. The market appears to share this skepticism, as evidenced by a 30% drop in the stock year-to-date. Furthermore, substantial insider selling by CEO Tom Siebel and his management team reinforces concerns about internal confidence. Short sellers have also targeted the stock aggressively, as reflected in its elevated short interest levels. Tools like the stocks. Guide screener reveals that is among the most shorted stocks in the NASDAQ-100, underscoring bearish sentiment. Overall, the company remains an unprofitable and risky bet, with mounting pressure from both operational inefficiencies and investor skepticism. Previously, we covered a on CrowdStrike Holdings, Inc. (CRWD) by Magnus Ofstad in May 2025, which highlighted concerns over slowing growth and stretched valuation. The company's stock price has appreciated by approximately 8% since our coverage. This is because the thesis didn't play out as expected. Stefan Waldhauser shares a similar view but emphasizes structurally weaker fundamentals. Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held AI at the end of the first quarter which was 25 in the previous quarter. While we acknowledge the risk and potential of AI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
