C3.ai Surges on Microsoft Partnership and Strong AI Market Outlook

Why C3.ai Stock Is Surging Today

C3.ai stock is seeing big gains on the heels of Nvidia's third-quarter report yesterday. Nvidia is the leading provider of the graphics processing units (GPUs) that are powering the artificial intelligence (AI) revolution, and its performance is often viewed as a bellwether for the broader AI industry. Nvidia's Q3 report is lifting C3.ai stock After the market closed yesterday, Nvidia published results for the third quarter of its 2025 fiscal year, which ended Oct. 29. The AI leader posted sales and earnings performance for the quarter that beat Wall Street's expectations, and it also issued forward guidance that came in better than anticipated. Nvidia posted non-GAAP (adjusted) earnings per share of $0.81 on sales of $35.08 billion, topping the average analyst estimate's call for adjusted earnings of $0.75 on sales of $33.16 billion. The company's revenue was up 94% year over year, and adjusted earnings per share were up 103%. Meanwhile, the average analyst estimate had called for the business to report adjusted earnings per share of $0.75 on revenue of $33.16 billion. Nvidia expects revenue of roughly $37.5 billion for the current quarter. If the business were to hit that target, it would mean delivering annual sales growth of roughly 70%. While the company's sales growth is decelerating, the overall demand outlook for the AI space is very strong. That bodes well for C3.ai and other players, and investors are responding by bidding up the company's stock today. What's next for C3.ai? With its last quarterly report, C3.ai's revenue increased 21% year over year to $87.2 million. Meanwhile the business posted an adjusted loss per share of $0.05. Sales growth actually looks poised to accelerate in the near term. For the current quarter, the company is guiding for sales to come in between $88.6 million and $93.6 million -- good for growth of roughly 24.5% at the midpoint. Meanwhile, full-year sales are projected to come in between $370 million and $395 million. If the business were to hit the midpoint of that guidance range, it would mean delivering sales growth of approximately 23%. Along with some encouraging forward sales guidance, C3.ai has also been scoring some promising partnerships recently. The company recently announced that it's forged a new partnership with Microsoft to accelerate the adoption of enterprise AI applications, and it published a press release yesterday detailing a partnership with Capgemini targeting AI solutions for industries including life sciences, energy, utilities, government, banking, and manufacturing.

What's Going On With C3.ai Stock Wednesday? - C3.ai (NYSE:AI)

C3.ai forms a strategic alliance with Microsoft to accelerate Enterprise AI adoption on Azure, enhancing cloud and AI integration. C3.ai, Inc. AI shares are trading lower on Wednesday despite the positive news of an expanded partnership with Capgemini. This new collaboration aims to accelerate the delivery of Enterprise AI solutions across various industries, helping clients enhance efficiency, productivity, and reduce costs. By combining C3.ai's AI applications with Capgemini's industry expertise and global implementation capabilities, the two companies will tailor AI solutions for sectors such as life sciences, energy, utilities, government, banking, and manufacturing. Capgemini will further strengthen this partnership by expanding its dedicated global practice for C3.ai, focusing on delivering scalable AI solutions with rapid time-to-value for joint clients. See Also: Nvidia 'Modestly At Risk' Amid AI Chip Concerns, Analyst Notes: Momentum Money Swirling Around 'Sells First, Asks Questions Later' C3.ai's Chairman and CEO, Thomas M. Siebel, emphasized that the collaboration will empower organizations to operate more efficiently and innovate faster, providing a competitive edge through Enterprise AI. "Our partnership with Capgemini dramatically expands our service and delivery capacity, ensuring the continued success of our growing customer base at global scale," Siebel said. Additionally, C3.ai made headlines yesterday when it announced a strategic alliance with Microsoft at the Microsoft Ignite conference. The partnership, which builds on their existing collaboration, aims to accelerate the adoption of Enterprise AI on Microsoft Azure. The new agreement positions Microsoft as the preferred cloud provider for C3.ai's offerings, and C3.ai as a preferred AI application software provider on Azure. Both companies will focus on technical integration, product development, and joint marketing efforts to drive AI adoption. These strategic moves highlight C3.ai's commitment to expanding its AI solutions across industries and accelerating global growth. Price Action: AI shares traded lower by 2% at $32.30 at last check Wednesday. Photo via Shutterstock Also Read: Target Q3 Earnings: Supply Chain Chaos Hits Bottomline, Slashes Annual Profit Outlook, Stock Tanks This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs

C3.AI Stock Is Surging Tuesday: What's Going On? - C3.ai (NYSE:AI)

The agreement establishes C3.AI as a preferred AI application software provider on Microsoft Azure. C3.Ai Inc AI shares are trading higher Tuesday after the company announced a strategic alliance with Microsoft Corp MSFT to accelerate enterprise AI adoption. What Happened: C3.AI and Microsoft announced a strategic alliance at Microsoft Ignite to accelerate the adoption of Enterprise AI on Microsoft Azure. The agreement furthers the companies' existing partnership focused on combining C3.AI's Enterprise AI-native application software with Microsoft's Azure ecosystem. The agreement positions Microsoft as the preferred cloud provider for C3.AI offerings and establishes C3.AI as a preferred AI application software provider on Microsoft Azure. Under the new agreement, C3.AI and Microsoft will focus on initiatives including technical integration, product development, joint delivery and joint sales and marketing. See Also: Nvidia 'Modestly At Risk' Amid AI Chip Concerns, Analyst Notes: Momentum Money Swirling Around 'Sells First, Asks Questions Later' "C3 AI and Microsoft are committed to helping enterprise organizations across industries address complex challenges with AI to accelerate their business transformation and sustainability goals," said Judson Althoff, executive vice president and chief commercial officer at Microsoft. "Through our alliance, we will enhance existing capabilities and introduce new innovations that help our mutual customers maximize delivery of high-value enterprise AI solutions with Azure." C3.AI and Microsoft have delivered enterprise solutions for Dow, Shell, Nucor and other large organizations since their strategic alliance started in 2018. AI Price Action: C3.AI shares were up 12% at $29.74 at the time of publication, according to Benzinga Pro. Photo: Shutterstock. Market News and Data brought to you by Benzinga APIs

C3.ai surges on partnership with Microsoft to boost enterprise AI adoption By Investing.com

Investing.com - C3.ai Inc (NYSE:AI) shares surged nearly 20% in early trading on Tuesday after the enterprise AI software company announced an expanded partnership with Microsoft (NASDAQ:MSFT) to accelerate the adoption of AI solutions on the Azure cloud platform. The stock was up 19.7% at $31.20, bringing its year-to-date gains to roughly 9%. Under the partnership, C3.AI's entire suite of enterprise AI applications, including generative AI solutions, will be integrated with Microsoft Azure, streamlining access for enterprise customers, the company said in a statement. The collaboration also includes joint product development, marketing, and sales initiatives to drive adoption of AI-powered tools for supply chain optimization, predictive maintenance, ESG goal tracking, and more. "This strategic alliance accelerates the adoption of Enterprise AI, benefiting customers with broadly available enterprise AI application software to achieve rapid time-to-value in supply chain optimization, production optimization, predictive maintenance, government efficiency, ESG goal attainment, and energy management." C3AI CEO Thomas M. Siebel said. . C3.AI's position as a preferred AI application provider for Azure, alongside Microsoft's role as the cloud provider for C3.AI's offerings, underscores growing demand for enterprise-ready AI solutions. The two companies have partnered since 2018, delivering AI tools at scale to major clients like Dow Inc (NYSE:DOW). and Shell (LON:SHEL) Plc.

Prediction: C3.ai Stock Is Going to Soar After Dec. 9 | The Motley Fool

Demand is soaring for C3.ai's artificial intelligence software applications. C3.ai (AI -1.82%) was the world's first enterprise artificial intelligence (AI) company when it was founded in 2009. It has developed over 40 ready-made, customizable software applications designed to help businesses accelerate their adoption of AI. Thanks to a change in C3.ai's business model two years ago, combined with soaring demand for its AI applications, the company is currently experiencing a rapid acceleration in its revenue growth. C3.ai will report its latest financial results for its fiscal 2025 second quarter (ended Oct. 31) on Dec. 9, and yet another strong top-line result is expected. Here's why I think C3.ai stock will soar after investors digest the Q2 report. Building AI software applications from scratch can be incredibly expensive, and it also requires the right talent and expertise. Not every organization has those resources, which is why C3.ai's turnkey applications are very popular in non-technology industries like manufacturing, financial services, and oil and gas. C3.ai has published a number of case studies highlighting the effectiveness of its software. One American industrial manufacturing company with $30 billion in annual revenue approached C3.ai to help reduce its inventory holding costs. It adopted the C3.ai Inventory Optimization application, which uses data from historical sales and production orders to predict how much product to keep on hand. The manufacturer was able to reduce its inventory by up to 35% by using the application, which is driving between $100 million and $200 million in annual savings. Similarly, oil and gas giant Shell has worked with C3.ai for years to monitor trillions of rows of data generated by thousands of items of equipment. It has over 100 AI applications in various stages of development, which help the company do everything from reducing carbon emissions to conducting predictive maintenance, which can prevent catastrophic failures. C3.ai sells its applications directly to customers, but also through partnerships with cloud giants like Amazon Web Services and Microsoft Azure. During the fiscal 2025 first quarter (ended July 31), C3.ai closed 51 customer agreements through those partners, which was a whopping 155% increase from the year-ago period. It highlights the substantial demand for the company's AI applications in the corporate sector. At the beginning of C3.ai's fiscal 2023 year (which started on May 1, 2022), the company announced plans to shift from a subscription-based revenue model to a consumption-based model. The move was designed to eliminate lengthy negotiating processes, allowing customers to sign up more quickly and only pay for what they use. C3.ai told investors the transition would lead to a temporary decline in its revenue growth while it shifted customers over to the new model, because it would take time for consumption to ramp up. As expected, C3.ai's revenue growth flatlined within four quarters of the announcement. However, the company has since recorded six consecutive quarters of accelerating revenue growth, which was the expected payoff from the shift to consumption pricing: C3.ai generated a record $87.2 million in revenue during the fiscal 2025 first quarter, which was a 21% increase from the year-ago period. It was the fastest rate of quarterly growth in two years. That acceleration is forecast to continue. According to Wall Street's consensus estimate for Q2 (provided by Yahoo!), C3.ai could generate $91 million in revenue, which would be a 24% jump from the year-ago period. However, C3.ai's guidance suggests revenue could grow by as much as 28%. C3.ai stock is currently down 83% from its all-time high, which was set during the tech frenzy in late 2020. It was unquestionably overvalued back then, with its price-to-sales (P/S) ratio surging to around 80. The decline in C3.ai stock, combined with the company's revenue growth since 2020, have pushed its P/S ratio down to just 9.7 as of this writing. That's a 40% discount to its average of 16.1 since the stock came public: Since the P/S ratio divides a company's market capitalization by its trailing-12-month revenue, investors will typically pay a premium valuation when revenue is growing quickly. Therefore, I think C3.ai stock could trend higher -- potentially even toward its average P/S ratio -- if the company's upcoming Q2 report shows a further acceleration in revenue growth. If its P/S does reach its long-term average, that would imply an upside of 65% in the stock. Past performance doesn't predict future results, but C3.ai stock is trading 13% higher since reporting its Q1 results, which might bode well for its upcoming Q2 report. While there is reason to be optimistic about potential upside for C3.ai stock in the weeks and months ahead, investors should always focus on the longer term. AI could be a multiyear technological revolution, which C3.ai CEO Thomas Siebel compares to the dawn of the internet and the smartphone. Citing research by Bloomberg, Siebel believes the AI opportunity will be worth a whopping $1.3 trillion by 2032, so investors will have to stick around for the long run if they want to capture as much of that value as possible.

Why C3.ai Stock Popped a Lucky 13% Today | The Motley Fool

Investors are overreacting to today's Microsoft alliance news. C3.ai (AI 18.50%) stock rushed out of the gate Tuesday morning, gaining 13.2% through 9:50 a.m. ET after announcing a "strategic alliance" with software powerhouse Microsoft. Highlighting each company's respective strengths, artificial intelligence (AI) applications specialist C3.ai and artificial intelligence server farm operator Microsoft say they will work together "to enhance existing capabilities and introduce new innovations that help our mutual customers maximize delivery of high-value enterprise AI solutions with Azure." More specifically, Microsoft intends to integrate C3.ai's enterprise AI application software into the Microsoft Commercial Cloud Portal, align C3's apps with new capabilities from Azure, and work together to both market and deliver C3's products to customers. Going forward, Microsoft will be "the preferred cloud provider for C3 AI offerings." And vice-versa, too, C3.ai will be "a preferred AI application software provider on Microsoft Azure." But do note the details. As you'd expect in a relationship between a smaller company like C3, with a $3.8 billion market capitalization, and a titan like Microsoft, whose market cap exceeds $3 trillion, Microsoft is becoming "the" preferred provider for C3 apps, but C3 is only going to be "a" preferred provider for Microsoft. Seems to me, that's probably a distinction with a difference. It suggests C3.ai investors may be overreacting just a wee bit to today's news. Consider: In the same press that announces this new alliance, C3 also notes that it's actually already in a strategic alliance with Microsoft -- as has been the case for the last six years. Note, too, that today's press release contains no actual numbers, no predictions of new revenue or profits for C3 that will arise from this new alliance. Last but not least, be aware that despite having an existing alliance with Microsoft, C3 lost $280 million last year, and is expected to keep losing money as far out as analysts are making estimates.

C3 AI Stock Pops on Expanded Partnership With Microsoft

The companies said the partnership "positions Microsoft as the preferred cloud provider" for C3 AI's enterprise AI software, which will be available through the Microsoft Commercial Cloud Portal. Shares of C3 AI jumped 24% to close at $32.96 Tuesday following the news, bringing the stock into positive territory for the year. The stock had taken a hit after the company in September projected a larger loss than expected for its fiscal second quarter, which ran through the end of October. C3 AI is scheduled to report results from the second quarter after the market closes on Dec. 9.

C3.ai Shares Jump on Expanded Microsoft Partnership

Shares of C3.ai climbed after the company said it has teamed with Microsoft to accelerate the adoption of enterprise artificial intelligence on Microsoft's Azure platform. The stock was up 15% at $30.58 in early trading. Shares are now in positive territory year-to-date. The enterprise AI software company said before the bell that it has expanded its partnership with Microsoft on a range of strategic initiatives, including the integration of C3.ai's full suite of enterprise AI application software on Microsoft's commercial cloud portal. The arrangement positions C3.ai as the preferred AI application software provider for Microsoft Azure and Microsoft as the preferred cloud provider for C3.ai's offerings, the two companies said.

C3 AI and Microsoft Forge Strategic Alliance to Accelerate Enterprise AI Adoption By Investing.com

Technical integration, product development, joint sales and delivery CHICAGO--(BUSINESS WIRE)--Today at Microsoft Ignite, C3 AI (NYSE: AI), the Enterprise AI application software company, and Microsoft Corp . (NASDAQ: NASDAQ:MSFT) announced a strategic alliance to accelerate the adoption of Enterprise AI on Microsoft Azure. The agreement marks a significant milestone in C3 AI and Microsoft's existing partnership, further combining C3 AI's Enterprise AI"native application software, including C3 Generative AI, with Azure's robust and expansive ecosystem to the benefit of enterprises globally. C3 AI has pioneered Enterprise AI for over a decade, accelerated by collaboration with Microsoft to enable iconic organizations to solve some of the hardest business challenges of the 21st century, said Thomas M. Siebel, Chairman and CEO, C3 AI. This strategic alliance accelerates the adoption of Enterprise AI, benefiting customers with broadly available enterprise AI application software to achieve rapid time-to-value in supply chain optimization, production optimization, predictive maintenance, government efficiency, ESG goal attainment, and energy management. C3 AI and Microsoft are committed to helping enterprise organizations across industries address complex challenges with AI to accelerate their business transformation and sustainability goals, said Judson Althoff, executive vice president and chief commercial officer at Microsoft. Through our alliance, we will enhance existing capabilities and introduce new innovations that help our mutual customers maximize delivery of high-value enterprise AI solutions with Azure. Under the new agreement, C3 AI and Microsoft will engage in a broad range of strategic initiatives, including: This agreement positions Microsoft as the preferred cloud provider for C3 AI offerings and establishes C3 AI as a preferred AI application software provider on Microsoft Azure. The alliance will focus on product innovation and integration and joint marketing, sales, and customer support to accelerate the cross-industry adoption of Enterprise AI and Azure to the benefit of customers, stakeholders, the environment, and society at large. The combination of C3 AI's Enterprise AI solutions and Microsoft Azure's extensive capabilities will further propel Dow's digital initiatives aimed at enabling our Decarbonize and Grow strategy. A reliable manufacturing footprint is a more sustainable manufacturing footprint. Our growth strategy is directly linked to running our assets reliably, said Melanie Kalmar, Corporate Vice President, Chief Information Officer and Chief Digital Officer, Dow. Shell (LON:SHEL) has worked with C3 AI and Microsoft over the last seven years to help us take our AI capabilities to scale, said Dan Jeavons, Vice President, Digital Innovation, Shell. Our co-innovation with C3 AI and Microsoft Azure has helped us develop solutions like predictive maintenance which are now rolled out widely across our enterprise, monitoring thousands of pieces of equipment every day. Seeing solutions like this become standard products on Azure is an enabler for digital transformation. Since first entering a strategic alliance in 2018, Microsoft and C3 AI have partnered to deliver Enterprise AI solutions at-scale to some of the world's largest organizations including Dow, Shell, and Nucor (NYSE:NUE), among others. For more information on C3 AI on Microsoft Azure, visit: https://c3.ai/partners/microsoft-azure-partnership/.

C3 AI and Microsoft Forge Strategic Alliance to Accelerate Enterprise AI Adoption

Technical integration, product development, joint sales and delivery Today at Microsoft Ignite, C3 AI (NYSE: AI), the Enterprise AI application software company, and Microsoft Corp. (NASDAQ: MSFT) announced a strategic alliance to accelerate the adoption of Enterprise AI on Microsoft Azure. The agreement marks a significant milestone in C3 AI and Microsoft's existing partnership, further combining C3 AI's Enterprise AI-native application software, including C3 Generative AI, with Azure's robust and expansive ecosystem to the benefit of enterprises globally. "C3 AI has pioneered Enterprise AI for over a decade, accelerated by collaboration with Microsoft to enable iconic organizations to solve some of the hardest business challenges of the 21 century," said Thomas M. Siebel, Chairman and CEO, C3 AI. "This strategic alliance accelerates the adoption of Enterprise AI, benefiting customers with broadly available enterprise AI application software to achieve rapid time-to-value in supply chain optimization, production optimization, predictive maintenance, government efficiency, ESG goal attainment, and energy management." "C3 AI and Microsoft are committed to helping enterprise organizations across industries address complex challenges with AI to accelerate their business transformation and sustainability goals," said Judson Althoff, executive vice president and chief commercial officer at Microsoft. "Through our alliance, we will enhance existing capabilities and introduce new innovations that help our mutual customers maximize delivery of high-value enterprise AI solutions with Azure." Under the new agreement, C3 AI and Microsoft will engage in a broad range of strategic initiatives, including: This agreement positions Microsoft as the preferred cloud provider for C3 AI offerings and establishes C3 AI as a preferred AI application software provider on Microsoft Azure. The alliance will focus on product innovation and integration and joint marketing, sales, and customer support to accelerate the cross-industry adoption of Enterprise AI and Azure to the benefit of customers, stakeholders, the environment, and society at large. "The combination of C3 AI's Enterprise AI solutions and Microsoft Azure's extensive capabilities will further propel Dow's digital initiatives aimed at enabling our Decarbonize and Grow strategy. A reliable manufacturing footprint is a more sustainable manufacturing footprint. Our growth strategy is directly linked to running our assets reliably," said Melanie Kalmar, Corporate Vice President, Chief Information Officer and Chief Digital Officer, Dow. "Shell has worked with C3 AI and Microsoft over the last seven years to help us take our AI capabilities to scale," said Dan Jeavons, Vice President, Digital Innovation, Shell. "Our co-innovation with C3 AI and Microsoft Azure has helped us develop solutions like predictive maintenance which are now rolled out widely across our enterprise, monitoring thousands of pieces of equipment every day. Seeing solutions like this become standard products on Azure is an enabler for digital transformation." Since first entering a strategic alliance in 2018, Microsoft and C3 AI have partnered to deliver Enterprise AI solutions at-scale to some of the world's largest organizations including Dow, Shell, and Nucor, among others. For more information on C3 AI on Microsoft Azure, visit: https://c3.ai/partners/microsoft-azure-partnership/.

Microsoft and C3 AI Expand Partnership to Promote Enterprise AI | PYMNTS.com

The companies first partnered in 2018 and they have delivered enterprise AI solutions at scale to some of the world's largest organizations since then, they said in a Tuesday (Nov. 19) press release. Under their new agreement, Microsoft is the preferred cloud provider for C3 AI offerings and C3 AI is a preferred application software provider on Microsoft Azure, according to the release. The companies also will collaborate on technical integration, product development, joint delivery of their integrated solutions, and joint sales, marketing and customer support, the release said. In addition, they will immediately deliver all C3 AI Enterprise AI solutions across Azure sales channels, per the release. "This strategic alliance accelerates the adoption of Enterprise AI, benefiting customers with broadly available enterprise AI application software to achieve rapid time-to-value in supply chain optimization, product optimization, predictive maintenance, government efficiency, ESG goal attainment and energy management," C3 AI Chairman and CEO Thomas M. Siebel said in the release. Judson Althoff, executive vice president and chief commercial officer at Microsoft, said in the release that the companies' partnership will help enterprises use AI to address complex challenges, accelerate their business transformation and achieve their sustainability goals. "Through our alliance, we will enhance existing capabilities and introduce new innovations that help our mutual customers maximize delivery of high-value enterprise AI solutions with Azure," Althoff said. There has been surging demand for enterprise AI applications as businesses and government agencies rush to adopt the transformative technology, C3 AI said in a Sept. 4 earnings report. The company said its revenue grew 21% year over year to $87.2 million in its first fiscal quarter ended July 31. Subscription revenue increased 20% to $73.5 million. "We're off to a solid start for fiscal year '25," Siebel said during C3 AI's quarterly earnings call. "This quarter marked our sixth consecutive quarter of accelerating revenue growth, reflecting our high levels of customer satisfaction and increasing demand for enterprise AI applications."