C3.ai Surges on Strong Q4 Results and Expanded Partnerships in AI Market

C3 AI stock surges after earnings and revenue exceed expectations - SiliconANGLE

C3 AI stock surges after earnings and revenue exceed expectations Shares in C3.ai Inc. shot up more than 12% in late trading today after the artificial intelligence software maker impressed investors with earnings and revenue beats in its fiscal year 2025 fourth quarter and gave a forecast ahead of expectations. For the quarter ended April 30, C3 AI reported an adjusted loss of 16 cents, up from a loss of 11 cents per share in the same quarter in 2024, on revenue of $108.7 million, up 26% year-over-year. Both figures were ahead of a loss of 20 cents per share and revenue of $108.53 million expected by analysts. C3 AI saw subscription revenue in the quarter of $87.3 million, up 9% year-over-year, while subscription and prioritized engineering services revenue combined was $104.4 million, 22% year-over-year. Business highlights in the quarter included the renewal and expansion of C3 AI's joint venture with Baker Hughes Co. through June 2028. The strategic alliance focuses on developing and marketing enterprise AI solutions for the oil and gas and chemical industries, which have generated more than a half-billion dollars in revenue since the partnership's inception in 2019. The renewed agreement is aimed at increasing market activities and deepening collaboration across the energy and industrial sectors. C3 AI also strengthened its strategic partnership with Microsoft Corp., jointly closing 28 agreements during the quarter. The two companies conducted more than 100 joint customer meetings at the C3 Transform 2025 event and co-hosted 16 events, including industry conferences and executive roundtables. Additionally, C3 AI and McKinsey & Co. closed their first customer agreement during the quarter. For its full fiscal year 2025, C3 AI reported an adjusted earnings per share loss of 41 cents, down from a 47 cents per share loss in the previous fiscal year, on revenue of $389.1 million, up 25% year-over-year. "This was a momentum-building year for C3 AI, achieving 25% revenue growth year-over-year," Chairman and Chief Executive Thomas M. Siebel said in the company's earnings release. "We delivered breakthrough innovations in agentic AI and dramatically expanded our strategic alliances, including with Microsoft, AWS, Google Cloud [and] McKinsey QuantumBlack." For its fiscal 2026 first quarter, C3 AI expects revenue of $100 million to $109 million and for the full year, revenue of $447.5 million to $484.5 million.

C3.ai Stock Soars as Firm Posts Strong Results, Renews Major Contract

C3.ai also renewed and expanded its contract with Baker Hughes. C3.ai (AI) shares soared more than 25% Thursday, a day after the artificial intelligence (AI) software firm reported better-than-expected results, boosted by skyrocketing demand for generative AI products, and renewed a major contract. The company posted a fiscal 2025 fourth-quarter adjusted loss of $0.16 per share on revenue that increased 26% to $108.7 million. Analysts surveyed by Visible Alpha expected an adjusted loss of $0.19 per share on revenue of $107.9 million. Subscription revenue rose 9% to $87.3 million, and engineering services revenue jumped 196% to $17.0 million. Together, they were 22% higher than a year ago and made up 96% of C3.ai's total revenue. The company noted that revenue from its generative AI business more than doubled in the fiscal year. C3.ai also announced that it had renewed and expanded its strategic partnership with oilfield services provider Baker Hughes (BKR). The multi-year agreement "focuses on deepening co-selling efforts, co-investment in AI solutions, and scaling deployments of joint solutions that are proven to improve production efficiency, reduce downtime, and increase operational visibility across assets in the world's largest oil and gas companies." Despite today's 26% gains, shares of C3.ai have lost more than 15% of their value year-to-date.

C3.ai Eyes $47 Billion Agentic AI Market By 2030 With $60 Million ARR: 'We Are Well Positioned To Capitalize,' Says CEO - C3.ai (NYSE:AI), Amazon.com (NASDAQ:AMZN)

C3.ai Inc. AI said that it was positioning itself to tap the $47 billion growing market of AI agents by 2030. The company also highlighted key achievements that were made in collaboration with its "army of partners." What Happened: The enterprise AI application pure-play announced strong fourth-quarter and full fiscal year 2025 results, revealing its Agentic AI solutions business is already annualizing at an impressive $60 million in recurring revenue. Speaking during the company's fourth quarter earnings call, Chairman and CEO Tom Siebel expressed strong confidence in C3.ai's advantageous position. "We have today, I think, over 100 Agentic AI solutions deployed out there in defense, in intelligence, in state government, in local government, in manufacturing, in oil and gas, in paper and pulp, and this is a large and rapidly growing business," Siebel stated. He added, "As of the fourth quarter, this is about a $60 million ARR business. We have, depending on how you count, someplace between 20 and 100 Agentic AI solutions out there in production, in the hands of happy customers." Siebel also said that the company was setting its sights squarely on the burgeoning Agentic AI market, a segment projected to reach a staggering $47.1 billion by 2030, according to Gartner. "We are well positioned to capitalize on this trend through our production ready solutions," he said. Furthermore, C3.ai highlighted its unique market position, with Siebel stating, "We're the only enterprise AI application pure play that's out there. We're selling, I think, today in over 600 accounts as of today that we're jointly selling with Microsoft." Citing its "army of partners," Siebel highlighted the growth it has achieved because of them. The robust partner ecosystem, including deepened alliances with Microsoft Corp.'s MSFT Azure, Amazon.com Inc.'s AMZN AWS, Alphabet Inc.'s GOOG GOOGL Google Cloud, McKinsey's QuantumBlack, and a new strategic alliance with PwC, collectively drove 73% of agreements in the past year. See Also: Quantum Computing Stocks In Focus: Pure Play Vs. Large Caps - Here's A Look At The Valuations Get StartedEarn 7.2% -- No Matter What the Fed Does Markets expect rate cuts -- but your earnings don't have to suffer. Lock in 7.2% until 2028 from ten individual bonds. Get Started Why It Matters: C3.AI beat analyst estimates on both the top and bottom lines for the fourth quarter. Its fourth quarter revenue came in at $108.7 million, versus estimates of $107.73 million, whereas it reported an adjusted loss of 18 cents, versus estimates of a 20-cent loss. The company expects first-quarter revenue in the range of $100 million to $109 million, versus the estimates of $105 million. Its fiscal-year 2026 revenue is in the range of $447.5 million to $484.5 million, versus estimates of $467.19 million. C3.ai shares dropped 3.76% on Wednesday and rose 12.42% in after-hours. It was 33.60% lower on a year-to-date basis and down 3.76% over a year. Benzinga Edge Stock Rankings shows that C3.ai had a stronger price trend over the short and medium term but a weaker trend over the long term. Its momentum ranking was poor, and its value ranking was moderate at the 52.69th percentile. The details of other metrics are available here. The SPDR S&P 500 ETF Trust SPY and Invesco QQQ Trust ETF QQQ, which track the S&P 500 index and Nasdaq 100 index, respectively, fell on Wednesday. The SPY was down 0.58% to $587.73, while the QQQ declined 0.44% to $518.91, according to Benzinga Pro data. Read Next: Cathie Wood Reiterates 'Profound' AI Application In Healthcare As Researchers Discover 'Cancer Survival Outcomes' By Facial Photograph Analysis: Here Are The Stocks That Could Benefit Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: Poetra.RH / Shutterstock.com AIC3.ai Inc$27.0517.5%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum23.80Growth21.32QualityNot AvailableValue52.69Price TrendShortMediumLongOverviewAMZNAmazon.com Inc$210.752.95%GOOGAlphabet Inc$176.021.52%GOOGLAlphabet Inc$175.051.56%MSFTMicrosoft Corp$462.071.03%QQQInvesco QQQ Trust, Series 1$529.021.95%SPYSPDR S&P 500$596.791.54%Market News and Data brought to you by Benzinga APIs

C3.AI Stock Jumps After Q4 Results Top Estimates - C3.ai (NYSE:AI)

C3.Ai Inc AI shares are surging in Wednesday's after-hours session after the company reported better-than-expected results for the fourth quarter of fiscal 2025. Q4 Revenue: $108.7 million, versus estimates of $107.73 million Q4 Adjusted Loss: 18 cents, versus estimates of 20 cents Total revenue was up 26% year-over-year as subscription revenue climbed 9% year-over-year. C3.AI ended the quarter with $742.7 million in cash, cash equivalents and marketable securities. C3.AI announced it renewed and expanded its strategic partnership with Baker Hughes through a multi-year agreement. The collaboration will focus on deepening co-selling efforts, co-investment in AI solutions and scaling deployments of joint solutions. "This was a momentum-building year for C3.AI, achieving 25% revenue growth year-over-year. We delivered breakthrough innovations in agentic AI and dramatically expanded our strategic alliances, including with Microsoft, AWS, Google Cloud, McKinsey QuantumBlack and renewed and expanded our agreement with one of our most trusted, long-standing partners, Baker Hughes," said Thomas Siebel, chairman and CEO of C3.AI. "The Enterprise AI market is converging toward AI applications -- a category we created and continue to lead. We continue to innovate, most recently in agentic AI. We continue to grow, expanding our partner ecosystem and global reach. And we are ready to scale as demand for AI applications accelerates." Guidance: C3.AI expects first-quarter revenue of $100 million to $109 million versus estimates of $105 million. The company sees fiscal-year 2026 revenue in the range of $447.5 million to $484.5 million versus estimates of $467.19 million. C3.AI's management team will further discuss the quarter on a conference call at 5 p.m. ET. AI Price Action: C3.AI shares were up 14.51% after-hours, trading at $26.36 at the time of publication on Wednesday, according to Benzinga Pro. Read Next: Fannie Mae Stock Jumps On Trump Privatization, Palantir Technologies AI Fraud Unit Photo: Poetra.RH/Shutterstock. AIC3.ai Inc$26.3510.2%Stock Score Locked: Edge Members Only Benzinga Rankings give you vital metrics on any stock - anytime. Unlock RankingsEdge RankingsMomentum26.01Growth21.40QualityNot AvailableValue52.13Price TrendShortMediumLongOverviewMarket News and Data brought to you by Benzinga APIs

C3 AI Stock Is Soaring Today: Here's Why - C3.ai (NYSE:AI)

C3.Ai Inc AI shares are rising Thursday after the company reported better-than-expected results for the fourth quarter. The company also announced that the U.S. Air Force raised its contract ceiling to $450 million. What Happened: C3 AI reported fourth-quarter revenue of $108.7 million, beating estimates of $107.73 million. The company reported an adjusted loss of 18 cents per share, beating estimates for a loss of 20 cents per share, according to Benzinga Pro. Total revenue increased 26% year-over-year as subscription revenue jumped 9% year-over-year. C3 AI noted that it renewed and expanded its strategic partnership with Baker Hughes through a multi-year agreement. The company closed out the quarter with $742.7 million in cash, cash equivalents and marketable securities. "The Enterprise AI market is converging toward AI applications -- a category we created and continue to lead. We continue to innovate, most recently in agentic AI. We continue to grow, expanding our partner ecosystem and global reach. And we are ready to scale as demand for AI applications accelerates," said Thomas Siebel, chairman and CEO of C3 AI. C3.AI guided for first-quarter revenue of $100 million to $109 million versus estimates of $105 million. The company expects fiscal-year 2026 revenue to be in the range of $447.5 million to $484.5 million, versus estimates of $467.19 million. C3 AI shares are also getting a boost Thursday morning after the company announced the U.S. Air Force Rapid Sustainment Office (RSO) raised the contract ceiling with the company to $450 million through October 2029, up from $100 million. The initial $100 million has already been fully utilized to deploy the predictive maintenance platform PANDA, the company said. "We believe our program with RSO may be the largest production AI deployment in the U.S. DoD today. At the scale of the U.S. Air Force, this system has the potential to increase aircraft availability by up to 25%," said Ed Abbo, chief technology officer of C3 AI. AI Price Action: C3.AI shares were up 17.1% at $26.91 at the time of publication Thursday, according to Benzinga Pro. Read Next: Tesla's Optimus May Be The First Humanoid Robot To Achieve High Volume And Tech Scale, Says Nvidia CEO Jensen Huang: '... Likely To Be The Next Multi-Trillion Dollar Industry' Photo: Poetra.RH/Shutterstock. AIC3.ai Inc$26.7616.3%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum23.80Growth21.32QualityNot AvailableValue52.69Price TrendShortMediumLongOverviewMarket News and Data brought to you by Benzinga APIs

Why C3.ai Stock Is Skyrocketing Today

Shares of C3.ai (AI 26.15%) are flying higher on Thursday. The company's stock had jumped 26.8% as of 11:57 a.m. ET and had been up as much as 31.4% earlier in the day. The move comes as the S&P 500 gained 0.2% and the Nasdaq Composite jumped 0.6%. The enterprise AI company reported earnings after the market closed yesterday, and announced the expansion of a key partnership this morning. This fueled investor optimism. C3.ai beats Wall Street's targets C3.ai released strong Q4 2025 earnings on Wednesday. The company posted a loss of $0.16 per share on $108.7 million in sales, beating an expected loss of $0.20 per share on $107.8 million in sales. Full-year 2025 revenue was $389.1 million, up 25% from 2024. The company greatly increased its customer count, closing 193 agreements, up 68% from 2024. CEO Thomas Siebel said in a company press release: "This was a momentum-building year for C3.ai, achieving 25% revenue growth year-over-year. We delivered breakthrough innovations in agentic AI and dramatically expanded our strategic alliances, including with Microsoft, AWS, Google Cloud" and others. An expanded Air Force partnership The company announced that the ceiling for its contract with the U.S. Air Force's Rapid Sustainment Office (RSO) was raised significantly. Originally $100 million, the RSO has raised the maximum to $450 million in order to "support the scaling of C3 AI's predictive analytics and aircraft maintenance platform across the service's fleet and systems." This was good news for investors. I think C3.ai is a good pick for investors with a higher risk tolerance. The company is a leader in the space, and although it has yet to turn a profit, I believe it's a matter of time before the company is operating in the black. Yesterday's earnings report and today's Air Force announcement helped build confidence in the company.