AI Earnings
Wednesday, May 27 2026
EPS Estimate
$-0.38
$-0.44 – $-0.35
Revenue Estimate
$50M
Current Price
$9.48
Our Position
bearish · highC3.ai misses Q3, plans $135M cost cut to stabilize
structured data
est. revisions rising
(+26.6pp / 30d)
Cost cuts buy time but don't solve the core problem: AI spending hasn't materialized for C3.ai's use cases, and the company is losing share to better-positioned competitors. A guidance range that overlaps Q3's results signals management expects stabilization, not growth—which leaves valuation vulnerable to any miss.
Watch: FY2027 revenue guidance on the next earnings call; if it's flat or down, expect further downside. Watch customer retention and net dollar retention rates—if the restructuring drives churn, the thesis fully breaks.
Data Signal Summary
1 bullish
1 bearish
Insider selling cluster
Put/call 0.2 (bullish skew)
Key Context
Insider Activity
selling
Price Trend
mixed
1-Month Return
+14.5%
From 52w High
-4.0%
Est. Revisions (30d)
+0.0% 0up/14dn
Analyst Target (mean)
$9 $6–$17 -7%
Options P/C Ratio
0.19
Est. Dispersion
24% 14 analysts
Insider Cluster
strong sell
Recent Activity
insider trades
133 transactions
Other
·
EHIKIAN STEPHEN BRADLEY (Chief Executive Officer)
·47,316 shares
Other
·
HYTEN JOHN E. (Director)
·43,944 shares
Sell
·
EHIKIAN STEPHEN BRADLEY (Chief Executive Officer)
·52,194 shares
·$429,092
Award
·
EHIKIAN STEPHEN BRADLEY (Chief Executive Officer)
·32,093 shares
Buy
·
SNABE JIM HAGEMANN (Director)
·10,000 shares
·$77,300
128 more
Sell
·
SNABE JIM HAGEMANN
·10,000 shr
·$80,800
Sell
·
SIEBEL THOMAS M
·501,497 shr
·$4,401,598
Exercise
·
SIEBEL THOMAS M
·501,497 shr
·$1,023,054
Sell
·
LATH HITESH
·15,248 shr
·$136,927
Other
·
SIEBEL THOMAS M
·21,331 shr
Other
·
LATH HITESH
·29,008 shr
Sell
·
SIEBEL THOMAS M
·23,435 shr
·$213,493
Other
·
SIEBEL THOMAS M
·44,766 shr
Buy
·
SNABE JIM HAGEMANN
·25,000 shr
·$225,000
Other
·
SIEBEL THOMAS M
·15,081 shr
Sell
·
SIEBEL THOMAS M
·17,655 shr
·$137,532
Other
·
SIEBEL THOMAS M
·32,736 shr
Sell
·
SIEBEL THOMAS M
·511,732 shr
·$5,966,795
Exercise
·
SIEBEL THOMAS M
·511,732 shr
·$1,043,933
Sell
·
SIEBEL THOMAS M
·522,175 shr
·$7,059,806
Exercise
·
SIEBEL THOMAS M
·212,586 shr
·$433,675
Other
·
EHIKIAN STEPHEN BRADLEY
·182,488 shr
Sell
·
EHIKIAN STEPHEN BRADLEY
·234,918 shr
·$3,185,488
Award
·
EHIKIAN STEPHEN BRADLEY
·18,090 shr
Sell
·
SIEBEL THOMAS M
·532,832 shr
·$7,635,681
Sell
·
LATH HITESH
·15,042 shr
·$216,304
Other
·
SIEBEL THOMAS M
·21,767 shr
Sell
·
SIEBEL THOMAS M
·23,000 shr
·$366,620
Award
·
SIEBEL THOMAS M
·722,362 shr
Other
·
SIEBEL THOMAS M
·44,767 shr
Other
·
SIEBEL THOMAS M
·15,736 shr
Sell
·
SIEBEL THOMAS M
·17,000 shr
·$241,570
Sell
·
SIEBEL THOMAS M
·543,706 shr
·$8,286,079
Other
·
SIEBEL THOMAS M
·25,580 shr
Sell
·
SIEBEL THOMAS M
·27,545 shr
·$476,528
Other
·
SIEBEL THOMAS M
·53,125 shr
Sell
·
SIEBEL THOMAS M
·554,802 shr
·$10,441,374
Exercise
·
RICE CONDOLEEZZA
·312 shr
·$580
Sell
·
SCHILLING ROBERT DAVID
·470,420 shr
·$8,133,515
Award
·
SCHILLING ROBERT DAVID
·470,420 shr
Sell
·
SIEBEL THOMAS M
·566,125 shr
·$9,754,334
Sell
·
LATH HITESH
·46,881 shr
·$796,508
Other
·
SIEBEL THOMAS M
·87,119 shr
Other
·
LATH HITESH
·89,007 shr
Award
·
EHIKIAN STEPHEN BRADLEY
·1,140,902 shr
Sell
·
SIEBEL THOMAS M
·92,000 shr
·$1,502,360
Other
·
SIEBEL THOMAS M
·179,119 shr
Other
·
SIEBEL THOMAS M
·15,536 shr
Sell
·
SIEBEL THOMAS M
·17,200 shr
·$283,628
Sell
·
SIEBEL THOMAS M
·577,678 shr
·$9,693,437
Other
·
SIEBEL THOMAS M
·323,916 shr
Sell
·
SIEBEL THOMAS M
·336,000 shr
·$7,650,720
Award
·
SIEBEL THOMAS M
·40,125 shr
Other
·
SIEBEL THOMAS M
·619,791 shr
Sell
·
SIEBEL THOMAS M
·589,468 shr
·$16,844,450
Sell
·
LATH HITESH
·17,689 shr
·$441,604
Award
·
LATH HITESH
·177,689 shr
Award
·
SCHILLING ROBERT DAVID
·1,011,327 shr
Other
·
HYTEN JOHN E.
·4,999 shr
Sell
·
LATH HITESH
·6,040 shr
·$146,108
Sell
·
WITTEVEEN MEREL
·5,485 shr
·$131,366
Other
·
HYTEN JOHN E.
·43,943 shr
Other
·
LATH HITESH
·12,008 shr
Other
·
WITTEVEEN MEREL
·10,000 shr
Sell
·
HYTEN JOHN E.
·10,000 shr
·$237,500
Sell
·
SIEBEL THOMAS M
·601,498 shr
·$15,051,342
Sell
·
SEWELL DURWARD BRUCE
·79 shr
·$2,054
Exercise
·
SEWELL DURWARD BRUCE
·79 shr
·$147
Sell
·
WITTEVEEN MEREL
·1,710 shr
·$44,853
Other
·
WITTEVEEN MEREL
·3,125 shr
Other
·
SIEBEL THOMAS M
·15,736 shr
Sell
·
LEVIN RICHARD C PH.D.
·42,000 shr
·$1,171,980
Exercise
·
LEVIN RICHARD C PH.D.
·42,000 shr
·$209,812
Sell
·
SIEBEL THOMAS M
·17,000 shr
·$447,100
Other
·
SIEBEL THOMAS M
·32,736 shr
Sell
·
WARD STEPHEN MAURICE JR.
·42,382 shr
·$1,115,494
Exercise
·
WARD STEPHEN MAURICE JR.
·42,382 shr
·$198,348
Sell
·
LATH HITESH
·4,368 shr
·$128,652
Sell
·
WITTEVEEN MEREL
·4,951 shr
·$136,794
Sell
·
WITTEVEEN MEREL
·805 shr
·$18,966
Other
·
WITTEVEEN MEREL
·1,500 shr
Sell
·
WITTEVEEN MEREL
·5,719 shr
·$133,367
Sell
·
SIEBEL THOMAS M
·613,777 shr
·$14,727,927
Other
·
SIEBEL THOMAS M
·26,115 shr
Sell
·
SIEBEL THOMAS M
·27,010 shr
·$601,634
Other
·
SIEBEL THOMAS M
·53,125 shr
Award
·
WITTEVEEN MEREL
·1,108 shr
Sell
·
SIEBEL THOMAS M
·626,299 shr
·$12,570,056
Award
·
SNABE JIM HAGEMANN
·360,000 shr
Sell
·
WITTEVEEN MEREL
·1,133 shr
·$25,209
Sell
·
SIEBEL THOMAS M
·639,081 shr
·$13,865,265
Other
·
LATH HITESH
·8,008 shr
Other
·
HYTEN JOHN E.
·5,000 shr
Other
·
SIEBEL THOMAS M
·16,112 shr
Sell
·
WITTEVEEN MEREL
·337 shr
·$8,900
Sell
·
WITTEVEEN MEREL
·3,253 shr
·$102,697
Sell
·
SIEBEL THOMAS M
·652,123 shr
·$21,472,455
Exercise
·
SIEBEL THOMAS M
·133,000 shr
·$247,380
Sell
·
LEVIN RICHARD C PH.D.
·12,000 shr
·$358,080
Exercise
·
LEVIN RICHARD C PH.D.
·12,000 shr
·$56,160
Other
·
SIEBEL THOMAS M
·26,148 shr
Award
·
WITTEVEEN MEREL
·803 shr
Sell
·
SIEBEL THOMAS M
·665,432 shr
·$20,882,905
Exercise
·
SIEBEL THOMAS M
·665,432 shr
·$1,237,704
Sell
·
LEVIN RICHARD C PH.D.
·12,000 shr
·$417,557
Sell
·
LATH HITESH
·601 shr
·$21,035
Sell
·
WITTEVEEN MEREL
·11,132 shr
·$389,109
Sell
·
SNABE JIM HAGEMANN
·499,700 shr
·$21,512,085
Exercise
·
SNABE JIM HAGEMANN
·499,700 shr
·$5,380,102
Sell
·
LATH HITESH
·3,949 shr
·$167,280
Other
·
LATH HITESH
·8,007 shr
Other
·
HYTEN JOHN E.
·7,800 shr
Sell
·
HYTEN JOHN E.
·5,000 shr
·$191,874
Sell
·
RICE CONDOLEEZZA
·74,689 shr
·$3,361,752
Exercise
·
RICE CONDOLEEZZA
·74,689 shr
·$132,921
Sell
·
LEVIN RICHARD C PH.D.
·72,000 shr
·$3,024,000
Exercise
·
LEVIN RICHARD C PH.D.
·72,000 shr
·$336,960
Sell
·
WARD STEPHEN MAURICE JR.
·125,000 shr
·$5,250,000
Exercise
·
WARD STEPHEN MAURICE JR.
·125,000 shr
·$567,680
Sell
·
LATH HITESH
·11,339 shr
·$476,238
Other
·
SIEBEL THOMAS M
·16,145 shr
Other
·
SIEBEL THOMAS M
·26,201 shr
Award
·
WITTEVEEN MEREL
·950 shr
Other
·
SIEBEL THOMAS M
·553,779 shr
Exercise
·
SIEBEL THOMAS M
·570,370 shr
·$999,999
Other
·
WITTEVEEN MEREL
·10,000 shr
Other
·
SIEBEL THOMAS M
·20,635 shr
Other
·
SIEBEL THOMAS M
·592,867 shr
Award
·
SIEBEL THOMAS M
·41,841 shr
Award
·
WITTEVEEN MEREL
·902 shr
Sell
·
LATH HITESH
·3,005 shr
·$82,818
Other
·
SIEBEL THOMAS M
·25,915 shr
Sell
·
SIEBEL THOMAS M
·27,210 shr
·$252,237
Explore more
