C3.ai, Inc.

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001577526

$10.43 -1.42% $1.5B

Insider Selling Cluster (3 insiders)High Impact Filing (7/10)4 New Institutional Positions

Vol

Market Cap$1.5B

Cap SizeSmall Cap

Analyst ConsensusSell (5%)

Inst. Holders8 funds

Inst. Value$323.9M

Inst. Activity4 buys / 1 sells

Insider Activity2B / 13S

Insider Net $-$13.9M

SEC Reports6

Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001577526·Prev Close $10.58

Recent Activity

Jun 3, 2026 SEC

C3.ai reported fiscal Q4 2026 results with total revenue of $51.6M, a 52.5% YoY decline from $108.7M, and a GAAP EPS of

8-K — Impact 7/10

Jun 3, 2026 Insider

SIEBEL THOMAS M sold 6,182,053 shares

CEO and Chairman of the Board @ $0.00 ($0.00)

Jun 3, 2026 earnings_calendar

AI Q4 2026 Earnings After Market Close — 2026-06-03

Jun 2, 2026 Insider

SIEBEL THOMAS M sold 17,350 shares

CEO and Chairman of the Board @ $11.32 ($196.4K)

Jun 1, 2026 Insider

SIEBEL THOMAS M sold 32,736 shares

CEO and Chairman of the Board @ $0.00 ($0.00)

Mar 25, 2026 SEC

C3.ai announced a partial court victory in a securities class action, with the court dismissing three of five claims wit

8-K — Impact 6/10

Mar 19, 2026 SEC

C3.ai's Executive Chairman Thomas Siebel sold 501,497 shares in open-market transactions over three days, realizing $4.4

CLUSTER — Impact 7/10

Inst.

BANK OF AMERICA CORP — DOUBLED

2,115,881 shares ($28.5M)

Price Targets

$8.91 -14.6% upside Sell

Current $10.43 Low $6.00 Median $8.00 High $17.00 11 analysts

$6.00 $17.00

Analyst Ratings

Strong Sell5% buy · 22 analysts

1Strong Buy

0Buy

9Hold

8Sell

4Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Jun 4, 2026	Canaccord Genuity	MAINTAIN	Hold → Hold
Jun 4, 2026	Morgan Stanley	MAINTAIN	Underweight → Underweight
Jun 4, 2026	DA Davidson	MAINTAIN	Underperform → Underperform
Jun 4, 2026	UBS	MAINTAIN	Neutral → Neutral
Jun 4, 2026	Wedbush	REITERATE	Outperform → Outperform

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$-0.29	$-0.29 — $-0.29	22% YoY	2
Next Q	$-0.23	$-0.27 — $-0.20	6% YoY	2
Current FY	$-0.81	$-0.81 — $-0.81	40% YoY	1
Next FY	$-0.51	$-0.71 — $-0.33	38% YoY	7

Latest Reports

BEARISH 8-K 7/10

C3.ai reported fiscal Q4 2026 results with total revenue of $51.6M, a 52.5% YoY decline from $108.7M, and a GAAP EPS of

Jun 3, 2026

MIXED 8-K 6/10

C3.ai announced a partial court victory in a securities class action, with the court dismissing three of five claims wit

Mar 25, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$195.1M	—
MORGAN STANLEY	$65.0M	DOUBLED
BANK OF AMERICA CORP	$28.5M	DOUBLED
TWO SIGMA INVESTMENTS, LP	$14.7M	ADD
CHARLES SCHWAB INVESTMENT MANAGEMENT	$12.1M	NEW

Recent Insider Trades

Date	Insider	Type	Value
Jun 3, 2026	SIEBEL THOMAS	G	$0.00
Jun 2, 2026	SIEBEL THOMAS	SELL	$196.4K
Jun 1, 2026	SIEBEL THOMAS	M	$0.00
Jun 1, 2026	SIEBEL THOMAS	M	$0.00
Jun 1, 2026	SIEBEL THOMAS	M	$0.00

8 institutional holders with $323.9M total value (24,024,735 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	14,469,953	$195.1M	60.2%	—
2	MORGAN STANLEY	4,824,499	$65.0M	20.1%	DOUBLED +157.9%
3	BANK OF AMERICA CORP /DE/	2,115,881	$28.5M	8.8%	DOUBLED +248.6%
4	TWO SIGMA INVESTMENTS, LP	1,089,728	$14.7M	4.5%	ADD +41.2%
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	900,042	$12.1M	3.7%	NEW
6	NORGES BANK	356,201	$4.8M	1.5%	NEW
7	WELLS FARGO & COMPANY/MN	251,475	$3.4M	1.0%	TRIM -51.7%
8	FMR LLC	16,956	$228.6K	0.1%	DOUBLED +213.8%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
BANK OF AMERICA CORP /DE/	DOUBLED	606,947	2,115,881	+248.6%	$28.5M	2025-Q4
TWO SIGMA INVESTMENTS, LP	ADD	771,560	1,089,728	+41.2%	$14.7M	2025-Q4
NORGES BANK	NEW	—	356,201	—	$4.8M	2025-Q4
FMR LLC	DOUBLED	5,403	16,956	+213.8%	$228.6K	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	EXIT	980,600	0	-100.0%	$0.00	2025-Q4
MORGAN STANLEY	DOUBLED	1,835,123	4,732,697	+157.9%	$82.1M	2025-Q3
UBS Group AG	TRIM	1,234,725	824,282	-33.2%	$14.3M	2025-Q3
TWO SIGMA INVESTMENTS, LP	NEW	—	771,560	—	$13.4M	2025-Q3
BANK OF AMERICA CORP /DE/	DOUBLED	132,249	606,947	+358.9%	$10.5M	2025-Q3
FMR LLC	TRIM	10,396	5,403	-48.0%	$93.7K	2025-Q3
NORGES BANK	EXIT	39,981	0	-100.0%	$0.00	2025-Q3
MORGAN STANLEY	ADD	1,335,016	1,835,123	+37.5%	$45.1M	2025-Q2
UBS Group AG	ADD	692,298	1,234,725	+78.4%	$30.3M	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	TRIM	1,478,436	808,000	-45.3%	$19.9M	2025-Q2
WELLS FARGO & COMPANY/MN	TRIM	417,543	201,806	-51.7%	$5.0M	2025-Q2
BANK OF AMERICA CORP /DE/	NEAR_EXIT	834,262	132,249	-84.1%	$3.2M	2025-Q2
NORGES BANK	NEW	—	39,981	—	$982.3K	2025-Q2
FMR LLC	TRIM	20,706	10,396	-49.8%	$255.4K	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	718,231	1,478,436	+105.8%	$31.1M	2025-Q1
UBS Group AG	TRIM	1,897,688	692,298	-63.5%	$14.6M	2025-Q1
WELLS FARGO & COMPANY/MN	DOUBLED	167,100	417,543	+149.9%	$8.8M	2025-Q1
FMR LLC	ADD	16,071	20,706	+28.8%	$435.9K	2025-Q1
TWO SIGMA INVESTMENTS, LP	EXIT	1,228,751	0	-100.0%	$0.00	2025-Q1
NORGES BANK	EXIT	269,261	0	-100.0%	$0.00	2025-Q1
UBS Group AG	DOUBLED	374,186	1,897,688	+407.2%	$65.3M	2024-Q4

5 unique insiders with 15 transactions. Net insider value: -$13.9M ($302.3K bought, $14.2M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 3, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	G	6,182,053	$0.00	$0.00
Jun 2, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	SELL	17,350	$11.32	$196.4K
Jun 1, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	M	32,736	$0.00	$0.00
Jun 1, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	M	6,166,667	$0.00	$0.00
Jun 1, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	M	32,736	$0.00	$0.00
May 18, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	M	112,014	$2.04	$228.5K
May 18, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	SELL	112,014	$8.65	$968.9K
May 18, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	M	112,014	$0.00	$0.00
May 15, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	M	369,624	$2.04	$754.0K
May 15, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	SELL	369,624	$8.72	$3.2M
May 15, 2026	SIEBEL THOMAS M	CEO and Chairman of the Board	M	369,624	$0.00	$0.00
May 15, 2026	Hyten John E.	Director	D	2,500	$8.65	$21.6K
May 5, 2026	SIEBEL THOMAS M	Executive Chairman	G	25,915	$0.00	$0.00
May 4, 2026	SIEBEL THOMAS M	Executive Chairman	SELL	27,210	$9.27	$252.2K
May 1, 2026	SIEBEL THOMAS M	Executive Chairman	M	53,125	$0.00	$0.00
May 1, 2026	SIEBEL THOMAS M	Executive Chairman	M	53,125	$0.00	$0.00
Apr 15, 2026	Hyten John E.	Director	D	2,500	$9.52	$23.8K
Apr 14, 2026	SIEBEL THOMAS M	Executive Chairman	M	165,278	$2.04	$337.2K
Apr 14, 2026	SIEBEL THOMAS M	Executive Chairman	SELL	165,278	$8.49	$1.4M
Apr 14, 2026	SIEBEL THOMAS M	Executive Chairman	M	165,278	$0.00	$0.00
Apr 13, 2026	SIEBEL THOMAS M	Executive Chairman	M	326,189	$2.04	$665.4K
Apr 13, 2026	SIEBEL THOMAS M	Executive Chairman	SELL	326,189	$8.31	$2.7M
Apr 13, 2026	SIEBEL THOMAS M	Executive Chairman	M	326,189	$0.00	$0.00
Apr 1, 2026	Ehikian Stephen Bradley	Chief Executive Officer	G	47,316	$0.00	$0.00
Mar 31, 2026	Hyten John E.	Director	G	43,944	$0.00	$0.00
Mar 31, 2026	Ehikian Stephen Bradley	Chief Executive Officer	SELL	52,194	$8.22	$429.1K
Mar 30, 2026	Ehikian Stephen Bradley	Chief Executive Officer	A	32,093	$0.00	$0.00
Mar 27, 2026	Snabe Jim H.	Director	SELL	10,000	$8.08	$80.8K
Mar 27, 2026	Snabe Jim H.	Director	BUY	10,000	$7.73	$77.3K
Mar 18, 2026	SIEBEL THOMAS M	Executive Chairman	M	219,294	$2.04	$447.4K
Mar 18, 2026	SIEBEL THOMAS M	Executive Chairman	SELL	219,294	$8.67	$1.9M
Mar 18, 2026	SIEBEL THOMAS M	Executive Chairman	M	219,294	$0.00	$0.00
Mar 17, 2026	SIEBEL THOMAS M	Executive Chairman	M	282,203	$0.00	$0.00
Mar 17, 2026	SIEBEL THOMAS M	Executive Chairman	SELL	282,203	$8.86	$2.5M
Mar 17, 2026	SIEBEL THOMAS M	Executive Chairman	M	282,203	$2.04	$575.7K
Mar 16, 2026	Lath Hitesh	CHIEF FINANCIAL OFFICER	SELL	15,248	$8.98	$136.9K
Mar 15, 2026	Lath Hitesh	CHIEF FINANCIAL OFFICER	M	8,008	$0.00	$0.00
Mar 15, 2026	Hyten John E.	Director	D	2,500	$8.91	$22.3K
Mar 15, 2026	Lath Hitesh	CHIEF FINANCIAL OFFICER	M	8,008	$0.00	$0.00
Mar 13, 2026	SIEBEL THOMAS M	Executive Chairman	G	21,331	$0.00	$0.00
Mar 12, 2026	SIEBEL THOMAS M	Executive Chairman	SELL	23,435	$9.11	$213.5K
Mar 11, 2026	SIEBEL THOMAS M	Executive Chairman	M	44,766	$0.00	$0.00
Mar 11, 2026	SIEBEL THOMAS M	Executive Chairman	M	44,766	$0.00	$0.00
Mar 9, 2026	Snabe Jim H.	Director	BUY	25,000	$9.00	$225.0K
Mar 3, 2026	SIEBEL THOMAS M	Executive Chairman	G	15,081	$0.00	$0.00
Mar 2, 2026	SIEBEL THOMAS M	Executive Chairman	SELL	17,655	$7.79	$137.5K
Mar 2, 2026	Lath Hitesh	CHIEF FINANCIAL OFFICER	A	100,000	$0.00	$0.00
Mar 1, 2026	SIEBEL THOMAS M	Executive Chairman	M	32,736	$0.00	$0.00
Mar 1, 2026	SIEBEL THOMAS M	Executive Chairman	M	32,736	$0.00	$0.00
Feb 15, 2026	Hyten John E.	Director	D	2,500	$10.78	$26.9K

6 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 2 mixed, 1 neutral. Avg impact: 6.2/10.

BEARISH 8-K 7/10

C3.ai reported fiscal Q4 2026 results with total revenue of $51.6M, a 52.5% YoY decline from $108.7M

Jun 3, 2026

MIXED 8-K 6/10

C3.ai announced a partial court victory in a securities class action, with the court dismissing thre

Mar 25, 2026

BEARISH CLUSTER 7/10

C3.ai's Executive Chairman Thomas Siebel sold 501,497 shares in open-market transactions over three

Mar 19, 2026

MIXED CLUSTER 5/10

C3.ai's Executive Chairman Thomas Siebel sold $213K in open-market shares and gifted 21,331 shares,

Mar 13, 2026

NEUTRAL CLUSTER 4/10

Director Jim H. Snabe purchased 25,000 shares of C3.ai in the open market at $9 per share, totaling

Mar 10, 2026

BEARISH 8-K 8/10

C3.ai reported a significant year-over-year revenue decline of 46% to $53.3 million for Q3 FY2026, a

Feb 25, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (5% buy). Based on 22 analysts: 1 strong buy, 0 buy, 9 hold, 8 sell, 4 strong sell.

Analyst Price Targets

$8.91 mean target -14.6% upside Sell (3.50)

$6.00 Low $17.00 High

Metric	Value
Current Price	$10.43
Target Low	$6.00
Target Mean	$8.91
Target Median	$8.00
Target High	$17.00
# Analysts	11
Recommendation	Sell (3.50)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-07-31	$-0.29	$-0.29	$-0.29	21.6%	—	4↑ 7↓	$0.1B	-24.4%	2
Next Q 2026-10-31	$-0.23	$-0.27	$-0.20	6.0%	—	6↑ 7↓	$0.1B	-25.8%	2
Current FY 2027-04-30	$-0.81	$-0.81	$-0.81	40.0%	—	10↑ 4↓	$0.2B	-9.7%	1
Next FY 2028-04-30	$-0.51	$-0.71	$-0.33	37.6%	—	5↑ 2↓	$0.3B	11.1%	7

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$-0.290
7d ago	$-0.284	-0.006
30d ago	$0.000	-0.290
60d ago	$-0.284	-0.006
90d ago	$-0.284	-0.006

10 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Jun 4, 2026	Canaccord Genuity	MAINTAIN	Hold	Hold
Jun 4, 2026	Morgan Stanley	MAINTAIN	Underweight	Underweight
Jun 4, 2026	DA Davidson	MAINTAIN	Underperform	Underperform
Jun 4, 2026	UBS	MAINTAIN	Neutral	Neutral
Jun 4, 2026	Wedbush	REITERATE	Outperform	Outperform
Jun 4, 2026	Citizens	REITERATE	Market Perform	Market Perform
Jun 4, 2026	Needham	REITERATE	Hold	Hold
May 13, 2026	DA Davidson	MAINTAIN	Underperform	Underperform
May 13, 2026	Canaccord Genuity	MAINTAIN	Hold	Hold
May 13, 2026	Wedbush	REITERATE	Outperform	Outperform
Mar 11, 2026	Freedom Broker	MAINTAIN	Hold	Hold
Feb 26, 2026	JP Morgan	MAINTAIN	Underweight	Underweight
Feb 26, 2026	DA Davidson	MAINTAIN	Underperform	Underperform
Feb 26, 2026	Canaccord Genuity	MAINTAIN	Hold	Hold
Feb 26, 2026	UBS	MAINTAIN	Neutral	Neutral
Feb 26, 2026	Wedbush	MAINTAIN	Outperform	Outperform
Feb 26, 2026	Citizens	DOWNGRADE	Market Outperform	Market Perform
Feb 26, 2026	Keybanc	MAINTAIN	Underweight	Underweight

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	1	0	9	8	4	5%
May 1, 2026	1	1	10	8	4	8%
Apr 1, 2026	1	1	10	8	4	8%
Mar 1, 2026	1	1	10	8	4	8%
Feb 1, 2026	1	2	9	8	4	13%
Jan 1, 2026	1	2	9	8	4	13%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026

earnings_calendar

AI Q4 2026 Earnings After Market Close — 2026-06-03

May 27, 2026

earnings_calendar

AI Q4 2026 Earnings After Market Close — 2026-05-27

May 26, 2026

earnings_calendar

AI Q4 2026 Earnings After Market Close — 2026-05-26

May 12, 2026

short_volume

Short Volume: AI — 55.7% short (1.4M / 2.5M)

Short: 1,393,131 | Exempt: 5,405 | TRF Vol: 2,499,311 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)

May 5, 2026

short_interest

FTD: AI — 120,577 shares ($1.1M) failed to deliver

Settlement: 20260505, Price: $9.22, FTD Value: $1,111,719.94, C3 AI INC CL A (DE)

May 4, 2026

short_interest

FTD: AI — 172,213 shares ($1.6M) failed to deliver

Settlement: 20260504, Price: $9.16, FTD Value: $1,577,471.08, C3 AI INC CL A (DE)

Apr 29, 2026

short_volume

Short Volume: AI — 55.0% short (0.7M / 1.3M)

Short: 707,987 | Exempt: 19 | TRF Vol: 1,287,026 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)

Apr 24, 2026

short_interest

FTD: AI — 221,989 shares ($1.9M) failed to deliver

Settlement: 20260424, Price: $8.54, FTD Value: $1,895,786.06, C3 AI INC CL A (DE)

Apr 23, 2026

short_volume

Short Volume: AI — 70.8% short (2.2M / 3.1M)

Short: 2,179,767 | Exempt: 24,975 | TRF Vol: 3,080,558 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)

Apr 21, 2026

short_volume

Short Volume: AI — 55.6% short (1.0M / 1.8M)

Short: 1,027,667 | Exempt: 1,050 | TRF Vol: 1,847,060 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)

Apr 17, 2026

short_volume

Short Volume: AI — 55.1% short (1.4M / 2.5M)

Short: 1,389,718 | Exempt: 692 | TRF Vol: 2,520,718 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)

Apr 16, 2026

short_interest

FTD: AI — 87,937 shares ($0.8M) failed to deliver

Settlement: 20260416, Price: $9.52, FTD Value: $837,160.24, C3 AI INC CL A (DE)

Apr 14, 2026

short_volume

Short Volume: AI — 62.6% short (1.2M / 1.9M)

Short: 1,162,812 | Exempt: 35,607 | TRF Vol: 1,858,727 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)

Apr 13, 2026

short_volume

Short Volume: AI — 57.6% short (1.0M / 1.7M)

Short: 973,607 | Exempt: 60,704 | TRF Vol: 1,689,502 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)

Apr 10, 2026

short_volume

Short Volume: AI — 66.2% short (1.2M / 1.8M)

Short: 1,214,487 | Exempt: 4,666 | TRF Vol: 1,834,294 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)