C3.ai, Inc. (NYSE:AI) is likely one of the AI Shares Analysts Are Watching Intently. On August 11, Wolfe Analysis analyst Gal Munda reiterated an Underperform ranking on the inventory with a $15.00 worth goal. The ranking affirmation follows the corporate’s first quarter fiscal 2026 outcomes.
On Friday, the corporate reported that it sees preliminary income of $70.2 million-$70.4 million, an estimated 33% beneath the midpoint of its earlier Q1 steering for $100 million-$109 million.
The adjusted working loss will probably be $57.7 million-$59.9 million, virtually twice as unhealthy because the $23.5 million-$33.5 million loss that the corporate had anticipated.
Firm CEO Thomas Siebel stated that gross sales outcomes in the course of the quarter had been “utterly unacceptable” however pushed by “disruptive impact” of the reorganization and his ongoing well being points.
Wolfe Analysis famous that it believes F1Q26 outcomes have been a “adverse shock that can doubtless drive shares materially decrease regardless of the restructuring of the gross sales group.”
“In July, the corporate introduced a seek for a successor to the CEO, and within the 8-Ok submitting (hyperlink to submitting right here), it didn’t reiterate steering, which we seen as a danger to expectations. We consider F1Q26 outcomes had been a adverse shock that can doubtless drive shares materially decrease regardless of the restructuring of the gross sales group. Given the disappointing F1Q26 outcomes, we consider FY26 income steering might be revised considerably decrease or doubtlessly pulled solely. Reiterate UP and $15 PT. “
C3.ai, Inc. (NYSE:AI) is an enterprise synthetic intelligence (AI) software program firm concerned in constructing and working enterprise-scale AI purposes and accelerating digital transformation.
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Disclosure: None.
