AI

C3.ai, Inc.

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001577526
$10.90 -3.28% $1.6B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)10 New Institutional Positions17 Institutional Exits
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusSell (5%)
Inst. Holders50 funds
Inst. Value$614.1M
Inst. Activity10 buys / 17 sells
Insider Activity2B / 15S
Insider Net $-$20.1M
SEC Reports8
Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001577526·Prev Close $11.27

Recent Activity

Jun 12, 2026 SEC
A significant institutional cluster in C3.ai (AI) shows 16 buyers accumulating $63.5M net versus 6 sellers reducing by $
INST-CLUSTER — Impact 6/10
Jun 11, 2026 SEC
AI (C3.ai) Q3 2025 13F cluster shows net buying of $64.9M by 5 institutions vs -$64.1M selling by 4, for a tiny net posi
INST-CLUSTER — Impact 4/10
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 gifted 6,182,053 shares
CEO and Chairman of the Board
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 acquired via exercise 6,166,667 shares
CEO and Chairman of the Board
Inst.
BANK OF AMERICA CORP — ADD
3,282,183 shares ($27.6M)
Inst.
MARSHALL WACE, LLP — DOUBLED
2,250,236 shares ($18.9M)

Price Targets

$8.82 -19.1% upside Strong Sell
Current $10.90 Low $6.00 Median $8.00 High $15.00 11 analysts
$6.00 $15.00

Analyst Ratings

Strong Sell5% buy · 22 analysts
1Strong Buy
0Buy
9Hold
8Sell
4Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
Current Q $-0.25 $-0.28 — $-0.09 33% YoY 14
Next Q $-0.22 $-0.32 — $-0.17 12% YoY 14
Current FY $-0.79 $-0.87 — $-0.55 42% YoY 14
Next FY $-0.45 $-0.76 — $-0.17 43% YoY 12

Top Institutional Holders

FundValueMove
BlackRock, Inc.$102.8M
VANGUARD PORTFOLIO MANAGEMENT LLC$71.9M
VANGUARD CAPITAL MANAGEMENT LLC$49.2M
MORGAN STANLEY$48.2M
GOLDMAN SACHS GROUP INC$32.3M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026SIEBEL THOMASG$0.00
Jun 2, 2026SIEBEL THOMASSELL$196.4K
Jun 1, 2026SIEBEL THOMASM$0.00
Jun 1, 2026SIEBEL THOMASM$0.00
May 18, 2026SIEBEL THOMASM$228.5K
50 institutional holders with $614.1M total value (72,841,490 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 17 institutions trimmed/exited vs 10 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.12,206,443$102.8M16.7%
2VANGUARD PORTFOLIO MANAGEMENT LLC8,544,184$71.9M11.7%
3VANGUARD CAPITAL MANAGEMENT LLC5,840,704$49.2M8.0%
4MORGAN STANLEY5,725,696$48.2M7.9%
5GOLDMAN SACHS GROUP INC3,841,926$32.3M5.3%
6BANK OF AMERICA CORP /DE/3,282,183$27.6M4.5%ADD +55.1%
7STATE STREET CORP3,150,583$26.5M4.3%
8SUSQUEHANNA INTERNATIONAL GROUP, LLP2,526,100$21.3M3.5%
9CITADEL ADVISORS LLC2,501,100$21.1M3.4%
10SUSQUEHANNA INTERNATIONAL GROUP, LLP2,406,300$20.3M3.3%
11MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,357,236$19.8M3.2%
12MARSHALL WACE, LLP2,250,236$18.9M3.1%DOUBLED +121.5%
13GOLDMAN SACHS GROUP INC2,000,000$16.8M2.7%
14TWO SIGMA INVESTMENTS, LP1,319,920$11.1M1.8%ADD +36.1%
15FIRST TRUST ADVISORS LP1,215,341$10.2M1.7%ADD +67.3%
16DIMENSIONAL FUND ADVISORS LP1,044,250$8.8M1.4%TRIM -33.5%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,040,311$8.8M1.4%
18VANGUARD FIDUCIARY TRUST CO872,309$7.3M1.2%
19FEDERATED HERMES, INC.759,181$6.4M1.0%DOUBLED +93578.8%
20CITADEL ADVISORS LLC720,219$6.1M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/ADD2,115,8813,282,183+55.1%$27.6M2026-Q1
MARSHALL WACE, LLPDOUBLED1,015,7092,250,236+121.5%$18.9M2026-Q1
FIRST TRUST ADVISORS LPADD726,6311,215,341+67.3%$10.2M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM1,569,2021,044,250-33.5%$8.8M2026-Q1
Invesco Ltd.TRIM452,653296,437-34.5%$2.5M2026-Q1
Point72 Asset Management, L.P.TRIM586,021223,890-61.8%$1.9M2026-Q1
Cerity Partners LLCTRIM476,729206,333-56.7%$1.7M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED16,554162,584+882.1%$1.4M2026-Q1
FMR LLCDOUBLED16,956154,082+808.7%$1.3M2026-Q1
Brevan Howard Capital Management LPDOUBLED18,336115,121+527.8%$969.3K2026-Q1
GROUP ONE TRADING LLCTRIM143,504107,284-25.2%$903.3K2026-Q1
Russell Investments Group, Ltd.TRIM146,51999,535-32.1%$838.1K2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCTRIM34,99025,902-26.0%$218.1K2026-Q1
STIFEL FINANCIAL CORPTRIM32,62523,615-27.6%$198.8K2026-Q1
AMERIPRISE FINANCIAL INCTRIM30,41220,740-31.8%$174.6K2026-Q1
Rockefeller Capital Management L.P.NEAR_EXIT147,47817,398-88.2%$146.5K2026-Q1
CWM, LLCDOUBLED3,04913,407+339.7%$112.9K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM46,61913,258-71.6%$111.6K2026-Q1
Mirae Asset Global Investments Co., Ltd.TRIM39,28611,811-69.9%$99.4K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.TRIM13,8964,911-64.7%$41.4K2026-Q1
NATIONAL BANK OF CANADA /FI/NEAR_EXIT884,5361,188-99.9%$10.0K2026-Q1
FIFTH THIRD BANCORPDOUBLED39659+1589.7%$5.5K2026-Q1
HRT FINANCIAL LPDOUBLED185,744556,045+199.4%$4.7K2026-Q1
NISA INVESTMENT ADVISORS, LLCNEAR_EXIT16,566162-99.0%$1.4K2026-Q1
TD Waterhouse Canada Inc.TRIM320160-50.0%$1.4K2026-Q1
5 unique insiders with 44 transactions. Net insider value: -$20.1M ($302.3K bought, $20.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026SIEBEL THOMAS MCEO and Chairman of the BoardGIFT6,182,053
Jun 2, 2026SIEBEL THOMAS MCEO and Chairman of the BoardSELL17,350$11.32$196.4K
Jun 1, 2026SIEBEL THOMAS MCEO and Chairman of the BoardEXERCISE6,166,667
Jun 1, 2026SIEBEL THOMAS MCEO and Chairman of the BoardEXERCISE32,736
May 18, 2026SIEBEL THOMAS MCEO and Chairman of the BoardEXERCISE112,014$2.04$228.5K
May 18, 2026SIEBEL THOMAS MCEO and Chairman of the BoardSELL112,014$8.65$968.9K
May 15, 2026SIEBEL THOMAS MCEO and Chairman of the BoardEXERCISE369,624$2.04$754.0K
May 15, 2026SIEBEL THOMAS MCEO and Chairman of the BoardSELL369,624$8.72$3.2M
May 15, 2026Hyten John E.DirectorD2,500$8.65$21.6K
May 5, 2026SIEBEL THOMAS MExecutive ChairmanGIFT25,915
May 4, 2026SIEBEL THOMAS MExecutive ChairmanSELL27,210$9.27$252.2K
May 1, 2026SIEBEL THOMAS MExecutive ChairmanEXERCISE53,125
Apr 15, 2026Hyten John E.DirectorD2,500$9.52$23.8K
Apr 14, 2026SIEBEL THOMAS MExecutive ChairmanEXERCISE165,278$2.04$337.2K
Apr 14, 2026SIEBEL THOMAS MExecutive ChairmanSELL165,278$8.49$1.4M
Apr 13, 2026SIEBEL THOMAS MExecutive ChairmanEXERCISE326,189$2.04$665.4K
Apr 13, 2026SIEBEL THOMAS MExecutive ChairmanSELL326,189$8.31$2.7M
Apr 1, 2026Ehikian Stephen BradleyChief Executive OfficerGIFT47,316
Mar 31, 2026Hyten John E.DirectorGIFT43,944
Mar 31, 2026Ehikian Stephen BradleyChief Executive OfficerSELL52,194$8.22$429.1K
Mar 30, 2026Ehikian Stephen BradleyChief Executive OfficerAWARD32,093
Mar 27, 2026Snabe Jim H.DirectorSELL10,000$8.08$80.8K
Mar 27, 2026Snabe Jim H.DirectorBUY10,000$7.73$77.3K
Mar 18, 2026SIEBEL THOMAS MExecutive ChairmanEXERCISE219,294$2.04$447.4K
Mar 18, 2026SIEBEL THOMAS MExecutive ChairmanSELL219,294$8.67$1.9M
Mar 17, 2026SIEBEL THOMAS MExecutive ChairmanSELL282,203$8.86$2.5M
Mar 17, 2026SIEBEL THOMAS MExecutive ChairmanEXERCISE282,203$2.04$575.7K
Mar 16, 2026Lath HiteshCHIEF FINANCIAL OFFICERSELL15,248$8.98$136.9K
Mar 15, 2026Hyten John E.DirectorD2,500$8.91$22.3K
Mar 15, 2026Lath HiteshCHIEF FINANCIAL OFFICEREXERCISE8,008
Mar 13, 2026SIEBEL THOMAS MExecutive ChairmanGIFT21,331
Mar 12, 2026SIEBEL THOMAS MExecutive ChairmanSELL23,435$9.11$213.5K
Mar 11, 2026SIEBEL THOMAS MExecutive ChairmanEXERCISE44,766
Mar 9, 2026Snabe Jim H.DirectorBUY25,000$9.00$225.0K
Mar 3, 2026SIEBEL THOMAS MExecutive ChairmanGIFT15,081
Mar 2, 2026SIEBEL THOMAS MExecutive ChairmanSELL17,655$7.79$137.5K
Mar 2, 2026Lath HiteshCHIEF FINANCIAL OFFICERAWARD100,000
Mar 1, 2026SIEBEL THOMAS MExecutive ChairmanEXERCISE32,736
Feb 15, 2026Hyten John E.DirectorD2,500$10.78$26.9K
Feb 10, 2026SIEBEL THOMAS MExecutive ChairmanEXERCISE511,732$2.04$1.0M
Feb 10, 2026SIEBEL THOMAS MExecutive ChairmanSELL511,732$11.66$6.0M
Feb 3, 2026SIEBEL THOMAS MExecutive ChairmanGIFT25,520
Feb 2, 2026SIEBEL THOMAS MExecutive ChairmanSELL27,605$10.81$298.4K
Feb 1, 2026SIEBEL THOMAS MExecutive ChairmanEXERCISE53,125

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

$8.82 mean target -19.1% upside Strong Sell (3.50)
$6.00 Low $15.00 High
MetricValue
Current Price$10.90
Target Low$6.00
Target Mean$8.82
Target Median$8.00
Target High$15.00
# Analysts11
RecommendationStrong Sell (3.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$-0.25 $-0.28 $-0.09 32.7% 8↑ 4↓ $0.1B -25.9% 14
Next Q
2026-10-31
$-0.22 $-0.32 $-0.17 12.1% 5↑ 6↓ $0.1B -24.7% 14
Current FY
2027-04-30
$-0.79 $-0.87 $-0.55 41.7% 8↑ 4↓ $0.2B -10.4% 14
Next FY
2028-04-30
$-0.45 $-0.76 $-0.17 42.8% 3↑ 3↓ $0.2B 10.0% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.249
7d ago$-0.284+0.035
30d ago$0.000-0.249
60d ago$-0.284+0.035
90d ago$-0.284+0.035
10 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026109845%
May 1, 20261110848%
Apr 1, 20261110848%
Mar 1, 20261110848%
Feb 1, 20261298413%
Jan 1, 20261298413%
Strong BuyBuyHoldSellStrong Sell

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

Recent Reddit Threads

r/stocks Neutral 3mo ago
$AI stock (C3.ai): The Sleeper Giant Awakens?
▲ 1 💬 0 ⚡ 0.0
r/wallstreetbets Neutral 3mo ago
$AI stock (C3.ai): The Sleeper Giant Awakens?
▲ 1 💬 1 ⚡ 0.0
r/pennystocks Bullish 3mo ago
$AI stock (C3.ai): The Sleeper Giant Awakens?
▲ 0 💬 18
r/stockmarket Bullish 4mo ago
$AI (C3.ai) in talks to merge with Automation Anywhere
▲ 2 💬 9 ⚡ 0.0
r/stockmarket Neutral 4mo ago
$AI (C3.ai) in talks to merge with Automation Anywhere
▲ 1 💬 0 ⚡ 0.0
Jun 12, 2026
short_volume
Short Volume: AI — 56.5% short (1.6M / 2.9M)
Short: 1,638,236 | Exempt: 35,061 | TRF Vol: 2,901,617 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: AI — 55.2% short (1.4M / 2.6M)
Short: 1,427,663 | Exempt: 6,747 | TRF Vol: 2,586,698 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
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)