C3.Ai, Inc. Stock Price, News & Analysis

C3 AI (NYSE: AI) was named a Leader in Enterprise AI platforms by Verdantix after evaluation of eleven vendors on December 10, 2025. Verdantix awarded C3 AI the highest score across multiple categories including AI technical depth, data source orchestration, unstructured data utilization, model training and fine-tuning, dashboard builder, cybersecurity and model guardrails, and deployment options.

CEO Stephen Ehikian noted the company has used the C3 Agentic AI Platform to develop over 130 turnkey Enterprise AI applications and stated customers have realized economic benefit “exceeding billions of dollars per year.”

C3 AI (NYSE: AI) was selected by the U.S. Army Rapid Capabilities and Critical Technologies Office on December 9, 2025 to deliver an AI contested logistics solution for combat operations.

The company will integrate AI-driven forecasting for parts, fuel, and munitions into a Brigade Command & Control network to support re-supply and distribution in contested environments, bolster combat readiness, and maintain operational tempo. The work leverages components of C3 AI Contested Logistics and C3 AI Readiness already operational at the Defense Logistics Agency and U.S. Air Force.

C3 AI (NYSE: AI) announced on December 4, 2025 that the U.S. Department of Health and Human Services selected the C3 Agentic AI Platform to create a unified, secure, and scalable data foundation across the National Institutes of Health and the Centers for Medicare & Medicaid Services.

The platform will integrate NIH disease-specific data enclaves with Medicare, Medicaid, claims, and state registry datasets to improve data quality, governance, research, analytics, and applications while enforcing strict privacy and security requirements. HHS will also use the platform to automate complex administrative workflows to support biomedical research, program integrity, and public health analysis.

C3 AI (NYSE: AI) reported fiscal Q2 2026 results for the quarter ended October 31, 2025 with total revenue $75.1M (up 7% QoQ) and subscription revenue $70.2M (93% of revenue). GAAP gross profit was $30.4M (40% gross margin) and non-GAAP gross profit was $40.9M (54% non-GAAP margin). GAAP net loss per share was $(0.75) and non-GAAP net loss per share was $(0.25). Cash and marketable securities totaled $675.0M. Total bookings rose 49% QoQ, driven by 46 agreements (17 >$1M; 6 >$5M) and federal bookings +89% YoY. Third-quarter revenue guidance is $72.0M–$80.0M; full-year revenue guidance is $289.5M–$309.5M with non-GAAP loss from operations guidance of $(180.5)M–$(210.5)M.

C3 AI (NYSE: AI) announced expanded native integrations with Microsoft Copilot, Microsoft Fabric, and Azure AI Foundry to let enterprises unify reasoning, data, and model operations on the Microsoft Cloud.

The integration exposes C3 AI domain applications and agents inside Copilot for conversational workflows, leverages Fabric and OneLake for trusted data ontologies without replication, and uses Azure AI Foundry to deploy and fine-tune foundation models alongside C3 Agentic AI. C3 AI apps are listed on Azure Marketplace and showcased at Microsoft Ignite.

C3 AI (NYSE: AI) announced that Mike Clayville joined its board of directors, effective November 9, 2025. Clayville brings over 30 years of enterprise software and cloud infrastructure experience, most recently serving as Chief Customer Officer at Stripe and previously leading global commercial sales at Amazon Web Services, supporting customers in 170 countries. Prior roles include senior leadership at VMware, BEA Systems, Tivoli Systems, and IBM. Company leaders called out his experience in customer adoption and operating at scale as strategic for C3 AI's continued growth.

C3 AI (NYSE: AI) will report fiscal second quarter results for the period ended October 31, 2025 after U.S. market close on Wednesday, December 3, 2025. The company will host a conference call and webcast the same day at 2:00 p.m. PST / 5:00 p.m. EST to discuss results and field analyst and investor questions.

Dial-in access requires telephone registration and a personalized PIN; a live webcast requires registration. The call will be available on the C3 AI Investor Relations events page. An audio replay will be posted approximately two hours after the call and remain accessible for 30 days.

C3 AI (NYSE:AI) has been recognized as a Leader in Verdantix's Green Quadrant: Industrial AI Analytics Software (2025) report, achieving the highest scores in both capabilities and momentum. The company's Enterprise AI solutions have demonstrated significant success in predictive maintenance and supply chain optimization.

Notable customer achievements include Nucor Corporation's multimillion-dollar savings through raw-material and schedule optimization, and Con Edison's implementation of 31 million daily predictions across AI applications. The report highlights C3 AI's excellence in combining time-series machine learning with physics-based models, LLM-assisted triage, and advanced supply chain management capabilities.

C3.ai (NYSE: AI) announced equity inducement grants to its newly appointed CEO Stephen Ehikian. The grants include 1,140,902 restricted stock units (RSUs) and options to purchase 1,282,139 shares at $17.53 per share under the company's 2025 Inducement Plan.

The RSU award includes a Contingent RSU Portion of 399,316 shares vesting on December 30, 2025, with the remaining portion vesting quarterly over eleven installments. The option award will vest 5% after three months and 5% quarterly thereafter. Both grants include acceleration terms for qualifying terminations and change in control scenarios.