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

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Welcome to our dedicated page for C3.Ai news (Ticker: AI), a resource for investors and traders seeking the latest updates and insights on C3.Ai stock.

C3.ai, Inc. (NYSE: AI), known as C3 AI, is an Enterprise AI application software company whose news flow reflects activity across technology, government, and industrial markets. Company announcements frequently highlight developments related to its core product families: the C3 Agentic AI Platform, C3 AI applications, and C3 Generative AI, which together form its enterprise AI offering.

Investors and observers following AI news can expect regular updates on financial results, including quarterly earnings releases and related conference call details, as reported in the company’s Form 8-K filings. These releases typically discuss subscription and professional services revenue, non-GAAP metrics, bookings trends, and commentary on business performance across sectors such as federal, defense, aerospace, and commercial industries.

C3 AI’s news also covers federal and public-sector engagements, such as selections by the U.S. Department of Health and Human Services to build a unified, secure, and scalable data foundation, and awards from the U.S. Army Rapid Capabilities and Critical Technologies Office to deliver AI-driven contested logistics solutions. The company reports on milestones like achieving FedRAMP Moderate authorization and holding IL5 and IL6 authorizations, which it associates with the use of its software for protected, high-impact government workloads.

Another recurring theme in AI news is industry recognition and partnerships. C3 AI reports that Verdantix has named it a Leader in Enterprise AI platforms and in industrial AI analytics software, and it provides details on partner activity with firms such as Microsoft, AWS, McKinsey & Company, Baker Hughes, and Booz Allen Hamilton. News items describe expanded integrations with Microsoft Copilot, Microsoft Fabric, and Azure AI Foundry, as well as joint customer wins and pipeline metrics.

Visitors to this news page can use it to review historical and recent announcements about C3 AI’s contracts, product enhancements, partner initiatives, governance changes, and SEC-reported events, all in one place.

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C3.ai (NYSE: AI) has released preliminary financial results for its fiscal first quarter 2026 ended July 31, 2025. The enterprise AI software company reported preliminary total revenue of $70.2-70.4 million, with a GAAP loss from operations of ($124.7-124.9 million) and a non-GAAP loss from operations of ($57.7-57.9 million).

The company maintains a strong cash position with $711.9 million in cash, cash equivalents, and marketable securities as of July 31, 2025. Complete financial results and fiscal 2026 guidance will be discussed during the earnings conference call scheduled for September 3, 2025.

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C3.ai (NYSE: AI) has announced the initiation of a CEO succession search following Chairman and CEO Thomas M. Siebel's disclosure of an autoimmune disease diagnosis that has caused significant visual impairment. The search will be conducted by a prominent search firm, overseen by a committee comprising C3.ai board members and management team.

Siebel will continue as CEO until his successor is appointed, after which he will transition to the role of Executive Chairman, focusing on strategy, product innovation, and key relationships with partners and customers. The company aims to find a leader capable of driving C3.ai's next growth phase.

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C3 AI (NYSE: AI) and Univation Technologies have announced a strategic cooperation agreement to commercialize AI-powered predictive maintenance solutions for the petrochemical industry. The collaboration leverages C3 AI's Asset Performance Suite, which is currently deployed across more than 50 steam cracker furnace operations within Dow's global petrochemical facilities.

The partnership combines the C3 Agentic AI Platform, C3 AI Reliability application, and Univation's technical expertise to deliver enterprise-scale AI solutions that proactively identify equipment issues, maximize uptime, and optimize operational performance. The solution builds upon Dow's successful implementation, which is being expanded to additional furnaces and critical asset classes.

Key features include data-driven insights, predictive analytics, proactive equipment issue identification, and enhanced maintenance strategies, supported by expert technical assistance from both Univation and C3 AI. The solution aims to transform operations from reactive to predictive maintenance, potentially delivering significant improvements in asset availability and cost savings across the petrochemical industry.

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C3 AI (NYSE: AI) has appointed Rob Schilling as Executive Vice President and Chief Commercial Officer, effective June 16, 2025. Schilling brings over two decades of enterprise software sales experience to lead C3 AI's customer-facing operations.

Schilling joins from Oracle, where he led cloud enterprise sales applications in North America. His extensive background includes leadership roles at Nokia's IoT division as general manager, CEO of SpaceTime (later acquired by Nokia), and sales positions at SAP and Siebel Systems. The appointment comes as C3 AI aims to capitalize on accelerating demand for Enterprise AI solutions.

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C3 AI (NYSE: AI) has announced the availability of its complete suite of Enterprise AI solutions in AWS Marketplace within the AWS Secret Region, expanding its presence in the AWS Marketplace for the U.S. Intelligence Community (ICMP) program. The offerings include the C3 Agentic AI Platform, C3 Generative AI, and pre-built applications specifically designed for intelligence and military operations. Key applications include C3 Generative AI for Intelligence, C3 AI Decision Advantage, C3 AI Commander's Dashboard, and C3 AI Contested Logistics. CEO Thomas M. Siebel emphasized that this move provides federal agencies with direct access to advanced, secure Enterprise AI solutions for executing mission-critical operations at scale.
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C3 AI (NYSE: AI) has secured a $13 million task order from the U.S. Air Force Rapid Sustainment Office to expand its AI-enabled predictive maintenance system deployment. This marks the first award under a newly established $450 million Production-Other Transaction Agreement. The expansion focuses on PANDA, a collaborative development between C3 AI and the USAF, which provides real-time analytics and data fusion to enhance fleet readiness and reduce lifecycle costs. The system, powered by the C3 Agentic AI Platform and C3 AI Readiness application, will be implemented across additional aircraft platforms and sensor-based algorithms to improve military preparedness and asset deployment readiness.
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The U.S. Air Force Rapid Sustainment Office (RSO) has increased C3 AI's (NYSE: AI) contract ceiling to $450 million through October 2029, representing a $350 million expansion from the initial $100 million ceiling. The extension supports the broader deployment of C3 AI's predictive maintenance platform PANDA (Predictive Analytics and Decision Assistant) across the Air Force's fleet.

PANDA, powered by C3 Agentic AI Platform and C3 AI Readiness application, monitors components on various aircraft including the B1-B Lancer, C-5 Galaxy, KC-135 Stratotanker, C-17 Globemaster III, and C-130J Super Hercules. The system has potential to increase aircraft availability by up to 25% and has already demonstrated improvements in fleet availability while reducing lifecycle costs and unscheduled maintenance.

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C3.ai (NYSE: AI) reported strong fiscal Q4 and full-year 2025 results, with Q4 revenue growing 26% YoY to $108.7 million. Full-year revenue reached $389.1 million, up 25% from the previous year. The company's subscription revenue, constituting 84% of total revenue, increased 18% to $327.6 million for FY2025. C3.ai expanded across 19 industries and renewed its strategic partnership with Baker Hughes through 2028. Notable achievements include a $450 million U.S. Air Force contract, 100% growth in State/Local Government and Generative AI businesses, and strengthened alliances with Microsoft, AWS, and Google Cloud. The company closed 264 agreements in FY2025, up 38% YoY. Despite growth, C3.ai reported a GAAP net loss of $(2.24) per share for the year. For FY2026, the company projects revenue between $447.5-$484.5 million.
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C3 AI (NYSE: AI) and Baker Hughes have announced the renewal and expansion of their joint venture agreement through June 2028. The partnership, established in 2019, focuses on developing and marketing Enterprise AI solutions for the oil and gas and chemical industries. The collaboration has already generated over half a billion dollars in revenue from these markets, serving major clients including Shell, Eni, QatarEnergy LNG, and ExxonMobil.

Baker Hughes will expand its internal use of C3 AI solutions, including Sourcing Optimization, Inventory Optimization, and Sustainability Suite. The partnership has helped customers achieve efficiency and sustainability gains through production optimization, reduced downtime, and enhanced operational visibility. This marks the fourth renewal and amendment since the initial 2019 agreement.

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C3 AI (NYSE: AI) has appointed Kenneth A. Goldman to its board of directors, effective May 21, 2025. Goldman brings over 40 years of experience in financial leadership and corporate strategy across enterprise software and technology sectors. He most recently served as President at Hillspire, a family office and asset management firm, and previously held CFO positions at Yahoo!, Fortinet, and Siebel Systems.

Goldman has served on over 40 corporate boards throughout his career and currently serves on the boards of Fortinet and RingCentral. He will work closely with C3 AI's leadership team, focusing on financial operations and governance as the company scales its Enterprise AI operations.

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FAQ

What is the current stock price of C3.Ai (AI)?

The current stock price of C3.Ai (AI) is $10.78 as of February 15, 2026.

What is the market cap of C3.Ai (AI)?

The market cap of C3.Ai (AI) is approximately 1.5B.
C3.Ai, Inc.

NYSE:AI

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1.52B
104.00M
7.16%
53.48%
24.82%
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