Thomas Siebel Sells 511,732 Shares of C3.ai (NYSE:AI) Stock

C3.ai, Inc. (NYSE:AI) Chairman Thomas Siebel sold 511,732 shares of the stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $11.66, for a total transaction of $5,966,795.12. Following the completion of the transaction, the chairman directly owned 722,362 shares of the company’s stock, valued at $8,422,740.92. This trade represents a 41.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

C3.ai Price Performance

AI stock opened at $10.78 on Friday. The stock has a market cap of $1.52 billion, a price-to-earnings ratio of -3.81 and a beta of 1.98. The company has a 50 day simple moving average of $13.24 and a 200 day simple moving average of $15.92. C3.ai, Inc. has a 1 year low of $9.99 and a 1 year high of $32.97.

C3.ai (NYSE:AI) last issued its earnings results on Wednesday, December 3rd. The company reported ($0.25) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.33) by $0.08. The firm had revenue of $75.15 million for the quarter, compared to analyst estimates of $74.86 million. C3.ai had a negative net margin of 108.06% and a negative return on equity of 46.51%. The company’s quarterly revenue was down 20.3% on a year-over-year basis. During the same quarter last year, the business posted ($0.06) earnings per share. On average, equities research analysts anticipate that C3.ai, Inc. will post -2.44 EPS for the current fiscal year.

Wall Street Analyst Weigh In

AI has been the topic of several research reports. Needham & Company LLC restated a “hold” rating on shares of C3.ai in a report on Thursday, December 4th. Bank of America set a $10.00 target price on shares of C3.ai in a research report on Friday, January 30th. DA Davidson reissued an “underperform” rating and set a $13.00 target price on shares of C3.ai in a report on Thursday, December 4th. Canaccord Genuity Group reaffirmed a “hold” rating and set a $16.00 price target on shares of C3.ai in a research note on Thursday, December 4th. Finally, Wedbush reiterated an “outperform” rating and set a $20.00 price target on shares of C3.ai in a report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, six have given a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, C3.ai currently has a consensus rating of “Reduce” and an average price target of $21.00.

Hedge Funds Weigh In On C3.ai

Hedge funds have recently bought and sold shares of the company. Marshall Wace LLP grew its holdings in C3.ai by 94.5% during the 4th quarter. Marshall Wace LLP now owns 1,015,709 shares of the company’s stock worth $13,692,000 after acquiring an additional 493,515 shares during the period. Bridgefront Capital LLC acquired a new stake in C3.ai during the fourth quarter worth approximately $312,000. Morgan Stanley increased its holdings in C3.ai by 1.9% in the fourth quarter. Morgan Stanley now owns 4,824,499 shares of the company’s stock worth $65,034,000 after purchasing an additional 91,802 shares in the last quarter. Jacobs Levy Equity Management Inc. bought a new stake in C3.ai in the fourth quarter worth approximately $3,197,000. Finally, Rafferty Asset Management LLC acquired a new position in C3.ai in the fourth quarter valued at approximately $140,000. Institutional investors own 38.96% of the company’s stock.

More C3.ai News

Here are the key news stories impacting C3.ai this week:

• Positive Sentiment: New Vonage partnership positions C3.ai to embed agentic AI into telecom-enabled field operations, which could accelerate recurring revenue and customer scale. Read More.
• Positive Sentiment: Coverage highlights how Vonage APIs will let C3.ai push AI agents into frontline services — a partner-led GTM that can lower sales cycles and broaden deployments. Read More.
• Positive Sentiment: Analyst commentary notes the partner strategy (Vonage telecom deal) as a way to scale agentic AI and drive more predictable, recurring revenue — a strategic shift investors may view favorably if adoption follows. Read More.
• Neutral Sentiment: C3.ai set its fiscal Q3 2026 results release for Feb 25; the report will be a catalyst for near-term direction given recent revenue declines and analyst EPS expectations. Read More.
• Negative Sentiment: Chairman Thomas Siebel disclosed a large sale (511,732 shares, ~$5.97M at ~$11.66) that cut his stake ~41% — an insider divestiture of this size often spooks investors and can weigh on the stock. Read More.
• Negative Sentiment: A circulating “merger leak” story has generated volatility and headline risk; even unconfirmed merger rumors can drive rapid selling or speculative trading. Read More.

About C3.ai

C3.ai, Inc is a leading enterprise software provider focused on delivering scalable artificial intelligence (AI) and Internet of Things (IoT) solutions to large organizations. The company’s core offering, the C3 AI Suite, is a comprehensive, model-driven platform that unifies data ingestion, model development, and application deployment. Through its suite of tools, C3.ai enables customers to accelerate digital transformation initiatives by applying advanced machine learning, predictive analytics, and AI-driven insights across a broad range of business functions.

The C3 AI Suite provides a low-code environment for data scientists and application developers to rapidly design, test, and deploy enterprise-scale AI applications.