Thomas Siebel Sells 16,890 Shares of C3.ai (NYSE:AI) Stock

Posted by Brenda Bartman on Sep 5th, 2026

C3.ai, Inc. (NYSE:AI – Get Free Report) CEO Thomas Siebel sold 16,890 shares of C3.ai stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $10.30, for a total value of $173,967.00. Following the sale, the chief executive officer directly owned 738,208 shares of the company’s stock, valued at $7,603,542.40. This represents a 2.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

C3.ai Stock Down 4.1%

Shares of NYSE AI opened at $10.45 on Friday. The stock’s 50-day simple moving average is $9.55 and its two-hundred day simple moving average is $9.43. C3.ai, Inc. has a twelve month low of $7.68 and a twelve month high of $20.22. The firm has a market capitalization of $1.62 billion, a P/E ratio of -3.39 and a beta of 2.10.

C3.ai (NYSE:AI – Get Free Report) last issued its quarterly earnings results on Wednesday, September 2nd. The company reported ($0.20) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.26) by $0.06. The firm had revenue of $52.38 million during the quarter, compared to the consensus estimate of $52.06 million. C3.ai had a negative return on equity of 60.82% and a negative net margin of 192.10%.The company’s revenue for the quarter was down 25.4% on a year-over-year basis. During the same quarter last year, the company posted ($0.37) EPS. As a group, research analysts anticipate that C3.ai, Inc. will post -2.28 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Western Wealth Management LLC purchased a new stake in shares of C3.ai during the first quarter worth about $26,000. Larson Financial Group LLC increased its holdings in C3.ai by 683.6% during the 3rd quarter. Larson Financial Group LLC now owns 1,481 shares of the company’s stock valued at $26,000 after purchasing an additional 1,292 shares during the period. Farther Finance Advisors LLC increased its holdings in C3.ai by 66.1% during the 4th quarter. Farther Finance Advisors LLC now owns 2,141 shares of the company’s stock valued at $29,000 after purchasing an additional 852 shares during the period. Parallel Advisors LLC raised its position in C3.ai by 76.4% during the 3rd quarter. Parallel Advisors LLC now owns 1,849 shares of the company’s stock valued at $32,000 after purchasing an additional 801 shares during the last quarter. Finally, Comerica Bank raised its position in C3.ai by 839.1% during the 4th quarter. Comerica Bank now owns 2,423 shares of the company’s stock valued at $33,000 after purchasing an additional 2,165 shares during the last quarter. 38.96% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting C3.ai

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

Positive Sentiment: Bookings surged 73% sequentially in fiscal Q1 2027, helped by sales-force restructuring and renewed demand. C3.ai signed 22 new customer agreements, including Ford and several U.S. government agencies, while federal-sector bookings rose 138% year over year. C3.ai Posts 73% Bookings Growth As Free Cash Flow Turns Positive
Positive Sentiment: Free cash flow returned to positive territory, and the company retains approximately $650 million in cash. That liquidity gives C3.ai additional time to execute its turnaround and pursue enterprise and government opportunities.
Positive Sentiment: C3.ai reported a quarterly loss of $0.20 per share, better than the expected $0.26 loss, while revenue of $52.38 million modestly exceeded estimates. Seeking Alpha upgraded the stock to Buy, citing stronger bookings and founder Thomas Siebel’s renewed leadership. C3.ai: Early Turnaround Signals Are Here
Neutral Sentiment: CEO Thomas Siebel sold 16,890 shares worth about $174,000 to cover tax withholding tied to equity vesting. The sale reduced his direct ownership by 2.24%, but its stated purpose makes it a weaker bearish signal than a discretionary insider sale. C3.ai CEO Thomas Siebel Sells Shares
Negative Sentiment: Revenue fell approximately 25% year over year to $52.4 million, and subscription revenue also declined. Management’s fiscal 2027 revenue outlook of $210 million to $240 million is broadly cautious, while quarterly revenue guidance of $53 million came in below analyst expectations. C3.ai Posts Sales In Line but Guidance Misses Expectations
Negative Sentiment: Analyst opinion remains unfavorable: Canaccord reiterated Hold with a $10 target, Citizens JMP and Citigroup maintained Market Perform, while DA Davidson and UBS kept Underperform ratings. The reported consensus rating is Reduce, with an average target of $8.70.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Morgan Stanley increased their target price on C3.ai from $6.00 to $7.00 and gave the company an “underweight” rating in a research note on Thursday, June 4th. Canaccord Genuity Group reiterated a “hold” rating and issued a $10.00 price objective on shares of C3.ai in a report on Thursday. Wedbush reiterated an “outperform” rating and set a $15.00 price objective on shares of C3.ai in a research report on Thursday, June 4th. Citizens Jmp reissued a “market perform” rating on shares of C3.ai in a report on Thursday. Finally, Weiss Ratings upgraded C3.ai from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Tuesday, August 4th. One analyst has rated the stock with a Buy rating, four have issued a Hold rating and seven have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and an average price target of $8.70.

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About C3.ai

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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.