分析师评级与目标价调整 - UBS分析师Radi Sultan将C3ai的目标价从1600美元上调至1700美元 同时维持中性评级 [1] - 该机构对该公司持观望态度 主要因对2027财年增长前景的可预见性有限 [1] 财务表现与业绩展望 - 公司第一季度业绩疲软主要归因于几笔大交易的执行失败 而非广泛的客户基础疲弱 [2][5] - 公司提供的2026财年290-300亿美元的收入框架已包含保守预期 但UBS因不确定性维持其299亿美元的营收预估不变 [3][5] - UBS预估公司2027财年增长率约为165% 而投资者的预估范围从零增长到中位数20%以上的增长 [1][5] 管理层与运营挑战 - 新任首席执行官尚未最终确定其业务重组计划 这可能在未来几个季度造成重大干扰 [4][5] - 公司面临的不确定性包括第一季度业绩大幅未达预期 新任首席执行官 市场进入策略变更以及新任首席商务官等变动因素 [5]

NEW YORK, Sept. 16, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in C3.ai, Inc. ("C3.ai" or the "Company") (NYSE: AI) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of C3.ai investors who were adversely affected by alleged securities fraud between February 26, 2025 and August 8, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/c3-ai-inc-lawsuit-submission-form?prid ...

公司概况与市场定位 - SoundHound AI专注于跨行业的对话和语音人工智能，应用领域包括餐饮、汽车和金融服务 [1] - C3ai专注于企业级人工智能应用，领域涵盖国防、制造业和政府机构 [1] - 两家公司均受到投资者高度关注，但财务轨迹和执行挑战存在显著差异 [1] SoundHound AI业务发展与财务表现 - 公司在餐饮业语音AI领域迅速成为颠覆者，其平台在超过14000个地点投入使用，包括Applebee's、Chipotle和Red Lobster等连锁品牌 [3] - 汽车领域是另一增长支柱，近期在中国赢得全球性订单，将语音助手嵌入车辆 [3] - 客户集中风险降低，2025年第二季度无单一客户贡献超过10%的收入 [4] - 通过收购Amelia和SYNQ3等公司，增加了数千万美元的经常性收入并增强了交叉销售机会 [4] - 2025年第二季度收入同比激增217%，达到创纪录的4270万美元，管理层将全年指引上调至160-1.78亿美元，几乎是2024年收入的两倍 [5] - 非GAAP毛利率改善至58%，但GAAP毛利率因低利润率收购合同下滑至39% [6] - 运营费用大幅增加：研发费用增长64%，销售和营销费用增长180%，一般及行政费用增长91%，调整后EBITDA亏损1430万美元 [6] - 截至2025年6月30日，公司持有约2.3亿美元现金且无债务，流动性充足 [7] - 管理层计划在2025年底前实现调整后EBITDA收支平衡 [8] C3ai业务发展与财务表现 - 公司提供广泛的企业AI软件平台，拥有超过131个预构建的企业AI应用程序 [10] - 合作伙伴生态系统成为重要增长动力，最近一个季度90%的成交交易由合作伙伴主导，涉及微软Azure、亚马逊AWS、谷歌云和麦肯锡QuantumBlack等 [11] - 客户拓展包括Nucor、Qemetica、HII和美国陆军等，展示了其平台的企业级能力 [12] - 推出了战略集成商计划，允许OEM和系统集成商在C3平台上构建特定领域解决方案，这可能成为一个可扩展的新收入来源 [12] - 2026财年第一季度收入同比下降19%至7030万美元，未达到预期，这是IPO后首次业绩指引未达标 [13] - 非GAAP运营亏损扩大至5780万美元，自由现金流为负3430万美元，毛利率因成本上升和规模有限下滑至52% [13] - 尽管签署了28个初始生产部署项目，但将这些高成本早期项目转化为经常性订阅收入的过程仍不一致 [13] - 公司持有7.119亿美元现金和证券，财务状况稳健 [14] 股价表现与估值比较 - 过去三个月，SOUN股价飙升约52%，而AI股价同期下跌26.9% [15] - SoundHound当前交易价格较其52周高点24.98美元低43.2%，但较其52周低点高出218.9% [16] - C3ai交易价格较其52周低点14.70美元高出19.3%，但较其52周高点低61.1% [16] - SoundHound市值为58亿美元，远期12个月市销率为28.95 [19] - C3ai市值接近24.1亿美元，远期12个月市销率为7.52 [19] 分析师预期与投资前景 - 过去60天，SOUN的2025年每股亏损共识预期从16美分收窄至13美分，预计将较上年同期的1.04美元亏损有所改善 [21] - SOUN的2025年收入共识预期意味着同比增长95.3% [21] - 过去7天，AI的2026财年每股亏损共识预期从1.15美元扩大至1.33美元，预计亏损将较2025财年的41美分进一步扩大 [23] - AI的2026财年收入共识预期意味着同比下降23.1% [25] - SoundHound展现出加速的基本面和改进的运营杠杆，而C3ai因执行风险和收入转换不一致而面临近期的挑战 [28][29]

NEW YORK, Sept. 15, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of C3.ai, Inc. (NYSE: AI). Shareholders who purchased shares of AI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/c3-ai-inc-loss-submission-form-2/?id=166928&from=3 CLASS PERIOD: February 26, 2025 to Augus ...

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP reminds investors of the upcoming October 21, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired C3.ai, Inc. ("C3.ai†or the "Company†) (NYSE: AI) securities between February 26, 2025 and August 8, 2025, inclusive (the "Class Period†). IF YOU SUFFERED A LOSS ON YOUR C3.AI INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR. ...

CONTACT US HERE: https://securitiesclasslaw.com/securities/c3-ai-inc-loss-submission-form-2/?id=166899&from=4 CLASS PERIOD: February 26, 2025 to August 8, 2025 ALLEGATIONS: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of C3 AI's growth; notably, that its Chief Executive Officer health was having a significant i ...

NEW YORK, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of Snap Inc. (“Snap” or the “Company”) (NYSE: SNAP) between April 29, 2025 and August 5, 2025, inclusive. Should You Join This Class Action Lawsuit? Do you, or did you, own shares of C3.ai, Inc. (NYSE: AI)?Did you purchase your shares between February 26, 2025 and August 8, 2025, inclusive?Di ...

The company's CEO had to step aside due to an unexpected cause.There have been significant changes at C3.ai (AI 0.27%); investors need to be aware of the latest developments.*Stock prices used were the afternoon prices of Sept. 11, 2025. The video was published on Sept. 13, 2025. ...

What a year, so far. The Dow, S&P and Nasdaq are all sitting near all-time highs. The small-cap Russell 2000 is sitting at YTD highs, and it looks like they have finally begun their long-awaited upside breakout.What a difference a handful of months can make.Stocks sank earlier in the year on tariff concerns, before bottoming in early April.Since then, the major indexes have all surged by double-digits from their 4/7 lows, with the Dow up by 25.9%, the S&P up by 36.2%, the Nasdaq up by 49.1%, and the small-c ...

集体诉讼事件 - 针对C3ai公司提起集体诉讼 涵盖2025年2月26日至2025年8月8日期间收购该公司证券的个人和实体 [1] - 诉讼指控公司未能披露首席执行官健康状况对业务造成的负面影响 包括交易达成能力受损及管理层未能有效减轻该影响 [2] - 原告声称公司2025年8月8日公布令人失望的2026财年第一季度初步财务业绩 并下调2026财年全年收入指引 [3] 股价影响 - 公司普通股价格从2025年8月8日的每股22.13美元下跌至2025年8月11日的每股16.47美元 跌幅超过25% [3] - 公司将销售业绩不佳和指引下调归因于"新领导层重组"和首席执行官的健康问题 [3] 诉讼程序安排 - 希望担任首席原告的股东需在2025年10月21日前向法院提交文件 [4] - 股东无需参与案件即有资格获得赔偿 可选择保持缺席集体成员身份 [4] - 所有代理均采用风险代理收费模式 股东无需支付任何费用或开支 [5]