Thomas Siebel Is Back as C3.ai CEO. Will This Help the Stock Rebound?

The Wall Street Journal reports Nasdaq-listed AI Financial (formerly Alt5 Sigma) is in talks to sell its only revenue-generating payments subsidiary to Tokyo-based Perpetuals.com for up to $15 million. The unit generated about $25 million revenue in 2024. AI Financial’s losses followed World Liberty’s August 2025 WLFI token purchase and WLFI’s ~70% decline, with AI Financial reporting a $271 million quarterly loss.

C3.ai held its Q4 earnings call, reporting total revenue of $51.6 million, with subscription revenue 94% of the total. The company said it cut headcount about 35% and expects ~$135 million in annual operating cost savings. CEO Tom Siebel cited poor sales execution and plans to expand its target accounts. FY2027 guidance calls for $210–$240 million revenue and non-GAAP operating loss of $128–$160 million.

C3.ai (AI) reports Q4 fiscal 2026 results after the close. The company is focused on revenue within guidance ($48.0M–$52.0M), improving GAAP gross margin from 17% (down from 59% a year earlier), and expanding federal bookings, which rose 134% YoY to 55% of total bookings. Wall Street has 6 sell and 7 hold ratings; average target is $8.82 vs. $10.51.

The article argues that Wall Street’s consensus on C3.ai (AI) is inconsistent and may not reflect deteriorating fundamentals. It cites a hold consensus from 12 analysts with an average price target near $17 versus a stock price around $9.50. For fiscal Q1 2026 ended July 31, C3.ai reported about $50M revenue, missed guidance, posted a $0.40 loss per share vs $0.30 estimate, and guided continued pressure.

Albertsons Companies said it is voluntarily recalling four ready-to-eat products containing jalapeños supplied by Taylor Farms, including items sold at Randalls in Texas. The recall followed a supplier recall tied to an ongoing federal investigation and an FDA probe of a Salmonella Javiana outbreak. FDA reported 345 illnesses in 27 states, 36 hospitalizations, no deaths.

U.S. health authorities are investigating a Salmonella outbreak linked to Mexican jalapeño peppers. The CDC and FDA say 345 people are ill across 27 states, with 36 hospitalizations and no deaths. The supplier, Coast Citrus Distributors, recalled peppers sent to restaurants including Chipotle and QDOBA. Chipotle removed jalapeños from some outlets and shares fell over 8% on Aug. 4.