SIEBEL THOMAS M sold $196K of AI

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.

Ahead of June 3, 2026 earnings, several companies report before the bell, including Broadcom (AVGO) after the bell. Forecasts cited: AVGO $2.32 EPS on $22.10B revenue; C3.ai loss $0.45 on $50.13M; CrowdStrike $0.88 on $1.36B; Veeva $2.02 on $857.65M. Other estimates include Macy’s $0.02 on $4.61B and Medtronic $1.55 on $9.62B.

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.

C3.ai shares are down 59% over 12 months as the company’s sales have declined, despite having 100+ enterprise AI turnkey solutions. After CEO/founder Thomas Siebel stepped down in 2024 for health reasons and Stephen Ehikian took over Sept. 1, 2025, C3.ai reported preliminary Q4 revenue of $51.6M vs. $108.7M a year earlier. The company says Siebel returned as CEO May 8.

UBS analysts have named Take-Two Interactive their top US interactive gaming pick, citing improving visibility for key franchise releases and long-term monetization trends, particularly with Grand Theft Auto VI. The firm maintains a 'Buy' rating and a $330 price target, predicting significant upside and robust economic returns from GTA VI's launch and the company's shift toward recurring consumer spending models. Despite recent sector weakness driven by AI concerns, UBS believes these fears are "overdone" for Take-Two, expecting strong fiscal 2027 performance.