Live: Will C3.ai Beat Q4 Earnings After the Bell Tonight?

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.

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.

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.

American Express (AXP) has been a consistent holding in Mario Gabelli's GAMCO Investors portfolio since 2012, though the fund has steadily trimmed its position over time. The company is favored on Wall Street due to its affluent customer base and unique position as both a card issuer and payment network, allowing it to capture more profit per transaction. Despite AXP's strong performance, the article suggests that some AI stocks offer greater promise for higher returns in a shorter timeframe.

C3.ai, Inc. director Jim H. Snabe conducted offsetting trades of Class A Common Stock on March 27, selling 10,000 shares at $8.08 and buying 10,000 shares at $7.73. The sale was necessitated by "exit tax" obligations related to his emigration from Denmark, and he remitted $3,509 in short-swing profits to the company. Following these transactions, Snabe directly holds 385,000 shares and indirectly holds 28,000 shares through BJHS Invest ApS.