C3.ai, Inc.
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Elliott Management supports Air Liquide's strategy to improve margins by 600 bps by 2030 and targets 10% EPS growth. The activist investor, holding a significant stake, urges an immediate start to the €4bn share buyback plan. Air Liquide expects its electronics business to grow from €2.5bn in 2025 to over €4bn by 2030, funded by cash flow and higher debt.
Air Liquide stock rose 2.4% to €174.20 after announcing a €4B share buyback program and targets for 10% annual EPS growth and 5% revenue growth through 2030. The plan addresses activist investor concerns and includes a focus on electronics and AI. Analysts had raised price targets ahead of the announcement.
Air Liquide (AI) aims for ~5% annual sales growth, 400–600 bps margin increase, and 10% EPS growth by 2030. The company plans €40B+ in capital allocation. Elliott reportedly built a stake and engaged on margin improvement, efficiency, and returns, per Reuters.
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning AI (C3.ai, Inc.). Coverage has skewed bullish: 3 bullish, 1 neutral, and 1 bearish.
Recent AI coverage spans financial news, corporate actions and insider activity.
In the last 30 days, AI insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($5.3M). The most active reporter was SIEBEL THOMAS M, CEO and Chairman of the Board, with 3 filings. 40% of those filings were made under pre-arranged Rule 10b5-1 plans.
The announced buyback is sizable and expected to be funded by cash flow, likely supporting the stock price.
Buyback and ambitious targets should lift the share price.
No new catalyst; guidance already known.
Buyback likely creates upward price pressure as investors view it as confidence in cash flow.
Earnings beat on EPS but revenue miss may weigh on the stock.
AlphAI scores every news story that mentions AI with an AI model for sentiment and relevance, and aggregates insider trades from C3.ai, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Elliott Management supports Air Liquide's strategy to improve margins by 600 bps by 2030 and targets 10% EPS growth. The activist investor, holding a significant stake, urges an immediate start to the €4bn share buyback plan. Air Liquide expects its electronics business to grow from €2.5bn in 2025 to over €4bn by 2030, funded by cash flow and higher debt.
2 min readAir Liquide stock rose 2.4% to €174.20 after announcing a €4B share buyback program and targets for 10% annual EPS growth and 5% revenue growth through 2030. The plan addresses activist investor concerns and includes a focus on electronics and AI. Analysts had raised price targets ahead of the announcement.
2 min readAir Liquide (AI) aims for ~5% annual sales growth, 400–600 bps margin increase, and 10% EPS growth by 2030. The company plans €40B+ in capital allocation. Elliott reportedly built a stake and engaged on margin improvement, efficiency, and returns, per Reuters.
1 min readAir Liquide announced a new 2030 strategy, 'BEYOND,' targeting 10% annual growth in recurring net EPS and launching a €4 billion share buyback program. The plan includes €40 billion in capital allocation, with a focus on electronics, energy transition, healthcare, and space. The company aims for 5% annual sales growth and a 400-600 basis point operating margin improvement. CEO François Jackow highlighted the group's strong foundations and commitment to value creation.
2 min readJMP Securities maintained a Market Perform rating on C3.ai (NYSE:AI) after a headquarters visit, citing underperformance and overvaluation concerns. The company reported Q1 FY2027 revenue of $52.4M, down 25% YoY, but in line with guidance. Shares have fallen 18% YTD, trading at $11.11 with a $1.79B market cap.
2 min readShares of Asana (ASAN), Unity (U), C3.ai (AI), Rapid7 (RPD), and ZoomInfo (GTM) rose 4-6% after U.S. data showed a 0.9% increase in consumer spending in August, indicating resilient demand. Rapid7's volatility and sector-wide reassessment of AI-linked growth valuations were noted.
2 min readThe Federal Reserve raised interest rates by 0.25% on Sept. 16, citing persistent inflation. Morgan Stanley advises investors to focus on profitable AI companies with steady cash flows, like Alphabet (GOOGL), which can better handle higher borrowing costs. Alphabet plans $200B in capital expenditures this year, while C3.ai (AI) reported a net loss of $288M last year.
3 min readLath Hitesh (CHIEF FINANCIAL OFFICER) sold 21,077 shares of C3.ai, Inc. (AI) at $10.48 ($0.22M total) on 2026-09-16.
1 min readSIEBEL THOMAS M (CEO and Chairman of the Board) sold 444,248 shares of C3.ai, Inc. (AI) at an average of $10.77 ($10.54–$10.90, $4.78M total) across 2 trades over 2026-09-15 to 2026-09-16 under a Rule 10b5-1 trading plan.
1 min readC3.ai CEO Thomas Siebel sold 66,752 shares on Sept. 14, 2026, for tax withholding, according to an SEC filing. The sale was automatic and not discretionary. Siebel still holds 9.3 million shares and derivatives worth ~$104.1 million. C3.ai's stock has fallen 38% over the past year, with Q1 2027 revenue down 26% to $52 million and a net loss of $93 million.
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