C3.ai, Inc.
Enterprise software stocks surged after strong earnings reports and AI-driven growth. Salesforce, CrowdStrike, and Okta showed AI boosted their products. Appian (APPN) +8%, Atlassian (TEAM) +9.1%, Bandwidth (BAND) +10.1%, C3.ai (AI) +7%, Dynatrace (DT) +4.3%. Bandwidth is up 265% YTD but still below 52-week high.
C3.ai, Inc. (AI) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 25, 2026, the board of directors (the “ Board ”) of C3.ai, Inc. (the “ Company ”) appointed John C. Dwyer to the
C3.ai (AI) reported declining revenue and a negative net income margin, while Lumentum (LITE) saw consistent revenue growth and a positive operating margin. C3.ai's revenue fell from $94.3M in Q3 2024 to $51.6M in Q1 2026, while Lumentum's revenue increased from $336.9M in Q3 2024 to $1.0B in Q2 2026. Both companies are involved in AI-related technologies.
Over the past 7 days, alphai's AI scored 2 news stories mentioning AI (C3.ai, Inc.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent AI coverage spans insider activity, market movers and financial news.
In the last 30 days, AI insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($6.3M). The most active reporter was SIEBEL THOMAS M, CEO and Chairman of the Board, with 2 filings. 67% of those filings were made under pre-arranged Rule 10b5-1 plans.
Earnings beat drove price jump.
New non‑employee director added; standard compensation and indemnification granted.
Revenue contraction and deep losses suggest short‑term downside pressure.
Model-weight release and benchmark claims can drive near-term sentiment and trading in Z.ai’s listed shares, but independent eval risk remains.
The filing is a fresh insider-sale datapoint that can modestly affect near-term sentiment, but it does not change fundamentals by itself.
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.
Enterprise software stocks surged after strong earnings reports and AI-driven growth. Salesforce, CrowdStrike, and Okta showed AI boosted their products. Appian (APPN) +8%, Atlassian (TEAM) +9.1%, Bandwidth (BAND) +10.1%, C3.ai (AI) +7%, Dynatrace (DT) +4.3%. Bandwidth is up 265% YTD but still below 52-week high.
2 min readC3.ai, Inc. (AI) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 25, 2026, the board of directors (the “ Board ”) of C3.ai, Inc. (the “ Company ”) appointed John C. Dwyer to the
1 min readC3.ai (AI) reported declining revenue and a negative net income margin, while Lumentum (LITE) saw consistent revenue growth and a positive operating margin. C3.ai's revenue fell from $94.3M in Q3 2024 to $51.6M in Q1 2026, while Lumentum's revenue increased from $336.9M in Q3 2024 to $1.0B in Q2 2026. Both companies are involved in AI-related technologies.
3 min readZ.ai, a Beijing-based AI firm, said its upcoming GLM-5.3 model will improve coding performance versus GLM-5.2 and benchmark close to or above Anthropic’s Fable 5, with weights planned for release within two weeks. Z.ai plans permissive licensing. Z.ai shares fell up to 9% in Hong Kong; MiniMax fell 16%.
6 min readSIEBEL THOMAS M (CEO and Chairman of the Board) sold 453,314 shares of C3.ai, Inc. (AI) at $10.51 ($4.76M total) on 2026-08-11 under a Rule 10b5-1 trading plan.
2 min readSIEBEL THOMAS M (CEO and Chairman of the Board) sold 139,500 shares of C3.ai, Inc. (AI) at $9.61 ($1.34M total) on 2026-08-03.
1 min readInvesting.com says Palantir (PLTR) reports after the bell, with consensus for $1.81B revenue (+81% YoY) and $0.34 adj. EPS. The article links enterprise AI software stocks to PLTR’s guidance on US commercial demand and government contract flow, listing CRM, NOW, PATH, and C3.ai (AI) with pre-market gains.
6 min readThe article compares Aehr Test Systems and C3.ai on balance sheet, risk, and valuation. It cites Aehr’s April 2026 current ratio near 6.6x, debt-to-equity around 0.0x, and free cash flow about -$190.7M, plus record quarterly bookings and backlog with revenue growth guidance of 2-3x. For C3.ai, it notes net losses, no positive forward P/E, and lower P/S, with heavy contract concentration and competition. Valuation metrics are attributed to Financial Modeling Prep.
6 min readC3.ai CEO and Chairman Thomas M. Siebel sold 462,565 shares of Class A stock on July 14-15, 2026, after exercising options at a $3.90 strike. The weighted average sale price was $9.18. The filing shows he still holds about 2.9 million derivative securities and millions of shares indirectly. C3.ai shares were down about 66% over one year as of July 15.
5 min readSIEBEL THOMAS M (CEO and Chairman of the Board) sold 462,565 shares of C3.ai, Inc. (AI) at an average of $9.18 ($9.07–$9.32, $4.24M total) across 3 trades over 2026-07-14 to 2026-07-15 under a Rule 10b5-1 trading plan.
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