C3.ai stock target cut to $28 at Canaccord on growth concerns

Published 29/05/2025, 12:12
C3.ai stock target cut to $28 at Canaccord on growth concerns

On Thursday, Canaccord Genuity adjusted its financial outlook for c3.ai (NYSE:AI), a leading enterprise AI software provider, by reducing the company’s price target. The new target is set at $28, down from the previous $30, while the firm maintained its Hold rating on the stock. According to InvestingPro data, the stock currently trades at $23.02, with analyst targets ranging from $15 to $50, reflecting the market’s mixed sentiment on this volatile stock.

The adjustment comes as Canaccord Genuity analysts express concerns about c3.ai’s ongoing cash burn and the potential for growth moderation in the upcoming quarters. These factors are anticipated to influence the company’s stock multiple. While InvestingPro data shows the company holds more cash than debt and maintains strong liquidity with a current ratio of 6.74, profitability remains elusive with negative earnings of $2.23 per share over the last twelve months.

The revised price target of $28 is based on approximately 7 times the estimated sales for the calendar year 2026 (CY26E). Canaccord Genuity’s assessment reflects a cautious stance on the stock, particularly given the company’s significant price decline of 38% over the past six months, despite maintaining a healthy revenue growth rate of 24% year-over-year.

The firm’s decision to maintain a Hold rating indicates that, while there may be potential risks associated with c3.ai’s financial performance, the stock is currently seen as fairly valued given the existing market conditions and the company’s financial projections.

c3.ai’s financial strategy and market performance will continue to be monitored closely by investors and analysts alike, as they assess the company’s ability to manage its cash flow and sustain growth over the long term. The new price target is a reflection of these considerations and the balance between growth potential and profitability in the valuation of c3.ai’s stock.

In other recent news, C3.ai has reported its fourth-quarter earnings for fiscal year 2025, showing a 26% year-over-year increase in total revenue, reaching $108.7 million, slightly above expectations. The company also reported a non-GAAP EPS of -$0.16, beating the forecast of -$0.20. Subscription revenue grew by 9% year-over-year to $87 million, although it fell short of consensus estimates. C3.ai’s strategic partnership with Baker Hughes (NASDAQ:BKR) has been extended for another three years, which is expected to continue contributing significantly to its revenue. Analysts from DA Davidson, Morgan Stanley (NYSE:MS), and JPMorgan have adjusted their price targets for C3.ai, reflecting mixed sentiments. DA Davidson raised its target to $25 while maintaining a Neutral rating, citing stable revenue growth and strategic partnerships. Morgan Stanley increased its target to $22 but kept an Underweight rating, expressing concerns over long-term growth prospects. Meanwhile, JPMorgan lowered its target to $23, maintaining a Neutral rating due to concerns about subscription revenue growth and profitability. JMP analysts maintained a Market Outperform rating with a $50 price target, highlighting the company’s positive financial outcomes and partnership renewals.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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