C3.ai Set to Reveal Q3 Earnings as Analysts Anticipate Losses

C3.ai (NYSE:AI) is scheduled to announce its third-quarter earnings for the fiscal year 2026 on February 25, 2026, after the market closes. Analysts project that the company will report a loss of $0.29 per share, alongside estimated revenues of $75.906 million for the quarter. This announcement is anticipated by investors keen to assess the company’s financial health and operational performance.

In its last earnings report dated December 3, 2025, C3.ai posted a loss of $0.25 per share, exceeding analysts’ expectations of a loss of $0.33 by $0.08. The company’s revenue for that quarter was $75.15 million, surpassing the forecast of $74.86 million. Despite this positive news, C3.ai reported a negative return on equity of 46.51% and a net margin of -108.06%, indicating ongoing challenges. Comparatively, revenue dropped by 20.3% from the same quarter last year, when the company reported a loss of $0.06 per share.

Analysts forecast a challenging outlook for C3.ai, expecting an average loss of $2.00 per share for both the current and next fiscal years.

Market Performance and Institutional Interest

C3.ai’s stock opened at $10.39 on Monday, reflecting a decline of 2.9%. The shares have fluctuated in the past year, with a low of $9.99 and a high of $30.24. The company currently holds a market capitalization of $1.46 billion and a price-to-earnings (P/E) ratio of -3.67, indicating negative earnings performance. C3.ai’s moving averages stand at $12.73 for the last 50 days and $15.36 for the past 200 days.

Institutional investors have been active regarding C3.ai shares recently. Notable changes include AQR Capital Management LLC significantly increasing its stake by 267.9% in the first quarter, now owning 181,354 shares valued at approximately $3.788 million. Additionally, UBS Asset Management raised its holdings by 4.6%, now owning 242,784 shares worth $5.111 million. Overall, institutional investors hold 38.96% of C3.ai’s stock.

Analyst Ratings and Future Expectations

Several research analysts have provided insights on C3.ai shares. Canaccord Genuity Group maintained a “hold” rating with a price target of $16.00, while Needham & Company LLC also reaffirmed a “hold” rating. DA Davidson has given an “underperform” rating with a target price of $13.00. In contrast, Wedbush issued an “outperform” rating, setting its price objective at $20.00.

Currently, one analyst has rated the stock as a Strong Buy, two have given it a Buy rating, six have issued Hold ratings, and five analysts recommend selling. According to data from MarketBeat.com, the average rating for C3.ai is “Reduce,” with a consensus price target of $21.00.

C3.ai, Inc. is recognized as a leading enterprise software provider that specializes in artificial intelligence (AI) and Internet of Things (IoT) solutions for large organizations. Its flagship product, the C3 AI Suite, integrates data ingestion, model development, and application deployment, facilitating digital transformation through advanced machine learning and predictive analytics capabilities. The platform is designed to allow data scientists and application developers to swiftly create and implement enterprise-scale AI applications.

As C3.ai prepares for its earnings announcement, market participants will be closely watching for insights into the company’s performance and strategic direction going forward.