M Holdings Securities Inc. Takes $292,000 Position in C3.ai, Inc. $AI

Key Points

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M Holdings Securities Inc. bought a new position in C3.ai, Inc. (NYSE:AI - Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 13,886 shares of the company's stock, valued at approximately $292,000.

Other institutional investors also recently bought and sold shares of the company. Quantbot Technologies LP purchased a new stake in C3.ai in the first quarter worth approximately $3,314,000. Wellington Management Group LLP boosted its position in C3.ai by 6.1% in the 1st quarter. Wellington Management Group LLP now owns 132,094 shares of the company's stock valued at $2,781,000 after buying an additional 7,595 shares during the period. Algert Global LLC lifted its position in shares of C3.ai by 228.3% in the 1st quarter. Algert Global LLC now owns 119,553 shares of the company's stock worth $2,517,000 after purchasing an additional 83,140 shares during the period. Liontrust Investment Partners LLP lifted its position in C3.ai by 203.2% during the first quarter. Liontrust Investment Partners LLP now owns 144,288 shares of the company's stock valued at $3,037,000 after acquiring an additional 96,695 shares during the last quarter. Finally, Fox Run Management L.L.C. acquired a new stake in shares of C3.ai in the first quarter worth $384,000. 38.96% of the stock is owned by institutional investors.

C3.ai Trading Up 3.7%

NYSE AI traded up $0.6240 during midday trading on Friday, hitting $17.4840. The company had a trading volume of 5,837,953 shares, compared to its average volume of 6,072,481. The company has a market capitalization of $2.35 billion, a PE ratio of -7.81 and a beta of 1.98. The firm has a 50-day moving average price of $23.84 and a 200-day moving average price of $23.92. C3.ai, Inc. has a twelve month low of $14.70 and a twelve month high of $45.08.

C3.ai (NYSE:AI - Get Free Report) last issued its quarterly earnings data on Wednesday, May 28th. The company reported ($0.16) earnings per share for the quarter, topping analysts' consensus estimates of ($0.20) by $0.04. C3.ai had a negative return on equity of 33.51% and a negative net margin of 74.21%.The business had revenue of $108.72 million for the quarter, compared to analyst estimates of $107.85 million. During the same quarter in the previous year, the company posted ($0.11) EPS. C3.ai's quarterly revenue was up 25.5% compared to the same quarter last year. C3.ai has set its Q1 2026 guidance at EPS. FY 2026 guidance at EPS. On average, equities analysts anticipate that C3.ai, Inc. will post -2.44 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Morgan Stanley raised their price target on shares of C3.ai from $20.00 to $22.00 and gave the stock an "underweight" rating in a research note on Thursday, May 29th. UBS Group lowered their price target on shares of C3.ai from $28.00 to $27.00 and set a "neutral" rating for the company in a report on Thursday, June 26th. Oppenheimer reiterated a "market perform" rating on shares of C3.ai in a research note on Tuesday, August 12th. Westpark Capital upgraded C3.ai to a "strong-buy" rating and set a $40.00 target price on the stock in a research note on Wednesday, July 9th. Finally, Northland Capmk cut C3.ai from a "strong-buy" rating to a "hold" rating in a research note on Monday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, eight have issued a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Reduce" and a consensus target price of $27.43.

Insider Buying and Selling

In related news, CEO Thomas M. Siebel sold 577,678 shares of the stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $16.78, for a total value of $9,693,436.84. Following the sale, the chief executive officer owned 2,973,572 shares in the company, valued at approximately $49,896,538.16. This trade represents a 16.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director John E. Hyten sold 10,000 shares of the firm's stock in a transaction dated Friday, June 13th. The shares were sold at an average price of $23.75, for a total value of $237,500.00. Following the sale, the director owned 63,942 shares in the company, valued at $1,518,622.50. The trade was a 13.52% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 2,257,074 shares of company stock valued at $53,260,950. 33.54% of the stock is owned by company insiders.

C3.ai Company Profile

C3.ai, Inc operates as an enterprise artificial intelligence (AI) software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company provides C3 AI platform, an application development and runtime environment that enables customers to design, develop, and deploy enterprise AI applications; C3 AI Ex Machina for analysis-ready data; C3 AI CRM, an industry specific customer relationship management solution; and C3 Generative AI Product Suite that enables to locate, retrieve, and present information.