C3.ai (AI) News Today

C3.ai, Inc. (NYSE:AI) shares have decreased as investors weigh recent analyst updates, insider selling and sector commentary. Key factors influencing today’s trading include:

• Positive Sentiment: C3.ai was selected for Constellation’s Q3 2025 shortlist for AI and machine-learning best-of-breed platforms, underscoring its technology leadership. Constellation Shortlist Announcement
• Neutral Sentiment: Needham & Company LLC reaffirmed its “Hold” rating on AI shares, maintaining a cautious stance. Needham Hold Rating
• Neutral Sentiment: C3.ai saw unusually high options volume, indicating elevated trading interest without a clear directional signal. Options Volume Report
• Neutral Sentiment: Industry coverage lists C3.ai among “10 AI Stocks Investors Are Watching Right Now,” reflecting its prominence in the AI theme. Top AI Stocks Article
• Negative Sentiment: Shares dropped about 3.5% following a MarketBeat alert questioning whether investors should sell amid growth concerns. Stock Price Down Alert
• Negative Sentiment: CEO Thomas M. Siebel sold 577,678 shares at an average of $16.78, reducing his stake by over 16%, which may raise governance concerns. Insider Selling Transaction
• Negative Sentiment: Northland Capital Markets cut its Q1 2026 EPS estimate from ($0.61) to ($0.82), lowering its full-year outlook and keeping a “Hold” rating amid execution risks. Earnings Estimate Cut
• Negative Sentiment: Wolfe Research warned of further downside, citing intensifying competitive pressures in the AI software market. Wolfe Research Outlook
• Negative Sentiment: Northland Securities downgraded C3.ai from “Outperform” to “Market Perform” with a $17 price target, signaling tempered near-term expectations. Market Perform Downgrade