C3.ai's Growth Stalls After Initial Hype, Raising Concerns About its Future Prospects
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C3.ai went public in 2020 and saw its valuation soar, but the stock has since crashed back down due to slowing growth.
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For C3.ai to reach a $1 trillion valuation by 2050, it would need to grow revenue at a 20-25% CAGR. Recent results make this seem unlikely.
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C3.ai's growth is slowing, with revenue up just 6% last fiscal year. Macro headwinds and business model shifts have impacted growth.
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C3.ai faces risks from generative AI obviating its offerings and from losing a major customer when a key deal expires in 2025.
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Insider selling, short interest, and management changes raise concerns about C3.ai's future prospects through 2025, much less through 2050.