DA Davidson Raises C3.ai’s Price Target to $25

DA Davidson analyst Lucky Schreiner raised on May 28, 2025, C3.ai’s price target to $25 (from $17). The analyst maintained a ‘Neutral’ rating on the stock.

“C3.ai reported 4Q25 earnings with shares rising after guidance met expectations and http://C3.ai announced the renewal of its joint venture with Baker Hughes.

Total revenue growth was stable as macro uncertainty did not impact the quarter though subscription revenue decelerated.

Partner contribution to new agreements closed improved in the quarter as http://C3.ais further in its partner GTM motion.

We maintain our NEUTRAL rating.

Valuation

We have updated our estimates, maintain our NEUTRAL rating and raise our price target to $25 from $18 based on ~5x CY26 revenue given a better than expected outlook.”

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