How analysts reacted to C3.ai’s results
C3.ai reported on February 25, 2026 (quarter ended Jan 2026). In the next sessions, 7 Wall Street firms published notes: 7 cut their price target. The median target of the 7 firms with a before-and-after figure went from $11 to $7 (−36%). The shares fell 19% on Feb 26, the first session after the report.
Every firm’s call 7
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have gained 35% ($11.38 on Nov 5), against a median target of $7 from these firms. C3.ai consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Wolfe Research | Sell | $8 | $6 | −25% | Feb 26 | |
 JP Morgan | Sell | $10 | $7 | −30% | Feb 26 | |
 UBS | Hold | $14.50 | $9 | −38% | Feb 26 | |
 KeyBanc | Sell | $10 | $6 | −40% | Feb 26 | |
 Morgan Stanley | Sell | $11 | $6 | −45% | Feb 26 | |
 DA Davidson | Sell | $13 | $7 | −46% | Feb 26 | |
 Canaccord Genuity | Hold | $16 | $7 | −56% | Feb 26 |
Earlier C3.ai reports
Latest earnings reactions
ArmNov 40 raised · 8 cut · 3 kept11 firms reactedMedian target −20%Shares −13%
GlobalFoundriesNov 40 raised · 5 cut · 0 kept5 firms reactedMedian target −12%Shares −10%
QualcommNov 40 raised · 8 cut · 2 kept10 firms reactedMedian target −4%Shares −9%
AMDNov 39 raised · 4 cut · 11 kept25 firms reactedMedian target 0%Shares +4%
AppleNov 25 raised · 3 cut · 6 kept15 firms reactedMedian target +1%Shares −2%
ON SemiconductorNov 21 raised · 3 cut · 3 kept7 firms reactedMedian target −10%Shares +4%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true