C3.ai: Why This Beaten-Down AI Stock Could Soar

Jul. 11, 2025 5:40 AM ETC3.ai, Inc. (AI) StockAI5 Comments
Gil Rotstein
275 Followers

Summary

  • C3.ai has pivoted from custom projects to scalable AI applications, expanding its customer base and driving consistent double-digit revenue growth.
  • Strategic partnerships with Microsoft, AWS, and Google Cloud have accelerated deal flow and market reach, with partner-supported bookings up over 400%.
  • Despite strong revenue growth and a robust cash position, profitability remains a risk.
  • With a unique product offering and a low valuation versus peers, the company has significant upside potential if it converts demos to subscriptions and sustains momentum.

C3.ai

hapabapa

C3.ai (NYSE:AI) has the symbol everyone wants in the market. But this fact has not helped the company. The stock has fallen more than 90% from its all-time high and has since struggled to regain momentum. However, something significant has been happening within

This article was written by

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I am a 33-year-old investor and former hedge fund trader with a background in software engineering and finance. My career began in a small investment house where I trained as an analyst, gaining fundamental insights into the financial markets. I then transitioned into programming, working as a software engineer at Check Point, where I sharpened my technical skills. This combination of analytical and technical experience eventually led me to a hedge fund, where I traded U.S. equities for seven years, specializing in long-short strategies focused on macroeconomic trends and tech stocks. My primary area of expertise lies in growth stocks within the technology sector. I seek out companies with the potential for above-market returns over the medium term, prioritizing innovation, scalability, and market disruptiveness. Additionally, I employ a long-short strategy on indices, leveraging macroeconomic analysis to navigate market cycles. I am motivated to write on Seeking Alpha to share insights and analyses that offer investors a balanced view of market opportunities and risks. My goal is to build a community of informed readers who can benefit from my approach to growth stocks and macroeconomic trends.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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