C3.ai, Inc. is experiencing significant growth, with a 25% year-over-year revenue increase in fiscal 2025, driven by over 130 deployed AI applications and more than 600 collaborative efforts with Microsoft. The company reported that 73% of its fourth-quarter bookings came from partnerships, reflecting a 419% increase in partner-supported deals.
Currently, C3.ai has a forward 12-month price-to-sales ratio of 6.7, which is below the industry average. The Zacks Consensus Estimate for fiscal 2026 loss per share has narrowed to 37 cents from a prior estimate of 47 cents, and for fiscal 2027, it has shifted from a loss of 45 cents to 16 cents.
As C3.ai continues to enhance its partner ecosystem, its ability to effectively deploy actionable AI applications could strengthen its position amidst competition from peers like Palantir Technologies Inc. and Snowflake Inc..
