C3.ai Stock: In Overdrive, The High Growth Narrative Is Not Compelling Enough (NYSE:AI)

FotografieLink We previously covered C3.ai (NYSE:AI) in December 2023, highlighting its improved near-term prospects, attributed to the reduced sales friction with lower average contract value (lower price points) and shorter sales cycle. Combined with the growing ratio of subscription revenue and higher projected conversion rate, it appeared that the management’s new business model was working…

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C3.Ai Q2: Overly Lifted By The Generative AI Hype

urbancow/E+ via Getty Images We previously covered C3.ai (NYSE:NYSE:AI) in September 2023, discussing its mixed prospects at a time of generative AI boom, with the management electing to pivot to a lower margin consumption-based pricing model to grab market share and consumer base. Combined with its sustained cash burn and deteriorating balance sheet, we had…

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