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C3.ai Turnaround Still Unclear as Revenue Drops for Fourth Straight Quarter, Morgan Stanley Says

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C3.ai (AI) turnaround remains uncertain as the company faced continued business deterioration in fiscal Q4, Morgan Stanley said Thursday in a report.

The company on Wednesday reported a Q4 adjusted loss of $0.33 per diluted share, compared with the loss of $0.16 a year earlier, as revenue fell to $51.6 million from $108.7 million. C3.ai projected $50 million to $54 million in revenue for Q1 and $210 million to $240 million for fiscal 2027.

Morgan Stanley said the Q4 results were in line with C3.ai's outlook while marking the fourth straight quarter of revenue decline. The fiscal 2027 revenue outlook implies a 10% drop at the midpoint, the report said.

Management attributed the sales issues to "substandard" execution that can be fixed while providing few details on its turnaround strategy, the report said.

Morgan Stanley raised its price target on C3.ai stock to $7 from $6 and reiterated its underweight rating.

Price: $10.63, Change: $-0.09, Percent Change: -0.79%

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