AI C3.ai, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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18:43
Aug 04
Aug 04
Watch critical materials suppliers gaining power
Watch as beneficiaries of a shift in bargaining power toward critical materials and infrastructure suppliers.
MED
10:47
Aug 04
Aug 04
Stay overweight AI theme.
AI fundamentals are expanding, demand remains strong, and adoption is accelerating. BlackRock continues to hold an overweight in the AI theme, though risks of commoditization and capital capacity have risen, preventing adding to the position.
HIGH
20:40
Aug 03
Aug 03
Watch lesser AI companies for shakeout
The Magnificent 7 are financially strong with ample cash flows and debt capacity, but the lesser AI companies are much more vulnerable. Recent stories like Situational Awareness show how quickly trouble can hit smaller AI names. Watch for a shakeout in the rest of the AI space, not in the Mag-7.
HIGH
20:00
Aug 03
Aug 03
AI stocks offer high return with volatility.
Every technology eventually ends in a bubble, and AI will be no different. However, the bubble is likely still a couple of years away because the current narrative is one of compute constraint and under-usage by knowledge workers. The key risk that could accelerate the bubble and cause a bust is a sudden technological advance (from China or the U.S.) that makes existing data-center capacity massively overbuilt. This is a development worth monitoring as it would trigger the eventual AI overcapacity and bubble peak.
MED
22:44
Jul 31
Jul 31
AI theme is real, early innings.
The AI buildout is still in its early innings, not a bubble. Every earnings call across all sectors and cap sizes now discusses using AI for efficiency, productivity, and profitability. The use case is tangible, companies are starting to demonstrate improved operating income, and the CapEx boom reflects high-conviction, real demand. The secular theme is intact and likely to persist for years.
MED
04:38
Jul 24
Jul 24
AI remains core bull market driver.
The best earnings growth remains in AI, which offers the most visibility on return on investment and remains the core of the overall bull market, despite short-term volatility.
MED
04:50
Jul 23
Jul 23
The author describes a scalping strategy where they bought and sold $AI based on attention.
The author describes a scalping strategy where they bought and sold $AI based on attention thresholds, not a current position or forward call.
LOW
11:57
Jul 21
Jul 21
Buy AI capex beneficiaries over spenders.
Beneficiaries of the $700 billion AI capex spend have more stable earnings visibility than the spenders whose ROI remains uncertain; the next step for the semi story requires hyperscaler commitments to rise, but recipients are better positioned.
MED
14:13
Jul 12
Jul 12
The author observes an inverse correlation between PYPL and AI price movements without taking.
The author observes an inverse correlation between PYPL and AI price movements without taking a directional position or trade idea.
LOW
11:02
Jul 09
Jul 09
Overweight AI infrastructure for years ahead.
The next few years will see massive AI capital expenditure, providing a clear multi-year tailwind; investors should lean into the AI theme and its secondary beneficiaries.
MED
18:25
Jul 06
Jul 06
Ari Paul discusses how crypto's edge is gone and the next big trade involves frontier models.
Ari Paul discusses how crypto's edge is gone and the next big trade involves frontier models becoming strategic assets controlled by the US government.
LOW
18:23
Jul 06
Jul 06
Ari Paul discusses crypto's lost edge, AI as the new frontier.
Ari Paul discusses crypto's lost edge, AI as the new frontier, and potential US government control of top AI labs, but no personal positions are stated.
LOW
23:21
Jul 02
Jul 02
US must lead AI to beat China
The US must maintain its substantial lead in AI to prevent China from seizing leadership. The administration wants to remain number one in AI to deny China dominance.
MED
21:36
Jul 02
Jul 02
Trump says the US must be number one in crypto and AI.
Trump says the US must be number one in crypto and AI, calls for guardrails on AI but as few as possible, and touts gains from the US stake in Intel.
13:29
Jul 01
Jul 01
Warsh's comment that the AI revolution is only in the first or second inning is cited.
Warsh's comment that the AI revolution is only in the first or second inning is cited as a bullish signal for the sector, but the author does not state a personal position.
13:15
Jun 26
Jun 26
AI will drive productivity and offset demographics.
He believes artificial intelligence will be another dramatic leap, generating enormous innovations and productivity gains that will help offset the global demographic decline. He is extremely optimistic about the long-term impact of AI.
HIGH
20:31
Jun 22
Jun 22
IBM and OpenAI expand their cybersecurity collaboration to bring frontier AI capabilities.
IBM and OpenAI expand their cybersecurity collaboration to bring frontier AI capabilities for defending enterprises against machine-speed cyber threats.
16:38
Jun 17
Jun 17
AI innovation to continue despite hiccups
Global consensus on AI standards will keep the innovation machine running while protecting against harms; the Anthropic model suspension is an exception and the process will be improved, meaning major AI models will continue to advance and benefit investors.
MED
12:00
Jun 13
Jun 13
AI is an unprecedented gamechanger.
AI is a gamechanger unlike anything seen in his lifetime, with an adoption rate faster than any previous technology and extraordinary revenue growth among large language model providers that has consistently exceeded projections.
HIGH
18:27
Jun 06
Jun 06
The author expresses skepticism about Bitcoin's predictive value and prefers owning AI over.
The author expresses skepticism about Bitcoin's predictive value and prefers owning AI over crypto during a potential crash, but takes no explicit position.
LOW
20:09
Jun 03
Jun 03
C3 AI reports quarterly revenue of 51.6 million dollars with subscription revenue at 48.4.
C3 AI reports quarterly revenue of 51.6 million dollars with subscription revenue at 48.4 million while CEO Thomas Siebel calls recent sales performance unacceptable and outlines a plan to increase shareholder value.
19:57
Jun 02
Jun 02
Several comments note that $AI (C3.ai) reports earnings tomorrow. One user states “no chance if its ticker is straight up $AI that it goes down in this day and age.” The current AI mania means any stock with “AI” in the ticker is treated as a surefire winner. Earnings are seen as a catalyst for further upside. Buy the stock or calls before earnings, expecting a positive move due to ticker symbolism and sector euphoria. No mention of fundamentals or implied move. Earnings could disappoint, leading to a sharp decline.
MED
04:56
Jun 01
Jun 01
The author predicts a bump for OPEN, AI, and BOT based on OpenAI's robotics hiring announcement.
The author predicts a bump for OPEN, AI, and BOT based on OpenAI's robotics hiring announcement, but this is a speculative read-through rather than a personal position.
LOW
03:13
Jun 01
Jun 01
The author lists speculative "dumb thesis" ideas that might work but frames them as humorous.
The author lists speculative "dumb thesis" ideas that might work but frames them as humorous possibilities rather than current positions or explicit trade calls.
21:23
May 29
May 29
Speculative scenario that retail confusion around an OpenAI IPO filing could drive flows into.
Speculative scenario that retail confusion around an OpenAI IPO filing could drive flows into C3.ai ($AI); no personal directional commitment from author.
LOW
12:59
May 29
May 29
The author describes a hypothetical rotation from crypto to AI stocks without stating a current.
The author describes a hypothetical rotation from crypto to AI stocks without stating a current position or forward call.
LOW
20:20
May 28
May 28
The tweet humorously suggests OpenAI or Anthropic should acquire the company with the $AI.
The tweet humorously suggests OpenAI or Anthropic should acquire the company with the $AI ticker for its branding value before its IPO, but does not express a personal position or trade idea.
LOW
05:32
May 28
May 28
Author reflects on past trading cycles and plans to allocate majority time to AI stocks.
Author reflects on past trading cycles and plans to allocate majority time to AI stocks and crypto, viewing current corrections as buying opportunities with optimism.
LOW
23:41
May 25
May 25
The author expresses a bullish outlook on AI crypto coins.
The author expresses a bullish outlook on AI crypto coins, suggesting they are poised for a rally within the broader crypto bullrun, specifically highlighting AI, Privacy, and Hyperliquid sectors.
22:05
May 25
May 25
Author suggests AI crypto coins may be undervalued currently.
Author suggests AI crypto coins may be undervalued currently, implying potential upside but with hedged language.
LOW
About AI Analyst Coverage
Buzzberg tracks AI (C3.ai, Inc.) across 30 sources. 18 bullish vs 2 bearish calls from 41 analysts. Sentiment: predominantly bullish (29%). 55 total trade ideas tracked. Past 7 days: 3 bullish, 2 watch. Latest voices: TheValueist, Wei Li, Aswath Damodaran.