Recent developments include active merger discussions with Automation Anywhere, increased investor interest, and notable stock market activity.

• C3.ai is engaged in merger talks with Automation Anywhere, which has raised new questions among investors about the company's strategic direction and future prospects [N1].
• The company’s stock experienced notable market activity following reports of merger discussions, reflecting heightened investor attention [N4].
• Investor interest in C3.ai has increased significantly, as evidenced by heavy search activity and market commentary [N5].
• C3.ai’s stock price movement on the day of these reports was significant, with some sources highlighting reasons for the stock's surge [N6].
• Comparisons with other AI-focused companies such as Innodata have been made in recent analyses, indicating market interest in C3.ai’s competitive positioning [N7].
• The company’s stock declined more than the broader market on a recent day, providing information for investors to consider [N3].

The company’s strong liquidity position provides financial flexibility. Merger discussions with Automation Anywhere suggest potential strategic growth or consolidation opportunities. Market interest and investor attention indicate recognition of its AI software potential.

The company reported a significant net loss in the latest quarter, reflecting ongoing profitability challenges. Uncertainties around merger outcomes and competitive pressures in the AI software market present risks. Lack of disclosed revenue trends limits clarity on business momentum.

C3AI operates in the competitive software application sector focused on artificial intelligence solutions. Its moat likely derives from proprietary AI technology, customer relationships, and integration capabilities, though specific competitive advantages are not detailed in the available disclosures.

• Financial Losses: The company reported a net loss of $104.7 million for the quarter ended October 31, 2025, indicating ongoing challenges in achieving profitability.
• Merger Uncertainty: Merger talks with Automation Anywhere have raised investor questions, introducing uncertainty regarding future strategic direction and integration risks.
• Market Competition: Operating in the AI software application industry exposes the company to intense competition from established and emerging technology firms.

• C3AI INC operates in the Technology sector, specifically in Software - Application industry.
• As of 2026-02-01, the company’s stock price was $11.01 USD.
• The latest SEC financial snapshot is from the quarter ended 2025-10-31, filed on 2025-12-09 (Form 10-Q).
• As of 2025-10-31, C3AI had $103.2 million in cash and equivalents and $571.8 million in short-term investments, totaling approximately $675 million in liquid assets.
• Current assets were $845.9 million and current liabilities were $130.8 million, resulting in a current ratio of 6.47 and a cash ratio of 5.16, indicating strong liquidity.
• The company reported a net loss of $104.7 million for the quarter ended 2025-10-31, with basic and diluted EPS of -$0.75 per share.
• Recent news highlights include merger talks with Automation Anywhere, which have raised investor questions, and notable market activity around the stock on 2026-02-01.
• The company is subject to risks and uncertainties as described in its latest 10-Q filing dated 2025-12-08.
• Financial figures are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.