C3.ai Reports 26% Revenue Growth, Expands Strategic Partnerships

C3.ai has demonstrated robust financial performance with its Q4 fiscal 2025 revenue reaching $108.7 million, marking a 25-26% year-over-year increase that slightly exceeded market expectations. Subscription revenues rose 9% to $87.3 million, making up 80% of total revenue, while the company expanded its strategic partnerships with major tech firms such as Microsoft, AWS, Google Cloud, McKinsey, PwC, and Baker Hughes, which fueled a 419% year-over-year growth in partner-supported bookings. Despite ongoing operational losses, C3.ai generated positive free cash flow in Q4 and provided strong revenue guidance for fiscal 2026, projecting a revenue range of $447.5 million to $484.5 million, surpassing Wall Street's midpoint estimate. The company's CEO highlighted breakthroughs in agentic AI and a growing global footprint, positioning C3.ai to capitalize on rising enterprise demand for AI applications. Analyst consensus rates the stock as a 'Hold' with an average price target implying a 32% upside, while GuruFocus estimates suggest a 55% upside based on fair value calculations. Overall, C3.ai’s continued innovation, expanding alliances, and improving financial metrics underscore its momentum in the competitive enterprise AI market.