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C3 AI price target lowered to $10 from $18 at KeyBanc

KeyBanc lowered the firm’s price target on C3 AI (AI) to $10 from $18 and keeps an Underweight rating on the shares following a significant Q1 miss, consistent with the pre-announcement, which management attributes to the significant sales reorganization and CEO Tom Siebel’s health issues. The firm notes Q2 guided significantly below, as well. While FY26 guidance was withdrawn, management was comfortable with revenue estimates between $290M-$300M.

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