c3.ai -- revenue guidance miss

case overview

CaseLiggett v. C3.ai, Inc.
CourtU.S. District Court, Northern District of California
FiledAugust 2025
Class PeriodFebruary 26, 2025 — August 8, 2025
Stock Drop-25%
StatusActive

allegations

c3.ai gave revenue guidance of $100-$109 million for q1 fy2026, then reported preliminary revenue of only $70.2-$70.4 million — a massive shortfall. the complaint alleges:

  1. unrealistic projections: c3.ai projected an overly optimistic picture of its revenue and growth potential
  2. ceo health concealment: ceo thomas siebel assured investors he was “fully engaged” and his health was “excellent” despite a vision impairment that allegedly prevented active participation in the sales process
  3. misleading growth narrative: defendants failed to disclose material factors affecting revenue execution

stock crashed approximately 25% on the disclosure.


sources


last updated: february 22, 2026

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