AI Class A C3.ai, Inc. Class A Common Stock
NYSE · Technology · View on SEC EDGAR ↗ 10-K/10-Q Sep 9, 2026
$12.54
· of 52w range
· above low
· to high
$7.6852w low
$18.6452w high
Market Cap (MRQ)
$2.00B
P/E (TTM)
-4.1
EPS (TTM)
$-3.09
Revenue (TTM)
$232M
your badges
52W Range
$8–$19
Analyst Rating
HOLD
Price Target
$9
P/E
-4.1
ROE
-59.8%
Net Profit Margin
-192.1%
Your badge strip is empty — pin a metric anywhere on this page.
AI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$12.54
Market Cap (MRQ)
$2.00B
P/E (TTM)
-4.1
EPS (TTM)
$-3.09
Revenue (TTM)
$232M
ROE (TTM)
-59.8%
52W Range
$8–$19
AI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
About C3.ai, Inc. Class A Common Stock Company overview from Wikipedia
C3.ai (stylized as C3 AI) is an American information technology company specializing in enterprise artificial intelligence. Based in Redwood City, California, the company was founded in 2009 by Thomas Siebel and became a public company in 2020 on the New York Stock Exchange.
History
C3 AI was founded in 2009 by Thomas Siebel as "C3". Originally the "C" in the company's name was a reference to "carbon" and the "3" was a reference to "measure, mitigate and monetize" because the company's original goal was to help manage corporate carbon footprints.
For some time in 2016 the company was named C3IoT and before that was briefly named C3 Energy.
On September 3, 2025 C3 AI announced that Stephen Ehikian, former acting administrator of the General Services Administration, had been appointed chief executive officer (CEO) effective September 1, with Siebel continuing as executive chairman.
On May 8, 2026, Thomas Siebel returned as the CEO of the company, while Ehikan became the president.
IPO
C3 AI held its initial public offering (IPO) on 9 December 2020, listing its Class A common stock on the New York Stock Exchange (NYSE) under the ticker symbol AI. The company priced its 15.5 million shares at US $42.00 per share, expecting to raise approximately US $651 million in gross proceeds.
Concurrently, Spring Creek Capital (affiliated with Koch Industries) and Microsoft purchased US $100 million and US $50 million, respectively, in a private placement at the IPO price.
The offering was led by Morgan Stanley, J.P. Morgan, and BofA Securities as lead underwriters, with Deutsche Bank Securities, Canaccord Genuity, JMP Securities, KeyBanc Capital Markets, Needham & Company, and Piper Sandler serving as co-managers.
On November 25, 2020, prior to the IPO, the company executed a 6-for-1 reverse stock split of its common and preferred stock.
C3 AI implemented a dual-class share structure in which Class A common stock had one vote per share, while Class B common stock had 50 votes per share. Following the IPO, CEO Tom Siebel and related entities controlled the voting power of all Class B common stock, and approximately 33.29% of outstanding capital stock, controlling approximately 71.96% of the voting power. As of April 30, 2025, Siebel and related entities owned approximately 87.8% of Class B common stock and approximately 19.4% of outstanding Class A common stock, controlling approximately 52.4% of voting power.
C3 AI's shares more than doubled on their first day of trading, closing at US$92.49 on 9 December 2020 at a market capitalization of US$8.9 billion. Several days later, the stock reached its all-time high close of US$177.47 on 22 December 2020, and the following day it touched an intraday high of US$183.9. Since then the shares prices have fallen and as of June 2024 they were nearly 74% below their first day of trading. In February 2026 shares of C3 AI were trading at US$10.40.
Following their IPO C3 AI faced market skepticism and criticism, including that Siebel liquidated shares worth hundreds of millions of dollars in the months after the IPO.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees764
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$250M2019-04-30 → 2026-04-30
EPS$-3.352022-04-30 → 2026-04-30
Free Cash Flow$-192M2021-04-30 → 2026-04-30
Net margin-192.1%2021-04-30 → 2026-04-30
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | AI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | -4.15Y avg ≈-7.7 | ≈-7.7 | · | · | |
| P/S (TTM) | 8.65Y avg ≈7.3 | ≈7.3 | 4.0 | Overvalued | |
| P/B (MRQ) | 2.95Y avg ≈2.5 | ≈2.5 | 5.2 | Undervalued | |
| Price / FCF (TTM) | -12.95Y avg ≈-27.2 | ≈-27.2 | · | · | |
| Price / Cash Flow (TTM) | -13.05Y avg ≈-32.2 | ≈-32.2 | · | · | |
| Price / Tangible Book | 2.85Y avg ≈2.5 | ≈2.5 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | AI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 29.1%5Y avg ≈58.3% | ≈58.3% | 62.2% | Weak | |
| Operating Margin (TTM) | -203.1%5Y avg ≈-114.3% | ≈-114.3% | -4.4% | Weak | |
| EBITDA Margin (TTM) | -197.3%5Y avg ≈-110.9% | ≈-110.9% | -4.4% | Weak | |
| Pretax Margin (TTM) | -191.8%5Y avg ≈-105.5% | ≈-105.5% | -8.3% | Weak | |
| Net Profit Margin (TTM) | -192.1%5Y avg ≈-105.8% | ≈-105.8% | -1.4% | Weak | |
| ROA (TTM) | -48.4%5Y avg ≈-29.0% | ≈-29.0% | 0.42% | Weak | |
| ROE (TTM) | -59.8%5Y avg ≈-35.9% | ≈-35.9% | 4.5% | Weak | |
| ROIC | -76.4%5Y avg ≈-40.6% | ≈-40.6% | 4.2% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | AI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 6.25Y avg ≈7.2 | ≈7.2 | 3.9 | Strong liquidity | |
| Quick Ratio (MRQ) | 6.05Y avg ≈7.0 | ≈7.0 | 2.0 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | AI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -35.7%5Y avg ≈9.9% | ≈9.9% | · | · | |
| Revenue CAGR 3Y | -2.1%5Y avg ≈13.0% | ≈13.0% | · | · | |
| Revenue CAGR 5Y | 6.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | AI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.35Y avg ≈0.3 | ≈0.3 | 0.5 | Weak | |
| Receivables Turnover | 2.15Y avg ≈2.7 | ≈2.7 | 7.7 | Weak | |
| Revenue / Employee | ≈$327.6K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Beat Rate
75.0%
Avg Surprise
1.4%
Next Report
Dec 03, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| March 31, 2027 | Sep 2, 2026 | $-0.20 | $-0.27 | 25.5% |
| Dec. 31, 2026 | Jun 3, 2026 | $-0.33 | $-0.38 | 14.1% |
| Sept. 30, 2026 | $-0.20 | $-0.27 | 25.5% | |
| June 30, 2026 | $-0.33 | $-0.38 | 14.1% | |
| March 31, 2026 | $-0.40 | $-0.30 | -34.5% | |
| Dec. 31, 2025 | $-0.25 | $-0.34 | 25.7% | |
| Sept. 30, 2025 | $-0.37 | $-0.20 | -82.0% | |
| June 30, 2025 | $-0.16 | $-0.21 | 22.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $250M | $389M | $311M | $267M | $253M | $183M | $157M | |
| Cost of Revenue | $173M | $153M | $132M | $86M | $64M | $45M | $39M | |
| Gross Profit | $77M | $236M | $179M | $180M | $189M | $139M | $118M | |
| R&D Expense | $229M | $226M | $201M | $211M | $151M | $69M | $65M | |
| SG&A Expense | $99M | $94M | $81M | $77M | $61M | $33M | $30M | |
| Operating Expenses | $576M | $560M | $497M | $471M | $385M | $199M | $189M | |
| Operating Income | $-498M | $-324M | $-318M | $-290M | $-196M | $-60M | $-71M | |
| Interest Income | $28M | $36M | $40M | $22M | $2M | $1M | $4M | |
| Other Non-op | $504.0K | $509.0K | $-641.0K | $350.0K | $3M | $4M | $-2M | |
| Pretax Income | $-470M | $-288M | $-279M | $-268M | $-191M | $-55M | $-69M | |
| Income Tax | $822.0K | $976.0K | $792.0K | $675.0K | $789.0K | $704.0K | $380.0K | |
| Net Income | $-470M | $-289M | $-280M | $-269M | $-192M | $-56M | $-69M | |
| EPS (Basic) | $-3.35 | $-2.24 | $-2.34 | $-2.45 | $-1.84 | · | · | |
| EPS (Diluted) | $-3.35 | $-2.24 | $-2.34 | $-2.45 | $-1.84 | · | · | |
| Shares (Basic) | 140,513,000 | 129,089,000 | 119,362,000 | 109,851,000 | 104,404,000 | · | · | |
| Shares (Diluted) | 140,513,000 | 129,089,000 | 119,362,000 | 109,851,000 | 104,404,000 | · | · | |
| EBITDA | $-485M | $-312M | $-306M | $-284M | $-191M | $-56M | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $66M | $164M | $167M | $285M | $340M | $115M | $33M | |
| Short-term Investments | $509M | $578M | $583M | $446M | $621M | $978M | $212M | |
| Receivables | $101M | $137M | $130M | $135M | $80M | $65M | $31M | |
| Prepaid Expense | $32M | $24M | $24M | $23M | $20M | $14M | $5M | |
| Current Assets | $708M | $904M | $904M | $889M | $1.06B | $1.17B | $281M | |
| PP&E (Net) | $67M | $79M | $89M | $85M | $15M | $6M | $9M | |
| PP&E (Gross) | $104M | $105M | $103M | $89M | $24M | $12M | $11M | |
| Accum. Depreciation | $37M | $26M | $15M | $4M | $9M | $5M | $2M | |
| Goodwill | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | |
| Other Non-current Assets | $41M | $42M | $45M | $48M | $63M | $17M | $14M | |
| Total Assets | $816M | $1.03B | $1.04B | $1.10B | $1.17B | $1.20B | $305M | |
| Accounts Payable | $6M | $15M | $11M | $25M | $54M | $12M | $5M | |
| Accrued Liabilities | $18M | $26M | $10M | $17M | $15M | $18M | $9M | |
| Current Liabilities | $107M | $132M | $102M | $136M | $150M | $124M | $81M | |
| Capital Leases | $53M | $55M | $56M | $37M | $27M | $2M | $6M | |
| Other Non-current Liabilities | $54M | $56M | $61M | $37M | $31M | $8M | $6M | |
| Total Liabilities | $163M | $188M | $165M | $173M | $181M | $135M | $94M | |
| Retained Earnings | $-1.85B | $-1.38B | $-1.09B | $-810M | $-541M | $-349M | $-294M | |
| AOCI | $-50.0K | $521.0K | $-563.0K | $-385.0K | $-2M | $81.0K | $424.0K | |
| Stockholders' Equity | $654M | $838M | $873M | $930M | $989M | $1.06B | $-183M | |
| Liabilities + Equity | $816M | $1.03B | $1.04B | $1.10B | $1.17B | $1.20B | $305M | |
| Shares Outstanding | 148,008,000 | 133,938,000 | 123,706,000 | 113,943,000 | 106,225,000 | 102,167,000 | 31,210,000 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $14M | $13M | $13M | $6M | $5M | $4M | $1M | |
| Stock-based Comp | $264M | $231M | $216M | $217M | $113M | $22M | $8M | |
| Deferred Tax | $0 | $33.0K | $0 | $0 | $0 | $0 | $0 | |
| Restructuring | $11M | $0 | $0 | · | · | · | · | |
| Other Non-cash | $3M | $4M | $-11M | $-69M | $-13M | $-8M | · | |
| Operating Cash Flow | $-190M | $-41M | $-62M | $-116M | $-86M | $-38M | $-61M | |
| CapEx | $2M | $3M | $25M | $71M | $4M | $2M | $2M | |
| Investing Cash Flow | $75M | $16M | $-67M | $60M | $317M | $-767M | $-124M | |
| Stock Issued | $9M | $11M | $11M | $3M | $0 | $0 | $44M | |
| Stock Repurchased | · | · | $0 | $0 | $15M | $0 | $0 | |
| Net Stock Activity | $9M | $11M | $11M | $3M | $-15M | $0 | · | |
| Financing Cash Flow | $17M | $22M | $11M | $621.0K | $6M | $887M | $120M | |
| Net Change in Cash | $-98M | $-3M | $-118M | $-55M | $236M | $83M | $-66M | |
| Taxes Paid | $838.0K | $920.0K | $975.0K | $578.0K | $939.0K | $550.0K | $660.0K | |
| Free Cash Flow | $-192M | $-44M | $-88M | $-186M | $-90M | $-39M | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.9% | 60.6% | 57.5% | 67.6% | 74.8% | 75.7% | · | |
| Operating Margin | -199.2% | -83.4% | -102.5% | -108.9% | -77.6% | -32.9% | · | |
| Net Margin | -187.9% | -74.2% | -90.1% | -100.8% | -76.0% | -30.4% | · | |
| Pretax Margin | -187.6% | -74.0% | -89.8% | -100.5% | -75.7% | -30.0% | · | |
| EBITDA Margin | -193.8% | -80.2% | -98.4% | -106.6% | -75.5% | -30.5% | · | |
| ROA | -51.1% | -28.0% | -26.1% | -23.6% | -16.2% | -7.4% | · | |
| ROE | -66.0% | -34.0% | -31.6% | -28.6% | -19.1% | -5.2% | · | |
| ROIC | -76.4% | -38.8% | -36.5% | -31.3% | -19.9% | -5.8% | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 6.6 | 6.9 | 8.8 | 6.5 | 7.1 | 9.4 | · | |
| Quick Ratio | 6.3 | 6.7 | 8.6 | 6.4 | 6.9 | 9.3 | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.4 | 0.3 | 0.2 | 0.2 | 0.2 | · | |
| Receivables Turnover | 2.1 | 2.9 | 2.3 | 2.5 | 3.5 | 3.8 | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $4.42 | $6.26 | $7.06 | $8.16 | $9.31 | $303.19 | · | |
| Revenue / Share | $1.78 | $3.01 | $2.60 | · | · | · | · | |
| Cash Flow / Share | $-1.35 | $-0.32 | $-0.52 | · | · | · | · | |
| Cash / Share | $0.45 | $1.23 | $1.35 | $2.50 | $3.20 | $32.96 | · | |
| EPS (TTM) | $-3.35 | $-2.24 | $-2.34 | $-2.45 | $-1.84 | · | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -35.7% | 25.3% | 16.4% | 5.5% | 38.0% | 17.0% | · | |
| Revenue CAGR 3Y | -2.1% | 15.5% | 19.2% | 19.4% | · | · | · | |
| Revenue CAGR 5Y | 6.4% | 20.0% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $250M | $389M | $311M | $267M | $253M | $183M | · | |
| Net Income TTM | $-470M | $-289M | $-280M | $-269M | $-192M | $-56M | · | |
| Market Cap | $1.31B | $2.95B | $2.79B | $2.03B | $1.80B | $232M | · | |
| P/E | -2.6 | -9.8 | -9.6 | -7.3 | -9.2 | · | · | |
| P/S | 5.2 | 7.6 | 9.0 | 7.6 | 7.1 | 1.3 | · | |
| P/B | 2.0 | 3.5 | 3.2 | 2.2 | 1.8 | 0.2 | · | |
| P / Tangible Book | 2.0 | 3.5 | 3.2 | 2.2 | 1.8 | 0.2 | · | |
| P / Cash Flow | -6.9 | -71.2 | -44.7 | -17.6 | -20.9 | -6.2 | · | |
| P / FCF | -6.8 | -66.3 | -31.8 | -10.9 | -20.0 | -5.9 | · | |
| Earnings Yield | -37.9% | -10.2% | -10.4% | -13.8% | -10.8% | · | · |
Income Statement
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $52M | $52M | $53M | $75M | $70M | $109M | $99M | $94M | $87M | $87M | $78M | $73M | $72M | $72M | $67M | $62M | |
| Cost of Revenue | $36M | $40M | $44M | $45M | $44M | $41M | $40M | $36M | $35M | $35M | $33M | $32M | $32M | $25M | $22M | $21M | |
| Gross Profit | $17M | $11M | $9M | $30M | $26M | $68M | $58M | $58M | $52M | $52M | $45M | $41M | $41M | $48M | $44M | $42M | |
| R&D Expense | $47M | $47M | $59M | $58M | $65M | $58M | $59M | $56M | $53M | $51M | $49M | $50M | $51M | $50M | $55M | $50M | |
| SG&A Expense | $26M | $25M | $24M | $26M | $24M | $27M | $25M | $22M | $20M | $20M | $21M | $20M | $20M | $19M | $18M | $19M | |
| Operating Expenses | $115M | $132M | $150M | $142M | $151M | $156M | $146M | $133M | $125M | $134M | $128M | $121M | $115M | $121M | $116M | $114M | |
| Operating Income | $-98M | $-121M | $-140M | $-112M | $-125M | $-89M | $-88M | $-75M | $-73M | $-82M | $-83M | $-79M | $-74M | $-73M | $-72M | $-72M | |
| Interest Income | $6M | $6M | $7M | $8M | $8M | $8M | $9M | $10M | $10M | $9M | $10M | $10M | $10M | $8M | $7M | $4M | |
| Other Non-op | $-338.0K | $-290.0K | $519.0K | $143.0K | $132.0K | $1M | $-957.0K | $13.0K | $28.0K | $-173.0K | $409.0K | $-638.0K | $-239.0K | $284.0K | $2M | $-945.0K | |
| Pretax Income | $-93M | $-115M | $-133M | $-104M | $-116M | $-80M | $-80M | $-66M | $-63M | $-73M | $-72M | $-70M | $-64M | $-65M | $-63M | $-69M | |
| Income Tax | $163.0K | $111.0K | $174.0K | $237.0K | $300.0K | $111.0K | $336.0K | $257.0K | $272.0K | $-71.0K | $489.0K | $226.0K | $148.0K | $190.0K | $143.0K | $163.0K | |
| Net Income | $-93M | $-116M | $-133M | $-105M | $-117M | $-80M | $-80M | $-66M | $-63M | $-73M | $-73M | $-70M | $-64M | $-65M | $-63M | $-69M | |
| EPS (Basic) | $-0.60 | $-0.80 | $-0.94 | $-0.75 | $-0.86 | $-0.60 | $-0.62 | $-0.52 | $-0.50 | $-0.59 | $-0.60 | $-0.59 | $-0.56 | $-0.58 | $-0.57 | $-0.63 | |
| EPS (Diluted) | $-0.60 | $-0.80 | $-0.94 | $-0.75 | $-0.86 | $-0.60 | $-0.62 | $-0.52 | $-0.50 | $-0.59 | $-0.60 | $-0.59 | $-0.56 | $-0.58 | $-0.57 | $-0.63 | |
| Shares (Basic) | 154,999,000 | · | 141,969,000 | 138,670,000 | 135,375,000 | · | 130,382,000 | 127,870,000 | 124,979,000 | · | 120,486,000 | 118,656,000 | 115,681,000 | · | 110,735,000 | 108,876,000 | |
| Shares (Diluted) | 154,999,000 | · | 141,969,000 | 138,670,000 | 135,375,000 | · | 130,382,000 | 127,870,000 | 124,979,000 | · | 120,486,000 | 118,656,000 | 115,681,000 | · | 110,735,000 | 108,876,000 | |
| EBITDA | $-95M | · | $-140M | $-112M | $-121M | · | $-88M | $-75M | $-69M | · | $-83M | $-79M | $-71M | · | $-72M | $-72M |
Balance Sheet
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $136M | $66M | $89M | $103M | $81M | $164M | $125M | $121M | $134M | $167M | $115M | $149M | $206M | $285M | $311M | $278M | |
| Short-term Investments | $515M | $509M | $533M | $572M | $631M | $578M | $599M | $609M | $629M | $583M | $609M | $613M | $544M | · | $461M | $562M | |
| Receivables | $95M | $101M | $124M | $136M | $114M | $137M | $180M | $160M | $140M | $130M | $173M | $143M | $123M | · | $144M | $95M | |
| Prepaid Expense | $25M | $32M | $37M | $35M | $25M | $24M | $26M | $27M | $24M | $24M | $29M | $26M | $21M | · | $30M | $25M | |
| Current Assets | $770M | $708M | $783M | $846M | $851M | $904M | $931M | $918M | $926M | $904M | $926M | $931M | $895M | · | $947M | $960M | |
| PP&E (Net) | $64M | $67M | $71M | $74M | $77M | $79M | $82M | $84M | $86M | $89M | $91M | $93M | $89M | · | $75M | $62M | |
| PP&E (Gross) | $104M | $104M | $107M | $106M | $106M | $105M | $106M | $105M | $104M | $103M | $104M | $103M | $96M | · | $87M | $73M | |
| Accum. Depreciation | $41M | $37M | $36M | $32M | $29M | $26M | $24M | $21M | $18M | $15M | $13M | $10M | $7M | · | $12M | $11M | |
| Goodwill | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | $625.0K | · | $625.0K | $625.0K | |
| Other Non-current Assets | $40M | $41M | $42M | $41M | $40M | $42M | $42M | $44M | $44M | $45M | $46M | $47M | $47M | · | $56M | $60M | |
| Total Assets | $875M | $816M | $896M | $961M | $969M | $1.03B | $1.06B | $1.05B | $1.06B | $1.04B | $1.06B | $1.07B | $1.09B | · | $1.10B | $1.10B | |
| Accounts Payable | $9M | $6M | $18M | $36M | $12M | $15M | $29M | $21M | $32M | $11M | $20M | $26M | $27M | · | $20M | $31M | |
| Accrued Liabilities | $20M | $18M | $17M | $14M | $25M | $26M | $28M | $24M | $13M | $10M | $12M | $10M | $10M | · | $25M | $20M | |
| Current Liabilities | $125M | $107M | $119M | $131M | $111M | $132M | $138M | $122M | $118M | $102M | $109M | $114M | $111M | · | $124M | $119M | |
| Capital Leases | · | $53M | · | · | · | $55M | · | · | · | $56M | $47M | · | $2M | · | $24M | $3M | |
| Other Non-current Liabilities | $54M | $54M | $55M | $56M | $58M | $56M | $57M | $65M | $64M | $61M | $55M | $46M | $46M | · | $24M | $29M | |
| Total Liabilities | $180M | $163M | $176M | $189M | $170M | $188M | $195M | $187M | $183M | $165M | $166M | $160M | $157M | · | $148M | $147M | |
| Retained Earnings | $-1.94B | $-1.85B | $-1.73B | $-1.60B | $-1.50B | $-1.38B | $-1.30B | $-1.22B | $-1.15B | $-1.09B | $-1.02B | $-944M | $-875M | · | $-745M | $-682M | |
| AOCI | $-610.0K | $-50.0K | $883.0K | $783.0K | $-74.0K | $521.0K | $292.0K | $521.0K | $281.0K | $-563.0K | $430.0K | $-775.0K | $-758.0K | · | $-1M | $-3M | |
| Stockholders' Equity | $695M | $654M | $719M | $772M | $799M | $838M | $860M | $859M | $875M | $873M | $898M | $911M | $932M | $930M | $947M | $953M | |
| Liabilities + Equity | $875M | $816M | $896M | $961M | $969M | $1.03B | $1.06B | $1.05B | $1.06B | $1.04B | $1.06B | $1.07B | $1.09B | · | $1.10B | $1.10B | |
| Shares Outstanding | 159,805,000 | 148,008,000 | 144,182,000 | 140,181,000 | 136,861,000 | 133,938,000 | 132,355,000 | 128,781,000 | 126,205,000 | 123,706,000 | 121,627,000 | 119,653,000 | 117,925,000 | 113,943,000 | 112,009,000 | 110,101,000 |
Cash Flow
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $844.0K | $952.0K | |
| Stock-based Comp | $59M | $54M | $76M | $69M | $65M | $57M | $63M | $57M | $55M | $57M | $55M | $53M | $51M | $48M | $56M | $56M | |
| Restructuring | $698.0K | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $32M | · | · | · | $15M | · | · | · | $13M | · | · | · | $14M | · | · | · | |
| Operating Cash Flow | $2M | $-54M | $-56M | $-46M | $-34M | $11M | $-22M | $-39M | $8M | $21M | $-39M | $-49M | $4M | $27M | $-52M | $-53M | |
| CapEx | $8.0K | $323.0K | $439.0K | $386.0K | $760.0K | $938.0K | $362.0K | $815.0K | $924.0K | $3M | $6M | $5M | $11M | $11M | $20M | $24M | |
| Investing Cash Flow | $-5M | $24M | $40M | $62M | $-51M | $23M | $12M | $23M | $-42M | $26M | $4M | $-12M | $-85M | $-56M | $86M | $111M | |
| Stock Issued | · | $4M | $0 | · | · | $6M | $0 | · | · | $6M | $0 | · | · | $3M | $0 | · | |
| Financing Cash Flow | $73M | $8M | $1M | $7M | $1M | $5M | $13M | $4M | $182.0K | $5M | $505.0K | $3M | $2M | $3M | $-858.0K | $-3M | |
| Net Change in Cash | $70M | $-23M | $-14M | $22M | $-83M | $39M | $4M | $-13M | $-33M | $53M | $-34M | $-57M | $-78M | $-26M | $33M | $56M | |
| Taxes Paid | $518.0K | $-11.0K | $200.0K | $197.0K | $452.0K | $177.0K | $209.0K | $242.0K | $292.0K | $215.0K | $479.0K | $131.0K | $150.0K | $359.0K | $83.0K | $70.0K | |
| Free Cash Flow | $2M | · | · | · | $-34M | · | · | · | $7M | · | · | · | $-7M | · | · | · |
Profitability
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 31.8% | · | 17.3% | 40.4% | 37.6% | · | 59.1% | 61.3% | 59.8% | · | 57.8% | 56.1% | 56.0% | · | 66.6% | 66.8% | |
| Operating Margin | -187.6% | · | -263.6% | -149.2% | -177.7% | · | -88.7% | -79.8% | -83.2% | · | -105.3% | -108.4% | -102.4% | · | -108.0% | -115.3% | |
| Net Margin | -177.2% | · | -250.4% | -139.3% | -166.2% | · | -81.2% | -69.9% | -72.0% | · | -92.6% | -95.3% | -88.9% | · | -94.7% | -110.3% | |
| Pretax Margin | -176.9% | · | -250.1% | -139.0% | -165.8% | · | -80.8% | -69.7% | -71.7% | · | -92.0% | -95.0% | -88.7% | · | -94.5% | -110.1% | |
| EBITDA Margin | -181.1% | · | -263.6% | -149.2% | -172.8% | · | -88.7% | -79.8% | -79.7% | · | -105.3% | -108.4% | -98.2% | · | -108.0% | -115.3% | |
| ROA | -10.1% | · | -13.7% | -10.4% | -11.5% | · | -7.6% | -6.2% | -5.9% | · | -6.7% | -6.4% | -5.8% | · | -5.5% | -6.1% | |
| ROE | -12.4% | · | -16.9% | -12.8% | -14.0% | · | -9.1% | -7.4% | -7.0% | · | -7.9% | -7.5% | -6.7% | · | -6.4% | -7.0% | |
| ROIC | -14.2% | · | -19.5% | -14.6% | -15.7% | · | -10.2% | -8.8% | -8.3% | · | -9.2% | -8.7% | -8.0% | · | -7.6% | -7.6% |
Liquidity & Solvency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 6.2 | · | 6.6 | 6.5 | 7.6 | · | 6.7 | 7.5 | 7.9 | · | 8.5 | 8.2 | 8.1 | · | 7.7 | 8.1 | |
| Quick Ratio | 6.0 | · | 6.3 | 6.2 | 7.4 | · | 6.6 | 7.3 | 7.7 | · | 8.2 | 7.9 | 7.9 | · | 7.4 | 7.9 |
Efficiency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Receivables Turnover | 0.5 | · | 0.4 | 0.5 | 0.6 | · | 0.6 | 0.6 | 0.7 | · | 0.5 | 0.6 | 0.7 | · | 0.6 | 1.0 |
Per Share
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $4.35 | · | $4.99 | $5.51 | $5.84 | · | $6.50 | $6.67 | $6.93 | · | $7.38 | $7.62 | $7.91 | · | $8.46 | $8.66 | |
| Revenue / Share | $0.34 | · | $0.38 | $0.54 | $0.52 | · | $0.76 | $0.74 | $0.70 | · | $0.65 | $0.62 | $0.63 | · | $0.60 | $0.57 | |
| Cash Flow / Share | $0.01 | · | · | · | $-0.25 | · | · | · | $0.06 | · | · | · | $0.03 | · | · | · | |
| Cash / Share | $0.85 | · | $0.62 | $0.74 | $0.59 | · | $0.95 | $0.94 | $1.06 | · | $0.94 | $1.25 | $1.75 | · | $2.78 | $2.52 | |
| EPS (TTM) | $-3.09 | · | $-3.15 | $-2.83 | $-2.60 | · | $-2.23 | $-2.21 | $-2.28 | · | $-2.33 | $-2.30 | $-2.34 | · | $-2.41 | $-2.22 |
Valuation (TTM)
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $232M | · | $307M | $353M | $372M | · | $367M | $347M | $325M | · | $296M | $285M | $274M | · | $267M | $270M | |
| Net Income TTM | $-446M | · | $-435M | $-381M | $-343M | · | $-282M | $-274M | $-278M | · | $-272M | $-262M | $-261M | · | $-262M | $-239M | |
| Market Cap | $1.47B | · | $1.59B | $2.46B | $3.22B | · | $4.15B | $3.17B | $3.38B | · | $3.01B | $2.92B | $4.95B | · | $2.22B | $1.44B | |
| P/E | -3.0 | · | -3.5 | -6.2 | -9.1 | · | -14.1 | -11.1 | -11.7 | · | -10.6 | -10.6 | -17.9 | · | -8.2 | -5.9 | |
| P/S | 6.3 | · | 5.2 | 7.0 | 8.7 | · | 11.3 | 9.2 | 10.4 | · | 10.2 | 10.3 | 18.1 | · | 8.3 | 5.3 | |
| P/B | 2.1 | · | 2.2 | 3.2 | 4.0 | · | 4.8 | 3.7 | 3.9 | · | 3.4 | 3.2 | 5.3 | · | 2.3 | 1.5 | |
| P / Tangible Book | 2.1 | · | 2.2 | 3.2 | 4.0 | · | 4.8 | 3.7 | 3.9 | · | 3.4 | 3.2 | 5.3 | · | 2.3 | 1.5 | |
| P / Cash Flow | 708.0 | · | · | · | -96.2 | · | · | · | 419.8 | · | · | · | 1258.3 | · | · | · | |
| Earnings Yield | -33.7% | · | -28.6% | -16.1% | -11.0% | · | -7.1% | -9.0% | -8.5% | · | -9.4% | -9.4% | -5.6% | · | -12.1% | -16.9% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Revenue | $250M | $389M | $311M | $267M | $253M |
| Gross Margin % | 30.9% | 60.6% | 57.5% | 67.6% | 74.8% |
| Operating Margin % | -199.2% | -83.4% | -102.5% | -108.9% | -77.6% |
| Net Income | $-470M | $-289M | $-280M | $-269M | $-192M |
| Diluted EPS | $-3.35 | $-2.24 | $-2.34 | $-2.45 | $-1.84 |
| Metric | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Current Ratio | 6.6 | 6.9 | 8.8 | 6.5 | 7.1 |
| Quick Ratio | 6.3 | 6.7 | 8.6 | 6.4 | 6.9 |
| Metric | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $-192M | $-44M | $-88M | $-186M | $-90M |
Institutional owners (13F) 383 filers · $1.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
383
Value held
$1.3B
New positions
45
Exited positions
39
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 45 (-14 vs prior Q) | 39 (-31 vs prior Q) | 135 (+31 vs prior Q) | 87 (-24 vs prior Q) | +9.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $195,054,967 | 14,469,953 | 14.60% | Shares |
| BlackRock, Inc. | $129,578,564 | 14,255,067 | 9.70% | Shares |
| Toroso Investments, LLC | $111,816,600 | 8,295,000 | 8.37% | Call option |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $81,515,748 | 8,967,629 | 6.10% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $54,458,326 | 5,991,015 | 4.08% | Shares |
| MORGAN STANLEY | $45,684,857 | 5,025,836 | 3.42% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $32,213,724 | 3,543,864 | 2.41% | Shares |
| STATE STREET CORP | $31,708,865 | 3,488,324 | 2.37% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $31,197,424 | 3,431,376 | 2.33% | Shares |
| GOLDMAN SACHS GROUP INC | $29,286,908 | 3,221,882 | 2.19% | Shares |
| MILLENNIUM MANAGEMENT LLC | $28,512,112 | 3,136,646 | 2.13% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26,511,894 | 2,916,600 | 1.98% | Call option |
| BANK OF AMERICA CORP /DE/ | $26,109,789 | 2,872,364 | 1.95% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22,071,429 | 2,428,100 | 1.65% | Put option |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $21,718,697 | 2,390,187 | 1.63% | Shares |
| FEDERATED HERMES, INC. | $20,722,782 | 2,279,734 | 1.55% | Shares |
| JANE STREET GROUP, LLC | $17,616,420 | 1,938,000 | 1.32% | Put option |
| CITADEL ADVISORS LLC | $17,297,361 | 1,902,900 | 1.29% | Call option |
| CITADEL ADVISORS LLC | $16,444,146 | 1,809,037 | 1.23% | Shares |
| UBS Group AG | $13,948,395 | 1,534,477 | 1.04% | Shares |
| MARSHALL WACE, LLP | $12,809,502 | 1,409,186 | 0.96% | Shares |
| GOLDMAN SACHS GROUP INC | $12,362,400 | 1,360,000 | 0.93% | Put option |
| CITADEL ADVISORS LLC | $12,189,690 | 1,341,000 | 0.91% | Put option |
| CAPITAL FUND MANAGEMENT S.A. | $11,631,373 | 1,279,579 | 0.87% | Shares |
| JPMORGAN CHASE & CO | $11,149,049 | 1,250,864 | 0.83% | Shares |
| NORTHERN TRUST CORP | $10,621,337 | 1,168,464 | 0.79% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10,033,106 | 1,103,752 | 0.75% | Shares |
| WOLVERINE TRADING, LLC | $9,768,480 | 564,000 | 0.73% | Call option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9,531,474 | 1,048,567 | 0.71% | Shares |
| FIRST TRUST ADVISORS LP | $9,240,666 | 1,016,575 | 0.69% | Shares |
| TUDOR INVESTMENT CORP ET AL | $9,104,399 | 1,001,584 | 0.68% | Shares |
| JANE STREET GROUP, LLC | $9,090,909 | 1,000,100 | 0.68% | Call option |
| VANGUARD FIDUCIARY TRUST CO | $7,899,801 | 869,065 | 0.59% | Shares |
| Defiance ETFs, LLC | $7,785,785 | 825,640 | 0.58% | Shares |
| TWO SIGMA ADVISERS, LP | $7,715,952 | 572,400 | 0.58% | Shares |
| Point72 Asset Management, L.P. | $7,612,875 | 837,500 | 0.57% | Call option |
| Bank of New York Mellon Corp | $6,793,668 | 747,378 | 0.51% | Shares |
| Cubist Systematic Strategies, LLC | $6,700,176 | 386,400 | 0.50% | Call option |
| Jump Financial, LLC | $5,690,458 | 626,013 | 0.43% | Shares |
| TWO SIGMA INVESTMENTS, LP | $5,593,295 | 615,324 | 0.42% | Shares |
| Public Sector Pension Investment Board | $5,558,535 | 611,500 | 0.42% | Shares |
| D. E. Shaw & Co., Inc. | $5,468,816 | 601,630 | 0.41% | Shares |
| Point72 Asset Management, L.P. | $5,440,365 | 598,500 | 0.41% | Put option |
| WOLVERINE TRADING, LLC | $5,287,796 | 305,300 | 0.40% | Put option |
| DIMENSIONAL FUND ADVISORS LP | $5,210,584 | 573,468 | 0.39% | Shares |
| Point72 Asset Management, L.P. | $5,166,811 | 568,406 | 0.39% | Shares |
| ALGERT GLOBAL LLC | $5,071,947 | 557,970 | 0.38% | Shares |
| D. E. Shaw & Co., Inc. | $4,954,050 | 545,000 | 0.37% | Put option |
| AQR CAPITAL MANAGEMENT LLC | $4,616,509 | 507,867 | 0.35% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $4,019,044 | 442,139 | 0.30% | Shares |
Company insiders 30 insiders · 13 officers · 12 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Thomas M Siebel | CEO and Chairman of the Board | Oct. 13, 2026 M | 722,362 | 0 | 32 | $-70,033,759 |
| Stephen Bradley Ehikian | Chief Executive Officer | July 2, 2026 G | 274,182 | 0 | 3 | $-4,092,145 |
| Hitesh Lath | CHIEF FINANCIAL OFFICER | Oct. 12, 2026 S | 305,250 | 0 | 8 | $-1,822,507 |
| Juho Parkkinen | SVP & CHIEF FINANCIAL OFFICER | Jan. 31, 2024 F | 292,230 | 0 | 0 | $0 |
| Adeel Manzoor | Chief Financial Officer | Dec. 21, 2021 A | 180,000 | 0 | 0 | $0 |
| David Barter | Senior VP and CFO | Nov. 12, 2021 M | 67,599 | 0 | 0 | $0 |
| Edward Y Abbo | President and CTO | June 15, 2024 M | 810,988 | 0 | 0 | $0 |
| Robert David Schilling | EVP & Chief Commercial Officer | Oct. 1, 2025 S | 1,011,327 | 0 | 0 | $0 |
| Merel Witteveen | Senior VP, Operations | June 15, 2025 M | 13,740 | 0 | 0 | $0 |
| Guy Wanger | SVP & Chief Admin Officer | Dec. 8, 2023 M | 8,053 | 0 | 0 | $0 |
| Houman Behzadi | Chief Product Officer | June 15, 2023 M | 430,814 | 0 | 0 | $0 |
| Richard J. Lutton Jr. | Senior VP and General Counsel | Oct. 15, 2021 A | 500,000 | 0 | 0 | $0 |
| Bruce A Cleveland | Senior VP and CMO | Sept. 17, 2021 M | 21,867 | 0 | 0 | $0 |
| John E. Hyten | Director | Oct. 15, 2026 D | 61,714 | 0 | 0 | $0 |
| John Charles Dwyer | Director | Aug. 25, 2026 A | · | 0 | 0 | $0 |
| Jim H. Snabe | Director | March 27, 2026 P | 395,000 | 2 | 1 | $221,500 |
| Michael Wayne Clayville | Director | Dec. 11, 2025 A | · | 0 | 0 | $0 |
| Kr Sridhar | Director | Oct. 3, 2025 A | · | 0 | 0 | $0 |
| Alan S Murray | Director | Oct. 3, 2025 A | · | 0 | 0 | $0 |
| Condoleezza Rice | Director | Oct. 3, 2025 A | 74,699 | 0 | 0 | $0 |
| Jr Stephen M Ward | Director | Oct. 3, 2025 A | 546,495 | 0 | 0 | $0 |
| Kenneth A Goldman | Director | June 26, 2025 A | · | 0 | 0 | $0 |
| Lisa Ann Davis | Director | Oct. 2, 2024 A | 27,030 | 0 | 0 | $0 |
| Shankar Sastry | Director | Oct. 5, 2022 A | 24,640 | 0 | 0 | $0 |
| Bruce D Sewell | · | Oct. 3, 2025 A | 0 | 0 | 0 | $0 |
| Michael G Mccaffery | · | Oct. 3, 2025 A | 665,929 | 0 | 0 | $0 |
| Richard C Levin | · | Oct. 3, 2025 A | 161,664 | 0 | 0 | $0 |
| Patricia A House | · | Dec. 12, 2022 G | 313,966 | 0 | 0 | $0 |
| Siebel Living Trust u/a/d 7/27/93, as amended | · | July 14, 2021 S | 5,891,272 | 0 | 0 | $0 |
| Brady Mickelsen | · | June 23, 2021 A | 199,777 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 58 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| IBAT · iShares Trust | 6.35% | 22,572 SH | Sept. 11, 2026 | Daily |
| EWQ · iShares, Inc. | 5.69% | 102,155 SH | Sept. 11, 2026 | Daily |
| MXI · iShares Trust | 3.87% | 80,823 SH | Sept. 11, 2026 | Daily |
| GPTY · Tidal Trust II | 3.35% | 371,059 NS | July 31, 2026 | N-PORT |
| EZU · iShares, Inc. | 1.57% | 789,743 SH | Sept. 11, 2026 | Daily |
| DMXF · iShares Trust | 1.11% | 54,366 SH | Sept. 11, 2026 | Daily |
| IGRO · iShares Trust | 1.04% | 69,273 SH | Sept. 11, 2026 | Daily |
| IEV · iShares Trust | 0.88% | 74,631 SH | Sept. 11, 2026 | Daily |
| IEUR · iShares Trust | 0.77% | 364,943 SH | Sept. 11, 2026 | Daily |
| EFG · iShares Trust | 0.73% | 625,098 SH | Sept. 11, 2026 | Daily |
| EFAV · iShares Trust | 0.71% | 200,238 SH | Sept. 11, 2026 | Daily |
| IMFL · Invesco Exchange-Traded Self-Indexe… | 0.71% | 39,294 SH | Oct. 23, 2026 | Daily |
| IQLT · iShares Trust | 0.71% | 508,759 SH | Sept. 11, 2026 | Daily |
| IDLV · Invesco Exchange-Traded Fund Trust … | 0.57% | 9,640 SH | Oct. 23, 2026 | Daily |
| EFA · iShares Trust | 0.55% | 2,217,357 SH | Sept. 11, 2026 | Daily |
| IEFA · iShares Trust | 0.47% | 4,754,159 SH | Sept. 11, 2026 | Daily |
| IDEV · iShares Trust | 0.41% | 692,787 SH | Sept. 11, 2026 | Daily |
| EFV · iShares Trust | 0.37% | 609,863 SH | Sept. 11, 2026 | Daily |
| IMTM · iShares Trust | 0.37% | 82,264 SH | Sept. 11, 2026 | Daily |
| ACWX · iShares Trust | 0.32% | 208,208 SH | Sept. 11, 2026 | Daily |
| IXUS · iShares Trust | 0.28% | 866,777 SH | Sept. 11, 2026 | Daily |
| PXF · Invesco Exchange-Traded Fund Trust … | 0.28% | 42,263 SH | Oct. 23, 2026 | Daily |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.22% | 422,222 SH | Aug. 19, 2026 | Daily |
| TOK · iShares Trust | 0.14% | 1,723 SH | Sept. 11, 2026 | Daily |
| ESGD · iShares Trust | 0.14% | 87,869 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.14% | 57,278 SH | Sept. 11, 2026 | Daily |
| INTF · iShares Trust | 0.12% | 23,509 SH | Sept. 11, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.12% | 2,024,637 SH | Aug. 19, 2026 | Daily |
| ACWI · iShares Trust | 0.12% | 197,961 SH | Sept. 11, 2026 | Daily |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.11% | 513,610 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.11% | 232,721 SH | Oct. 23, 2026 | Daily |
| AIBU · Direxion Shares ETF Trust | 0.10% | 2,500 NS | July 31, 2026 | N-PORT |
| VXUS · VANGUARD STAR FUNDS | 0.08% | 2,842,067 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.08% | 119,553 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.05% | 3,507,867 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.05% | 35,518 NS | July 31, 2026 | N-PORT |
| IGV · iShares Trust | 0.05% | 593,350 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.04% | 65,679 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.04% | 318,716 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.04% | 790,762 SH | Aug. 19, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.03% | 1,795,222 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.02% | 3,116,534 SH | Aug. 19, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.02% | 413,157 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 7,396 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.01% | 6,273 NS | July 31, 2026 | N-PORT |
| TECB · iShares Trust | 0.01% | 4,846 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 1,489,651 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.01% | 3,103,252 SH | Aug. 19, 2026 | Daily |
| IGM · iShares Trust | 0.01% | 63,009 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.00% | 11,060 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 199,298 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 30,229 SH | Sept. 9, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 4,254,833 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 11,856 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 30,450 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 1,308,582 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 5,785 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 28,401 SH | Sept. 11, 2026 | Daily |
AI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 22 analysts
SELL
Median target
$7.50
-40.2%
1 4.5%
Strong Buy
0 0.0%
Buy
9 40.9%
Hold
8 36.4%
Sell
4 18.2%
Strong Sell
12-Month Price Target
10 analysts · 2026-10-25Mean target $8.90 -29.0%
Now
Current price $12.54
Low$6.00
Mean$8.90
High$16.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AI | $1.31B | -2.6 | -35.7% | -187.9% | -66.0% | 30.9% |
| BLKB | $2.96B | 26.7 | -2.3% | 10.2% | 145.7% | 58.8% |
| NCNO | $2.43B | 427.2 | 10.0% | 0.87% | 0.49% | 60.6% |
| RAMP | · | 11.8 | 9.0% | 17.9% | 15.2% | 70.7% |
| AMPL | · | -17.3 | 14.7% | -25.8% | -33.7% | 74.0% |
| CLSK | · | · | · | · | · | · |
| SOUN | · | · | · | · | · | · |
| BL | $3.31B | 141.8 | 7.2% | 3.5% | 6.6% | 75.2% |
| NN | · | · | · | · | · | · |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Latest News Recent headlines mentioning this company
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-Q filed Sep 9, 2026