Core Viewpoint - C3.ai's stock has declined significantly since its IPO, and while there are signs of recovery, potential investors are advised to consider more stable alternatives like Micron and IBM due to C3.ai's ongoing challenges [1][2][6]. Group 1: C3.ai Overview - C3.ai went public at $42 and peaked at $177.47 shortly after, driven by its enterprise AI algorithms and rapid growth [1]. - As of now, C3.ai's stock trades below its IPO price, reflecting a slowdown in growth and increasing losses, with revenue growth dropping from a compound annual rate of 40% to just 6% in fiscal 2023 [2]. - Revenue for fiscal 2024 increased by 16%, with expectations of further growth between 19% and 27% in fiscal 2025, and analysts project a compound annual growth rate of 20% from fiscal 2024 to fiscal 2027 [3]. Group 2: C3.ai Risks - C3.ai generates over 30% of its revenue from a joint venture with Baker Hughes, which is set to expire at the end of fiscal 2025 without renewal [5]. - The company anticipates remaining unprofitable while developing new generative AI tools [5]. - C3.ai has experienced instability in its financial leadership, having changed CFOs three times since its IPO, leading to inconsistencies in customer counting and subscription models [5]. Group 3: Micron Overview - Micron manufactures DRAM and NAND memory chips, producing denser chips essential for AI applications, despite not being the largest player in the market [7][8]. - In fiscal 2023, Micron's revenue fell by 49% due to a cooling PC market and shifts in chip demand, but it rebounded with a 62% revenue increase in fiscal 2024, returning to profitability [9][10]. - Analysts expect Micron's revenue and adjusted EPS to grow by 52% and 587%, respectively, in fiscal 2025, indicating significant upside potential [11]. Group 4: IBM Overview - IBM's revenue declined from $107 billion in 2012 to $55 billion in 2020, but it has since recovered, with revenue and EPS growing at compound annual rates of 4% and 9% from 2020 to 2023 [12][13]. - The recovery was aided by the spin-off of its slower-growth IT infrastructure services and a focus on expanding Red Hat's presence in hybrid cloud and AI markets [13][14]. - From 2023 to 2026, analysts expect IBM's revenue and EPS to grow at compound annual rates of 4% and 5%, respectively, with the stock reasonably valued at 21 times forward earnings and a dividend yield of 3% [15].

While other AI stocks soar, IBM takes a slow and steady approach. Is Big Blue poised for massive long-term gains as its AI strategy unfolds? Technology veteran IBM (IBM -0.83%) is catching some tailwinds nowadays. The stock has gained more than 45% over the last year, boosted by the market frenzy for artificial intelligence (AI) experts. Big Blue has a few growth catalysts in its pocket. Are they enough to make IBM's stock a buy today? Let's have a look. IBM's growth catalysts This experienced tech titan di ...

Tech stocks away from the semiconductor industry have come back with a vengeance in recent months. The AI trade temporarily peaked at the onset of the second half, resulting in software and legacy technology areas outperforming. Then, following theFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion i ...

A month has gone by since the last earnings report for IBM (IBM) . Shares have added about 1.8% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is IBM due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. IBM's Q3 Earnings Beat, Revenues Miss Despite Solid Demand IBM re ...

Kyndryl Holdings Inc. KD is boosting investor confidence with the announcement of its first-ever share repurchase program, worth $300 million. The International Business Machines Corp IBM spin-off is using the buyback to return capital to shareholders, signaling its belief in sustainable growth despite a competitive market. Share Repurchase Reflects Management's Confidence The new repurchase program comes as Kyndryl sees significant progress in both its financials and operational transformation. CEO Martin ...

MELVILLE, N.Y., Nov. 19, 2024 (GLOBE NEWSWIRE) -- Data Storage Corporation (Nasdaq: DTST) ("DSC" and the "Company"), a premier provider of diverse business continuity solutions for disaster-recovery, cloud infrastructure, cyber-security, and IT automation, for IBM Power systems including IBMi and AIX, today announced that its subsidiary, CloudFirst Europe, has entered into a strategic partnership with Brightsolid, a premier data center provider based in Scotland and part of the DC Thomson group. This collab ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

What makes IBM a hidden AI leader? See how this tech giant is shaping the business-class AI market.You might not think of IBM (IBM -0.92%) as an artificial intelligence (AI) expert. The tech veteran is famous for its early PC computers, business-critical mainframes, and unmatched portfolio of consulting services. But IBM is never the first name that springs to mind in the AI conversation.That perception should change very soon. The company has been a quiet AI leader for decades already, betting a large chun ...

IBM and UFC to develop UFC Insights Engine built with IBM watsonx to offer enhanced fight analysis across viewing platformsARMONK, N.Y. and LAS VEGAS, Nov. 14, 2024 /PRNewswire/ -- IBM (NYSE: IBM) and UFC®️, the world's premier mixed martial arts organization and part of TKO Group Holdings (NYSE: TKO), today announced an innovative new partnership that will combine the power of IBM's AI and data platform, watsonx, with the vast global reach of UFC's content platforms to enhance the viewing experience for mi ...

Qiskit, the world's most performant quantum software, can extend length and complexity of certain circuits to 5,000 two-qubit operations with accurate results on IBM quantum computersRIKEN and Cleveland Clinic explore new, scientifically valuable problems by combining quantum and classical resources with Qiskit; Rensselaer Polytechnic Institute takes steps towards quantum-centric supercomputingQiskit services from IBM, Algorithmiq, Qedma, QunaSys, Q-CTRL, and Multiverse Computing to expand performance while ...