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2021-04-26

But what if it flew to the moon....

Hold Off on C3.AI Stock Until After Earnings to Get the Best Picture

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It seems the big question on investors’","content":"This is my first time writing aboutC3.AI Inc(NYSE:AI) stock. It seems the big question on investors’ minds is if, or when, to buy AI stock.\nSince soaring well above its IPO price, the stock is trending toward $70 this morning.\nI foundthis articleby Ian Bezek extremely helpful in understanding the bullish argument for AI stock. And I also found Matt McCall’sperspective on the companyvery helpful.\nBut it’s important to not ignore the potential problems. To begin with, C3.AI is not profitable, which isn’t altogether concerning. However, the company’s net losses have widened over the past three years, not just during 2020 when it can be expected due to the pandemic.\nSo let’s take a look at a couple of, let’s call them concerns, about AI stock.\nA Closer Look at AI Stock\nAt the end of 2020, the company had 30 clients. That’s not a concern. C3.AI is in the business of snagging huge contracts from large clients. So investors should be thinking less about the quantity of the clients, but rather the quantity (i.e. size of the contract) they get from each client.\nThat’s one area that could use a little color (as they like to say). Three of the company’s 30 customers accounted for 44% of its 2020 revenue. One client,Baker Hughes(NYSE:BKR), accounted for 70% of the revenue by itself.\nThis brings up something else to ponder. Baker Hughes is also a minority owner in C3.AI and there is some discussion that it may jettison some shares in late April. Either way, the company is still within its lockup period which means that the stock could have some selling pressure. Perhaps as evidenced by the fact that short interest at the end of March was around 25%.\nKeeping the Competition Close\nYou’re likely familiar with the old saying, “keep your friends close and your enemies closer.” I’m not going to callAmazon(NASDAQ:AMZN) orMicrosoft(NASDAQ:MSFT) enemies of C3.AI, but they are competitors, at least in theory.\nAt this time, C3.AI services run on top of the Amazon Web Services (AWS), Microsoft Azure, and other cloud platforms, but the field of integrated AI services is new. At some point, these companies may decide to develop their own in-house services to compete with C3.AI.\nPreventing Another Texas\nIf you’re like me, you may understand AI just enough to make a dangerous investing decision. In trying to determine the opportunity for C3.AI, I listened to the company’s founder, tech legend Tom Siebel, describe how the company’s platform can specifically aid the oil and gas industry.\nThis is important because, as we mentioned above, Baker Hughes is a significant client for the company as isRoyal Dutch Shell(NYSE:RDS.A)\nC3.AI is helping to solve the problem ofdistributing resource energy management. If this sounds familiar, it’s because it was a big reason that the grid “failed” during this year’s winter storm in Texas.\nEssentially, it’s using AI to determine how to balance the load on the grid with the power being produced. Siebel said that without it, it will be impossible to deploy renewables in a meaningful way.\nInvestors who are better versed in AI can produce other instances I’m sure but this is just one example of why the market for C3.AI’s platforms should remain strong.\nIs AI Stock a Buy?\nSo I’ll end the article where I started, asking if it’s time to buy AI stock.\nWhen it was down at $60, I would have said to buy the dip, but as it approaches $70 I’d urge a little more caution.\nI’d like to get more information from the company, and we may get that when the company reports quarterly earnings sometime in May.\nOn the date of publication Chris Markoch did not have (either directly or indirectly) any positions in the securities mentioned in this article.\nChris Markoch is a freelance financial copywriter who has been covering the market for seven years. 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It seems the big question on investors’ minds is if, or when, to buy AI stock.\nSince soaring well above its IPO price, the stock is ...\n\n<a href=\"https://investorplace.com/2021/04/hold-off-ai-stock-until-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc."},"source_url":"https://investorplace.com/2021/04/hold-off-ai-stock-until-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188935943","content_text":"This is my first time writing aboutC3.AI Inc(NYSE:AI) stock. It seems the big question on investors’ minds is if, or when, to buy AI stock.\nSince soaring well above its IPO price, the stock is trending toward $70 this morning.\nI foundthis articleby Ian Bezek extremely helpful in understanding the bullish argument for AI stock. And I also found Matt McCall’sperspective on the companyvery helpful.\nBut it’s important to not ignore the potential problems. To begin with, C3.AI is not profitable, which isn’t altogether concerning. However, the company’s net losses have widened over the past three years, not just during 2020 when it can be expected due to the pandemic.\nSo let’s take a look at a couple of, let’s call them concerns, about AI stock.\nA Closer Look at AI Stock\nAt the end of 2020, the company had 30 clients. That’s not a concern. C3.AI is in the business of snagging huge contracts from large clients. So investors should be thinking less about the quantity of the clients, but rather the quantity (i.e. size of the contract) they get from each client.\nThat’s one area that could use a little color (as they like to say). Three of the company’s 30 customers accounted for 44% of its 2020 revenue. One client,Baker Hughes(NYSE:BKR), accounted for 70% of the revenue by itself.\nThis brings up something else to ponder. Baker Hughes is also a minority owner in C3.AI and there is some discussion that it may jettison some shares in late April. Either way, the company is still within its lockup period which means that the stock could have some selling pressure. Perhaps as evidenced by the fact that short interest at the end of March was around 25%.\nKeeping the Competition Close\nYou’re likely familiar with the old saying, “keep your friends close and your enemies closer.” I’m not going to callAmazon(NASDAQ:AMZN) orMicrosoft(NASDAQ:MSFT) enemies of C3.AI, but they are competitors, at least in theory.\nAt this time, C3.AI services run on top of the Amazon Web Services (AWS), Microsoft Azure, and other cloud platforms, but the field of integrated AI services is new. At some point, these companies may decide to develop their own in-house services to compete with C3.AI.\nPreventing Another Texas\nIf you’re like me, you may understand AI just enough to make a dangerous investing decision. In trying to determine the opportunity for C3.AI, I listened to the company’s founder, tech legend Tom Siebel, describe how the company’s platform can specifically aid the oil and gas industry.\nThis is important because, as we mentioned above, Baker Hughes is a significant client for the company as isRoyal Dutch Shell(NYSE:RDS.A)\nC3.AI is helping to solve the problem ofdistributing resource energy management. If this sounds familiar, it’s because it was a big reason that the grid “failed” during this year’s winter storm in Texas.\nEssentially, it’s using AI to determine how to balance the load on the grid with the power being produced. Siebel said that without it, it will be impossible to deploy renewables in a meaningful way.\nInvestors who are better versed in AI can produce other instances I’m sure but this is just one example of why the market for C3.AI’s platforms should remain strong.\nIs AI Stock a Buy?\nSo I’ll end the article where I started, asking if it’s time to buy AI stock.\nWhen it was down at $60, I would have said to buy the dip, but as it approaches $70 I’d urge a little more caution.\nI’d like to get more information from the company, and we may get that when the company reports quarterly earnings sometime in May.\nOn the date of publication Chris Markoch did not have (either directly or indirectly) any positions in the securities mentioned in this article.\nChris Markoch is a freelance financial copywriter who has been covering the market for seven years. 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