10/06/2024, 12:29 PM UTC
C3.ai:价值与AI同包(评级上调)C3.ai: Value And AI In The Same Package (Rating Upgrade)
1. C3.ai被上调至强烈买入,目标价为34美元,从当前水平看有40%的上涨空间。2. 尽管截至9月,公司年内亏损达到约20%,但预计今年19-27%的同比增长表明AI的顺风强劲。3. 公司得益于政府动力和快速的销售周期,尤其是其针对公共部门的新一代AI产品。1. C3.ai is upgraded to a strong buy with a price target of $34, reflecting a 40% upside from current levels. 2. Despite YTD losses of ~20% in September, C3.ai's expected 19-27% y/y growth indicates strong AI tailwinds. 3. The company benefits from government momentum and quick sales cycles, especially with its new AI product for the public sector.
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