January 28, 2026
Finance

C3.ai Shares Rise Sharply Amid Merger Talks With Automation Anywhere

Enterprise AI firm looks toward a potential acquisition to go public via task automation specialist

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Summary

Shares of C3.ai experienced a significant pre-market increase following reports of merger discussions with Automation Anywhere, a private software company specializing in task automation. This potential transaction would see Automation Anywhere acquire C3.ai, resulting in Automation Anywhere becoming a publicly traded company. C3.ai has recently undergone leadership changes and is exploring strategic options including a possible sale. Despite recent stock declines and challenges, its federal government business remains a beacon for continued growth.

Key Points

C3.ai's stock jumped nearly 16% in pre-market trading following merger negotiations reports with Automation Anywhere.
The merger would result in Automation Anywhere acquiring C3.ai and becoming publicly listed.
C3.ai's federal government business segment is a critical component of its recent revenue and growth strategy.
The company’s founder stepped down as CEO recently amid exploration of strategic options including a potential sale.

C3.ai Inc., a prominent enterprise artificial intelligence software provider listed on the New York Stock Exchange under the ticker AI, reported a nearly 16% surge in its stock price during pre-market trading on Wednesday. This movement was triggered by news that the company is engaged in merger negotiations with Automation Anywhere, a firm that specializes in software for task automation.

If the merger proceeds, the proposal would culminate in Automation Anywhere acquiring C3.ai and utilizing the combination as a path to public market listing. The details of the deal remain confidential as neither party has formalized the arrangement. C3.ai had not issued an immediate statement when approached for clarification on the potential transaction.

C3.ai's presence in enterprise AI spans critical sectors including energy and manufacturing, and it counts notable clients such as the U.S. Air Force among its user base of AI solutions. Automation Anywhere, by contrast, focuses on robotic process automation software and was valued at $6.8 billion in a private funding round held in 2019. This places the two companies at the intersection of enterprise software, but with complementary focuses on AI and automation technologies.

This development occurs shortly after Thomas Siebel, the founder of C3.ai, stepped down from his role as chief executive officer. Prior reports had indicated that C3.ai's leadership was considering various strategic alternatives, among them the possibility of selling the company to boost growth and shareholder value.

Financial Performance and Federal Business Strength

In the company's recent quarterly earnings release for December, C3.ai posted a loss per share of 25 cents, which was narrower than analysts had forecasted. Revenue modestly exceeded expectations, totaling $75.15 million. These results were credited to robust performance within the federal government segment, alongside a rise in high-value transactions. C3.ai's current CEO, Stephen Ehikian, has emphasized the federal market as a critical engine for growth and delineated a focused operational plan to target sectors demonstrating rapid expansion.

The management team projects that the federal business will continue serving as a reliable growth driver. Contributing factors include an increased integration of commercial technology solutions within government agencies, a broader adoption of artificial intelligence systems, and ongoing efforts to revitalize industrial bases, exemplified by initiatives like the Maritime Industrial Base program.

Stock Performance and Market Metrics

Despite the recent pre-market gains, C3.ai's stock has experienced substantial depreciation over the last twelve months. Data indicates a decline of approximately 61.82% in share price during this period. Its closing price on Tuesday stood at $12.60, representing a 2.55% decline from previous levels. Market analysis tools reflect a weak momentum and negative price trend across short-, medium-, and long-term horizons.

Investors examining C3.ai have access to comparative performance screening via financial data platforms, allowing benchmarking against peer companies within the enterprise software and AI sectors. As the potential merger discussions develop, market participants are closely watching for further updates that could influence valuation trajectories.


Disclaimer: The information contained here is based on public disclosures and industry reports. It does not constitute investment advice. All financial figures and market data mentioned are as of the latest available reporting period.

Risks
  • Uncertainty surrounding the completion of merger discussions and final deal terms.
  • Recent stock price has declined significantly over the past year, indicating volatility and investor caution.
  • C3.ai’s financial results show ongoing quarterly losses despite some revenue beats, highlighting profitability challenges.
  • Dependence on federal contracts means changes in government spending or priorities could impact growth projections.
Disclosure
Education only / not financial advice
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