UBS kept a Reduce rating on C3.ai, Inc. (AI) on February 26, 2026, marking the key analyst move investors should track today. The AI analyst rating reflects lingering revenue concerns after recent guidance misses, and UBS joins a group of firms lowering price targets and tightening outlooks. This rating update matters because it ties directly to investor expectations and near-term liquidity and growth questions for AI. Meyka AI’s real-time platform flags this action as part of broader coverage shifts across the sector.

AI analyst rating: UBS action and details

UBS maintained a Reduce rating on AI on February 26, 2026, citing slower revenue trends and downward pressure on near-term growth. The firm did not raise a fresh price target in the note tied to this maintained stance, but the move signals continued caution from a major name on Wall Street.

Price targets and other firm moves

StreetInsider reported that DA Davidson cut its price target to $7, while recent aggregated data shows firms like UBS, JPMorgan, Morgan Stanley, and Canaccord clustering targets in the $6–$9 range. See the StreetInsider note for the DA Davidson PT change and Investing.com for the broader price target snapshot source source.

Market reaction tied to the AI analyst rating

Following the wave of lowered expectations, AI’s market moves show volatility; the company’s market cap is $1,152,238,935 and recent trading reflected swings tied to guidance and analyst commentary. Analyst tone has correlated with intraday declines when coverage turns more negative, creating short-term downside pressure for investors.

What the rating change means for investors

A maintained Reduce means UBS expects the stock to underperform peers and benchmarks near term, signaling investors should expect continued revenue and execution risk. For long-term holders, this rating highlights the need to reassess growth assumptions, cash runway, and execution milestones before adding exposure.

Historical analyst coverage and context

Analyst coverage of C3.ai has shifted from optimistic to cautious over the last two years as revenue growth slowed and guidance missed expectations. Historically the stock has seen consensus oscillate between Buy and Sell, and the current cluster of low price targets reflects tightened expectations across major firms.

Meyka AI grade and what we track

Meyka AI rates AI with a grade of B. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Meyka AI’s grade and price forecast systems track real-time analyst moves to help investors weigh ratings like the UBS maintained Reduce alongside operational results. These grades are not guaranteed and are not financial advice.

Final Thoughts

The UBS maintained Reduce on AI on February 26, 2026 reinforces a cautious analyst backdrop for C3.ai, Inc. Investors should read this AI analyst rating as a signal that major firms expect continued revenue pressure and constrained near-term upside. With DA Davidson cutting a price target to $7 and other firms clustering targets between $6 and $9, the consensus reflects lower expectations and possible downside. The market cap sits at $1,152,238,935, which, combined with weaker guidance and mixed coverage, increases the importance of careful position sizing. For existing holders, the rating change suggests monitoring upcoming earnings, contract renewals, and cash metrics closely. For prospective buyers, the maintained Reduce recommends waiting for clearer evidence of sustained revenue acceleration or margin improvement. Meyka AI’s real-time analysis platform flags this move within broader sector shifts, but remember Meyka’s grade and our commentary are informational and not investment advice. Assess your risk tolerance and time horizon before acting on any analyst rating.

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Disclaimer:

Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.