Northland将C3.ai上调至跑赢大盘、目标价由10美元升至16美元，看好C3 Code

C3.ai ( AI ) was upgraded by Northland Capital Markets to Outperform on Monday, as the investment firm sees a new growth engine, C3 Code. “C3 Code can shrink time to create new agentic AI applications to days from months, accelerating time to on-board new customers and expand at current customers,” Northland analyst Michael Latimore wrote in a note to clients. “Given C3's core platform investment, such applications can leverage the latest and/or most cost effective LLMs and run with optimal security and reliability. Increasing rating to Outperform and target to $16 from $10.” C3 Code should expand the company's total addressable market, given its ease of use, Latimore explained. “Customers can still use pre-packaged applications if they like,” Latimore added. “Initial success prompted C3.ai to expand their marketing efforts, using their Accelerator program. The first event was a huge success, covering 110 people and 46 companies. Business and IT people found they could make enterprise-ready AI applications in a few days. Given that success, C3.ai has added three more Accelerator marketing events. These are akin to Palantir's Sovereign AI bootcamps. The events add to the marketing tailwind the recent favorable Forrester AI platform report provides.”