Where Will C3.ai Stock Be in 3 Years?
Three troubling hints indicate this partnership could be in trouble: Baker Hughes already renegotiated lower revenue commitments to extend the agreement last year, it divested its own equity stake in C3.ai, and it invested in C3.ai's competitor Augury instead. If Baker Hughes walks away from the JV, C3.ai's revenue will plummet. To diversify away from Baker Hughes and other large customers, C3.ai is aggressively pursuing smaller contracts from smaller customers.
