<p>人工智能（AI）先锋 <strong>Nvidia</strong> 将于 5 月 28 日市场收盘后发布其 2026 财年第一季度财报，分析师和投资者将关注这家芯片巨头在 AI 领域的核心角色表现如何。</p>
<p>Nvidia 的芯片为全球领先的云计算公司的 AI 数据中心提供动力。该公司的图形处理单元（GPU）也受到政府的强烈需求，政府希望加强其 AI 基础设施。因此，深入分析 Nvidia 的业绩和前景将有助于我们理解 AI 市场的发展方向。</p>
<p>然而，还有另一家公司也在快速增长的 AI 采用中受益，并将于 5 月 28 日发布其 2025 财年第四季度财报—— <strong>C3.ai</strong>(AI 1.51%)。该公司为政府和企业客户提供企业级 AI 解决方案，但到目前为止，2025 财年对它来说是艰难的。</p>
<p>C3.ai 的股票今年下跌了 33%。然而，其即将发布的季度报告可能会帮助其扭转局面，使股票飙升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg4NjgvcGVyc29uLWhvbGRpbmctc21hcnRwaG9uZS1zbWlsaW5nLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg4NjgvcGVyc29uLWhvbGRpbmctc21hcnRwaG9uZS1zbWlsaW5nLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>快速增长的生成式 AI 软件需求可以帮助 C3.ai 实现稳健的业绩</h2>
<p>根据 ABI Research，生成式 AI 软件市场在 2023 年的估计价值为 100 亿美元，但预计到 2030 年将飙升至 1760 亿美元。该公司指出，生成式 AI 软件在企业应用中的整合预计到本十年末将每年产生 4340 亿美元的价值。</p>
<p>这并不令人惊讶，因为这项技术正在帮助公司提高生产力并改善运营效率。C3.ai 正在受益于生成式 AI 软件的日益普及。该公司预计在刚刚结束的财年报告 3.89 亿美元的收入，比去年增长 25%。值得注意的是，C3.ai 的年度营收增长预计在最新财年加速 9 个百分点。</p>
<p>这可以归因于 C3.ai 的 AI 软件解决方案需求的改善。该公司提供超过 130 个可在广泛行业中部署的即用型应用程序，同时还为客户提供 AI 开发平台，客户可以利用该平台构建和部署 AI 代理和应用程序。</p>
<p>重要的是，客户对 C3.ai 的 AI 软件产品的兴趣正在上升，这解释了其在最近财年的增长率改善。例如，C3.ai 在 2025 财年第三季度（截至 1 月 31 日）签署了 66 项协议，比去年同期增长了 72%。其中包括 50 个试点项目。如果 C3.ai 能够将其中相当一部分试点项目转化为实际合同，那么在本月晚些时候发布业绩时，它可能会实现超出预期的增长。</p>
<p>值得注意的是，C3.ai 在过去四个季度中每个季度都大幅超出华尔街的盈利预期。该公司尚未盈利，但其损失远低于分析师最近的预期。预计 C3.ai 在 2025 财年将以每股 0.44 美元的估计损失结束。好的一点是，预计其损失在未来将缩小。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/7789ebad8174901ce8d85d16baadb52b.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/7789ebad8174901ce8d85d16baadb52b.png"/></p>
<p>当前财年的 AI 每股收益估计数据来自 YCharts</p>
<p>C3.ai 客户基础的潜在增长，以及公司现有客户支出的增加，可能使其能够以更快的速度减少损失。所有这些都表明，C3.ai 在本月晚些时候发布季度业绩时可能能够超出预期。此外，生成式 AI 软件需求的快速增长以及其在上一个报告季度签署的协议数量的大幅增加，可能足以使其提供强于预期的指引。</p>
<h2>估值使得该股票现在成为一个稳健的买入</h2>
<p>值得注意的是，C3.ai 在过去一个月中已经上涨了 19%，并且由于强劲的业绩与令人印象深刻的指引的结合，进一步上涨的可能性不能排除。此外，分析师已提高了对当前和下一个财年的预期，表明他们预计其势头将持续。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e47eaf306e85b13e2d2687358466f268.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e47eaf306e85b13e2d2687358466f268.png"/></p>
<p>当前财年的 AI 收入估计数据来自 YCharts</p>
<p>所有这些使得 C3.ai 在其季度报告发布前成为一个稳健的买入。它目前的交易价格为销售额的 8 倍，低于其在 2024 年底的 12 倍市销率。因此，投资者现在可以以相对较低的估值购买这只 AI 股票，考虑到它可能在 5 月 28 日后大幅上涨，这样做可能会成为一个明智的选择。</p>

<p>C3.ai 将于 5 月 28 日发布其 2025 财年第四季度财报，恰逢 Nvidia 发布其 2026 财年第一季度财报。尽管今年股价下跌了 33%，C3.ai 预计将报告 3.89 亿美元的收入，比去年增长 25%，这得益于对生成式 AI 软件日益增长的需求。该公司在第三季度签署了 66 项协议，同比增长 72%。分析师预测 C3.ai 可能会迎来转机，使其在当前 8 倍销售额的估值下成为一个稳健的买入机会，低于去年的 12 倍销售额</p>

<p>Artificial intelligence (AI) pioneer <strong>Nvidia</strong> is set to release its fiscal 2026 first-quarter results after the market closes on May 28, and analysts and investors will be waiting to see how the chip giant fares considering the central role it plays in the AI space.</p>
<div class="lb-trans"><p>人工智能（AI）先锋 <strong>Nvidia</strong> 将于 5 月 28 日市场收盘后发布其 2026 财年第一季度财报，分析师和投资者将关注这家芯片巨头在 AI 领域的核心角色表现如何。</p>
</div><p>Nvidia's chips power AI data centers from the world's leading cloud computing companies. The company's graphics processing units (GPUs) are also in solid demand from governments looking to shore up their AI infrastructure. So, a closer look at Nvidia's results and outlook will help us understand the direction in which the AI market is headed.</p>
<div class="lb-trans"><p>Nvidia 的芯片为全球领先的云计算公司的 AI 数据中心提供动力。该公司的图形处理单元（GPU）也受到政府的强烈需求，政府希望加强其 AI 基础设施。因此，深入分析 Nvidia 的业绩和前景将有助于我们理解 AI 市场的发展方向。</p>
</div><p>However, there's another company that's benefiting from the fast-improving adoption of AI and will release its fiscal 2025 fourth-quarter results on May 28 -- <strong>C3.ai</strong>(AI 1.51%). The company provides enterprise AI solutions to both government and enterprise customers, but it has endured a difficult 2025 so far.</p>
<div class="lb-trans"><p>然而，还有另一家公司也在快速增长的 AI 采用中受益，并将于 5 月 28 日发布其 2025 财年第四季度财报—— <strong>C3.ai</strong>(AI 1.51%)。该公司为政府和企业客户提供企业级 AI 解决方案，但到目前为止，2025 财年对它来说是艰难的。</p>
</div><p>C3.ai stock is down 33% this year. However, its upcoming quarterly report could help turn its fortunes around and send the stock soaring.</p>
<div class="lb-trans"><p>C3.ai 的股票今年下跌了 33%。然而，其即将发布的季度报告可能会帮助其扭转局面，使股票飙升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg4NjgvcGVyc29uLWhvbGRpbmctc21hcnRwaG9uZS1zbWlsaW5nLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F818868%2Fperson-holding-smartphone-smiling.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Fast-growing generative AI software demand can help C3.ai deliver solid results</h2>
<div class="lb-trans"><h2>快速增长的生成式 AI 软件需求可以帮助 C3.ai 实现稳健的业绩</h2>
</div><p>The generative AI software market was worth an estimated $10 billion in 2023, but it is expected to jump to a whopping $176 billion in 2030, according to ABI Research. The company points out that the integration of generative AI software in enterprise use cases is likely to generate $434 billion in value annually by the end of the decade.</p>
<div class="lb-trans"><p>根据 ABI Research，生成式 AI 软件市场在 2023 年的估计价值为 100 亿美元，但预计到 2030 年将飙升至 1760 亿美元。该公司指出，生成式 AI 软件在企业应用中的整合预计到本十年末将每年产生 4340 亿美元的价值。</p>
</div><p>That's not surprising as this technology is helping companies boost productivity and improve the efficiency of their operations. C3.ai is benefiting from the growing adoption of generative AI software. The company expects to report $389 million in revenue for the recently concluded fiscal year, which would be a 25% increase over the prior year. It is worth noting that C3.ai's annual top-line growth is projected to accelerate by 9 percentage points in the latest fiscal year.</p>
<div class="lb-trans"><p>这并不令人惊讶，因为这项技术正在帮助公司提高生产力并改善运营效率。C3.ai 正在受益于生成式 AI 软件的日益普及。该公司预计在刚刚结束的财年报告 3.89 亿美元的收入，比去年增长 25%。值得注意的是，C3.ai 的年度营收增长预计在最新财年加速 9 个百分点。</p>
</div><p>This can be attributed to the improving demand for C3.ai's AI software solutions. The company provides more than 130 turnkey applications that could be deployed across a wide range of industries, while also offering an AI development platform to customers, using which they can build and deploy AI agents and applications.</p>
<div class="lb-trans"><p>这可以归因于 C3.ai 的 AI 软件解决方案需求的改善。该公司提供超过 130 个可在广泛行业中部署的即用型应用程序，同时还为客户提供 AI 开发平台，客户可以利用该平台构建和部署 AI 代理和应用程序。</p>
</div><p>Importantly, customer interest in C3.ai's AI software offerings has been picking up, which explains the improvement in its growth rate in the recent fiscal year. For instance, C3.ai closed 66 agreements in the third quarter of fiscal 2025 (which ended on Jan. 31), an increase of 72% from the year-ago period. These included 50 pilot projects. If C3.ai manages to convert a significant chunk of those pilot projects into actual contracts, it could end up delivering better-than-expected growth when it releases its results later this month.</p>
<div class="lb-trans"><p>重要的是，客户对 C3.ai 的 AI 软件产品的兴趣正在上升，这解释了其在最近财年的增长率改善。例如，C3.ai 在 2025 财年第三季度（截至 1 月 31 日）签署了 66 项协议，比去年同期增长了 72%。其中包括 50 个试点项目。如果 C3.ai 能够将其中相当一部分试点项目转化为实际合同，那么在本月晚些时候发布业绩时，它可能会实现超出预期的增长。</p>
</div><p>What's worth noting is that C3.ai has exceeded Wall Street's bottom-line estimates by big margins in each of the last four quarters. The company isn't profitable yet, but its losses have been much lower than analysts' expectations of late. C3.ai is projected to end fiscal 2025 with an estimated loss of $0.44 per share. The good part is that its loss is expected to shrink in the future.</p>
<div class="lb-trans"><p>值得注意的是，C3.ai 在过去四个季度中每个季度都大幅超出华尔街的盈利预期。该公司尚未盈利，但其损失远低于分析师最近的预期。预计 C3.ai 在 2025 财年将以每股 0.44 美元的估计损失结束。好的一点是，预计其损失在未来将缩小。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/7789ebad8174901ce8d85d16baadb52b.png" alt="" original-src="https://media.ycharts.com/charts/7789ebad8174901ce8d85d16baadb52b.png"/></p>
<p>AI EPS Estimates for Current Fiscal Year data by YCharts</p>
<div class="lb-trans"><p>当前财年的 AI 每股收益估计数据来自 YCharts</p>
</div><p>The potential growth in C3.ai's customer base, along with an increase in spending by the company's existing customers, could allow it to reduce its losses at a faster pace. All this indicates that C3.ai may be able to top expectations when it releases its quarterly results later this month. Moreover, the fast-improving demand for generative AI software and the big jump in the number of agreements that it struck in the last reported quarter could be enough for it to deliver stronger-than-expected guidance.</p>
<div class="lb-trans"><p>C3.ai 客户基础的潜在增长，以及公司现有客户支出的增加，可能使其能够以更快的速度减少损失。所有这些都表明，C3.ai 在本月晚些时候发布季度业绩时可能能够超出预期。此外，生成式 AI 软件需求的快速增长以及其在上一个报告季度签署的协议数量的大幅增加，可能足以使其提供强于预期的指引。</p>
</div><h2>The valuation makes the stock a solid buy right now</h2>
<div class="lb-trans"><h2>估值使得该股票现在成为一个稳健的买入</h2>
</div><p>It is worth noting that C3.ai has already jumped 19% in the past month, and more upside cannot be ruled out as a combination of strong results along with impressive guidance could give it a shot in the arm. Additionally, analysts have increased their expectations for the current and the next fiscal year, indicating that they are expecting its momentum to continue.</p>
<div class="lb-trans"><p>值得注意的是，C3.ai 在过去一个月中已经上涨了 19%，并且由于强劲的业绩与令人印象深刻的指引的结合，进一步上涨的可能性不能排除。此外，分析师已提高了对当前和下一个财年的预期，表明他们预计其势头将持续。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e47eaf306e85b13e2d2687358466f268.png" alt="" original-src="https://media.ycharts.com/charts/e47eaf306e85b13e2d2687358466f268.png"/></p>
<p>AI Revenue Estimates for Current Fiscal Year data by YCharts</p>
<div class="lb-trans"><p>当前财年的 AI 收入估计数据来自 YCharts</p>
</div><p>All this makes C3.ai a solid buy going into its quarterly report. It is currently trading at 8 times sales, which is lower than its price-to-sales ratio of 12 at the end of 2024. So, investors can buy this AI stock at a relatively cheaper valuation right now, and doing so could turn out to be a smart move considering that it could zoom higher after May 28.</p>
<div class="lb-trans"><p>所有这些使得 C3.ai 在其季度报告发布前成为一个稳健的买入。它目前的交易价格为销售额的 8 倍，低于其在 2024 年底的 12 倍市销率。因此，投资者现在可以以相对较低的估值购买这只 AI 股票，考虑到它可能在 5 月 28 日后大幅上涨，这样做可能会成为一个明智的选择。</p>
</div>

Prediction: This Artificial Intelligence (AI) Stock Will Skyrocket After May 28 (Hint: It's Not Nvidia)

- Nvidia 将于 5 月 28 日发布 2026 财年第一季度财报，市场关注其 AI 业务表现。  
- C3.ai 也将在同日发布 2025 财年第四季度财报，预计收入将增长 25%。  
- C3.ai 的客户需求上升，可能推动其股价上涨，当前估值较低。  

预测：这只人工智能（AI）股票将在 5 月 28 日后大涨（提示：不是英伟达）