C3.ai

Founder‑led again as of May 8, 2026. Tom Siebel returned to the CEO role and bought 6.17 million shares at 11.16 dollars, signaling confidence; he holds significant voting power via Class B stock (about 49.6% voting power as of June 10, 2026). New CFO Hitesh Lath (since March 2024) and sales restructuring indicate a reset.

Execution, however, has lagged, as acknowledged in FY26 materials, and credibility is affected by ongoing losses, high SBC, and a pending 2025 securities class action. We give partial credit for founder ownership/control and decisive restructuring, offset by results to date.