BigBear.ai shares (NYSE: BBAI stock) tumbled roughly 6% on Monday, extending the broader market's pullback from artificial intelligence and high-beta technology names. The decline erased near-term gai... ...

Core Viewpoint - BigBear.ai is seen as a potential investment opportunity in the defense AI sector, but comparisons to Palantir may not be justified, as investing directly in Palantir could be more beneficial for long-term investors [1][2]. Company Comparison - BigBear.ai is currently valued at approximately 22 times its expected sales for the year, while Palantir trades at 101 times its projected forward revenue, indicating a significant difference in valuation metrics [4]. - Palantir's stock is characterized by a high growth-dependent price-to-sales multiple and trades at 258 times its expected adjusted earnings, reflecting its high-risk nature but also its strong growth potential [5]. Financial Performance - BigBear.ai's revenue has declined by 20% year over year, landing at $33.1 million in the third quarter, with a gross margin of only 22.4%, which is considered alarmingly low for a software and services company [7]. - In contrast, Palantir's revenue surged by 63% year over year to reach $1.18 billion, with sales to U.S. government customers growing by 52% to $486 million, and a gross margin exceeding 82% [8]. Market Position and Competition - Despite favorable trends in defense AI spending, BigBear.ai is struggling to compete with Palantir and has not demonstrated significant new technology or service capabilities that are essential for military customers [9]. - BigBear.ai has faced challenges in securing new government contracts, and while its acquisition of Ask Sage offers some hope for future growth, it remains a risky proposition [10]. - Palantir continues to excel in the AI market, leveraging its technological advantages to maintain a competitive edge in the defense AI sector [11].

BigBear.ai Holdings, Inc. (NYSE:BBAI) is one of the best agentic AI stocks to buy now. However, that's according to hedge funds. Wall Street analysts have a differing view. As of December 10, Wall Street’s consensus on BigBear.ai is Hold, based on 5 analysts. The average 12-month price target sits at $6.33. Using a median target of $6.50, the implied median price upside is about −0.3% versus a recent price near $6.52. BigBear.ai’s Analyst Targets Signal Limited Upside at Current Levels On December 8, Bi ...

Innodata could be a much better AI play.BigBear.ai (BBAI 1.56%), a developer of artificial intelligence (AI) modules for edge networks, went public through a merger with a special purpose acquisition company (SPAC) four years ago. It started trading at $9.84 on its first day, but it now trades at less than $7.Before BigBear.ai went public, it predicted its revenue would surge from $182 million in 2021 to $550 million in 2024. Unfortunately, its revenue only rose from $146 million in 2021 to $158 million in ...

Core Insights - The artificial intelligence investment boom is shifting capital towards smaller, higher-risk AI specialists like BigBear.ai Holdings (BBAI) and SoundHound AI (SOUN), both of which are gaining investor attention for their unique approaches to AI deployment [1][2]. Company Overview - BigBear.ai focuses on defense and government markets, providing secure decision intelligence, while SoundHound specializes in voice and conversational AI solutions across various commercial sectors [2][3]. - Both companies are seen as opportunities for investors looking for exposure to AI adoption beyond larger tech firms [1][2]. Financial Performance - BigBear.ai's revenue declined by 20% year-over-year to $33.1 million in Q3 2025, with a gross margin decrease to 22.4% and an adjusted EBITDA loss of $9.4 million [5][9]. - In contrast, SoundHound reported a 68% year-over-year revenue growth to $42 million in Q3 2025, with non-GAAP gross margins of 59.3% [11][12]. Strategic Developments - BigBear.ai ended Q3 2025 with $456.6 million in cash, enabling aggressive growth strategies, including the acquisition of Ask Sage, expected to generate $25 million in annual recurring revenue in 2025 [6][7]. - SoundHound's diversified customer base and strong operational momentum contrast with BigBear.ai's government-heavy exposure, but it faces challenges with large GAAP net losses and ongoing profitability issues [10][13]. Market Positioning - BigBear.ai is building a vertically integrated AI platform for defense and regulated markets, while SoundHound focuses on horizontal enterprise adoption [8][9]. - BigBear.ai's backlog stood at $376 million at the end of Q3, providing medium-term revenue visibility [8]. Stock Performance - Over the past year, BigBear.ai stock surged 153.7%, outperforming the broader technology sector and the S&P 500, while SoundHound stock declined by 10.6% [14][15]. - BigBear.ai trades at a forward price-to-sales ratio of 17.23X, while SoundHound trades at a higher 21.84X, reflecting differing growth expectations [17][18]. Earnings Estimates - BigBear.ai's earnings outlook has improved, with the consensus estimate for its 2025 loss per share narrowing to 93 cents from $1.10 [19]. - SoundHound's consensus estimate for its 2025 loss per share widened to 13 cents from 9 cents, indicating mixed revisions [24]. Investment Outlook - BigBear.ai is seen as having a clearer path to differentiation and long-term growth potential, while SoundHound faces a more challenging risk-reward balance due to elevated losses and valuation concerns [26].

Investors are hopeful this company can achieve similar success to Palantir.BigBear.ai (BBAI +1.97%) is one of the most popular AI stocks in the markets today.*Stock prices used were the afternoon prices of Dec. 9, 2025. The video was published on Dec. 11, 2025. ...

Key Takeaways NVIDIA's strong AI chip demand and revenue gains contrast with BigBear.ai's Ask Sage-driven growth push.NVDA expects fiscal Q4 2026 revenue of about $65B as data center and gaming sales continue to rise.BBAI looks to its $250M Ask Sage deal and steady sales guidance to support future revenue growth.Riding the artificial intelligence (AI) wave, NVIDIA Corporation (NVDA) has seen its shares increase by 36.8% this year, while a smaller AI competitor, BigBear.ai Holdings, Inc. (BBAI) , surged 48.5 ...

Both stocks delivered impressive gains in 2025, but which one of these two AI companies should you be buying for next year?Palantir Technologies (PLTR 0.58%) and BigBear.ai (BBAI +1.14%) specialize in providing artificial intelligence (AI) software solutions to both commercial and government customers. They help their customers integrate various types of generative AI tools into their operations to enhance productivity, which is why they have been popular among investors this year.While Palantir's stock pri ...

Key Takeaways BBAI's Q3 revenue dropped 20% to $33.1M, with EBITDA swinging to a $9.4M loss on higher growth-related costs.The Ask Sage acquisition brings FedRAMP-high AI tools and an ARR forecast of $25M in 2025, up 6x from 2024.BBAI sees edge-ready, agentic AI as key to competing with PLTR and AI in secure defense modernization.BigBear.ai Holdings, Inc. (BBAI) is entering a pivotal phase as it deepens its commitment to edge-ready, mission-grade AI for national security. The company’s third-quarter 2025 re ...

Group 1 - BigBear.ai has announced a partnership with Vigilix, indicating a strategic foothold in the Middle East [1] - The company is focused on leveraging its technological capabilities to enhance its market presence in the region [1] Group 2 - The article emphasizes the importance of evaluating the science behind drug candidates and the competitive landscape in the biotech sector [1] - It highlights the potential for breakthrough science to lead to significant returns, while also noting the necessity for careful scrutiny in investment decisions [1]