Core Viewpoint - BigBear.ai's stock has shown volatility, with a significant drop in 2025, but has seen an 11.8% increase year-to-date in 2026, although it still has a long way to go to recover its previous highs [1][2]. Company Overview - BigBear.ai specializes in AI applications for the defense and security sectors, differentiating itself from companies focused on large language models [3]. - The company’s notable product, Trueface, is a facial-recognition software used at U.S. airports, boasting over 99.1% accuracy with a database of 12 million images [4]. - BigBear.ai also offers AI-powered edge computing services, including the ORION decision support platform for the U.S. Department of Defense [5]. Financial Performance - BigBear.ai has not seen revenue or net income growth over the past three years, which may be attributed to the niche nature of its products [6]. - The company has made two acquisitions recently, including a $250 million purchase of Ask Sage, aimed at enhancing revenue growth [8]. Share Issuance and Management Decisions - BigBear.ai's management proposed an amendment to increase the share cap from 500 million to 1 billion to facilitate acquisitions and product development [10]. - The CEO emphasized the necessity of this share increase for future growth, but it risks diluting existing shareholders' positions [11]. - The proxy vote for this amendment was postponed, indicating potential concerns about securing enough votes for approval [12].

Group 1 - Bigbear.ai Holdings Inc. (NYSE:BBAI) is enhancing its AI technology capabilities by acquiring tech assets from CargoSeer Ltd., an AI-powered cargo scanning and trade risk management company [1] - The acquisition includes CargoSeer's AI Shipment Inspection Platform, which aids in non-intrusive cargo inspection and assists customs authorities in identifying high-risk shipments [1] - This acquisition follows Bigbear.ai's previous $250 million acquisition of Ask Sage, a defense-oriented generative AI platform, completed on December 31, 2025 [1] Group 2 - On January 14, Bigbear.ai Holdings Inc. converted $125 million in senior notes into common stock, reducing its total note-related debt from $142 million to $17 million [2] - The remaining debt is in the form of convertible notes due in December 2026 [2] Group 3 - Bigbear.ai Holdings Inc. specializes in providing AI solutions for defense, national security, and critical infrastructure, utilizing machine learning through its end-to-end data analytics platform [3]

Group 1: BigBear.ai Overview - BigBear.ai has gained significant attention on Wall Street for its AI data analytics platform, serving both the U.S. government and private companies, with some investors comparing it to Palantir [1] - The company's share price has increased by 152% over the past three years, driven by excitement around AI and its prospects [2] - However, BigBear.ai reported a 20% revenue decline in the third quarter, is not profitable, and is experiencing widening losses [2] - The stock is considered expensive, with a price-to-sales ratio of nearly 13, compared to the tech sector's average of less than 9, leading to concerns about its investment thesis [2] Group 2: Alternative Investment Opportunities - Micron Technology is highlighted as a strong investment opportunity, with high demand for its NAND flash and DRAM products as tech companies build AI data centers [4] - Micron's sales are increasing, with a 57% revenue rise to $13.6 billion in the first quarter of fiscal 2026, and non-GAAP earnings per share increased by 167% to $4.78 [6] - Alphabet is also presented as a solid AI investment, with its Gemini chatbot reaching 650 million monthly active users, up from 400 million eight months ago, and an expected annual revenue of $1 billion from Apple for integrating Gemini into Siri [8]

Core Viewpoint - BigBear.ai is experiencing a strong start in 2026, but its financial performance does not yet support comparisons to Palantir Technologies, as it remains unprofitable and lacks consistent top-line growth [1][2]. Company Overview - BigBear.ai has a current market capitalization of $2.6 billion, positioning it at the smaller end of the mid-cap stock range [2][7]. - The company recently completed a $250 million acquisition of Ask Sage, which is expected to enhance its AI offerings and expand its presence in the defense sector and other regulated markets [3][5]. Acquisition Impact - The acquisition of Ask Sage is anticipated to broaden BigBear.ai's portfolio of AI solutions and complement existing services, potentially leading to increased sales in its AI offerings [3][4]. - The combined platform from the acquisition allows government and enterprise customers to utilize AI while ensuring data sovereignty and security compliance [4]. Market Performance - Following the announcement of the acquisition, BigBear.ai's stock has risen approximately 15% year to date, indicating positive investor sentiment regarding future growth opportunities [5]. - Despite the recent stock performance, BigBear.ai's shares are down about 30% from their 52-week high of $10.36, reflecting ongoing investor caution regarding the company's valuation and prospects [8]. Financial Performance - BigBear.ai has reported net losses of $426.3 million over the last four quarters, with revenue of only $144.2 million, highlighting the need for improved earnings alongside revenue growth [8]. - The company has a gross margin of 27.28%, but the high costs associated with running and managing AI models raise concerns about its profitability [7][8].

I hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug development, which I now bring into my work as an investor and analyst. For the past five years, I have been active in the investing space, with the last four years dedicated to ...

"This partnership combines BigBear.ai's extensive domain expertise in AI and customs with AD Ports Group's global leadership in ports management and logistics," said Kevin McAleenan, CEO of BigBear.ai. Share Seaborne trade accounts for 70 percent of global commerce by value — roughly $17 trillion annually — requiring ports to handle tens of trillions of dollars in cargo movements each year. With volumes of cargo and travelers moving through ports and across land borders increasing, the new partnership seeks ...

I've never understood why the management of artificial intelligence (AI) company BigBear.ai (NYSE: BBAI) would pick a ticker symbol that looks like it's pronounced "buh-bye!" But it's fitting, because that's what I think investors ought to be saying to this much-hyped security-focused AI stock. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Here's why I wouldn't touch BigBear.ai with ...

Some investors and tech industry analysts are worried about the possibility that the artificial intelligence (AI) industry is in a bubble. Major tech companies like Alphabet, Microsoft, and Meta Platforms are investing hundreds of billions of dollars to build data centers and infrastructure to support the AI software systems being developed. These highly profitable companies can afford to take some risks on AI investments, even if their buildouts don't pay off. But to see the full picture of a possible A ...

Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud or unlawful business practices involving BigBear.ai Holdings, Inc. and its officers or directors [1] Group 1: Company Performance - Cantor analysts downgraded BigBear from Overweight to Neutral on January 7, 2026, citing a 20% year-over-year revenue decline [3] - The downgrade was attributed to elevated execution risk due to reliance on inconsistent government contracts, leading to ongoing operating losses and margin pressure [3] - BigBear reported an adjusted EBITDA of ($9.4 million) in Q3 2025 and an operating margin of (66.0%) [3] Group 2: Market Reaction - Following the downgrade by Cantor, BigBear's stock price decreased by $0.42 per share, or 6.55%, closing at $5.99 per share on January 7, 2026 [3]

Core Insights - BigBear.ai (NYSE: BBAI) has experienced a decline of over 2% in stock value, continuing a losing streak amid ongoing concerns regarding revenue declines, accounting restatements, and a securities fraud investigation [1] Financial Performance - The company is facing persistent issues related to revenue declines, which have raised alarms among investors [1] - Accounting restatements have further complicated the financial outlook, contributing to investor skepticism [1] Regulatory and Legal Issues - A securities fraud investigation is currently underway, adding to the uncertainty surrounding the company's future performance [1]