Core Viewpoint - The article compares the future prospects of two AI-driven companies, BigBear.ai and Five9, highlighting their growth rates, revenue performance, and overall market positioning. Company Performance - BigBear.ai went public via a SPAC merger on December 8, 2021, with an initial stock price of $9.84, reaching a high of $12.69 on April 13, 2022, but now trades below $4 [2] - Five9 went public on April 4, 2014, starting at $7 and peaking at $211.68 on August 4, 2021, currently trading around $28 [2] - BigBear.ai's revenue grew at a CAGR of only 3% from $140 million in 2020 to $158 million in 2024, significantly below its initial target of 41% CAGR [5] - Five9 aimed for revenue growth from $610 million in 2021 to $2.4 billion by 2026, but revised its target to 2027 and later abandoned the $2.4 billion goal, now targeting 10%-15% annual growth [6] Revenue Growth Comparison - BigBear.ai's revenue growth rates were 4% in 2021, 6% in 2022, 0% in 2023, and 2% in 2024 [9] - Five9's revenue growth rates were 40% in 2021, 28% in 2022, 17% in 2023, and 14% in 2024, indicating a much faster growth trajectory [9][7] - In 2024, Five9 generated over six times the revenue of BigBear.ai [7] Market Challenges - BigBear.ai faced challenges including the bankruptcy of its leading customer, Virgin Orbit, tough competition, and macroeconomic headwinds that limited software spending [9] - Five9 continued to grow despite similar macro challenges, benefiting from companies outsourcing customer support and adopting AI chatbots [10] Future Projections - Analysts expect BigBear.ai's revenue to grow at a CAGR of 9% from 2024 to 2026, while Five9's revenue is projected to grow at a CAGR of 10% [11] - BigBear.ai is expected to remain unprofitable, whereas Five9 is anticipated to become profitable this year and significantly increase its net income by 2026 [11] Valuation Metrics - BigBear.ai has an enterprise value of $1.1 billion, trading at 6.5 times this year's estimated sales [12] - Five9 has an enterprise value of $2.8 billion, trading at 2.4 times this year's sales, indicating a more attractive valuation [12] - BigBear.ai's outstanding shares increased by over 130% in the past three years, while Five9's increased by about 9% [12] Insider Activity - Over the past 12 months, BigBear.ai's insiders sold more than 30 times as many shares as they bought, while Five9's insiders bought nearly three times as many shares as they sold, suggesting stronger insider confidence in Five9 [13] Conclusion - Five9 is identified as the superior investment option due to its larger size, faster growth rate, sustainable business model, clearer path to profitability, and more attractive valuation compared to BigBear.ai [14]

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of BigBear.ai Holdings, Inc. regarding a class action lawsuit due to alleged misleading statements and accounting errors during a specified class period [1][2]. Group 1: Allegations and Issues - The complaint alleges that BigBear maintained deficient accounting review policies related to the reporting and disclosure of certain non-routine, unusual, or complex transactions [2] - It is claimed that BigBear incorrectly determined that the conversion option within the 2026 Convertible Notes qualified for the derivative scope exception under ASC 815-40 and failed to bifurcate the conversion option as required by ASC 815-15 [2] - The errors led to BigBear improperly accounting for the 2026 Convertible Notes, resulting in misstated financial statements that would likely need to be restated [2] Group 2: Class Action Details - The class period for the lawsuit is defined as March 31, 2022, to March 25, 2025, with a deadline for shareholders to register by June 10, 2025 [2][3] - Shareholders who register will be enrolled in a portfolio monitoring software to receive updates throughout the lifecycle of the case [3] - There is no cost or obligation for shareholders to participate in the case [3] Group 3: Law Firm's Commitment - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting the rights of investors who have suffered due to deceit, fraud, and illegal business practices [4] - The firm aims to ensure that companies adhere to responsible business practices and engage in good corporate citizenship [4] - The firm seeks recovery for investors who incurred losses due to false or misleading statements that led to artificial inflation of the company's stock [4]

NEW YORK, May 19, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds BigBear.ai Holdings, Inc. ("BigBear" or the "Company") (NYSE: BBAI) investors of an upcoming deadline involving a securities fraud class action lawsuit commenced against the Company. All representation is on a contingency fee basis. Shareholders pay no fees or expenses. Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing indiv ...

NEW YORK, May 17, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against BigBear.ai Holdings, Inc. (NYSE: BBAI) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in BigBear.ai, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/bigbearai-holdings-inc. Investors have until June 10, 2025, to ask the Court to be a ...

Industry Overview - The AI industry presents significant growth opportunities, with the overall market expected to grow at an annualized rate of nearly 20% through 2034 according to Precedence Research [1][2]. Company Analysis Arm Holdings - Arm Holdings is a semiconductor design company that licenses chip designs to other manufacturers, generating approximately $4 billion in high-margin revenue annually [6]. - The company is well-positioned in the AI sector due to its power-efficient chip designs, which are crucial as AI technology becomes more mainstream and power-hungry [8][9]. - Arm's revenue is projected to grow around 20% per year over the next three years despite macroeconomic uncertainties [9]. SoundHound AI - SoundHound AI specializes in advanced voice communication technology, having developed its proprietary AI platform, Houndify, since 2015 [12]. - The company is positioned to capture significant growth in the voice-based AI market, which is expected to expand at an annualized rate of nearly 35% through 2034 [14]. - SoundHound's first-quarter revenue increased by 151% year-over-year, showcasing its strong growth trajectory [15]. BigBear.ai - BigBear.ai focuses on AI-powered decision-making software primarily for the private sector, targeting industries such as manufacturing, healthcare, and biopharma [18][19]. - The decision-making segment of the AI industry is forecasted to grow at an average annual pace of 16% through 2034 [20]. - Analysts have set a consensus price target of $6.63 for BigBear.ai, nearly double its current stock price, indicating potential upside for investors [21].

Core Viewpoint - BigBear.ai Holdings, Inc. (BBAI) has experienced significant stock decline in 2025, down 18.2% year to date, underperforming its industry and sector benchmarks, and trading nearly 65% below its 52-week high [1][4]. Financial Performance - In Q1 2025, BigBear.ai reported revenues of $34.8 million, a 5% increase year-over-year, but fell short of analyst expectations by 3.2% [5]. - The company recorded an adjusted loss of $0.10 per share, wider than the consensus estimate of a $0.06 loss, with adjusted EBITDA losses increasing to $7 million from a $1.6 million loss the previous year [5][22]. - On a GAAP basis, the net loss narrowed to $62 million from $127.8 million a year earlier, influenced by non-cash charges [5]. Operational Challenges - BigBear.ai faces near-term headwinds due to market volatility and increased R&D and SG&A expenses, which have pressured profitability [4][6]. - Revenue remains inconsistent, influenced by the timing of government contracts and funding delays, which may persist through mid-year [6][9]. - Increased operating expenses, particularly from hiring and system integration, are impacting margins, with SG&A rising to $17.7 million from $13.6 million [7][9]. Strategic Developments - A significant contract with the Department of Defense for the Orion Decision Support Platform highlights BigBear.ai's capabilities in defense analytics [11]. - The company is expanding its presence in sectors like shipbuilding and logistics, enhancing operational efficiency through its analytics suite [12]. - International partnerships, such as with Smith Detection, are aiding in market penetration for security applications [13]. Product Portfolio and Innovation - BigBear.ai's expanding AI product portfolio, including solutions like Pangiam Threat Detection and ProModel AI, is driving revenue growth [16]. - Several R&D projects have transitioned to general availability, indicating progress in monetization and adoption [17]. Market Sentiment and Valuation - The Zacks Consensus Estimate for 2025 loss per share has widened to $0.41, reflecting bearish sentiment [19]. - BBAI is trading at a forward price/sales ratio of 6.07, higher than its three-year median of 1.90, indicating a stretched valuation [20].

NEW YORK, May 15, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of BigBear.ai Holdings, Inc. (NYSE: BBAI). Shareholders who purchased shares of BBAI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/bigbear-ai-holdings-inc-loss-submission-form/?id=148461&from=3 CLASS PERIOD ...

Investors have until June 10, 2025, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors who purchased BigBear.ai securities. The case is pending in the U.S. District Court for the Eastern District of Virginia and is captioned Priewe v. BigBear.ai Holdings, Inc., et al., No. 25-cv-00623. Why was BigBear.ai Sued for Securities Fraud? BigBear.ai is an AI-driven technology solutions company t ...

5月14日，美股高开后小幅震荡。中概股走强，腾讯音乐高开后一度直线拉升涨超10%。 今日，中美均调整了加征关税。 | 道琼斯工业平均 | | | DJIA | 纳斯达克 | | | IXIC | 标普500 | | | SPX | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 42187.72 | | | 47.29 | 9105.12 | | | 95.03 | 5892.12 | | | 5.57 | | | | | 0.11% | | | | 0.50% | | | | 0.09% | | 42254.75 J | | | 0.27% | 19148.00 | | | 0.73% | 5906.55 | | | 0.34% | | 42197.59 1 Mar | | | 0.14% | 19079.04 1. WW | | | 0.36% | 5896.55 | | | 0.17% | | 42140.43 | | | 0.00% | 19010.08 | | | 0.00% | . | | | ...

BigBear.ai (BBAI 9.23%) is a volatile stock to own. In each of the previous two years, its shares more than doubled. But the start to 2025 has been bumpy, to say the least. Shares of BigBear.ai are falling and the stock is down more than 15%. The business is still growing and has some promising potential as companies invest heavily into artificial intelligence (AI). But there is also some risk, given its persistent losses. Is this an AI stock that you should consider buying today, or is more of a decline li ...