Bigbear.ai‘s (BBAI) shares have surged 90.5% in the trailing 12-month period compared with the Zacks Computer & Technology sector’s return of 32.1% and the Zacks Computers - IT Services industry’s rise of 12.7 %. The company has outperformed its industry peers, such as DXC Technology (DXC) and ServiceNow (NOW) over the trailing 12-month period. Shares of DXC and NOW have returned 6.4% and 38.6%, respectively.The outperformance can be attributed to BBAI’s expanding product portfolio and a strong network of p ...

Core Insights - BigBear.ai's stock experienced significant volatility but ultimately finished the month up 94%, nearly doubling in value [2][6] - The company gained attention due to its strategic partnership with Palantir Technologies and collaborations with government entities [3][5] Group 1: Stock Performance - BigBear.ai's stock rose sharply, starting with a 29% increase on December 3 after being compared to Palantir Technologies [3] - Following a collaboration announcement with Proof Labs on December 16, the stock jumped 18% and gained an additional 41% the next session [4] - The stock's performance was influenced by broader market trends and news, despite a pullback after the Federal Reserve adjusted its rate-cut forecast [4][6] Group 2: Business Developments - The collaboration with Proof Labs aims to enhance cyber resiliency for the Department of the Air Force, showcasing BigBear.ai's capabilities in AI and machine learning [4] - The company secured a position in the General Services Administration's OASIS+ contracts, indicating progress in government business [5] - H.C. Wainwright raised its price target for BigBear.ai from $3 to $7, citing increasing demand for its services [5] Group 3: Financial Performance - BigBear.ai reported $900,000 in adjusted EBITDA for the third quarter on revenues of $41.5 million, indicating potential for future profitability [7] - The company remains unprofitable on a GAAP basis but is expected to take steps towards profitability and revenue growth [7]

Industry Overview - The artificial intelligence market experienced significant growth in 2024, expanding to $184 billion from $136 billion in 2023, with projections to reach $827 billion by 2030 [1] Company Analysis: BigBear.ai - In Q3, BigBear.ai reported sales of $41.5 million, marking a 22% year-over-year increase, primarily due to the acquisition of Pangiam [2] - Despite the sales growth, BigBear.ai is not profitable, posting a net loss of $12.2 million in Q3 [2] - The majority of BigBear.ai's revenue is derived from federal government contracts, indicating a reliance on government business [7] - The company secured a new contract with the U.S. Air Force, although details on revenue impact were not disclosed [13] - BigBear.ai's core business appears to be struggling, as evidenced by a 21% year-over-year decline in quarterly revenue to $33.1 million prior to the Pangiam acquisition [14][19] Company Analysis: Verizon Communications - Verizon is positioned to leverage its 5G network to enhance AI capabilities on mobile devices, with new AI edge capabilities set to be demonstrated to businesses in 2025 [3][5] - The company generated $33.3 billion in revenue in Q3, remaining flat year-over-year, with a net income of $3.4 billion [20] - Verizon's strong free cash flow (FCF) of $14.5 billion year-to-date comfortably covers its dividend payments of $8.4 billion [6] - The company has a robust dividend yield of 6.7% and has raised dividend payments for 18 consecutive years, showcasing its reliability as a source of passive income [12] Investment Comparison - BigBear.ai is a younger company, having gone public in December 2021, while Verizon is a mature company with stable but slow-growing sales [10] - The price-to-sales (P/S) ratio indicates that Verizon's stock is a better value compared to BigBear.ai, combined with uncertainties surrounding BigBear.ai's growth potential [15][17] - Verizon's partnership with Nvidia aims to deliver AI to the edge, requiring advanced technical capabilities [11]

Group 1 - BigBear.ai stock experienced a significant increase of 23.4% over the last week, contrasting with a 2% decline in the S&P 500 and a 2.3% drop in the Nasdaq Composite [1][5] - The company announced a partnership with Proof Labs to develop a cyber resilient on-orbit cybersecurity solution for the U.S. Air Force, which contributed to the stock's gains [2][7] - BigBear.ai secured a new 10-year contract with the U.S. General Services Administration (GSA) that has no maximum contract value, aimed at streamlining procurement for various projects [8][9] Group 2 - Despite the positive news, the stock's performance was volatile, influenced by macroeconomic factors and investor sentiment regarding riskier growth stocks following comments from the Federal Reserve [5][9] - Management indicated a hesitance from government customers regarding AI spending, raising questions about the sustainability of recent contract wins [6][9] - The recent contract wins and partnership announcements provided bullish news for BigBear.ai, but the significance of these deals remains uncertain without further details [9]

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is BigBear.ai Holdings, Inc. (BBAI) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.BigBear.ai Holdings, Inc. is a member of the Computer and Technology sector. This group includes 618 individual stocks and currently holds a Zacks Sector Ra ...

When looking at artificial intelligence (AI) stocks with market caps of less than $10 billion, two prominent names are SoundHound AI (SOUN -1.52%) and BigBear.ai (BBAI 13.71%). Although both started the year with market caps of less than $1 billion, the approximate eightfold increase in SoundHound's stock price so far in 2024 (as of this writing) has pushed its market cap to almost $7 billion.The question looking ahead is whether investors should stick with SoundHound or if BigBear.ai can make a similar run ...

Core Viewpoint - BigBear.ai's stock experienced a significant surge following the announcement of a new partnership with Proof Labs to provide cybersecurity services for the U.S. Air Force, indicating potential growth opportunities for the company [1][2]. Group 1: Partnership Details - BigBear.ai has entered into a partnership with Proof Labs to deliver a cyber resilient on-orbit (CROO) cybersecurity solution for the U.S. Air Force, with Proof Labs acting as the primary service provider and BigBear.ai in a subcontractor role [2]. - The CROO service will utilize BigBear.ai's SpaceCREST digital twin platform for real-time monitoring and alerts related to satellite-network cyberinfrastructure, and will involve training AI and machine learning systems to defend against cyber-attack vectors [3]. Group 2: Stock Performance and Market Reaction - Following the partnership announcement, BigBear.ai's stock rose by 18.7% at the close of trading, having peaked at a 26.2% increase earlier in the session [1]. - Despite the positive news, there are concerns regarding the actual sales impact of the partnership, as Proof Labs is the main provider of the CROO solution, leading to speculation that the market may have overreacted to the announcement [4]. Group 3: Insider Selling and Market Volatility - Recent filings indicate that company insiders and large shareholders, including BBAI Ultimate Holdings, have been selling significant amounts of stock, with a recent filing showing plans to sell 2,851,290 shares [5]. - The stock has been subject to high volatility, and continued selling by major shareholders could exert downward pressure on the share price despite the recent partnership announcement [6].

Core Viewpoint - The article discusses the lack of positions held by Parkev Tatevosian, CFA, and The Motley Fool in the mentioned stocks, emphasizing their disclosure policy and potential compensation for promoting services [1] Group 1 - Parkev Tatevosian has no position in any of the stocks mentioned [1] - The Motley Fool also has no position in any of the stocks mentioned [1] - The disclosure policy of The Motley Fool is highlighted, indicating transparency in their operations [1]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

Insiders and large shareholders are making some eye-catching moves with BigBear.ai stock.BigBear.ai (BBAI -13.76%) stock is seeing another day of big sell-offs in Thursday's trading. The company's share price was down 14.9% as of 2:45 p.m. ET. Meanwhile, the S&P 500 (^GSPC -0.43%) was down 0.4%, and the Nasdaq Composite (^IXIC -0.46%) was down 0.5%.BigBear.ai is sinking today following disclosures with the Securities and Exchange Commission (SEC) showing new rounds of selling from company insiders and insti ...