BigBear.ai vs. Palantir: Which Defense AI Stock Is the Better Choice?
PLTR emerges as the stronger defense AI pick than BBAI, backed by faster growth, U.S. government demand, profitability and robust cash generation.
BBAI - BigBear.ai Holdings, Inc.
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$4.00
DETAILS
HIGH:
$4.00
LOW:
$4.00
MEDIAN:
$4.00
CONSENSUS:
$4.00
UPSIDE:
29.03%
Stock News
BigBear.ai's New AI Deployments Gain Traction: Can Growth Broaden?
BBAI's AI deployments and new contracts are gaining traction, but turning them into sustained revenue will be key to broadening growth.
Gorilla Sinks 11% Despite Guiding 2027 Revenue Up to 29% Above Consensus, Evolv Technologies and Ambarella Tick Up
Gorilla Technology just posted revenue that nearly doubled and raised its full-year guidance for the second time, yet the stock is sinking while every comparable is green. Something in the numbers is spooking investors, and it is not the top line.
Palantir Climbs 4% Through $180, BigBear.ai Rises 4%, ServiceNow Holds Flat: How Are Traders Picking the Software Winners?
Friday's midday bid across AI is concentrated in government-facing names, not enterprise software.
Could Global Trade Trends Drive BigBear.ai's Next Growth Phase?
BBAI sees global trade complexity fueling CargoSeer demand as its El Salvador rollout draws interest from customs agencies elsewhere.
BigBear.ai Trades at a Discount, Stock Up 14% in a Month: Buy or Sell?
BBAI's 14% monthly gain reflects stronger revenues, margins and contract wins, but losses and widening estimates temper the stock's discounted valuation.
BigBear.ai Appoints Retired U.S. Army Lt. Gen. Sean A.
MCLEAN, Va.--(BUSINESS WIRE)---- $BBAI--BigBear.ai (NYSE: BBAI), a specialized defense and security technology company providing mission-ready AI, today announced the appointment of retired U.S. Army Lt. Gen. Sean A. Gainey to its Board of Directors, effective August 13, 2026. Gainey joins the Board after a 36-year Army career in which he helped define the Joint Force's modern counter-drone approach and later commanded JTF-Gold, Golden Dome's operational arm. "General Gainey's experience, expertise and o.
BigBear.ai vs. Texas Instruments: Which Technology Stock Is a Better Buy in 2026?
BigBear.ai focuses on high-stakes artificial intelligence and predictive analytics for the U.S. intelligence community and defense agencies. Texas Instruments provides essential analog and embedded semiconductors to over 100,000 customers in industrial and automotive markets.
Adobe vs. BigBear.ai: Which Technology Stock Is a Better Buy in 2026?
Adobe generates nearly $10 billion in free cash flow with a 30% net margin, while BigBear.ai posted a $294 million loss on declining revenue.
BigBear.ai Doubles Down on Applied AI: Can It Win More Defense Deals?
BBAI is expanding applied AI across defense, with new contracts, secure platforms and ConductorOS fueling growth despite ongoing losses.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Airbnb, AppLovin, Autodesk, Best Buy, BigBear.ai, Boeing, Fiserv, Jabil, Spotify Technology and More
Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.
BigBear.ai Q2 Earnings Call Puts Growth Execution and M&A in Focus
BBAI's Q2 results put execution in focus as revenues rise 13%, margins expand and management targets product scaling and accretive M&A.
Can BigBear.ai Lead the Multi-Drone Mission AI Solutions Market?
BBAI's ConductorOS lets one operator manage multi-vendor drone fleets, targeting demand for autonomous defense mission systems.
BigBear.ai vs. IonQ: Which Tech Stock Is a Better Buy in 2026, the Company Focused on Artificial Intelligence or the Quantum Computing Innovator?
BigBear.ai's stock is attractively valued, but the company faces revenue headwinds, while IonQ's quantum ambitions come with a 105x price-to-sales valuation.
BigBear.ai vs. D-Wave Quantum: Which Technology Stock Is a Better Buy in 2026?
BigBear.ai focuses on government-centric decision intelligence with over half of its revenue tied to major public sector contracts. D-Wave Quantum leads the commercial quantum computing space with a growing list of blue chip partners and triple-digit revenue growth.
BigBear.ai Stock Flat Following Q2 Revenue Beat and Backlog Growth
BigBear.ai Holdings Inc. (NYSE:BBAI) shares are trading flat on Friday as investors react to mixed second-quarter results and an update showing backlog growth.
Arista Networks vs. BigBear.ai: Which Tech Stock Is a Better Buy in 2026?
Arista Networks maintains a highly profitable business model with a net margin of close to 39% and strong free cash flow generation. BigBear.ai provides mission-critical analytics for government defense but faces challenges including revenue declines and persistent net losses.
BigBear.ai Holdings, Inc. (BBAI) Q2 2026 Earnings Call Prepared Remarks Transcript
BigBear.ai Holdings, Inc. (BBAI) Q2 2026 Earnings Call Prepared Remarks Transcript
BigBear.ai Q2 Earnings Call Highlights
BigBear.ai NYSE: BBAI reported second-quarter 2026 revenue growth and a substantial improvement in gross margin, while management said it is pursuing additional contract wins, product deployments and acquisitions to expand its position in defense, security, trade and travel technology markets.
BigBear.ai Holdings, Inc. (BBAI) Reports Q2 Loss, Tops Revenue Estimates
BigBear.ai Holdings, Inc. (BBAI) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.06 per share a year ago.
Price Targets
BigBear.ai Holdings (BBAI) PT Lowered to $4 at Cantor Fitzgerald
$4.00
(was $2.72)
Jonathan Ruykhaver
·
Cantor Fitzgerald
BigBear.ai downgraded to Neutral from Overweight at Cantor Fitzgerald
$6.00
(was $6.41)
Jonathan Ruykhaver
·
Cantor Fitzgerald
BigBear.ai Holdings (BBAI) PT Raised to $7 at Cantor Fitzgerald
$7.00
(was $5.71)
Yi Fu Lee
·
Cantor Fitzgerald
H.C. Wainwright Reiterates Buy Rating on BigBear.ai Holdings (BBAI)
$3.00
(was $1.91)
Scott Buck
·
H.C. Wainwright