BBAI BigBear.ai Holdings, Inc.

Serve Robotics cuts 2026 spending after lowering revenue guidance, but stronger utilization and monetization remain key to improving its financial model.

BigBear.ai Holdings (NYSE:BBAI) said its CEO is scheduled to speak at the American Growth Summit, a high-profile investor conference. The firm also reported a recent resignation from its board of directors, creating a vacancy in its governance structure. Investors may want to weigh the CEO's American Growth Summit appearance and the board resignation against the rest of our assessment. We have also spotted 2 warning signs worth knowing about at BigBear.ai Holdings. For a broader view of...

Cerebras is growing fast with a differentiated chip architecture and a well-funded AI partner. BigBear.ai is navigating declining revenue and heavy dependence on a single customer. Both are speculative, but the risk profiles tell different stories.

By Karen Roman Cyber intelligence and technology provider REDL Intermediate Holdings, LLC (REDLattice) said it is going public through a combination with Bold Eagle Acquisition Corp. (Nasdaq: BEAG) and will […]

SOUN's faster growth, improving loss estimates and expanding OASYS footprint strengthen its upside case despite a richer valuation and integration risks.

BigBear.ai's revenue has declined sharply while SoundHound AI's accelerated, widening the gap to $25.2 million in the latest quarter.

One company has sticky government contracts, improving margins, and a growing backlog. The other has working quantum hardware and a CHIPS Act funding letter, but revenue that remains tiny relative to its ambitions.

Innodata's revenue has nearly doubled in two years while BigBear.ai has contracted, widening a gap that raises questions about competitive positioning.

In the most recent trading session, BigBear.ai Holdings, Inc. (BBAI) closed at $2.8, indicating a -1.41% shift from the previous trading day.

One company is profitable with 48% revenue growth; the other posted a $294M loss and declining sales.

BigBear.ai is winning sticky government contracts in a focused niche. Nebius is building AI cloud infrastructure that customers are lining up faster than it can provision. The scale of opportunity between them is enormous.

BBAI is expanding mission-ready AI beyond defense, but rising competition and continued losses raise questions about scaling commercially.

IONQ's revenue surged to $80 million in Q2 2026, while BigBear.ai stabilized near $37 million — a widening gap that reshapes the competitive picture.

In the latest trading session, BigBear.ai Holdings, Inc. (BBAI) closed at $2.84, marking a -1.73% move from the previous day.

Both companies are early-stage and unprofitable, but BigBear.ai already has government customers that are difficult to displace. QuantumScape is still proving its battery technology can work at commercial scale.

BigBear.ai Holdings has seen its share price move sharply over the past few years, and the swing now raises a straightforward question for you as an investor. Is the current US$2.80 price tag justified by the sales the business is generating today and is expected to produce over time? Over the past 3 years the stock has delivered a gain of 97.2%, which puts the spotlight squarely on whether that share price journey lines up with the revenue base behind it. The company’s ability to convert...

BigBear.ai Holdings (NYSE:BBAI) said director Kirk Konert resigned from its Board of Directors, effective September 13, 2026. The company stated Konert's departure was not the result of any disagreement with BigBear.ai on operations, policies, or practices. Konert had served on the board's audit and compensation committees, according to the company's latest governance disclosures. Kirk Konert's resignation from the board is a governance change that deserves to be weighed against the rest of...

BBAI's GenAI products lift second-quarter revenues by 13% and gross margin to 32.8%, but wider EBITDA losses show the revenue shift is still unproven.

BigBear.ai Holdings, Inc. (BBAI) closed at $2.82 in the latest trading session, marking a -2.08% move from the prior day.

Cerebras has grown revenue 2.5x over eight quarters, while BigBear.ai has stalled — a widening gap that signals very different competitive positions.

One faces collapsing revenue and accounting restatements; the other is burning cash at a staggering pace despite triple-digit growth.

BigBear.ai boasts established government revenue but faces concentration risk and accounting challenges. D-Wave offers explosive growth but is burning cash at an alarming rate.

BBAI's AI demand and rising backlog offer growth potential, but persistent losses, modest growth and government-contract risks weigh on its outlook.

One is consistently growing at high rates, while the other has shown inconsistent revenue performance.

Innodata is delivering record growth and improving profitability while BigBear.ai works through a reset, but both companies lean heavily on a small number of large customers.

BBAI is widening its government reach with new contracts, secure AI capabilities and defense ties, though procurement risks could test further growth.

The tech stock has fallen considerably from a high of more than $9 that it hit last year.

Down 67% from their highs, BigBear's shares could fall even farther.

Both face heavy customer concentration and significant losses, but their paths to profitability, and risk profiles, couldn't be more different.

In the past quarter, BigBear.ai Holdings reported a US$270 million backlog, up 9% from year-end, fueled by over 20 new contracts and a 13% year-on-year revenue increase driven by generative AI platforms and products. The company’s shift toward higher-margin AI offerings not only lifted gross margin in the quarter but also gave management greater visibility into future revenue, supporting its 2026 guidance. We’ll now examine how the expanded US$270 million backlog and contract momentum might...

Backlog growth and contract wins reshape the outlook BigBear.ai Holdings (BBAI) recently reported a second quarter backlog of US$270 million, up 9% from year end, supported by more than 20 new contracts and tied to its 2026 revenue guidance. Against that operational backdrop, BigBear.ai Holdings’ share price has come under pressure, with the stock down sharply over the year to date and over the past three months, even though the 3 year total shareholder return remains strongly positive while...

BigBear.ai Holdings stock has delivered a strong 74.6% gain over the past three years, yet the broader valuation checks currently flag it as expensive rather than a clear bargain. With the share price at US$2.95 after a steep year to date decline of 49.5%, investors are weighing whether the recent weakness has really improved the entry point. The 74.6% return over three years highlights how volatile BigBear.ai Holdings has been for long term holders and puts extra focus on whether today’s...

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.

Can BBAI's $270M backlog drive stronger revenue growth as new contract wins expand visibility and Gen AI boosts sales?

PLTR emerges as the stronger defense AI pick than BBAI, backed by faster growth, U.S. government demand, profitability and robust cash generation.

BBAI's AI deployments and new contracts are gaining traction, but turning them into sustained revenue will be key to broadening growth.

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.

Government AI stocks and enterprise software names are trading on the same tape Friday, yet they are telling completely different stories about where traders think the real money flows next.

BBAI sees global trade complexity fueling CargoSeer demand as its El Salvador rollout draws interest from customs agencies elsewhere.

BBAI's 14% monthly gain reflects stronger revenues, margins and contract wins, but losses and widening estimates temper the stock's discounted valuation.

One company is generating substantial free cash flow and returning billions to shareholders. The other is still working toward its first profitable year. The risk profiles could not be more different.

Wall Street's most bullish voice on C3.ai sees 50% upside while the average analyst calls for losses from here, and founder Thomas Siebel just put millions of his own dollars on the line to prove them wrong.

SoundHound's stock has cratered over the past year even as its revenue keeps beating expectations, and one prominent analyst sees that disconnect resolving in a dramatic way that would leave today's sellers looking very wrong.

In the past quarter, BigBear.ai Holdings reported winning more than 20 new contracts and a 9% increase in backlog, as it makes applied AI central to its growth focus in defense and security. An important angle is its push into secure, air-gapped generative AI and the ConductorOS platform, which connect autonomous defense systems in sensitive environments. We’ll now consider how these new defense-focused AI contracts and backlog growth affect BigBear.ai’s existing investment narrative and...

BigBear.ai Holdings has delivered a 113.1% gain over the past three years, yet its current checks point to a stock that screens as expensive rather than an obvious bargain. Over the last three years the share price is up 113.1%, which puts longer term holders firmly in positive territory even though shorter term returns have been weak. Recent contract wins and a growing backlog may support expectations for future revenue, but the company’s plan to use a large cash balance for acquisitions...

BigBear.ai Holdings (NYSE:BBAI) outlined plans to pursue acquisitions using its cash reserves alongside a US$100 million follow on equity offering. The company indicated that recent contract wins are a key part of its plan to use this capital for technology focused targets. Management framed the current M&A push as a clear pivot in growth strategy, with implications for future operations and market positioning. BigBear.ai is far from the only stock aiming to build an edge in AI...

Wolfspeed, BigBear.ai and Others Face Heavy Short-Seller Pressure

Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an “otherworldly” second quarter. Revenue beat estimates, and growth happened quickly instead of slowing. Palantir raised its full-year guidance again. Why This Beat Hit So Much Harder than Most Revenue rose 93% […]

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.

BBAI is expanding applied AI across defense, with new contracts, secure platforms and ConductorOS fueling growth despite ongoing losses.