Key Points BigBear.ai is outperforming the market, but its revenue dropped in the third quarter. Although the company offers AI-driving analytics, it has not duplicated the success of Palantir Technologies. 10 stocks we like better than BigBear.ai › Whenever you have a huge winner in the stock market, it's only natural to start looking for companies that can duplicate that success. Palantir Technologies (NASDAQ: PLTR) has been a mammoth winner over the last three years, jumping 2,600% on the stren ...

Key Points It announced a new partnership with a defense company. That partner, C Speed, specializes in radar technology. 10 stocks we like better than BigBear.ai › News of a fresh business partnership, combined with a modest rally in tech stocks, helped drive up the share price of BigBear.ai (NYSE: BBAI) on Friday. The company's stock rose at double-digit rates, closing the day more than 11% higher. Going on defense Just after market close on Thursday, BigBear.ai announced its latest public-sec ...

PresentationSean RickerCFO & Principal Accounting Officer Good afternoon. I'm Sean Ricker, Chief Financial Officer of BigBear.ai Holdings. I'll be the Chairman of today's meeting. I'm very happy to welcome you to BigBear's.ai reconvened special meeting of Stockholders which is a continuation of our special meeting convened on December 5, 2025, and adjourn to solicit additional votes on proposal 1 to amend our Certificate of Incorporation. Available at the bottom of your screen are our rules of conduct for ...

纪要涉及的行业或公司 * **公司**：BigBear.ai Holdings (NYSE: BBAI) [1] 纪要提到的核心观点和论据 * **会议核心事项**：本次会议是2025年12月5日特别股东大会的续会 旨在就一项关键提案征集更多投票 [1] * **核心提案内容**：提案1为修订公司《第二修订和重述的公司注册证书》 以增加授权普通股的数量 [3] * **提案投票现状**：截至本次续会 提案1未获得超过50%的已发行有表决权股份的赞成票 [3] * **后续行动**：根据此前股东批准的休会提案 会议将再次休会至2025年12月30日东部时间下午3点 以便为股东提供更多时间对提案1进行投票 [3] * **投票重要性**：公司呼吁股东投票支持批准修订《公司注册证书》以授权增发普通股的提案 [3] 其他重要但是可能被忽略的内容 * **会议记录日期**：2025年10月14日被确定为有权在此次会议上投票的股东的股权登记日 [2] * **投票方式**：股东可通过代理投票卡进行投票 若股票以“街名”方式持有 则需根据银行或经纪商提供的材料指示进行投票 [4] * **会议信息**：休会后的会议可通过同一网址访问 网址为 www.cstproxy.com/bigbear.ai/SMS2025 [3]

Key Takeaways BigBear.ai partners with C Speed to deliver an integrated AI and radar solution for border security.BBAI integrates ConductorOS with C Speed's LWR to enable AI-driven threat detection and response.BBAI shares rose 3.5% in regular trading and added 1.6% after hours following the announcement.BigBear.ai Holdings, Inc. (BBAI) partners with C Speed, LLC to offer an integrated solution focusing on autonomous, real-time threat detection and decision-support capabilities for global defense and homela ...

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 our Computer and Technology group, which includes 602 different companies and currently sits at #1 in the Zacks Sec ...

Key Takeaways BigBear.ai is acquiring Ask Sage to expand its agentic AI offerings for defense and secure environments.BBAI's agentic AI aligns with defense demands for secure, auditable systems in regulated settings.BBAI stock rose 73.2% in a year and trades at a discount, with narrowing EPS losses projected through 2026.As defense agencies accelerate digital modernization, the focus is shifting from standalone analytics toward agentic AI—systems that not only analyze data but autonomously assist, coordinat ...

BigBear.ai shares (NYSE: BBAI stock) tumbled roughly 6% on Monday, extending the broader market's pullback from artificial intelligence and high-beta technology names. The decline erased near-term gai... ...

文章核心观点 - 文章认为尽管BigBear.ai作为国防人工智能领域的潜在高增长公司受到关注 但与其投资BigBear.ai以期获得类似Palantir的股价表现 不如直接投资Palantir公司本身[1][2] - 文章指出Palantir在竞争激烈的国防人工智能市场中是更大的赢家 其技术提供了真实的性能优势 因此相比BigBear.ai是更好的投资选择[11] 公司对比：Palantir vs. BigBear.ai - **估值对比**：BigBear.ai当前估值约为今年预期销售额的22倍 而Palantir的估值高达今年预期前瞻收入的101倍[4] Palantir的市销率倍数高度依赖增长预期 其今年预期调整后收益的市盈率高达258倍[5] - **财务表现对比**：Palantir整体营收同比增长63% 达到11.8亿美元 其中对美国政府部门客户的销售额同比增长52% 达到4.86亿美元[8] 而BigBear.ai第三季度营收同比下降20% 仅为3310万美元[7] - **盈利能力对比**：Palantir上一季度毛利率超过82%[8] 其总体毛利率达到80.81%[7] 相比之下 BigBear.ai同期的毛利率仅为22.4% 对于一家专注于软件和服务的公司而言低得惊人[7] 行业与市场环境 - 国防人工智能支出趋势将为多家公司创造有利的背景[9] - 在竞争激烈的国防人工智能领域 BigBear.ai正与Palantir竞争 但目前没有太多证据表明这家规模较小的国防人工智能公司提供了关键军事客户认为对下一代国防计划至关重要的新技术和服务能力[9] 公司具体状况 - **BigBear.ai**：该公司近期未能通过与政府客户签订新合同来成功实现收入增长[10] 其对Ask Sage的收购让部分投资者期望整合能为赢得更多政府合同和私营部门新势头铺平道路 但这被认为是一个风险较高的赌注[10] - **Palantir**：该公司拥有出色的利润率状况[5] 并且其在人工智能软件领域的前沿地位仍为长期大规模扩张敞开了大门[5]

华尔街分析师评级与目标价 - 华尔街分析师对BigBear.ai的共识评级为“持有” 基于5位分析师的意见 [1] - 平均12个月目标价为6.33美元 中位数目标价为6.50美元 [1] - 相对于近期约6.52美元的价格 中位数目标价隐含的上涨空间约为-0.3% 表明在当前水平上行空间有限 [1] 公司业务与战略定位 - BigBear.ai总部位于弗吉尼亚州麦克莱恩 致力于开发人工智能驱动的决策智能软件 [4] - 该软件融合数据、预测分析和建模 以支持大规模规划和运营 [4] - 公司将旅行和贸易视为国家安全要务 并认为阿联酋是先进人工智能应用的领导者 [2] 中东市场扩张举措 - 公司于12月8日宣布在阿布扎比世界贸易中心开设其首个中东办公室 [2] - 此举旨在支持该地区的政府和商业合作伙伴 是公司一项重大的长期投资 [2][3] - 扩张计划包括为阿联酋人才创造有吸引力的职位 并建立多元化、高绩效的团队 [3] - 公司已与International Holding Company旗下的Vigilix和Easy Lease建立了区域合作伙伴关系 [3]