Key Takeaways BigBear.ai posted Q3 revenues of $33.1M, with a backlog of $376M supporting multi-year visibility.A $25M ARR acquisition of Ask Sage boosts BBAI's AI edge in secure government applications.BBAI stock surged 96.3% in a year, now trades at a forward P/S of 15.89, above industry peers.BigBear.ai Holdings, Inc. (BBAI) is increasingly being viewed as a potential small-cap AI turnaround as it reshapes its business around higher-value, mission-critical applications and strengthens its balance sheet. ...

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 ...

行业趋势与公司战略定位 - 国防机构正在加速数字化现代化，其重点正从独立分析转向智能体AI，即能在人类监督下自主协助、协调和执行复杂工作流程的系统[1] - BigBear.ai 正将其自身定位于此转变的核心，利用其在美国国防、情报和国家安全项目中的深厚根基[1] - 公司战略的关键一步是收购 Ask Sage，这是一个专为国防及其他高度监管环境构建的安全生成式和智能体AI平台，该平台已在数千个政府团队中大规模运行[2] - 此次收购旨在打造一个集数据、模型和任务执行于一体的集成安全平台[2] - 公司的投资逻辑在于差异化而非规模，其智能体AI方法符合国防领域对可信、可审计、安全AI的需求，这使其相比难以适应机密或受监管环境的商业AI平台具有潜在优势[3] 竞争格局 - 在国防AI自动化领域，Palantir Technologies 和 Leidos Holdings 是两大主要竞争对手[6] - Palantir 在国防和情报软件领域占据主导地位，其平台广泛应用于任务规划、战场态势感知和决策智能，优势在于大规模数据集成和AI分析，并正将其平台扩展至支持自动化决策循环[7] - Leidos Holdings 采用系统集成主导的方法，大规模结合AI、自主系统、网络和任务软件，在机密环境中部署AI并作为复杂国防项目的主要集成商方面扮演核心角色[8] 财务表现与估值 - BigBear.ai 股价在过去一年上涨了73.2%，表现优于主要基准指数以及Zacks计算机与技术板块和计算机-IT服务行业[9] - 公司股票目前交易价格较行业同行存在折价，其未来12个月市销率为15.22[13] - 在过去60天内，市场对公司2025年每股亏损的预期从1.10美元收窄至0.93美元，对2026年每股亏损的预期从0.32美元收窄至0.25美元，呈现稳步改善趋势[17] - 公司2024年每股亏损为1.10美元[17]

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]