Information analytics skilled BigBear.ai (NYSE: BBAI) has been hovering in 2024. On the morning of New Yr’s Eve, the inventory was up by 128% in 52 weeks. Inquisitive minds (and growth-hungry traders) wish to know if the beneficial properties can proceed in 2025 and past.
So let’s check out BigBear.ai and its development prospects. Is that this an important synthetic intelligence (AI) inventory to purchase in early 2025?
BigBear.ai is not a legendary family identify, although its core enterprise has been round because the Eighties.
The present type of this firm got here collectively in 2020, when a particular objective acquisition firm (SPAC) named Lake Acquisition acquired a number of AI-based enterprise intelligence firms. This preliminary splurge included the makers of well-known software program such because the ProModel course of simulation package deal, alongside the Open Options Group’s tech consulting companies. A few of these operations have been based within the late Eighties and early Nineties.
The ensuing group offers AI-driven information analytics companies for healthcare, authorities, and heavy development companies. The U.S. Military, Navy, and Air Drive are three of the corporate’s largest shoppers. Its methods assist folks handle and manage tools and different sources on a big scale, typically on tight time schedules.
If my description of BigBear.ai sounds rather a lot like C3.ai (NYSE: AI) or Palantir Applied sciences (NASDAQ: PLTR), you are heading in the right direction. These firms are sometimes discovered bidding on the identical contracts. Computerized help for the protection sector is a big and thriving market, and BigBear.ai is a diversified firm with important pursuits in different development sectors.
The direct comparability to C3.ai and Palantir raises some necessary questions on BigBear.ai. The corporate addresses some necessary markets, however how giant and profitable is the enterprise to date?
This is how BigBear.ai compares to its core opponents proper now:
|
Metric |
BigBear.ai |
Palantir |
C3.ai |
|---|---|---|---|
|
Market cap |
$1.14 billion |
$174.5 billion |
$4.56 billion |
|
One-year inventory efficiency |
114% |
347% |
23% |
|
Revenues (TTM) |
$155.0 million |
$2.65 billion |
$346.5 million |
|
Adjusted internet revenue (loss) |
($57.5 million) |
$476.6 million |
($274.4 million) |
Information supply: Collected from Finviz and YCharts on Dec. 31, 2024. TTM = trailing 12 months.
BigBear.ai is the smallest identify on this group. The inventory has soared just lately, however could not maintain tempo with Palantir’s large beneficial properties.
It is necessary to notice that BigBear.ai’s current value beneficial properties weren’t motivated by robust enterprise outcomes or new contract bulletins. Certainly, the inventory fell practically 11% within the days after its newest earnings report, which met Wall Road’s bottom-line expectations however fell brief towards their consensus income targets.
