Nvidia's (NVDA) recent multi-billion dollar investment into OpenAI has pushed AI-based companies further into the spotlight, giving peers BigBear.ai Holdings (NYSE:BBAI) and SoundHound AI Inc (NASDAQ:SOUN) a boost.
As much as artificial intelligence (AI) is a major growth driver for businesses in 2025, it's also becoming increasingly important for U.S. government agencies. The White House Office of Management and Budget published two directives in April to support the use of AI in the federal government, including requirements to track the use of AI, adopt new technologies, and modernize AI governance.
BigBear.ai is gaining momentum as its veriScan biometric technology sees increased adoption in US and Canadian airports, driving my bullish sentiment. BigBear.ai's airport deployments, like the recent Nashville rollout, are supported by federal modernization grants and growing demand for automated border processing. Despite trading at a premium, BigBear.ai's valuation reflects expectations for recurring contracts, revenue mix shift toward biometrics, and a credible path to EBITDA breakeven.
The latest trading day saw BigBear.ai Holdings, Inc. (BBAI) settling at $6.02, representing a +1.35% change from its previous close.
In the high-stakes world of AI-driven defense and intelligence tech, BigBear.ai Holdings ( NYSE:BBAI ) has long been hailed as the “next Palantir.
BigBear.ai Holdings, Inc.'s BBAI recent partnerships in the United Arab Emirates and Panama look like a purposeful pivot from a U.S.-centric government contractor to a cross-border AI platform company. Management highlighted a UAE alliance under the IHC umbrella to accelerate AI deployment across security and critical-infrastructure domains, and a cargo-security management rollout with Narval Holdings in Panama that opens doors with regional ports and global shippers.
Artificial intelligence ("AI") stocks have been on a roller coaster in 2025, with investors weighing huge growth opportunities against volatile financial performance. Two of the more widely followed small-cap names in this space—SoundHound AI SOUN and BigBear.ai BBAI—are capturing attention for very different reasons.
BigBear.ai Holdings, Inc. BBAI has been on a turbulent ride following its second-quarter 2025 earnings release. The stock has plunged 21.3% since the announcement, sharply underperforming both the Zacks Computers - IT Services industry and the broader Zacks Computer & Technology sector.
BigBear.ai (NYSE:BBAI), an AI solutions provider focused on national security, carries material downside risks that deserve close attention. Trading at 8x trailing revenue—nearly three times its four-year average of 3x—the stock appears highly exposed to market corrections.
BBAI eyes a $320B national security funding wave, with biometric and autonomy platforms positioned to capture growth.
BigBear.ai Holdings, Inc.'s Q2 '25 results show declining revenue, shrinking margins, and ballooning losses, despite management's optimism and strong cash reserves. The current $5.81 share price reflects speculation, not fundamentals; the stock's 350% rally lacks support from real business progress or profitability. For an upgrade, I need to see reduced cash burn, meaningful new contracts, and tangible revenue from international partnerships in Q3.
BBAI eyes new defense, security and global contracts to counter Army program losses and boost growth.