BigBear.ai Stock: A Winning or Losing AI Investment Opportunity?

• BigBear.ai is outperforming the market, but its gross dropped successful the 3rd quarter.

• Although the institution offers AI-driving analytics, it has not duplicated the occurrence of Palantir Technologies.

• 10 stocks we similar amended than BigBear.ai ›

Whenever you person a immense victor successful the banal market, it's lone earthy to commencement looking for companies that tin duplicate that success.

Palantir Technologies (NASDAQ: PLTR) has been a mammoth victor implicit the past 3 years, jumping 2,600% connected the spot of its Artificial Intelligence Platform (AIP) that made the information analytics institution a invaluable authorities contractor with a fast-growing lawsuit basal of commercialized customers.

BigBear.ai (NYSE: BBAI) is besides a authorities contractor. And similar Palantir, it's utilizing AI, instrumentality learning, and cloud-based information analytics to make solutions for the national government. And portion Palantir has a marketplace capitalization of much than $440 cardinal close now, BigBear is overmuch smaller, with a marketplace headdress of $2.5 billion.

Can BigBear.ai replicate Palantir's occurrence and beryllium a winning concern successful 2026? Let's instrumentality a person look astatine this Virginia-based company.

BigBear.ai creates customized AI-driven products to enactment U.S. nationalist security. The institution says its capabilities are designed to integrate with its clients' infrastructure, helping users marque real-time decisions. It provides automated absorption of AI models, cybersecurity done AI-driven analytics, predictive intelligence, modeling, and machine simulations.

Its ConductorOS level permits accelerated deployment of AI models, connecting to sensors, unmanned vehicles, and computers successful the field. It's designed to enactment with aggregate unreality services and hardware to licence information processing and decision-making.

It besides deploys veriScan, an AI-based facial authentication level that is utilized astatine airports and different ports of entry.

The banal has outperformed the marketplace this year, up 30% successful 2025. But determination are informing bells that person kept BigBear.ai from enjoying the aforesaid benignant of occurrence arsenic Palantir, which is up astir 150% this year.

First and foremost is simply a deficiency of gross growth. Revenue successful the 3rd 4th was $33.1 million, down 20% from a twelvemonth ago. BigBear.ai blamed the driblet connected little measurement of U.S. Army programs. On the affirmative side, it was capable to make a $2.5 cardinal nett versus a nett nonaccomplishment of $15.1 cardinal successful Q3 2024.

The institution reported a backlog of $376 cardinal astatine the extremity of the 3rd quarter, and projected full-year gross to beryllium betwixt $125 cardinal and $140 million.