BigBear.ai Holdings: Riding The Wave Of AI Demand In Defense

Brett Ashcroft Green
7.99K Followers

Summary

  • BigBear.ai reported strong Q1 2025 results, signaling operational momentum and improved financial performance.
  • Revenue growth and expanding customer base highlight the company’s successful execution of its AI-driven strategy.
  • Management’s positive outlook and guidance upgrades reinforce confidence in continued business acceleration.
  • Revenue growth, contract wins and large short interest has the shares screaming higher.
  • BBAI shares remain too rich for my taste, but catalysts are there, including those surrounding immigration and border security.
Biometric fingerprint scanner

Richard Drury/DigitalVision via Getty Images

BigBear.ai is on the move

I last covered BigBear.ai(NYSE:BBAI) right when President Trump was taking office, back in January of this year. At that time there were quite a few Home Land Security related ai plays that were trending and

This article was written by

7.99K Followers
I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and Fortress Investment Group.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information provided in this article is for general informational purposes only and should not be considered as financial advice. The author is not a licensed financial advisor, Certified Public Accountant (CPA), or any other financial professional. The content presented in this article is based on the author's personal opinions, research, and experiences, and it may not be suitable for your specific financial situation or needs.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About BBAI Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on BBAI

Related Stocks

SymbolLast Price% Chg
BBAI
--