BigBear.ai Partners with PTG for Cargo Security Management Solution
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: Newsfilter
- Strategic Partnership: BigBear.ai has signed a commercial agreement with PTG, Panama's largest logistics operator, to be the first to deploy the International Shipping Compliance application co-developed with Narval, aimed at enhancing supply chain transparency and security.
- Technological Innovation: The new cargo security management solution leverages biometric technology and advanced analytics to provide real-time cargo monitoring, reducing smuggling risks and improving customs inspection efficiency, thereby creating a safer environment for global trade.
- Significant Market Potential: The Panama Canal handles approximately 10 million TEUs annually, accounting for 5-6% of global maritime trade; this collaboration not only enhances Panama's status as an international trade hub but also provides robust technological support for combating transnational crime.
- Leadership Enhancement: Troy Miller, former acting commissioner of U.S. Customs and Border Protection, joined BigBear.ai in 2026 as Senior Vice President of Homeland Security Solutions, further strengthening the company's expertise and market influence in national security.
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Analyst Views on BBAI
Wall Street analysts forecast BBAI stock price to rise
1 Analyst Rating
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Hold
Current: 4.200
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6.00
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6.00
High
6.00
Current: 4.200
Low
6.00
Averages
6.00
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6.00
About BBAI
BigBear.ai Holdings, Inc. operates as a specialized provider of artificial intelligence (AI) technology. The Company provides decision intelligence solutions for supply chains and logistics, enterprise operations, manned-unmanned teaming in autonomous systems, and cybersecurity. Its solutions include AI orchestration and sensor function, digital identity management, computer vision, cybersecurity, predictive intelligence, modeling & simulation, enterprise automation and professional services. It offers Trueface, which performs one-to-many (1:N) facial matches with real-time photos, delivering identity verification. It also offers veriScan, which captures and transmits real-time photos into a biometric matching service supporting access control and biometric boarding/bag tags. The Company serves homeland & border security, defense, intelligence, manufacturing & suppy chain, travel and trade industries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BigBear.ai Partners with PTG for Cargo Security Management Solution
- Strategic Partnership: BigBear.ai has signed a commercial agreement with PTG, Panama's largest logistics operator, to be the first to deploy the International Shipping Compliance application co-developed with Narval, aimed at enhancing supply chain transparency and security.
- Technological Innovation: The new cargo security management solution leverages biometric technology and advanced analytics to provide real-time cargo monitoring, reducing smuggling risks and improving customs inspection efficiency, thereby creating a safer environment for global trade.
- Significant Market Potential: The Panama Canal handles approximately 10 million TEUs annually, accounting for 5-6% of global maritime trade; this collaboration not only enhances Panama's status as an international trade hub but also provides robust technological support for combating transnational crime.
- Leadership Enhancement: Troy Miller, former acting commissioner of U.S. Customs and Border Protection, joined BigBear.ai in 2026 as Senior Vice President of Homeland Security Solutions, further strengthening the company's expertise and market influence in national security.
See More
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- Investor Return Gap: Investors choosing WISE in 2025 received only a fraction of NVIDIA's returns, as the fund's promise of exposure to generative AI companies is undermined by the drag from money-losing startups within its portfolio.
- Strong Performance of NVIDIA and AMD: NVIDIA reported Q4 FY2026 revenue of $68.13 billion, up 73% year-over-year, while AMD's revenue for the same quarter was $10.25 billion, up 38%, highlighting robust demand and profitability in the hardware sector, which further emphasizes WISE's portfolio disadvantages.
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- BigBear.ai Financial Struggles: BigBear.ai's revenue declined from $146 million in 2021 to $128 million in 2025, with net losses widening from $124 million to $294 million, primarily due to the bankruptcy of its largest customer, Virgin Orbit, and increased market competition, raising concerns about its future growth prospects in the AI sector.
- C3.ai's Weak Growth: C3.ai's revenue increased from $183 million to $389 million between fiscal 2022 and 2025, but its net loss expanded from $56 million to $289 million; despite launching new generative AI modules, its reliance on lower-margin services led to a decrease in gross margins, with future revenue expected to drop to $251 million.
- Broadcom's Strong Performance: Broadcom's revenue and adjusted EBITDA grew at CAGRs of 24% and 27% from fiscal 2021 to 2025, with AI chip sales surging 65% to $20 billion in 2025, accounting for 31% of total revenue, indicating robust demand and growth potential in the AI market.
- Future Outlook: Analysts expect Broadcom's revenue and adjusted EBITDA to grow at a 48% CAGR through 2028; despite its enterprise value of $2.1 trillion, it remains an attractive investment option compared to C3.ai and BigBear.ai, trading at 18 times next year's adjusted EBITDA.
See More
BigBear.ai Emerges as a Popular AI Stock
- Market Popularity Surge: BigBear.ai's stock rose by 4.04% during afternoon trading on May 12, 2026, indicating strong investor interest in its AI solutions and reflecting ongoing market confidence in AI technologies.
- Investor Attention: As the AI industry rapidly evolves, BigBear.ai's popularity continues to grow, attracting significant investor interest that could drive future capital inflows and enhance its market valuation.
- Technological Outlook: BigBear.ai's innovative capabilities in the AI sector allow it to stand out in a competitive landscape, likely strengthening its market position and attracting more partners and customers.
- Video Release Impact: The video published on May 14, 2026, may further enhance public awareness of BigBear.ai, promoting its brand image and increasing market acceptance.
See More
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- Strategic Partnership: On May 6, 2026, VisionWave announced a roadmap to integrate xCalibre™ AI video intelligence into Solar Drone's long-endurance autonomous flight platforms, aiming to enhance defense surveillance capabilities and strengthen the company's competitive position in the rapidly growing drone market.
- IP Acquisition: VisionWave acquired the xCalibre™ AI video intelligence technology through an Asset Purchase Agreement on April 10, 2026, valued at approximately $60 million, using 7 million shares of VWAV common stock and a $6 million promissory note, reflecting the company's commitment to technological innovation.
- Patent Application Progress: A provisional patent application for the xCalibre™ Camera-as-Sensor AI Intelligence Platform was filed on April 28, 2026, to protect its technological assets, although the provisional application does not guarantee eventual patent approval.
- Optimistic Market Outlook: The C-UAS market is projected to grow from $6.64 billion in 2025 to $20.31 billion by 2030, with a CAGR of approximately 25.1%, providing VisionWave with significant market opportunities for its technology applications.
See More
BigBear.ai Partners with PTG for Cargo Security Management Solution
- Strategic Partnership: BigBear.ai has signed a commercial agreement with PTG, Panama's largest logistics operator, to be the first to deploy the International Shipping Compliance application co-developed with Narval, aimed at enhancing supply chain transparency and security.
- Technological Innovation: The new cargo security management solution leverages biometric technology and advanced analytics to provide real-time cargo monitoring, reducing smuggling risks and improving customs inspection efficiency, thereby creating a safer environment for global trade.
- Significant Market Potential: The Panama Canal handles approximately 10 million TEUs annually, accounting for 5-6% of global maritime trade; this collaboration not only enhances Panama's status as an international trade hub but also provides robust technological support for combating transnational crime.
- Leadership Enhancement: Troy Miller, former acting commissioner of U.S. Customs and Border Protection, joined BigBear.ai in 2026 as Senior Vice President of Homeland Security Solutions, further strengthening the company's expertise and market influence in national security.
See More
WISE ETF Underperforms, Struggles to Keep Up with NVIDIA
- WISE ETF Performance: The WISE ETF is down 4% year-to-date and up 14.6% over the past year, significantly trailing NVIDIA's 18% YTD gain and 62% annual increase, indicating poor weight allocation between profitable giants and unprofitable software firms.
- Investor Return Gap: Investors choosing WISE in 2025 received only a fraction of NVIDIA's returns, as the fund's promise of exposure to generative AI companies is undermined by the drag from money-losing startups within its portfolio.
- Strong Performance of NVIDIA and AMD: NVIDIA reported Q4 FY2026 revenue of $68.13 billion, up 73% year-over-year, while AMD's revenue for the same quarter was $10.25 billion, up 38%, highlighting robust demand and profitability in the hardware sector, which further emphasizes WISE's portfolio disadvantages.
- Deteriorating Financials of Software Firms: Companies like BigBear.AI and Gorilla Technology within WISE's holdings are unprofitable and growing slowly, making their valuation multiples appear unrealistic, reflecting a declining market confidence in speculative software names.
See More
Digital Services Market Positioned for Long-Term Growth
- Growing Market Demand: As businesses increasingly move operations online, the demand for digital marketing, cloud services, and outsourced IT support continues to rise, positioning the digital services sector as one of the largest long-term growth markets over the next decade.
- Company Strategic Positioning: Sky Century Investment, Inc. focuses on SEO, online optimization, and IT support services, enhancing its portfolio of digital solutions to help brands improve customer engagement and digital footprint, thereby strengthening market competitiveness.
- Investment Trends in the Industry: According to Grand View Research, the global managed services market was valued at over $401 billion in 2025 and is projected to reach approximately $847 billion by 2033, reflecting ongoing demand for outsourced technology and infrastructure support services.
- Digital Marketing Outlook: Research forecasts that the global digital marketing industry will grow from roughly $11 billion in 2025 to over $18.5 billion by 2030, driven primarily by AI-driven advertising tools and the expansion of online commerce, indicating strong market potential.
See More
Analysis and Investment Recommendations for AI Stocks
- BigBear.ai Financial Struggles: BigBear.ai's revenue declined from $146 million in 2021 to $128 million in 2025, with net losses widening from $124 million to $294 million, primarily due to the bankruptcy of its largest customer, Virgin Orbit, and increased market competition, raising concerns about its future growth prospects in the AI sector.
- C3.ai's Weak Growth: C3.ai's revenue increased from $183 million to $389 million between fiscal 2022 and 2025, but its net loss expanded from $56 million to $289 million; despite launching new generative AI modules, its reliance on lower-margin services led to a decrease in gross margins, with future revenue expected to drop to $251 million.
- Broadcom's Strong Performance: Broadcom's revenue and adjusted EBITDA grew at CAGRs of 24% and 27% from fiscal 2021 to 2025, with AI chip sales surging 65% to $20 billion in 2025, accounting for 31% of total revenue, indicating robust demand and growth potential in the AI market.
- Future Outlook: Analysts expect Broadcom's revenue and adjusted EBITDA to grow at a 48% CAGR through 2028; despite its enterprise value of $2.1 trillion, it remains an attractive investment option compared to C3.ai and BigBear.ai, trading at 18 times next year's adjusted EBITDA.
See More
BigBear.ai Emerges as a Popular AI Stock
- Market Popularity Surge: BigBear.ai's stock rose by 4.04% during afternoon trading on May 12, 2026, indicating strong investor interest in its AI solutions and reflecting ongoing market confidence in AI technologies.
- Investor Attention: As the AI industry rapidly evolves, BigBear.ai's popularity continues to grow, attracting significant investor interest that could drive future capital inflows and enhance its market valuation.
- Technological Outlook: BigBear.ai's innovative capabilities in the AI sector allow it to stand out in a competitive landscape, likely strengthening its market position and attracting more partners and customers.
- Video Release Impact: The video published on May 14, 2026, may further enhance public awareness of BigBear.ai, promoting its brand image and increasing market acceptance.
See More
VisionWave Partners with Solar Drone to Advance AI Surveillance
- Strategic Partnership: On May 6, 2026, VisionWave announced a roadmap to integrate xCalibre™ AI video intelligence into Solar Drone's long-endurance autonomous flight platforms, aiming to enhance defense surveillance capabilities and strengthen the company's competitive position in the rapidly growing drone market.
- IP Acquisition: VisionWave acquired the xCalibre™ AI video intelligence technology through an Asset Purchase Agreement on April 10, 2026, valued at approximately $60 million, using 7 million shares of VWAV common stock and a $6 million promissory note, reflecting the company's commitment to technological innovation.
- Patent Application Progress: A provisional patent application for the xCalibre™ Camera-as-Sensor AI Intelligence Platform was filed on April 28, 2026, to protect its technological assets, although the provisional application does not guarantee eventual patent approval.
- Optimistic Market Outlook: The C-UAS market is projected to grow from $6.64 billion in 2025 to $20.31 billion by 2030, with a CAGR of approximately 25.1%, providing VisionWave with significant market opportunities for its technology applications.
See More
