BigBear.ai Set to Announce Q4 Earnings on March 2nd
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy BBAI?
Source: seekingalpha
- Earnings Announcement: BigBear.ai is scheduled to release its Q4 earnings on March 2nd after market close, with consensus EPS estimate at -$0.06 and revenue estimate at $33.31 million, reflecting a 23.9% year-over-year decline, which may pressure investor confidence.
- Performance Expectations: Over the past year, BigBear.ai has only beaten EPS estimates 50% of the time and revenue estimates 25% of the time, indicating significant uncertainty in its performance that could impact future investment decisions.
- Strategic Shift: BigBear.ai is broadening its product line to tap into a larger addressable market, and while its execution remains unproven, this strategic shift could present new growth opportunities for the company.
- Asset Acquisition Plan: BigBear.ai plans to acquire assets from CargoSeer, which may enhance its competitive position and expand its business scope, although challenges in the integration process should be closely monitored.
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Analyst Views on BBAI
Wall Street analysts forecast BBAI stock price to rise
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 4.150
Low
6.00
Averages
6.00
High
6.00
Current: 4.150
Low
6.00
Averages
6.00
High
6.00
About BBAI
BigBear.ai Holdings, Inc. is a provider of artificial intelligence (AI)-powered decision intelligence solutions for national security, supply chain management and digital identity. The Company is a technology-led solutions organization, providing both software and services to its customers. It combines subject-matter expertise with technology to connect the enterprise, provide insights on process performance and recommendations for managing risk. It offers computer vision, anomaly/event detection, and descriptive and predictive analytics to support operations and break down silos between vendors and systems. The Company’s customers span the public and private sector, including the United States defense and intelligence agencies, border protection, transportation security, manufacturing, distribution and logistics, as well as travel, entertainment and tourism. It also offers software assets that are tailored for digital identity and biometrics, leveraging advanced vision AI technology.
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 Set to Announce Q4 Earnings on March 2nd
- Earnings Announcement: BigBear.ai is scheduled to release its Q4 earnings on March 2nd after market close, with consensus EPS estimate at -$0.06 and revenue estimate at $33.31 million, reflecting a 23.9% year-over-year decline, which may pressure investor confidence.
- Performance Expectations: Over the past year, BigBear.ai has only beaten EPS estimates 50% of the time and revenue estimates 25% of the time, indicating significant uncertainty in its performance that could impact future investment decisions.
- Strategic Shift: BigBear.ai is broadening its product line to tap into a larger addressable market, and while its execution remains unproven, this strategic shift could present new growth opportunities for the company.
- Asset Acquisition Plan: BigBear.ai plans to acquire assets from CargoSeer, which may enhance its competitive position and expand its business scope, although challenges in the integration process should be closely monitored.
See More
Key Earnings Reports and Economic Data Next Week
- Earnings Reports: Next week will feature earnings releases from Berkshire Hathaway (BRK-B, BRK-A), which are expected to significantly impact market sentiment, particularly as investors focus on the performance of its investment portfolio.
- Retail Giants' Earnings: Companies like Costco (COST), Target (TGT), Okta (OKTA), and Broadcom (AVGO) will report earnings next week, providing critical insights into consumer spending and the health of the tech sector, which could influence stock valuations.
- Employment Data Release: February's jobs report is set to be released on March 6, with the market keenly watching for changes in job growth and unemployment rates, which will impact the Federal Reserve's monetary policy decisions.
- Federal Reserve Commentary: Additionally, commentary from regional Federal Reserve bank presidents will be available next week, and the market will closely monitor their views on the economic outlook to assess potential future interest rate policies.
See More
Investment Outlook: Palantir vs. BigBear.ai
- Palantir Revenue Surge: Palantir's Q4 2024 revenue soared 70% year-over-year to $1.4 billion, with a full-year growth of 56% to $4.475 billion, indicating robust demand in government and commercial data analytics, and is projected to increase revenue by another 75% to $7.25 billion, solidifying its market leadership.
- Profitability Improvement: The company's net income reached $1.62 billion in 2024, up 36% year-over-year, while free cash flow surged from less than $800 million in 2024 to $2.27 billion, reflecting significant enhancements in profitability and cash flow, boosting investor confidence.
- BigBear.ai Faces Challenges: In contrast, BigBear.ai's stock has plummeted 56% over the past year due to low demand in its U.S. Army program, and while revenue is expected to grow 22% to $164.3 million next year, it remains far below Palantir's sales levels, indicating a lack of competitive strength.
- Investment Choice Analysis: Despite Palantir's extreme valuation with a forward P/E ratio of 110 and a price-to-sales ratio of 75, its stable growth trajectory and strong market performance make it a more attractive investment choice, whereas BigBear.ai is viewed as a high-risk investment due to its volatility and uncertainty.
See More
Investment Comparison: Palantir vs. BigBear.ai
- Palantir Revenue Surge: Palantir's Q4 2024 revenue soared 70% year-over-year to $1.4 billion, with a full-year growth of 56% to $4.475 billion, demonstrating robust performance in government and commercial data analysis, and is projected to see a further 75% revenue increase next year.
- BigBear.ai Struggles: BigBear.ai is expected to see a 22% revenue increase next year to $164.3 million, but this pales in comparison to Palantir, and its stock has dropped 56% over the past year, indicating a lack of competitive strength in the market.
- Palantir's Market Advantage: Palantir's AIP platform simplifies user operations and provides powerful data integration capabilities, attracting a large client base, particularly in the commercial sector, thereby solidifying its leadership position in the rapidly growing AI market.
- Investment Risk Assessment: While Palantir's valuation is extremely high with a forward P/E ratio of 110, BigBear.ai, as a penny stock, faces greater volatility and risk, making investors more inclined to choose Palantir, which has stable growth potential.
See More
BigBear.ai to Release Q4 and Full Year Earnings on March 2
- Earnings Release Schedule: BigBear.ai will publish its fourth quarter and full year earnings on March 2 at 4:15 PM ET, followed by an earnings call to discuss financial performance and future outlook.
- Investor Relations Website: The earnings release will be accessible on the company's investor relations website, ensuring that all investors can timely access key information, thereby enhancing transparency and communication efficiency.
- Company Background: BigBear.ai is a leading provider of AI-powered decision intelligence solutions focused on defense, national security, and critical infrastructure, with customers relying on its predictive analytics capabilities in complex environments, underscoring its significance in the market.
- Forward-Looking Statements: The company’s statements regarding future performance involve various risks and uncertainties, and investors should be aware of these factors that may impact future results to make informed investment decisions.
See More
U.S. Department of Defense IT Budget Reaches $66 Billion for 2026
- Defense Budget Increase: The U.S. Department of Defense's IT budget for 2026 reaches $66 billion, reflecting an $1.8 billion increase from 2025, indicating a strong focus on AI and efficiency that could drive growth for related tech companies.
- Military AI Investment Surge: The Army boosts AI spending by 38.3%, while the Air Force increases force application funding by 143.8%, accelerating the development and application of intelligent military technologies to enhance operational capabilities.
- VisionWave New Project: VisionWave Holdings enters a $10 million Statement of Work to develop the qSpeed-Mine platform, with full revenue recognition expected in 2026, aimed at reducing unit costs by optimizing existing mining infrastructure and enhancing market competitiveness.
- Kratos Contract Expansion: Kratos Defense secures approximately $65 million in contracts to design and deliver various military training simulators, further solidifying its market position in defense training and meeting customer demand for effective training solutions.
See More
BigBear.ai Set to Announce Q4 Earnings on March 2nd
- Earnings Announcement: BigBear.ai is scheduled to release its Q4 earnings on March 2nd after market close, with consensus EPS estimate at -$0.06 and revenue estimate at $33.31 million, reflecting a 23.9% year-over-year decline, which may pressure investor confidence.
- Performance Expectations: Over the past year, BigBear.ai has only beaten EPS estimates 50% of the time and revenue estimates 25% of the time, indicating significant uncertainty in its performance that could impact future investment decisions.
- Strategic Shift: BigBear.ai is broadening its product line to tap into a larger addressable market, and while its execution remains unproven, this strategic shift could present new growth opportunities for the company.
- Asset Acquisition Plan: BigBear.ai plans to acquire assets from CargoSeer, which may enhance its competitive position and expand its business scope, although challenges in the integration process should be closely monitored.
See More
Key Earnings Reports and Economic Data Next Week
- Earnings Reports: Next week will feature earnings releases from Berkshire Hathaway (BRK-B, BRK-A), which are expected to significantly impact market sentiment, particularly as investors focus on the performance of its investment portfolio.
- Retail Giants' Earnings: Companies like Costco (COST), Target (TGT), Okta (OKTA), and Broadcom (AVGO) will report earnings next week, providing critical insights into consumer spending and the health of the tech sector, which could influence stock valuations.
- Employment Data Release: February's jobs report is set to be released on March 6, with the market keenly watching for changes in job growth and unemployment rates, which will impact the Federal Reserve's monetary policy decisions.
- Federal Reserve Commentary: Additionally, commentary from regional Federal Reserve bank presidents will be available next week, and the market will closely monitor their views on the economic outlook to assess potential future interest rate policies.
See More
Investment Outlook: Palantir vs. BigBear.ai
- Palantir Revenue Surge: Palantir's Q4 2024 revenue soared 70% year-over-year to $1.4 billion, with a full-year growth of 56% to $4.475 billion, indicating robust demand in government and commercial data analytics, and is projected to increase revenue by another 75% to $7.25 billion, solidifying its market leadership.
- Profitability Improvement: The company's net income reached $1.62 billion in 2024, up 36% year-over-year, while free cash flow surged from less than $800 million in 2024 to $2.27 billion, reflecting significant enhancements in profitability and cash flow, boosting investor confidence.
- BigBear.ai Faces Challenges: In contrast, BigBear.ai's stock has plummeted 56% over the past year due to low demand in its U.S. Army program, and while revenue is expected to grow 22% to $164.3 million next year, it remains far below Palantir's sales levels, indicating a lack of competitive strength.
- Investment Choice Analysis: Despite Palantir's extreme valuation with a forward P/E ratio of 110 and a price-to-sales ratio of 75, its stable growth trajectory and strong market performance make it a more attractive investment choice, whereas BigBear.ai is viewed as a high-risk investment due to its volatility and uncertainty.
See More
Investment Comparison: Palantir vs. BigBear.ai
- Palantir Revenue Surge: Palantir's Q4 2024 revenue soared 70% year-over-year to $1.4 billion, with a full-year growth of 56% to $4.475 billion, demonstrating robust performance in government and commercial data analysis, and is projected to see a further 75% revenue increase next year.
- BigBear.ai Struggles: BigBear.ai is expected to see a 22% revenue increase next year to $164.3 million, but this pales in comparison to Palantir, and its stock has dropped 56% over the past year, indicating a lack of competitive strength in the market.
- Palantir's Market Advantage: Palantir's AIP platform simplifies user operations and provides powerful data integration capabilities, attracting a large client base, particularly in the commercial sector, thereby solidifying its leadership position in the rapidly growing AI market.
- Investment Risk Assessment: While Palantir's valuation is extremely high with a forward P/E ratio of 110, BigBear.ai, as a penny stock, faces greater volatility and risk, making investors more inclined to choose Palantir, which has stable growth potential.
See More
BigBear.ai to Release Q4 and Full Year Earnings on March 2
- Earnings Release Schedule: BigBear.ai will publish its fourth quarter and full year earnings on March 2 at 4:15 PM ET, followed by an earnings call to discuss financial performance and future outlook.
- Investor Relations Website: The earnings release will be accessible on the company's investor relations website, ensuring that all investors can timely access key information, thereby enhancing transparency and communication efficiency.
- Company Background: BigBear.ai is a leading provider of AI-powered decision intelligence solutions focused on defense, national security, and critical infrastructure, with customers relying on its predictive analytics capabilities in complex environments, underscoring its significance in the market.
- Forward-Looking Statements: The company’s statements regarding future performance involve various risks and uncertainties, and investors should be aware of these factors that may impact future results to make informed investment decisions.
See More
U.S. Department of Defense IT Budget Reaches $66 Billion for 2026
- Defense Budget Increase: The U.S. Department of Defense's IT budget for 2026 reaches $66 billion, reflecting an $1.8 billion increase from 2025, indicating a strong focus on AI and efficiency that could drive growth for related tech companies.
- Military AI Investment Surge: The Army boosts AI spending by 38.3%, while the Air Force increases force application funding by 143.8%, accelerating the development and application of intelligent military technologies to enhance operational capabilities.
- VisionWave New Project: VisionWave Holdings enters a $10 million Statement of Work to develop the qSpeed-Mine platform, with full revenue recognition expected in 2026, aimed at reducing unit costs by optimizing existing mining infrastructure and enhancing market competitiveness.
- Kratos Contract Expansion: Kratos Defense secures approximately $65 million in contracts to design and deliver various military training simulators, further solidifying its market position in defense training and meeting customer demand for effective training solutions.
See More
