BigBear.ai (BBAI), a lesser-known name in the AI space, is quietly gaining traction, and Wall Street is starting to take notice. As a member of the Russell 2000 index, BigBear.ai offers a unique small-cap opportunity with high-growth potential. With its AI-driven decision intelligence solutions increasingly adopted across defense, healthcare, and logistics sectors, the company is positioned for meaningful upside.
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H.C. Wainwright Sees Over 50% Upside in Growth Forecast
H.C. Wainwright analyst Scott Buck maintains a Buy rating on BBAI stock, citing its strong financial performance and solid strategic position. His price target of $6 implies an upside of 53% from current levels.
Buck highlighted that the company’s first-quarter revenue came in ahead of his expectations, suggesting it’s on track to meet its 2025 revenue targets. This positive outlook is backed by a robust backlog and growing demand in key sectors like border security and defense, which are poised for increased investment.
Additionally, Buck pointed out that the company has improved its financial health by boosting its cash reserves and cutting down debt, giving it more flexibility to navigate shifting market conditions. This stronger balance sheet may open doors for strategic acquisitions, which could further enhance revenue growth and profitability.
Insights from TipRanks’ Bulls Say, Bears Say
In this context, TipRanks’ Bulls Say, Bears Say tool offers a balanced view of analyst sentiment on BBAI stock.
Bulls argue that BigBear.ai continues to strengthen its financial position, boosting cash to $107.6 million and cutting debt to $142 million in Q1 2025. Moreover, the company secured a major $165 million, 5-year contract with the U.S. Army and maintains a key partnership with L3Harris as the exclusive AI analytics provider for its autonomous vessels.
On the other hand, bears point to BigBear.ai’s 2025 revenue guidance of $160–$180 million, which lags behind Wall Street’s consensus estimate of $193.9 million.
Is BigBear.ai a Good Stock to Buy?
Overall, Wall Street has a Moderate Buy consensus rating on BBAI stock, based on two Buy and two Hold recommendations. The average BigBear.ai share price target is $4.83, which implies an upside potential of 23% from current levels.
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