‘Here it Comes,’ Says Top Investor About BigBear.ai Stock

The buzz around AI has turned into dollar signs for numerous companies competing in the space, and BigBear.ai (NYSE:BBAI) has certainly been one of the beneficiaries. The company – which offers AI-driven decision-making support – has shot up by ~230% over the past twelve months.

However, the story throughout much of 2025 has been slightly different, as BBAI’s share price has lost almost 60% of its value since reaching a 12-month peak in February. In its last earnings call in early May, the company – which often finds itself compared to the ascendent Palantir Technologies – reported revenues of $34.8 million, representing just 5% year-over-year growth. This compared to net losses of some $62 million.

Though acknowledging the lack of profits at BBAI, one top investor known by the pseudonym The Techie spots some big opportunities on the horizon.

“Despite ongoing unprofitability, net losses are shrinking and recurring revenue from long-term contracts positions BigBear for potential profitability,” says the 5-star investor, who is among the top 3% of TipRanks’ stock pros.

The Techie believes that the company’s backlog of $384.9 million shows plenty of promise, while new a new technology project developed with the U.S. government could provide some strong tailwinds. The initiative, called the “Enhanced Passenger Processing” and announced on Tuesday, will use facial recognition and operational analytics to screen travelers at ports of entry. BigBear’s AI technology is already screening passengers at major transit points such as LAX and JFK.

“When BigBear rolls out new tech such as this, it makes me bullish; it shows that they’re not just an AI defense company, but can be contracted for everyday AI use infrastructure,” adds The Techie.

Speaking of which, BBAI looks to be expanding internationally as well – having just unveiled a new partnership with Easy Lease in the UAE. This opens up opportunities for BBAI to develop AI solutions in the lucrative GCC market, notes The Techie.

Regarding its current pricing, BBAI trades at a Forward EV-to-Sales ratio of 7.2x and a Forward Price-to-Sales ratio of 7.18x – significantly higher than the sector median of 2.87x and 2.88x, respectively.

Still, The Techie does not see this at a dealbreaker at this point, quite the opposite.

“The stock isn’t cheap, but I think the higher valuation is justified considering the high AI exposure, which usually brings with it higher multiples,” asserts The Techie.

To sum it all up, The Techie is rating BBAI a Buy. (To watch The Techie’s track record, click here)

Wall Street has a generally warm view of BBAI as well. With 2 Buy and 2 Hold ratings, BBAI enjoys a Moderate Buy consensus rating. Its 12-month average price target of $4.83 has an upside of ~22%. (See BBAI stock forecast)

To find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a tool that unites all of TipRanks’ equity insights.

Disclaimer: The opinions expressed in this article are solely those of the featured investor. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.