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BigBear.ai (BBAI) Stock Looks Above Fair Value On Its 113% Run
Simply Wall St.2d agoneutral
BigBear.ai (BBAI) Stock Looks Above Fair Value On Its 113% Run

BigBear.ai Holdings has delivered a 113.1% gain over the past three years, yet its current checks point to a stock that screens as expensive rather than an obvious bargain. Over the last three years the share price is up 113.1%, which puts longer term holders firmly in positive territory even though shorter term returns have been weak. Recent contract wins and a growing backlog may support expectations for future revenue, but the company’s plan to use a large cash balance for acquisitions...

BigBear.ai Holdings (BBAI) Is Pursuing Acquisitions Backed By A $100 Million Offering
Simply Wall St.2d agoneutral
BigBear.ai Holdings (BBAI) Is Pursuing Acquisitions Backed By A $100 Million Offering

BigBear.ai Holdings (NYSE:BBAI) outlined plans to pursue acquisitions using its cash reserves alongside a US$100 million follow on equity offering. The company indicated that recent contract wins are a key part of its plan to use this capital for technology focused targets. Management framed the current M&A push as a clear pivot in growth strategy, with implications for future operations and market positioning. BigBear.ai is far from the only stock aiming to build an edge in AI...

BigBear.ai Q2 Earnings Call Highlights
MarketBeat15d agoneutral
BigBear.ai Q2 Earnings Call Highlights

BigBear.ai (NYSE:BBAI) reported second-quarter 2026 revenue growth and a substantial improvement in gross margin, while management said it is pursuing additional contract wins, product deployments and acquisitions to expand its position in defense, security, trade and travel technology markets. Rev

Did BigBear.ai's Sharply Narrowed Losses and Modest Revenue Gain Just Shift BigBear.ai Holdings' (BBAI) Investment Narrative?
Simply Wall St.15d agoneutral
Did BigBear.ai's Sharply Narrowed Losses and Modest Revenue Gain Just Shift BigBear.ai Holdings' (BBAI) Investment Narrative?

BigBear.ai Holdings, Inc. reported its second-quarter 2026 results on July 30, 2026, with sales of US$36.75 million versus US$32.47 million a year earlier and a net loss of US$25.75 million versus a very large loss of US$228.62 million, while basic and diluted loss per share from continuing operations narrowed to US$0.05 from US$0.71. Over the first six months of 2026, sales edged up to US$71.18 million from US$67.23 million, and the company significantly reduced its cumulative net loss to...

BigBear.ai Holdings (BBAI) Nears Q2 Results, Is The Stock A Bargain?
Simply Wall St.16d agoneutral
BigBear.ai Holdings (BBAI) Nears Q2 Results, Is The Stock A Bargain?

BigBear.ai Holdings (BBAI) is set to report Q2 2026 results and host its earnings call on July 30 at 4:15 PM US Eastern Time, drawing investor attention to the stock. See our latest analysis for BigBear.ai Holdings. BigBear.ai Holdings heads into the Q2 2026 report with momentum clearly fading, with the share price at $2.59 after declining 28.06% over the past 30 days and 55.65% year to date, despite a positive 3 year total shareholder return of 30.81%. If BigBear.ai’s swings have you...

BigBear.ai (BBAI) Stock May Trade At A Premium Despite Weak Returns
Simply Wall St.16d agoneutral
BigBear.ai (BBAI) Stock May Trade At A Premium Despite Weak Returns

BigBear.ai Holdings has had a difficult run for shareholders, with a large decline over the past five years, yet the stock still screens as expensive on the current valuation checks. That combination raises questions about how much of the company’s AI ambitions with enterprise clients is already reflected in the share price. Over the past 5 years, BigBear.ai Holdings has delivered a total return of about a 73% decline, which points to a tough period for long term holders. Recent efforts to...

Cognizant (CTSH) Lags Q2 Earnings Estimates
Zacks17d agoneutral
Cognizant (CTSH) Lags Q2 Earnings Estimates

Cognizant (CTSH) delivered earnings and revenue surprises of -0.73% and +0.03%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

How Investors Are Reacting To C3.ai (AI) CEO Shuffle, Revenue Drop And Shell Partnership Extension
Simply Wall St.35d agoneutral
How Investors Are Reacting To C3.ai (AI) CEO Shuffle, Revenue Drop And Shell Partnership Extension

C3.ai recently reported a sharp revenue decline in 2026 alongside the temporary step-down and subsequent return of CEO Tom Siebel, while extending its enterprise AI collaboration with Shell against a backdrop of intensifying competition from BigBear.ai. This combination of leadership disruption, contracting sales, and expanding partnerships raises fresh questions about C3.ai’s operating resilience and its positioning among enterprise AI peers. We’ll now examine how Siebel’s return amid...

Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?
24/7 Wall St.39d agoneutral
Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the same neocloud thesis after Meta said it would potentially monetize its own compute capacity, but they sit at opposite ends of the risk spectrum. One ... Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?