
BigBear.ai Holdings (BBAI) Stock Forecast & Price Target
BigBear.ai Holdings (BBAI) Analyst Ratings
Bulls say
BigBear.ai Holdings Inc. reported a revenue of $43.8 million for the quarter, reflecting an 8.0% year-over-year growth, positioning the company favorably for future periods given its impressive $480 million backlog, which has increased by 250% year-over-year. The company also highlighted positive adjusted EBITDA and improved balance sheet flexibility, signaling a stronger financial position and potential for increased profitability moving forward. Furthermore, the gross margin improved to 37.4%, up from 32.1% year-over-year, suggesting a trend towards higher margins and long-term profitability opportunities approaching 40%.
Bears say
BigBear.ai Holdings Inc. is facing a negative outlook due to a reduced revenue model for 2025, now projected at $165.0 million, down from an earlier estimate of $200.0 million, which indicates underwhelming growth. The company's guidance of $160.0 million to $180.0 million reflects only modest revenue growth of approximately 7.4% at the midpoint, contrasting significantly with broader market expectations of $193.9 million. Additionally, the stock's valuation, positioned at a 10.0x EV/revenue multiple, represents a substantial discount compared to high-quality AI peers trading at over 40.0x revenue estimates, suggesting challenges in achieving competitive growth rates amidst Federal uncertainties.
This aggregate rating is based on analysts' research of BigBear.ai Holdings and is not a guaranteed prediction by Public.com or investment advice.
BigBear.ai Holdings (BBAI) Analyst Forecast & Price Prediction
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