BigBear.ai Holdings (BBAI) Stock Forecast & Price Target
BigBear.ai Holdings (BBAI) Analyst Ratings
Bulls say
BigBear.ai Holdings Inc reported revenue of $43.8 million, reflecting an 8.0% year-over-year increase, although it fell short of the FactSet consensus of $54.6 million. The company boasts a substantial backlog of $480 million, representing a remarkable 250% year-over-year increase, which positions it well for future revenue growth in FY25. Additionally, the firm has shown improvements in adjusted EBITDA and gross margins, which rose to 37.4% compared to 32.1% in the prior year, indicating a trend toward higher profitability and enhanced balance sheet flexibility.
Bears say
BigBear.ai Holdings Inc. is experiencing a negative outlook primarily due to its revised 2025 revenue estimate of $165.0 million, down from a previous goal of $200.0 million, which reflects broader concerns over underwhelming revenue growth and Federal uncertainties. The anticipated revenue growth of only 7.4% at the midpoint of the guided range of $160.0 million to $180.0 million is significantly lower than current Street estimates of $193.9 million, indicating potential struggles in meeting market expectations. Additionally, the company's valuation, represented by a 10.0x EV/revenue multiple, is at a substantial discount compared to high-quality AI peers, who often trade above 40.0x, suggesting further challenges in attracting investor confidence.
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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