The stock's price has soared in 2026, but there's a glaring problem for investors.2025 ended up being a wild ride for stockholders of artificial intelligence (AI) company BigBear.ai (BBAI 8.70%). The share price of the security- and defense-focused AI specialist plunged more than 75% in March and experienced a lot of volatility in the months since then.NYSE : BBAIBigBear.aiToday's Change( -8.70 %) $ -0.48Current Price$ 5.04Key Data PointsMarket Cap$2.4BDay's Range$ 4.96 - $ 5.5352wk Range$ 2.36 - $ 10.36Vol ...

公司近期并购活动 - 公司于1月21日宣布收购CargoSeer有限公司的AI技术资产，具体交易金额未披露，所获资产为AI Shipment Inspection Platform，该平台支持非侵入式货物检查并帮助海关在入境口岸识别高风险货物 [1] - 此次收购延续了公司的并购趋势，公司曾于2025年12月31日完成一笔价值2.5亿美元的收购，标的为专注于国防领域的生成式AI平台Ask Sage [1] 公司资本结构变动 - 公司于1月14日完成了1.25亿美元优先票据转换为普通股的操作，此举使其与票据相关的总债务从1.42亿美元降至1700万美元 [2] - 剩余的1700万美元债务为可转换票据，将于2026年12月到期 [2] 公司业务定位 - 公司是一家为国防、国家安全和关键基础设施领域提供AI解决方案的供应商，通过其端到端数据分析平台进行大规模机器学习 [3]

BigBear.ai (BBAI) 投资前景分析 - 公司是一家专注于人工智能数据分析平台的公司 向美国政府及私营企业提供服务 被部分投资者视为下一个Palantir [1] - 过去三年公司股价累计上涨了152% 但存在多项警示信号 [2] - 公司第三季度营收下降了20% 且尚未实现盈利 亏损正在扩大 [2] - 公司股票估值昂贵 当前市销率接近13倍 而科技板块的平均市销率低于9倍 [2] Micron Technology (MU) 作为AI替代投资 - 公司是一家内存制造商 其NAND闪存和DRAM产品因科技公司争相建设AI数据中心而需求旺盛 [4] - 公司首席业务官在最近的财报电话会议上表示 在上个财季末处于“完全售罄”状态 [5] - 预计到2030年 将有3万亿至4万亿美元用于AI基础设施投资 公司作为“卖铲人”将持续受益 [5] - 公司营收正在增长且已实现盈利 2026财年第一季度营收增长57%至136亿美元 非GAAP调整后每股收益增长167%至4.78美元 [6] Alphabet (GOOG/GOOGL) 作为AI替代投资 - 公司在AI领域的主要布局来自其Gemini聊天机器人 目前拥有6.5亿月活跃用户 较约八个月前增长2.5亿 [8] - 苹果公司近期选择Gemini作为新版Siri的底层AI模型 预计将于今年晚些时候推出 [8] - 此举不仅将扩大Gemini的用户覆盖 预计每年还将为Alphabet带来约10亿美元的收入 [8]

BigBear.ai's stock is off to a strong start in 2026.Some investors are hopeful that data analytics company BigBear.ai (BBAI 2.44%) can become the next Palantir Technologies. The problem is that the numbers don't back up that notion -- not yet, anyway. BigBear.ai isn't anywhere near turning a profit, and its top-line growth hasn't been nearly as strong or consistent as Palantir's. But if those optimistic investors are correct that BigBear.ai is on course to make significantly more sales of its artificial int ...

I hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug development, which I now bring into my work as an investor and analyst. For the past five years, I have been active in the investing space, with the last four years dedicated to ...

"This partnership combines BigBear.ai's extensive domain expertise in AI and customs with AD Ports Group's global leadership in ports management and logistics," said Kevin McAleenan, CEO of BigBear.ai. Share Seaborne trade accounts for 70 percent of global commerce by value — roughly $17 trillion annually — requiring ports to handle tens of trillions of dollars in cargo movements each year. With volumes of cargo and travelers moving through ports and across land borders increasing, the new partnership seeks ...

I've never understood why the management of artificial intelligence (AI) company BigBear.ai (NYSE: BBAI) would pick a ticker symbol that looks like it's pronounced "buh-bye!" But it's fitting, because that's what I think investors ought to be saying to this much-hyped security-focused AI stock. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Here's why I wouldn't touch BigBear.ai with ...

行业投资趋势 - 部分投资者和分析师担忧人工智能行业可能处于泡沫之中 [1] - 大型科技公司如Alphabet、微软和Meta Platforms正投资数千亿美元建设数据中心和基础设施以支持AI软件系统开发 [1] - 这些高盈利公司有能力承担AI投资风险 即使其建设最终未能获得回报 [1] 公司业务与市场表现 - BigBear.ai是一家业务模式完全依赖于销售AI服务和解决方案的小型公司 提供帮助企业及政府机构基于先进分析进行实时决策的AI解决方案 [2] - 该公司股票在2026年迄今上涨9.8% 过去一年上涨33.6% [3] - 同期标普500指数过去12个月上涨13.6% 年内迄今上涨1% [3] - 该AI股票多年来波动剧烈 相比2021年12月通过SPAC反向合并上市时的价格仍下跌约38% [3] 公司财务状况 - BigBear.ai尚未实现盈利 自上市以来每年都处于亏损状态 [4] - 公司尚未报告2025年最终数据 但预计将再次录得年度亏损 [4] - 2025年第三季度公司报告净利润250万美元 但该正值源于衍生负债会计估值调整带来的非现金收入 若无此调整公司将连续第四个季度录得亏损 [5] - 公司营收从2024年第四季度的4380万美元下降至2025年第一季度的3480万美元 第二季度进一步下降至3250万美元 [6] - 第三季度营收小幅回升至3310万美元 但仍令人担忧 [6]

NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of BigBear.ai Holdings, Inc. (“BigBear” or the “Company”) (NYSE: BBAI). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether BigBear and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On Januar ...

公司股价表现 - BigBear.ai (NYSE: BBAI) 股价在周一延续跌势，下跌超过2% [1] 公司面临的负面因素 - 市场持续担忧公司收入下滑 [1] - 公司存在会计重述问题 [1] - 公司正面临证券欺诈调查 [1]