‘Not the Next Palantir,’ Says Top Investor About BigBear (BBAI) Stock

TIPRANKS09-27

Who wouldn’t want to get in on the ground floor of a wild success story? Priced cheaply, with rapid gains north of 70% in 2025, and competing in th...

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Cedric77
09-28
Cedric77
Next Palantir or not? Or equate Palantir to Bitcoin and BigBear to Etherium? The One & Two AI in the Defense industries? A Quick Summary of BigBearAi Background. Always Good to know(AGTK) what are you buying into. 1. McAleenan’s (Current CEO since Jan2025)past under Trump does give BigBear.ai a potential opening, especially in a Trump administration that wants to leverage AI / defense / homeland security tools, border security, etc. But this advantage is conditional on performance, alignment, and follow-through. 2. The company is under pressure: from expectations, from government contracting complexity, from financial losses. Recent upward surges in stock price seem more driven by expectations and speculation than solid execution. 3. Analysts are pulling back somewhat. While still
- Astrid Stephen:
  BigBear’s Q2 revenue cut + cash burn? No Palantir! Speculation-fueled.
- Norton Rebecca:
  Palantir-BigBear ≠ Bitcoin-Ethereum! Palantir has proven defense AI revenue, while BigBear’s surge is speculative,don’t buy the weak analogy.
- WebbBart:
  Your insights are spot on

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Priced cheaply, with rapid gains north of 70% in 2025, and competing in th...</p>\n\n<a href=\"https://www.tipranks.com/news/not-the-next-palantir-says-top-investor-about-bigbear-bbai-stock?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4613":"AI应用软件","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BBAI":"BigBear.ai Holdings","BK4023":"应用软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4587":"ChatGPT概念","BK4543":"AI","BK4134":"信息科技咨询与其它服务","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4588":"碎股"},"source_url":"https://www.tipranks.com/news/not-the-next-palantir-says-top-investor-about-bigbear-bbai-stock?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570804898","content_text":"Who wouldn’t want to get in on the ground floor of a wild success story? Priced cheaply, with rapid gains north of 70% in 2025, and competing in th...","news_type":1,"symbols_score_info":{"BBAI":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":484161994817584,"gmtCreate":1759237336970,"gmtModify":1759237341943,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011024","authorId":10000000000011024,"name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":483272999715336,"type":1,"supId":0,"prevId":0,"content":"BigBear’s Q2 revenue cut + cash burn? No Palantir! Speculation-fueled.","text":"BigBear’s Q2 revenue cut + cash burn? No Palantir! Speculation-fueled.","html":"BigBear’s Q2 revenue cut + cash burn? No Palantir! Speculation-fueled."},{"id":483761977864472,"gmtCreate":1759139493133,"gmtModify":1759141355576,"authorId":10000000000011020,"author":{"id":10000000000011020,"idStr":"10000000000011021","authorId":10000000000011020,"name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":483272999715336,"type":1,"supId":0,"prevId":0,"content":"Palantir-BigBear ≠ Bitcoin-Ethereum! Palantir has proven defense AI revenue, while BigBear’s surge is speculative,don’t buy the weak analogy.","text":"Palantir-BigBear ≠ Bitcoin-Ethereum! Palantir has proven defense AI revenue, while BigBear’s surge is speculative,don’t buy the weak analogy.","html":"Palantir-BigBear ≠ Bitcoin-Ethereum! Palantir has proven defense AI revenue, while BigBear’s surge is speculative,don’t buy the weak analogy."},{"id":483650735460576,"gmtCreate":1759109232027,"gmtModify":1759129142811,"authorId":9000000000000351,"author":{"id":9000000000000351,"idStr":"9000000000000351","authorId":9000000000000351,"name":"WebbBart","avatar":"https://static.tigerbbs.com/f1a81761a2eae3f57678008e1b9012c2","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":483272999715336,"type":1,"supId":0,"prevId":0,"content":"Your insights are spot on","text":"Your insights are spot on","html":"Your insights are spot on"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2570804898","isCrawlerRequest":true}