BBAI vs. VRT: Which AI Stock Could Outperform, According to Wall Street?

TIPRANKS09-30

Massive investments in artificial intelligence (AI) infrastructure and elevated valuations of several AI stocks are weighing on investor sentiment....

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Cedric77
10-01
Cedric77
About a year or two back, a lot of people were skeptical about Palantir (PLTR): Critics said it was too dependent on government contracts, had unclear profitability, and that its commercial business wasn’t scaling fast enough. Its stock went through a long period of underperformance, and many analysts outright dismissed it as “overhyped.” But in 2023–2024, Palantir turned things around with consistent profits, strong AI/data platforms (especially AIP), and new contracts that proved its tech had both government and commercial demand. Now it’s widely recognized as a serious player in AI and defense-tech. Now, BigBear.ai (BBAI) is facing very similar criticism today: People say it’s too small, too dependent on government contracts, not profitable, and competing against giants like Palantir. B
- Enid Bertha:
  It’s just a matter of time before BBAI takes off 🚀🌙
- Venus Reade:
  There will competition on PLTR. Last article I saw sited Salesforce entering the market.
  Until competition arrive PLTR is the lone wolf leader
- JimmyHua:
  totally agree

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Last article I saw sited Salesforce entering the market.\n<br>Until competition arrive PLTR is the lone wolf leader","text":"There will competition on PLTR. Last article I saw sited Salesforce entering the market.\n<br>Until competition arrive PLTR is the lone wolf leader","html":"There will competition on PLTR. Last article I saw sited Salesforce entering the market.\n<br>Until competition arrive PLTR is the lone wolf leader"},{"id":484356295495960,"gmtCreate":1759284590211,"gmtModify":1759284595031,"authorId":10000000000011856,"author":{"id":10000000000011856,"idStr":"10000000000011856","authorId":10000000000011856,"name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":484579030778440,"type":1,"supId":0,"prevId":0,"content":"totally agree","text":"totally agree","html":"totally agree"}],"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/2571392346","isCrawlerRequest":true}