Better Artificial Intelligence Stock: BigBear.ai vs. Nvidia
BigBear.ai has become an AI investor darling over the past few years.
Nvidia is the leading artificial intelligence semiconductor company.
There's no substitute for high revenue growth and profitability -- and Nvidia has both.
10 stocks we like better than Nvidia ›
Many investors are focused on artificial intelligence stocks these days, which can be a smart play as AI transforms many industries. But it's starting to seem like any AI stock is a winner in the market right now, which means some investors may not be doing their due diligence when evaluating companies.
With that in mind, two AI companies with surging share prices right now are Nvidia (NASDAQ: NVDA) and BigBear.ai (NYSE: BBAI), and it may be worth taking a closer look at both to see which one looks like the better AI stock to buy right now.
What's happening with Nvidia
Nvidia gets top billing in this matchup because the company has experienced monster growth over the past few years as companies clamor for its artificial intelligence semiconductors. An estimated 70% to 95% of data centers utilize Nvidia's AI processors, and there seems to be no slowing down for the company's growth.
For example, Nvidia's total sales soared 114% in fiscal 2025 to $130.5 billion, and its earnings skyrocketed 147% to $2.94 per share. This growth has been fueled by the company's data center segment, which experienced a 142% revenue surge to $115 billion last year.
The impressive earnings and revenue growth have resulted in Nvidia's stock surging 57% over the past year. That's pushed the company's valuation higher, and Nvidia's shares currently have a price-to-earnings multiple of about 56. That's not cheap, but it's still lower than the average P/E ratio of 64 in the semiconductor industry right now.
What's more, Nvidia could continue to benefit from AI investments for many more years to come. Nvidia CEO Jensen Huang believes AI will fuel $2 trillion in data center spending over the next several years. While Nvidia's growth isn't guaranteed, many tech giants have already committed to spending hundreds of billions of dollars to expand their AI data centers over the next few years. That's creating an ongoing opportunity for Nvidia to continue increasing its sales.
What's happening with BigBear.ai
BigBear.ai is an AI data analytics company that helps companies and the U.S. government sort through their data to make decisions. AI analytics is a burgeoning AI trend, and it has propelled the stock of similar companies, like Palantir, into the stratosphere. BigBear.ai's stock, for its part, has jumped 323% over the past year.
But despite its impressive gains, there are some significant concerns I have with BigBear.ai, including its lack of strong revenue growth. BigBear.ai's sales increased just 5% in Q1 to $34.8 million, and management's outlook for the full year is for $160 million to $180 million -- an increase of just 7.5% at the midpoint.
These are fairly unimpressive sales figures for a small AI company that's trying to tap into an expanding artificial intelligence analytics market. One of the company's problems is that 52% of its revenue comes from just four customers. That's a high concentration of sales from just a handful of customers, and it means that if one or two leave, BigBear.ai could be in trouble.
And then there's the company's lack of earnings. BigBear.ai reported a loss of $1.10 per share last year and continued that trend with a loss of $0.25 per share in Q1. While many small start-ups often aren't profitable, it's problematic that the company's lack of earnings comes in addition to unimpressive sales growth. Meanwhile, BigBear.ai's stock has a price-to-sales ratio of 11, which is substantially higher than the average P/S multiple of 3 for the S&P 500 and means that investors are paying a premium for it right now.
Verdict: Nvidia is the hands-down winner
Nvidia's stock isn't cheap, and there are always risks with investing in AI stocks that have already experienced astronomical growth. But the company is a hands-down better investment than BigBear.ai because it's massively profitable, continually expanding its revenue, and outpaces its rivals in the AI semiconductor market.
Meanwhile, BigBear.ai's stock is overvalued, its revenue growth is unimpressive, and the company isn't profitable. This makes Nvidia the no-brainer in this matchup and one of the best AI stocks to buy and hold for the long term.
Should you invest $1,000 in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,820!*
Now, it's worth noting Stock Advisor's total average return is 1,019% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor.
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*Stock Advisor returns as of July 29, 2025
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Drug profiles in the detailed report….. Early Stage Products (Phase I) AC699: Accutar Biotechnology Inc Drug profiles in the detailed report….. Preclinical and Discovery Stage Products Drug Name: Company Name Drug profiles in the detailed report….. Inactive Products ER+/ HER2-VE Breast Cancer Key Companies ER+/ HER2-VE Breast Cancer Key Products ER+/ HER2-VE Breast Cancer- Unmet Needs ER+/ HER2-VE Breast Cancer- Market Drivers and Barriers ER+/ HER2-VE Breast Cancer- Future Perspectives and Conclusion ER+/ HER2-VE Breast Cancer Analyst Views ER+/ HER2-VE Breast Cancer Key Companies Appendix About Us DelveInsight is a leading healthcare-focused market research and consulting firm that provides clients with high-quality market intelligence and analysis to support informed business decisions. With a team of experienced industry experts and a deep understanding of the life sciences and healthcare sectors, we offer customized research solutions and insights to clients across the globe. Connect with us to get high-quality, accurate, and real-time intelligence to stay ahead of the growth curve. Media Contact Company Name: DelveInsight Business Research LLP Contact Person: Yash Bhardwaj Email: Send Email Phone: 09650213330 Address: 304 S. Jones Blvd #2432 City: Las Vegas State: NV Country: United States Website:
