Latest news with #BigBear.aiHoldings
Yahoo
12-08-2025
- Business
- Yahoo
BBAI Stock Tumbles on Q2 Loss, Revenues Decline Y/Y, '25 View Down
Holdings, Inc. BBAI reported mixed second-quarter 2025 results, with the bottom line beating the Zacks Consensus Estimate while the revenues missed the same. On a year-over-year basis, the bottom and top lines quarterly performance was hurt by notable declines in demand volume on certain Army programs. Moreover, increases in research and development and restructuring expenses marred the bottom line of the company reported a net loss during the quarter, which expanded year over year, mainly because of $135.8 million of non-cash changes in derivative liabilities and a non-cash goodwill impairment charge of $70.6 stock tumbled significantly by 31.2% during yesterday's after-market trading session, following the earnings release. The investors' sentiments are likely to have been hurt by the downward revision of the 2025 revenue guidance by BBAI. Earnings & Revenue Discussion of BBAI The company reported an adjusted loss per share of six cents, which came above the Zacks Consensus Estimate of a loss per share of seven cents by 14.3%. In the year-ago quarter, it reported an adjusted loss per share of four cents. Holdings, Inc. Price, Consensus and EPS Surprise Holdings, Inc. price-consensus-eps-surprise-chart | Holdings, Inc. Quote Revenues of $32.5 million missed the consensus mark of $41 million by 20.8% and tumbled 18.3% year over year. Operating Details Adjusted gross profit during the second quarter declined year over year to $9.5 million from $12.5 million, with the adjusted gross margin contracting 220 basis points (bps) to 29.2%.Adjusted EBITDA was $(8.5) million compared with $(3.7) million reported a year ago. The adjusted EBITDA loss expanded year over year due to a decrease in the gross margin alongside increases in research and development expenses. BBAI's Balance Sheet & Cash Flow As of the second quarter, had cash and cash equivalents of $390.8 million, significantly up from $50.1 million at 2024-end. Net long-term debt declined to $102.7 million as of June 30, 2025, from $135.4 million at the end of cash used in operating activities reduced to $10.5 million in the first six months of 2025 from $21.4 million in the comparable year-ago period. Pushes Down 2025 View The company has toned down its full-year revenue guidance to be between $125 million and $140 million from the previously expected range of $160-$180 million. The current expected range compares with $158.2 million reported in to uncertainties surrounding certain Army programs, alongside an expected growth investment in the second half of 2025, BBAI has yet to provide the revised adjusted EBITDA guidance, which was previously expected to be in negative single-digit millions. BBAI's Zacks Rank & Recent Releases currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks AI, Inc. SOUN posted record second-quarter 2025 results, outperforming Wall Street expectations on both the top and bottom lines. In its strongest quarter on record, SoundHound AI's prior strategic investments — particularly its 2024 acquisitions — translated into tangible, high-impact voice Artificial Intelligence specialist benefited from accelerating adoption across enterprise, automotive and restaurant verticals, as well as strong early traction for its agentic AI and Voice Commerce initiatives. Robust revenue growth, expanding deployments and improved cost synergies underscored management's confidence, prompting an upward revision to full-year guidance. IonQ, Inc. IONQ reported a net loss of 70 cents per share in the second quarter of 2025, significantly wider than the Zacks Consensus Estimate, but above the year-ago period's loss of 18 cents. Revenues topped the consensus mark and grew year over year by 81.8%.During the quarter, IonQ significantly expanded its global footprint with important government and commercial partnerships and launched a world-first partnership with AstraZeneca, AWS and NVIDIA, delivering a 20x acceleration in drug development. For full-year 2025, IonQ now expects revenues in the $82-$100 million range, with third-quarter revenues expected to be within the $25-$29 million Corporation UIS delivered second-quarter 2025 results that outperformed Wall Street expectations and were marked by sequential revenue growth, stronger profitability metrics and strategic financial restructuring. Despite macro uncertainties and mixed segmental results, the company exceeded expectations and made key moves to reduce pension top line grew sequentially primarily because of higher License and Support (L&S) revenues, buoyed by the timing of software renewals and stronger support subscriptions. On a non-GAAP basis, the operating margin improved 150 bps to 7.6%, reflecting cost optimization initiatives, lower professional services spend and improved delivery efficiency. Unisys narrowed its 2025 constant-currency revenue guidance to a range of -1% to +1%, citing timing effects and caution around macro demand. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Unisys Corporation (UIS) : Free Stock Analysis Report IonQ, Inc. (IONQ) : Free Stock Analysis Report Holdings, Inc. (BBAI) : Free Stock Analysis Report SoundHound AI, Inc. (SOUN) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
25-07-2025
- Business
- Yahoo
BigBear.ai Holdings, Inc. (BBAI) Stock Declines While Market Improves: Some Information for Investors
In the latest trading session, Holdings, Inc. (BBAI) closed at $7.80, marking a -1.64% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.07% for the day. At the same time, the Dow lost 0.7%, and the tech-heavy Nasdaq gained 0.18%. Coming into today, shares of the company had gained 64.86% in the past month. In that same time, the Computer and Technology sector gained 8.22%, while the S&P 500 gained 5.71%. The upcoming earnings release of Holdings, Inc. will be of great interest to investors. The company's earnings report is expected on August 11, 2025. The company is expected to report EPS of -$0.07, down 75% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $40.99 million, up 3.04% from the prior-year quarter. Regarding the entire year, the Zacks Consensus Estimates forecast earnings of -$0.41 per share and revenue of $166.85 million, indicating changes of +62.73% and +5.45%, respectively, compared to the previous year. Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Holdings, Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Holdings, Inc. is currently sporting a Zacks Rank of #3 (Hold). The Computers - IT Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 184, placing it within the bottom 26% of over 250 industries. The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Make sure to utilize to follow all of these stock-moving metrics, and more, in the coming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Holdings, Inc. (BBAI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
BigBear AI (BBAI) Takes Part in Huge International Military Exercise, Soars 13.7%
Holdings, Inc. (NYSE:BBAI) is one of the . BigBear AI jumped by 13.68 percent to close at $7.56 apiece following news that it is taking part in a huge international military exercise to test out and improve advanced technologies for future defense needs. In a statement yesterday, Holdings, Inc. (NYSE:BBAI) said it joined forces with partners and allies across Australia, Canada, France, Japan, New Zealand, United Kingdom, and all branches of the United States military to integrate resources and technologies in support of defense transformation efforts for future warfighters. A closeup of a computer server rack surrounded by a CAT5 network of cables. Called the Project Convergence – Capstone 5 (PC-C5), the initiative aims to test Next Generation Command Control (NGC2) systems using relevant AI models. Holdings, Inc. (NYSE:BBAI) said that its Virtual Anticipation Network (VANE) platform proved critical in helping forces quickly gain situational awareness and identify emerging threats. ' is proud that VANE continues to demonstrate operational value in real-world exercises and experiments like PC-C5, involving forces from multiple nations,' said Ryan Legge, President of National Security at 'These environments validate the critical role AI plays in supporting faster, more accurate decision-making for warfighters. The feedback we received will inform future enhancements to better serve our mission partners,' he added. While we acknowledge the potential of BBAI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
02-07-2025
- Business
- Yahoo
BigBear.AI (BBAI) Rallies 16%. Here's Why
We recently published . Holdings, Inc. (NYSE:BBAI) is one of last week's top performers. BigBear extended its winning streak to a third straight day on Monday, jumping 16.27 percent to close at $6.79 apiece, tracking a broader market rally. Earlier this month, Holdings, Inc. (NYSE:BBAI) announced the official deployment of its biometric software for Enhanced Passenger Processing (EPP) at 12 key international airports and ports of entry in the United States and Canada. These include Charlotte Douglas International Airport (CLT), Chicago International Airport (ORD), Cross Border Xpress (CBX), Dallas Fort Worth International Airport (DFW), and Denver International Airport (DEN), among others. 'Deploying Enhanced Passenger Processing at scale requires near seamless integration of advanced biometrics, AI, and operational infrastructure—this is where excels,' said Holdings, Inc. (NYSE:BBAI) CEO Kevin McAleenan. A closeup of a computer server rack surrounded by a CAT5 network of cables. 'We are proud to support international airports, seaports, and US Customs and Border Protection (CBP) in transforming the security and safety for travelers, while elevating the passenger experience through AI-powered innovation,' he added. While we acknowledge the potential of BBAI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Business Insider
29-06-2025
- Business
- Business Insider
BBAI vs. CRWV vs. APP: Which Growth Stock Is the Best Pick, According to Wall Street Analysts?
Macro uncertainties, geopolitical tensions, and news on the tariff front have kept the stock market volatile. Despite ongoing uncertainties, analysts remain optimistic about several growth stocks and their potential to generate attractive returns over the long term. Using TipRanks' Stock Comparison Tool, we placed BigBear. ai Holdings (BBAI), CoreWeave (CRWV), and AppLovin (APP) against each other to find the best growth stock, according to Wall Street analysts. Confident Investing Starts Here: Holdings (NYSE:BBAI) Stock Holdings stock has risen more than 31% so far in 2025 and 292% over the past year, as investors are optimistic about the prospects of the data analytics company. BBAI offers artificial intelligence (AI)-powered decision intelligence solutions, mainly focused on national security, defense, and critical infrastructure. The company ended Q1 2025 with a backlog of $385 million, reflecting 30% year-over-year growth. However, there have been concerns about low revenue growth rate and high levels of debt. Looking ahead, the company is pursuing further growth through international expansion and strategic partnerships, while continuing to secure attractive government business. What Is the Price Target for BBAI Stock? Last month, Northland Securities analyst Michael Latimore reaffirmed a Hold rating on BBAI stock but lowered his price target to $3.50 from $4 after the company missed Q1 estimates due to further delays in government contracts. On the positive side, the 4-star analyst noted the solid growth in backlog and management's statement that their strategy is 'beginning to resonate.' On TipRanks, Holdings stock is assigned a Moderate Buy consensus rating, backed by two Buys and two Holds. The average BBAI stock price target of $4.83 indicates a possible downside of 17.3% from current levels. CoreWeave (NASDAQ:CRWV) Stock CoreWeave, a cloud provider specializing in AI infrastructure, is seeing robust adoption for its products. The company, which provides customers access to Nvidia's (NVDA) GPUs (graphics processing units), went public in March. CRWV stock has risen about 300% to $159.99, compared to its IPO (initial public offering) price of $40. Remarkably, CoreWeave delivered a 420% jump in its Q1 2025 revenue to $981.6 million. Moreover, the company ended the first quarter of 2025 with a robust backlog of $25.9 billion. Meanwhile, CoreWeave has entered into lucrative deals, including an expanded agreement of up to $4 billion with ChatGPT-maker OpenAI and a collaboration to power the recently announced cloud deal between Alphabet's Google (GOOGL) and OpenAI. Is CRWV a Good Stock to Buy? Recently, Bank of America analyst Bradley Sills downgraded CoreWeave stock to Hold from Buy, citing valuation concerns following the strong rally after the company's Q1 results. Also, the 4-star analyst expects $21 billion of negative free cash flow through 2027, due to elevated capital expenditure ($46.1 billion through 2027). However, Sills raised the price target for CRWV stock to $185 from $76, noting several positives, including the OpenAI deal and strong revenue momentum. Overall, Wall Street has a Moderate Buy consensus rating on CoreWeave stock based on six Buys, 11 Holds, and one Sell recommendation. At $78.53, the average CRWV stock price target indicates a substantial downside risk of about 51%. AppLovin (NASDAQ:APP) Stock Adtech company AppLovin has witnessed a 301% jump in its stock price over the past year. The company provides end-to-end software and AI solutions for businesses to reach, monetize, and grow their global audiences. Notably, AppLovin's strong growth rates have impressed investors. In Q1 2025, AppLovin's revenue grew 40% and earnings per share (EPS) surged by 149%. Investors have also welcomed the company's decision to sell its mobile gaming business to Tripledot Studios. The move is expected to enable AppLovin to focus more on its AI-powered ad business. However, APP stock has declined more than 12% over the past month due to the disappointment related to its non-inclusion in the S&P 500 Index (SPX) and accusations by short-seller Casper Research. Nonetheless, most analysts remain bullish on AppLovin due to its strong fundamentals and demand for the AXON ad platform. Is APP a Good Stock to Buy Recently, Piper Sandler analyst James Callahan increased the price target for AppLovin stock to $470 from $455 and reaffirmed a Buy rating. While Piper Sandler's checks suggest some weakness in AppLovin's supply-side trends, it remains a buyer of APP stock, with the tech company growing well above its digital ad peers and expanding into new verticals. With 16 Buys and three Holds, AppLovin stock scores a Strong Buy consensus rating. The average APP stock price target of $504.18 indicates 51% upside potential from current levels. Conclusion Wall Street is sidelined on stock, cautiously optimistic on CoreWeave, and highly bullish on AppLovin stock. Analysts see higher upside potential in APP stock than in the other two growth stocks. Wall Street's bullish stance on AppLovin stock is backed by solid fundamentals and strong momentum in its AI-powered ad business. According to TipRanks' Smart Score System, APP stock scores a 'Perfect 10,' indicating that it has the ability to outperform the broader market over the long run.
