Latest news with #BigBearAI
Yahoo
3 days ago
- Business
- Yahoo
BigBear AI (BBAI) Falls 15.8% on Dismal Earnings, Outlook
We recently published Holdings, Inc. (NYSE:BBAI) is one of the worst-performing stocks on Tuesday. BigBear AI fell by 15.8 percent on Tuesday to close at $5.97 apiece following the release of a disappointing earnings performance in the second quarter of the year, coupled with a lower growth guidance for the full-year period. In a statement, Holdings, Inc. (NYSE:BBAI) said it widened its net loss by a whopping 1,487 percent to $228.6 million from the $14.4 million in the same period last year. Revenues fell by 18 percent to $32.47 million from $39.78 million year-on-year. In the first half, net loss more than doubled to $290.6 million from $142 million in the same period last year, while revenues decreased by 8 percent to $67.2 million from $72.9 million. Due to uncertainties on certain programs by the US Army, Holdings, Inc. (NYSE:BBAI) reduced its revenue outlook for the full-year period to $125 million to $140 million, from the $160 million to $180 million previously expected. Photo by Jacques Dillies on Unsplash 'While we are very optimistic with these significant investments and growth opportunities, we have also seen disruptions in federal contracts from efficiency efforts this quarter, most notably in programs that support the U.S. Army, as they seek to consolidate and modernize their data architecture and in turn, we have adjusted our full-year guidance this quarter to reflect these disruptions,' said CEO Kevin McAleenan. 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 . 登入存取你的投資組合
Yahoo
4 days ago
- Business
- Yahoo
BigBear.ai, Sea, Starbucks: Trending Tickers
(BBAI) stock plunges after the company's second quarter revenue disappointed Wall Street. Sea (SE) stock surges after the company reported record-high quarterly sales. Starbucks (SBUX) stock is in focus after Baird analysts upgraded the stock to Outperform from Neutral, citing optimism on the company's turnaround strategy. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. Now time for some of today's trending tickers. We are watching Big Bear AI, C, and Starbucks. First up, Big Bear AI shares sinking today. The AI software company reporting revenue for the second quarter that missed the average analyst estimate. The company also lowered its revenue guidance and withdrew its adjusted EBITDA outlook on government contract uncertainty. Still with us, our own Brook DiPalma and those shares down 26%. This sort of echoes the C3 AI uh drop that we saw yesterday. So it's kind of interesting here to see, you know, to see some of the smaller AI players face some uh some uncertainty. Yeah, what we're really seeing play out here is that there are key winners in this environment and key losers. So to say, especially as so many so many investors have really banked on all AI companies benefiting from this AI boom, this revolution, this environment that we're in, but we're seeing that not be the case, especially, we saw perhaps, you know, Google, that company jump on their uh raising their spending forecast. We also saw Microsoft also raise its look outlook around AI. And now hearing a company saying, actually, we're not going to raise our outlook. Actually, you know, we're we're we're taking a bit of a hit here because of those contracts that have not gone underway. That is certainly raising eyebrows for investors here. And that's why we're seeing a bit of a sell off. They are much lower than their 52 week high, which was above $10 in Cantor Fitzgerald saying in a report that secular tailwinds and improved financial flexibility is what the report largely reflects despite near-term execution issues. They And of course, just to reiterate that that uh revenue miss was largely driven by the federal program disruptions related to the US Army's efforts to consolidate its data architecture. And so winners and clear losers in this AI boom here. Yeah, definitely. And next up, let's talk about C, the South Asian e-commerce giant out with earnings as well. Second quarter sales beating analyst estimates, as more Southeast Asia's consumers turned to online shopping for everything from iPhones to daily groceries. And the results are easing some concerns about the prospects of um the e-commerce um uh phenomenon that we're seeing here. Those shares are up by 21%, Brook. Yeah, and and this company's had quite the run. Over the year, the company's stock is up more than 170%. And just year to date, as this has gone underway, the company stock is up more than 60%. It's worth noting too that if we take a look at the Yahoo Finance platform, and we go down to the statistics part of it, if you look at their 52 week high, they're currently trading around 176. So this would be a all all um a year high for the stock as well. And this actually reminded me of a conversation that I recently had with the Anheiser Busch CEO. We did see their Chinese um market under a bit of pressure. And what the CEO actually told me was super interesting and goes along with this trend, is that the consumer in China is staying more at home. That Anheiser Busch Bush actually caters to restaurants and bars there, and they now need to adopt and learn and lean in to this consumer that's more digitally native. And we also saw a company like Luckin Coffee do well there, as they're very digital focused. This customer also leans into heavily in food apps and delivery. And so certainly, we're seeing this company that plays into the e-commerce market with a very digital native consumer win big here and see key returns. Right. Um and finally, squarely in your wheelhouse, Starbucks is getting upgraded at Baird to outperform from neutral. The analyst there says that he has high conviction that turnaround strategies under new leadership will be effective in transforming Starbucks into a better company. You know a lot about this, uh Brook, having spoken to the company, having covered the company in detail because there has been sort of this, you know, uncertainty about how effective all of these efforts were going to be. Yeah, we're certainly continuing to see a sales lump when it comes to the US same-store sales growth for Starbucks. Once again, seeing a sales slump still happening here. But there's been some change in optimism about what exactly CEO Brian Nickel will bring to the table here as he really doubles down on something we just heard Dutch Bros weigh in on, and that's speed and efficiency and quality, and also that value perception. That's something that Brian Nickel believes that it needs to lean more into. And a fun fact here is that tomorrow actually marks one year since Brian Nickel was named the CEO of Starbucks. And so it's interesting timing that we're getting this upgrade um from an analyst here who really is betting on the fact that this will be a better company after it makes all these changes. But I think that the story is still yet to unfold. Of course, a new CFO just joined as well. And so we don't know exactly uh the guidance for the full year. They do expect the second half to be stronger. Um but ultimately, it remains to be seen. The optimism though, on the street, right now, there are 19 buys on the stock, 16 holds and one sell. And so there's a bit of bullishness around Starbucks heading into the second half of the year. Yes. P Related Videos Circle CEO Discusses Earnings as Shares Jump Wall Street's lone AMC bull explains why the stock is promising Circle stock rises: CEO talks first earnings report since IPO Perplexity & Chrome, Intel CEO & Trump, Circle revenue beat 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
4 days ago
- Business
- Yahoo
BigBear.ai Cuts 2025 View After Weak Q2
(NYSE:BBAI) sank about 20% after hours as a tough Q2 and a sharp guidance cut swamped the company posted a loss per share of $0.71 versus a consensus loss of $0.06. Revenue was $32.5 million, down 18% year over year and below the $40.58 million estimate. Warning! GuruFocus has detected 4 Warning Signs with BBAI. Full year 2025 revenue is now pegged at $125 million to $140 million, cut from $160 million to $180 million. Management blamed federal contracting disruptions and said recent capital raising lines up with opportunities tied to the One Big Beautiful Bill, especially at the Department of Homeland Security. CEO Kevin McAleenan said efficiency efforts have disrupted programs that support the U.S. Army as it consolidates and modernizes data architecture. That backdrop drove the guide down. sells AI powered software that helps clients analyze data, spot blind spots and predict outcomes, but near term visibility just got tougher. a big earnings miss and a sizable guide cut refocus investors on execution, award timing and next proof points are federal award flow and Q3 pacing updates that can reset confidence in 2025 targets. This article first appeared on GuruFocus.
Yahoo
08-07-2025
- Business
- Yahoo
Why BigBear.ai Stock Skyrocketed 63.2% Last Month, and Has Kept Surging in July
Bullish momentum for the broader market and excitement surrounding defense artificial intelligence (AI) technologies powered huge gains for stock in June. also announced new partnerships and deployments for its biometric-identification systems at major airports. stock has continued to move higher in July's trading, and one investment firm sees the stock reaching $9 per share. 10 stocks we like better than › (NYSE: BBAI) enjoyed a huge rally across June's trading as investors became increasingly bullish on growth-dependent tech plays. The company's share price rose 63.2% in the month amid a gain of 5% for the S&P 500 (SNPINDEX: ^GSPC) and a gain of 6.6% for the Nasdaq Composite (NASDAQINDEX: ^IXIC), according to data from S&P Global Market Intelligence. stock surged in June as macroeconomic indicators aligned to support a bullish rally for the market and investors poured into defense-focused artificial intelligence (AI) stocks. The company's share price also got a big boost from positive analyst coverage. Investors bid up growth stocks last month, as comments from key Federal Reserve officials increasingly pointed to the possibility that the central bank will cut interest rates in July. Economic data along some key fronts suggested the Fed may be gearing up to deliver more rate cuts than previously anticipated this year, and some lessening of geopolitical tensions in the Middle East also helped support a rally for the broader market that added to gains for stock. There were also some business-specific developments that helped support gains in the software specialist's valuation last month. The company announced new partnerships with Easy Lease PJSC and Vigilix Technology to accelerate the development and deployment of AI-based technologies, and a partnership with machine-vision specialist Analogic for threat detection at airports. also announced that biometric identification stations from its Pangiam division had been deployed at major international airports. Despite some volatility, stock has continued to see strong gains in July. As of this writing, the company's share price has risen 15.5% in the month and has benefited from positive analyst coverage and ongoing excitement surrounding defense AI opportunities. In new coverage published July 1, H.C. Wainwright maintained a buy rating on and raised its one-year price target on the stock from $6 to $9 per share. The investment firm's analysts expect that winning new customers and landing expanded deals with clients already using its services will pave the way for the stock's rally to continue. As of this writing, hitting H.C. Wainwright's target of $9 per share would mean additional stock price gains of roughly 15%. Following recent gains, stock is now up roughly 73% across 2025's trading -- but it's also still down 21% from its peak across the stretch. While the company's valuation has been surging and business performance is expected to pick up in this year's second half, speculative excitement has played a significant role in powering the run-up for the stock. still has big upside potential if the business effectively capitalizes on rising demand for AI-powered defense software, but the company also still has a lot of proving to do. Before you buy stock in consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and 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 $695,481!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $969,935!* Now, it's worth noting Stock Advisor's total average return is 1,053% — a market-crushing outperformance compared to 179% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Stock Skyrocketed 63.2% Last Month, and Has Kept Surging in July was originally published by The Motley Fool
Yahoo
08-07-2025
- Business
- Yahoo
SoundHound AI Vs. BigBear.ai: Which Stock Is the Better Buy?
Shares of SoundHound AI, Inc. SOUN and Holdings, Inc. BBAI have soared 182.2% and 423.7% over the past year due to the rapid growth of artificial intelligence (AI). Let's explore which of these AI stocks investors should prioritize for future returns. SoundHound AI reported first-quarter revenues of $29.1 million, a 151% increase year over year. SoundHound AI anticipates 2025 revenues of $157 million to $177 million, up from last year's $84.7 million. SoundHound AI's 2024 booking backlog of $1.2 billion suggests strong long-term revenue growth, alongside a total addressable market (TAM) of $140 billion, indicating potential for further expansion. Demand for SoundHound AI's voice solutions is growing due to their efficiency and automation benefits. The conversational AI market is projected to grow from $17.05 billion in 2025 to $49.80 billion by 2031, per marketsandmarkets, offering opportunities for increased customer acquisition. Rising customer demand for quick service and labor shortages are driving restaurants to adopt voice automation, benefiting SoundHound AI, which now counts Casey's General Stores, Inc. CASY and Chipotle Mexican Grill, Inc. CMG among its clients. Finally, if trade tensions ease, SoundHound AI's overseas costs, particularly in China, will decrease, benefiting its bottom line. AI shipbuilding software supports U.S. Navy submarine construction, and its facial recognition technology is used in airport security. The company reported $34.8 million in first-quarter revenues, a 5% year-over-year increase. For the full year, expects revenues to increase to $160-$180 million. In 2025, experienced leadership changes, with Kevin McAleenan becoming CEO in January and the CFO departing in June; McAleenan's prior role as U.S. Homeland Security Secretary may aid in securing government contracts. Despite revenue growth, SoundHound AI and are unprofitable, with losses of $188 million and $62 million in the past 12 months and the first quarter, respectively. adjusted EBITDA worsened from -$1.6 million to -$7 million due to increased R&D spending. However, SoundHound AI's first-quarter revenue growth significantly outpaces with a robust balance sheet showing negligible debt, total assets of $587.5 million, and $245.8 million in cash exceeding total liabilities of $190.5 million. On the other hand, had total liabilities of $198.5 million in the first quarter, including $100.6 million in long-term debt. weak sales growth and balance sheet hinder profitability, while SoundHound AI's strong sales and healthy balance sheet suggest profitability by the end of 2025. Moreover, relies heavily on federal contracts, making it vulnerable to cuts, while SoundHound AI is less exposed to such risks, making it a better AI investment choice. Having said that, backlog rose 30% year over year to $385 million in the first quarter, fueled by new government contracts, indicating potential growth and investment opportunity. Currently, each of the stocks has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here. 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 Chipotle Mexican Grill, Inc. (CMG) : Free Stock Analysis Report Casey's General Stores, Inc. (CASY) : 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 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
