BigBear.ai (BB.AI) shares are under scrutiny as analysts evaluate whether the artificial intelligence infrastructure company presents a compelling entry point, driven by recent revenue growth and strategic partnerships in defense and government sectors.
- Third-quarter revenue rose 27% YoY to $89.2 million
- Net loss narrowed to $14.6 million from $21.3 million in prior year
- Secured $42 million DoD contract in November 2025 for predictive threat modeling
- Market cap stands at $1.42 billion as of December 10, 2025
- Price-to-sales ratio of 4.3, above the sector median
- 18% stock gain over the past 30 days
BigBear.ai (BB.AI) has drawn investor attention following a 27% increase in third-quarter revenue year-over-year, reaching $89.2 million, fueled by expanded contracts with U.S. federal agencies. The company reported a net loss narrowing to $14.6 million, compared to $21.3 million in the same period last year, signaling improved operational efficiency despite ongoing R&D investments. The company's growth is anchored in its AI-driven data analytics platform, which supports mission-critical systems for defense and intelligence operations. In November 2025, BigBear.ai secured a $42 million contract from the U.S. Department of Defense to enhance predictive threat modeling capabilities, a move analysts say could accelerate future revenue visibility. The contract is part of a broader trend of federal spending on AI-enabled national security solutions. As of December 10, 2025, BB.AI trades at a market capitalization of $1.42 billion, with a price-to-sales ratio of 4.3, slightly above the sector median for AI software firms. Analysts cite the company's ability to scale its AI workforce and infrastructure as a potential differentiator, though risks remain around dependency on government contracts and execution timelines. Investor sentiment is mixed, with two out of five major firms upgrading the stock to 'Buy' based on the recent contract wins and improved cost structure. The stock has gained 18% over the past 30 days, reflecting growing confidence in its long-term positioning within the defense AI space.