BigBear.ai, Inc.

Cognizant (CTSH) came out with quarterly earnings of $1.37 per share, missing the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -0.73%. A quarter ago, it was expected that this information technology consulting and outsourcing firm would post earnings of $1.33 per share when it actually produced earnings of $1.4, delivering a surprise of +5.26%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Cognizant, which belongs to the Zacks Computers - IT Services industry, posted revenues of $5.48 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.03%. This compares to year-ago revenues of $5.25 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Cognizant shares have lost about 39.4% since the beginning of the year versus the S&P 500's gain of 8.5%.
What's Next for Cognizant?
While Cognizant has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Cognizant was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.46 on $5.69 billion in revenues for the coming quarter and $5.70 on $22.28 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, BigBear.ai Holdings, Inc. (BBAI), has yet to report results for the quarter ended June 2026. The results are expected to be released on July 30.
This company is expected to post quarterly loss of $0.05 per share in its upcoming report, which represents a year-over-year change of +16.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
BigBear.ai Holdings, Inc.'s revenues are expected to be $36.37 million, up 12% from the year-ago quarter.
Should You Invest in Cognizant Technology Solutions Corporation (CTSH)?
Before you invest in Cognizant Technology Solutions Corporation (CTSH), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Cognizant (CTSH) Lags Q2 Earnings Estimates

Key Points
Advanced Micro Devices continues to expand its presence in the data center and AI accelerator markets through key partnerships.
BigBear.ai provides specialized artificial intelligence solutions for the defense and logistics sectors.
Which semiconductor stock deserves a spot in your portfolio as we look toward 2026?
Are you looking for established chip dominance or a niche software play? Advanced Micro Devices (NASDAQ:AMD) and BigBear.ai (NYSE:BBAI) represent two very different ways to navigate the current technology landscape.
Advanced Micro Devices is a global powerhouse designing the processors that run data centers and gaming consoles. BigBear.ai focuses on decision intelligence software for the government and logistics sectors. While both operate in the high-growth artificial intelligence landscape, their financial health and market scales differ significantly.
The case for Advanced Micro Devices
Advanced Micro Devices sells central processing units and graphics chips to major cloud providers and hardware manufacturers in the semiconductor market. Major customers include Microsoft and Sony for gaming, along with new partnerships with Anthropic and OpenAI for massive GPU deployments. Customer concentration like this adds a layer of risk to the business, as it relies on capital spending by a few major tech giants.
In 2025, revenue reached nearly $35 billion, representing approximately 34% growth over the prior year. The company reported net income of roughly $4.2 billion. This performance resulted in a net margin of close to 12%, indicating the percentage of revenue that becomes profit.
As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 0.0x. This ratio compares total debt to shareholder equity, and a lower number suggests the company uses less debt to fund its operations. The current ratio is nearly 2.9x, and free cash flow reached approximately $6.7 billion. Note that stock-based compensation accounted for roughly 21.2% of operating cash flow, inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.
The case for BigBear.ai
BigBear.ai provides software that helps organizations make sense of complex data for national security and global supply chains. The company serves the public sector and has recently expanded into logistics through a partnership with PTG in Panama. Revenue is heavily concentrated among a few government contracts, which adds significant risk if a single major agreement is terminated. The business relies on having staff with high-level security clearances to maintain its specialized service offerings.
In 2025, revenue reached roughly $127.7 million, a decline of nearly 19.3% from the previous year. The company reported a net loss of approximately $293.9 million for the same period. This resulted in a net margin of roughly-230.2%, reflecting a broader trend of widening losses and declining revenue in recent fiscal years.
As of its December 2025 balance sheet, the current ratio is close to 1.8x, indicating that the company has sufficient liquid assets to cover debts due within one year. The debt-to-equity ratio is 0.2x, indicating the relationship between borrowed funds and shareholders’ capital, and free cash flow was a loss of approximately $42 million. Free cash flow is the cash left after capital spending, and management must continue to monitor liquidity to fund ongoing operations.
Risk profile comparison
Advanced Micro Devices faces revenue threats from export controls on advanced chips to China and supply chain reliance on Taiwan Semiconductor Manufacturing Company for manufacturing. Intense competition from Intel and Nvidia remains a constant challenge to market share and pricing power. The company must also ensure the timely adoption of its AI software stack to avoid product obsolescence in a rapidly changing field.
BigBear.ai faces material class-action litigation over accounting errors and delayed regulatory filings that jeopardize its listing status. Revenue stability is threatened by a high concentration of government contracts that can be terminated for convenience, as well as a history of sustained net losses.
Furthermore, reliance on cloud providers like Amazon and Microsoft introduces significant operational risks if those services are disrupted.
Valuation comparison
Advanced Micro Devices trades at a significant premium to BigBear.ai, which reflects its strong profitability and market position. This is visible when comparing each company's Forward P/E and P/S ratio.
Metric
Advanced Micro Devices
BigBear.ai
Forward P/E
66.0x
n/a
P/S ratio
23.3x
10.6x
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?
Investors have a clear choice here. BigBear.ai has reported inconsistent revenue performance and net losses. The added litigation risk related to accounting controls has cast a cloud of uncertainty over the company’s future direction, sending the stock down 62% over the past year.
Advanced Micro Devices is on a much more clear growth trajectory. Its recent revenue growth is being driven by growing demand for its server CPUs. But it should also see accelerating data center revenue later this year, following the launch of its Helios rack system.
Despite its higher valuation, AMD shares have soared year to date, more than doubling in value, while BigBear has underperformed. This shows why it’s sometimes better to pay up for the stronger business that is benefiting from strong demand tailwinds. AMD is still the better buy, with significant growth potential ahead as spending on AI infrastructure continues to grow.
Should you buy stock in Advanced Micro Devices right now?
Before you buy stock in Advanced Micro Devices, 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 Advanced Micro Devices 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 $379,662!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,206,116!*
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John Ballard has positions in Amazon and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Intel, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Advanced Micro Devices vs. BigBear.ai: Which Technology Stock Is a Better Buy in 2026?

Key Points
Astera Labs provides critical connectivity solutions for the booming artificial intelligence infrastructure market.
BigBear.ai offers specialized decision intelligence software primarily for government and defense applications.
Which semiconductor stock deserves a spot in your portfolio for the long term?
Investors seeking exposure to artificial intelligence often choose between hardware and software, making the comparison between Astera Labs (NASDAQ:ALAB) and BigBear.ai (NYSE:BBAI) a compelling look at two different market niches.
Astera Labs designs the high speed connectivity products that allow data centers to handle massive workloads, while BigBear.ai provides AI software used by government agencies to make complex decisions. Both companies are positioned within the growing AI sector, but they offer vastly different financial profiles and risk levels for individual investors to consider.
The case for Astera Labs
Strategically, Astera Labs focuses on designing rack scale connectivity solutions that include PCIe and Ethernet technologies to link data, memory, and networking components. As a prominent player among semiconductor stocks, the company sells its hardware to major hyperscalers and data center operators. Revenue is highly concentrated, with the top three end customers representing approximately 86% of revenue and one customer alone accounting for nearly 70%. Customer concentration like this adds a layer of risk to the business.
In its 2025 fiscal year (FY), revenue reached $852.5 million, which represents a massive increase of 115.1% compared to the prior year. This explosive growth helped the company achieve a net income of $219.1 million for the period. The net margin, which measures the percentage of revenue kept as profit after all expenses, sat at a healthy 25.7% during this fiscal year.
As of its December 2025 balance sheet, the company reported a debt-to-equity ratio of zero, indicating it uses no debt relative to its shareholder equity. The current ratio, which measures a company's ability to cover its short-term debts with its short-term assets, was a very strong 10.2x. Free cash flow, representing the cash a company generates after subtracting capital expenditures from operating cash flow, reached $281.8 million. Note that stock-based compensation (SBC) represented 50.1% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
The case for BigBear.ai
BigBear.ai provides AI-powered decision intelligence solutions for supply chains, autonomous systems, and cybersecurity. The company is heavily dependent on the public and government sectors, including the Department of Defense. Its revenue is concentrated, with customers representing over 10% of revenue contributing 51% of total income. Customer concentration like this adds a layer of risk to the business, though the company is currently attempting to diversify into commercial cargo security and manufacturing.
In FY 2025, revenue was $127.7 million, representing a decline of 19.3% from the previous fiscal year. The company reported a net loss of $293.9 million during this period. Its net margin was a negative 230.2%, reflecting significant losses relative to the total sales generated during the year.
As of the December 2025 balance sheet, the debt-to-equity ratio was zero, as the company holds no debt relative to shareholder equity. The current ratio, which provides a look at whether a company can pay its upcoming bills with available assets, was 1.8x. Free cash flow was a negative $42.5 million for the fiscal year, meaning the company spent more cash on its operations and capital investments than it brought in from sales.
Risk profile comparison
Astera Labs faces significant supply chain dependency, as it relies exclusively on Taiwan Semiconductor Manufacturing Company for chip fabrication and other partners in East Asia for assembly and testing. Any geopolitical tensions or natural disasters in these regions could severely disrupt production and financial results. Furthermore, the company must compete with well-funded incumbents, such as Broadcom, who have deep resources to defend their market share in high speed connectivity.
BigBear.ai is currently navigating severe operational risks, including a class action lawsuit and material financial restatements for multiple years. These accounting issues and regulatory delays create reputational risk and could impact future contract wins. Additionally, the company relies heavily on fixed-price contracts, which can lead to margin erosion if costs are underestimated or if inflationary pressures increase the price of delivering services to the government.
Valuation comparison
Astera Labs commands a much higher valuation premium due to its rapid growth and profitability, while BigBear.ai appears cheaper but carries significant operational and financial uncertainty.
Metric
Astera Labs
BigBear.ai
Forward P/E
93.5x
n/a
P/S ratio
56.8x
10.6x
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?
Investors have many choices these days when it comes to gaining exposure to the hot field of artificial intelligence, including Astera Labs and BigBear.ai. Between these two companies, Astera Labs is the stock to buy in 2026.
Although BigBear.ai shares are far cheaper from a valuation perspective, given its much lower sales multiple of 10.6, several factors contribute to this. The big one is that revenue fell nearly 20% year over year in 2025. Its declining revenue trend extended into the first quarter with sales of $34.4 million, down from $34.8 million in the prior year.
BigBear.ai’s revenue took a hit when the Trump Administration performed budget cuts, and the company was impacted. This suggests the company’s AI offerings are not as strong as competitors, such as Palantir Technologies, which did not see a slowdown in government sales growth.
Astera Labs is benefiting from the historic expansion of data centers to support AI adoption around the world. Its connectivity products are popular because they facilitate faster data transfer, a necessary attribute for AI systems, by eliminating bottlenecks, and enabling customers to manage complex AI infrastructure with ease.
Astera Labs delivered record first-quarter revenue of $308.4 million, an impressive 93% year-over-year increase. It expects sales to accelerate in Q2 to a range between $355 million to $365 million, indicating no slowdown in customer demand. These factors make Astera Labs the superior AI stock over BigBear.ai.
Should you buy stock in Astera Labs right now?
Before you buy stock in Astera Labs, 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 Astera Labs 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 $379,662!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,206,116!*
Now, it’s worth noting Stock Advisor’s total average return is 886% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of July 28, 2026.
Robert Izquierdo has positions in Astera Labs, Broadcom, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Broadcom, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Astera Labs. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Astera Labs vs. BigBear.ai: Which Artificial Intelligence Stock Is a Better Buy in 2026?

BigBear.ai Holdings, Inc.’s BBAI shares have plunged 24.2% over the past month, significantly underperforming the industry's 4% decline.
While the artificial intelligence theme remains attractive, investors have become increasingly cautious as the company's financial performance continues to lag its ambitious growth narrative. Although BigBear.ai is making progress in expanding its AI platform and winning new contracts, several near-term concerns have weighed on sentiment.
BBAI has underperformed other industry players, such as Palantir Technologies Inc. PLTR and C3.ai, Inc. AI, over the past month.
Price Performance
Image Source: Zacks Investment Research
Why Is BigBear.ai Stock Under Pressure?
The biggest concern is the company's lack of meaningful revenue growth. First-quarter 2026 revenues came in at $34.4 million, essentially unchanged from the prior-year quarter. While management attributed the performance to lower activity on certain Army programs offset by contributions from the Ask Sage acquisition, investors were expecting stronger organic growth given the booming AI market.
Profitability also remains elusive. Although it narrowed net loss year over year, BigBear.ai still reported a quarterly net loss of $56.8 million and adjusted EBITDA of negative $9.9 million. The company continues to spend aggressively on product development, sales expansion and marketing, suggesting profitability could remain some distance away.
Operating expenses are moving in the wrong direction. SG&A expenses climbed sharply due to acquisition-related amortization, legal costs and investments in expanding the sales organization. Research and development spending also increased as BigBear.ai continues building new AI capabilities. While these investments may support long-term growth, they are weighing on near-term earnings and cash generation.
Another concern is the company's dependence on government spending. A large portion of BigBear.ai's business comes from U.S. federal agencies, making contract awards dependent on procurement cycles, budget approvals and government priorities. Even though management remains optimistic about future opportunities, delays in contract timing can create earnings volatility.
These factors help explain why investors have taken a more cautious stance despite the strong enthusiasm surrounding AI stocks.
What Could Bring the Stock Back on Track?
Despite recent weakness, BigBear.ai's operating momentum remains encouraging.
The company secured several meaningful contract wins during the quarter, including a classified intelligence contract with an approximate ceiling value of $53 million, airport security deployments at Chicago O'Hare and Dallas-Fort Worth, new Shipyard AI contracts and additional Ask Sage customers, including NASA, the Army Intelligence and Security Command and the Naval Research Laboratory. These wins reinforce the company's position in mission-critical AI applications.
Equally encouraging is the steady expansion of backlog. BigBear.ai ended the quarter with a backlog of approximately $282 million, up 14% sequentially, providing better revenue visibility. Management also reaffirmed full-year revenue guidance of $135-$165 million, signaling confidence in execution.
The company's product mix is also improving. Recent acquisitions, including Ask Sage and CargoSeer, are expanding BigBear.ai's higher-margin software and generative AI offerings. Ask Sage recently launched a redesigned interface and broadened its commercial availability beyond government agencies, while CargoSeer continues adding AI-powered supply-chain capabilities.
Margins are already showing early benefits from this transition. Gross margin expanded to 34% during the quarter, reflecting a greater contribution from software-based AI platforms rather than traditional services.
The balance sheet also remains a key strength. BigBear.ai closed the quarter with approximately $431 million in cash and investments, giving management ample flexibility to invest in product innovation, expand its AI portfolio and pursue additional acquisitions without immediate funding concerns.
BBAI’s Earnings Estimate Revision
The Zacks Consensus Estimate for 2026 sales is pegged at $146.6 million, indicating year-over-year growth of 14.8%. In the past 60 days, loss estimates for 2026 have remained stable.
Image Source: Zacks Investment Research
Meanwhile, sales for other industry players like Palantir Technologies and C3.ai for the current year are likely to increase 71.9% and decline 11.5%, respectively, year over year.
Valuation of BBAI
BigBear.ai is currently trading at a forward 12-month price-to-sales ratio of 9.49X compared with the industry’s average of 11.52X and the broader Computer and Technology sector’s 6.98X.
P/S (F12M)
Image Source: Zacks Investment Research
How to Play BBAI Stock Now?
Despite the recent pullback, BigBear.ai continues to strengthen its long-term growth story through a growing backlog, expanding AI platform portfolio, improving margins and a solid balance sheet. Management's focus on higher-value software offerings and strategic government contracts could gradually translate into stronger financial performance.
However, the company still faces challenges from inconsistent revenue growth, ongoing losses and elevated operating expenses, while its business remains heavily dependent on government contract timing. Although the stock trades at a discount to its industry on a forward price-to-sales basis and earnings expectations have remained largely unchanged, the lack of sustained execution suggests caution.
Existing investors may consider holding the stock as the company's strategic initiatives continue to unfold, but prospective investors may be better served waiting for clearer signs of accelerating growth and a more consistent path toward profitability before initiating new positions. BBAI currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BigBear.ai Stock Falls 24% in a Month: Buy the Dip or Stay Away?

Key Points
C3.ai consistently reports higher overall revenue than BigBear.ai.
Both companies have seen quarter-over-quarter volatility, with C3.ai experiencing a sharp decline in 2026 while BigBear.ai has remained more steady.
Investors should watch whether the revenue gap between the two companies continues to narrow in upcoming quarters.
C3.ai: Facing Declining Revenue
C3.ai (NYSE:AI) primarily generates revenue by providing enterprise software that helps organizations develop and operate large-scale data applications using artificial intelligence. It recently expanded a collaboration with Shell and recorded a net income margin of negative 224% for the quarter ended April 30, 2026.
BigBear.ai: Stabilizing Its Revenue Base
BigBear.ai (NYSE:BBAI) earns revenue by providing technology consulting and data analysis services using AI for predictive modeling and decision support. While facing a securities fraud investigation from a law firm, it gained national security approval in the Netherlands to use its platform for airport security screening. It reported an EBIT margin of negative 67% for the quarter ended March 31, 2026.
Why Revenue Matters for Retail Investors
Tracking revenue helps investors measure a company's ability to generate baseline sales before accounting for expenses. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.
Quarterly Revenue for C3.ai and BigBear.ai
Quarter (Period End)
C3.ai Revenue
BigBear.ai Revenue
Q3 2024
$87.2 million (period ended July 2024)
$41.5 million (period ended Sept. 2024)
Q4 2024
$94.3 million (period ended Oct. 2024)
$43.8 million (period ended Dec. 2024)
Q1 2025
$98.8 million (period ended Jan. 2025)
$34.8 million (period ended March 2025)
Q2 2025
$108.7 million (period ended April 2025)
$32.5 million (period ended June 2025)
Q3 2025
$70.3 million (period ended July 2025)
$33.1 million (period ended Sept. 2025)
Q4 2025
$75.1 million (period ended Oct. 2025)
$27.3 million (period ended Dec. 2025)
Q1 2026
$53.3 million (period ended Jan. 2026)
$34.4 million (period ended March 2026)
Q2 2026
$51.6 million (period ended April 2026)
Not yet reported
Data source: Company filings. Data as of July 10, 2026.
Foolish Take
For investors interested in exposure to the hot artificial intelligence sector, C3.ai and BigBear.ai are two stocks to consider. Both produce significant sales from the U.S. government. Examining their revenue trends is a fundamental starting point to seeing how well their respective AI solutions are gaining customer traction.
As these trends reveal, both businesses are experiencing year-over-year sales declines in recent quarters. The reason behind this is different for each. BigBear.ai saw 2025 revenue drop to $127.7 million compared to $158.2 million in 2024 as a result of the Trump Administration’s budget cuts last year.
The company may be turning a corner in 2026. BigBear.ai’s first-quarter revenue of $34.4 million was only a 1% year-over-year drop. It forecasted full-year 2026 revenue between $135 million and $165 million, indicating it expects to improve from last year’s dismal sales.
C3.ai saw revenue fall after its CEO, Tom Siebel, had to step down due to health reasons. The company announced his return to the position when it reported results for its fiscal fourth quarter ended April 30.
C3.ai did well under Siebel, as illustrated by its quarterly revenue growth trend between Q3 of 2024 to Q2 of 2025. Now that he is back running the company, the question remains whether sales will return to this previous performance. Investors may have to wait a few quarters to see if Siebel can turn the business around.
Should you buy stock in C3.ai right now?
Before you buy stock in C3.ai, 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 C3.ai 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 $407,004!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,244,599!*
Now, it’s worth noting Stock Advisor’s total average return is 924% — a market-crushing outperformance compared to 210% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of July 10, 2026.
Robert Izquierdo has positions in C3.ai. The Motley Fool recommends C3.ai. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

C3.ai vs. BigBear.ai: What Quarterly Revenue Trends Tell Investors About These AI Companies

Key Points
BigBear.ai provides critical decision intelligence and cybersecurity solutions for national defense and federal agencies.
SoundHound AI is rapidly scaling its voice-based agentic platform across the automotive and restaurant industries.
Which of these artificial intelligence players represents the better value for your portfolio today?
As the market moves into late 2026, many investors are choosing between BigBear.ai (NYSE:BBAI) and SoundHound AI (NASDAQ:SOUN) to capture the next wave of growth in the artificial intelligence sector.
While both companies specialize in machine learning, they serve very different markets. BigBear.ai focuses on decision intelligence for government and industrial supply chains, while SoundHound AI provides conversational voice technology. Comparing them helps clarify whether you prefer a defense-heavy stability play or a high-growth consumer technology bet.
The case for BigBear.ai
BigBear.ai provides decision intelligence solutions for supply chains, autonomous systems, and cybersecurity. Its core customers include the U.S. Intelligence Community and the Department of Defense, where it utilizes multi-year engagements for critical government work. Customer concentration is a factor, as 51% of revenue came from customers contributing over 10% each, which adds a layer of risk to the business.
In its 2025 fiscal year (FY), revenue reached $127.7 million, representing a decline of 19.3% compared to the prior year. The company reported a net loss of $293.9 million for the period. This resulted in a negative net margin of 230.2%, a metric that measures how much of each dollar of revenue remains as profit after all operating and non-operating expenses.
As of its December 2025 balance sheet, the debt-to-equity ratio was zero. The current ratio stands at 1.8x, which measures a company's ability to cover its short-term debt and liabilities with assets like cash and accounts receivable. Free cash flow was negative at $42.5 million, representing the actual cash a company generates after accounting for the money spent on capital expenditures like equipment or software.
The case for SoundHound AI
SoundHound AI provides a voice and agentic AI platform that enables conversational experiences across digital and physical channels. It serves major automotive manufacturers and restaurant chains, offering tools that allow users to interact with technology using natural speech. No single customer accounted for more than 10% of revenue in 2025, suggesting a more diversified base than many peers in the software sector.
For FY 2025, revenue grew by 99.4% to reach $168.9 million. Despite this rapid top-line expansion, the company reported a net loss of $14 million. The net margin was negative 8.3%, which indicates that the company is getting closer to breaking even compared to the prior fiscal year when losses were much deeper relative to sales.
Based on the December 2025 balance sheet, the debt-to-equity ratio is zero. Its current ratio is 4.6x, a figure that shows the company has significantly more short-term assets than short-term liabilities. Free cash flow was negative at $103.1 million, reflecting the heavy capital investment required to support rapid organic growth and strategic acquisitions.
Risk profile comparison
BigBear.ai faces material accounting errors that required multi-year restatements, leading to ongoing class action lawsuits. The business relies heavily on government contracts, which are vulnerable to federal budget deficits and potential termination. Furthermore, the company has recorded non-cash goodwill impairment charges exceeding $155 million, while competition from major defense contractors creates pressure on contract terms.
SoundHound AI is navigating legal probes and investor litigation related to its acquisition-related governance and internal control weaknesses. The company relies on aggressive mergers and acquisitions to scale, including the purchase of LivePerson, which creates integration and accounting risks. While revenue is growing, constant capital raises through equity offerings dilute existing shareholders, and competition from massive technology giants such as Amazon poses a threat to long-term pricing power.
Valuation comparison
BigBear.ai trades at a lower revenue multiple, but SoundHound AI offers significantly faster growth and a higher current ratio for investors prioritizing liquidity and momentum.
Forward P/E
n/a
n/a
357.9x
P/S ratio
9.3x
16.9x
n/a
Sector benchmark uses the SPDR XLK sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?
Both BigBear.ai and SoundHound AI provide exposure to the artificial intelligence boom, but not all AI-focused companies are positioned to prosper. That’s why my choice to invest in between the two is SoundHound.
BigBear.ai is highly dependent on government contracts to power its revenue growth. When the Trump Administration cut costs in 2025, BigBear.ai was among the enterprises affected, causing a steep revenue decline. In 2026, it posted sales of $34.4 million, a 1% year-over-year drop despite the contribution of its Ask Sage acquisition. This suggests the company continues to struggle with growing its business amidst the hot AI market.
SoundHound’s Q1 sales soared 52% year over year to $44.2 million. The company has achieved impressive growth through a series of acquisitions, although management stated excluding the impact of acquisitions, Q1 revenue rose 88%. This highlights how its core business is seeing strong customer demand.
SoundHound forecasts 2026 sales to hit between $225 million and $260 million, up from 2025’s $168.9 million. The company’s ability to maintain excellent revenue growth is a key factor behind why I think it’s the superior artificial intelligence stock to buy over BigBear.ai.
Should you buy stock in BigBear.ai right now?
Before you buy stock in BigBear.ai, consider this:
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Robert Izquierdo has positions in Amazon and SoundHound AI. The Motley Fool has positions in and recommends Amazon and SoundHound AI. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BigBear.ai vs. SoundHound AI: Which Artificial Intelligence Stock Is a Better Buy in 2026?

BigBear.ai Holdings, Inc. BBAI is expanding beyond its traditional defense roots by tapping into a fast-growing opportunity: AI-powered airport security. As airports seek to reduce passenger wait times while strengthening security, the company's biometric identity and AI-based screening technologies could become an important growth engine.
The company's recent contract wins highlight this momentum. During the first quarter of 2026, BigBear.ai secured deployments at Chicago O'Hare and Dallas-Fort Worth airports, worth a combined $7 million. These projects utilize their veriScan and TrueFace platforms to accelerate identity verification, enabling passengers to move through checkpoints more efficiently without sacrificing security. Management noted that such solutions are particularly valuable as airports face labor shortages and rising travel demand.
Beyond passenger screening, BigBear.ai is broadening its trade and travel portfolio through CargoSeer, whose AI-powered platform helps customs agencies inspect cargo, detect fraud and improve border security. This creates opportunities to serve multiple segments of the transportation ecosystem rather than relying solely on airport checkpoint deployments.
The company's financial position also provides support for its expansion plans. First-quarter backlog climbed 14% sequentially to $281.9 million, while higher-margin software offerings, including Ask Sage, continued to improve the revenue mix. Although BigBear.ai remains unprofitable, while investing in growth. The increasing exposure to AI-driven airport security and border management solutions positions it to benefit from long-term government and transportation infrastructure spending. If adoption of frictionless security accelerates, this market could become an increasingly meaningful contributor to the company's future growth.
How Does BigBear.ai Stack Up Against Its Peers?
BigBear.ai competes with several established defense and security technology companies that are expanding their AI and biometric capabilities for airports and border security. Leidos Holdings LDOS is a leading player, offering advanced airport checkpoint screening systems, biometric identity verification and automated security solutions used by airports and government agencies worldwide. Its scale, long-standing customer relationships and broad security portfolio make Leidos Holdings a formidable competitor.
Another key rival is CACI International CACI, which provides AI-powered biometrics, border security, intelligence and mission-support solutions to U.S. federal agencies. CACI International's deep expertise in homeland security and data analytics positions it well to benefit from rising investments in frictionless passenger screening and border management.
Compared with these larger peers, BigBear.ai differentiates itself through specialized AI platforms such as veriScan, TrueFace and CargoSeer, which are designed to improve passenger identity verification, cargo inspection and customs operations. While BBAI trails LDOS and CACI in scale and financial resources, the recent airport contract wins and growing focus on trade and travel could help it capture a larger share of the expanding AI-driven airport security market.
BBAI’s Price Performance, Valuation & EPS Estimate Trend
Shares of BBAI have gained 2.6% over the past three months, outperforming the Zacks Computers - IT Services industry, as shown below.
BBAI’s 3-Month Price Performance
Image Source: Zacks Investment Research
BBAI stock is currently trading at a discount compared with the industry peers, with a forward 12-month price-to-sales (P/S) ratio of 11.1, as evidenced by the chart below.
P/S Ratio (F12M)
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for BBAI’s 2026 loss per share has narrowed in the past 60 days, as shown below. The estimated figure indicates a narrower loss from the year-ago loss of 82 cents per share.
EPS Trend of BBAI
Image Source: Zacks Investment Research
BBAI’s Zacks Rank
BigBear.ai currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can BBAI Capitalize on the Shift Toward Frictionless Airport Security?

Key Points
BigBear.ai has increased its share count tenfold over the past five years.
The company recently asked shareholders to approve authorization of a doubling of the share count.
This could give management flexibility or just lead to massive dilution.
Corporate leadership teams usually don't ask much of their shareholders beyond approving board slates and executive compensation packages. But the board of BigBear.ai (NYSE: BBAI) just made a big ask of its shareholders, who responded with a move that could come back to bite them.
Here's what happened and why it could be good (or bad) for the stock.
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Running on empty
BigBear.ai is a defense company that has created AI-powered systems for various government entities, including facial scanners used at ports of entry and secure battlefield operations networks. Unlike fellow AI defense and security company Palantir Technologies (NASDAQ: PLTR), BigBear has had limited success expanding beyond its niche into larger markets.
About the only thing BigBear has grown is its outstanding share count. The company has increased the number of shares outstanding by more than tenfold over the past five years, from 46 million in 2021 to over 477 million today. Those shares have been used for acquisitions, executive and board compensation, and debt retirement.
But BigBear was slowly running out of shares to issue. Its Certificate of Incorporation limited it to issuing only 500 million shares in total, with less than 23 million remaining. That's why the board made its big ask.
Double or nothing
At the most recent annual meeting, shareholders were asked to vote on an amendment to double the number of shares the company was authorized to issue from 500 million to 1 billion. The vote easily succeeded 89% to 10%.
On one hand, the company will likely need some of those shares soon. At BigBear's current share price of $3.53 per share, it had just $81 million in shares available on its old authorization. Even if you added the entire $100.7 million of cash on the company's balance sheet, that's just $181.7 million, not even enough to make another acquisition the size of its recent modest Ask Sage acquisition, which cost $250 million.
The increase in share authorization at least buys the company some time and gives management the flexibility to consider its options.
A rough ride
That said, any further share issuances will result in further share dilution... and the stock is already down more than 60% since it went public via a SPAC merger in 2021.
Meanwhile, BigBear's net losses have grown, it's been burning ever more cash, and its revenue has increased only 13.5%. That's a sharp contrast to Palantir, which has grown revenue, net income, and operating cash flow by triple- or quadruple-digit percentages during roughly the same time frame.
The new share authorization may be used to make strategic acquisitions that complement the company's offerings and allow it to tap into new markets. On the other hand, we haven't seen any evidence that the 10x growth in share count over the last five years has moved the needle. There's little reason to believe the company has been waiting on this authorization to execute some game-changing master plan.
Until I see a coherent explanation from BigBear's management about how they plan to leverage their recent acquisitions and this new authorization into a coherent business strategy, I'll stay as far away from this bear as I would from a real grizzly.
Should you buy stock in BigBear.ai right now?
Before you buy stock in BigBear.ai, 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 BigBear.ai wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
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John Bromels has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Did BigBear AI Investors Just Shoot Themselves in the Foot? Or Did They Set the Stock Up to Soar?

Key Points
BigBear.ai is forecasting an improvement in its financial performance in 2026.
However, the company's gains will be driven by a recent acquisition.
BigBear.ai is trading at a premium to the Nasdaq Composite's sales multiple, and it needs to outperform Wall Street's expectations to deliver the gains analysts anticipate.
Artificial intelligence (AI) software giant Palantir Technologies has endured a difficult time on the stock market in 2026, losing 30% of its value as of this writing, and that's despite the impressive growth that it has been clocking due to the fast-growing demand for its generative AI software solutions.
Palantir's valuation has been the primary reason behind its underperformance. However, shares of BigBear.ai Holdings (NYSE: BBAI), which are significantly cheaper than Palantir, have met with the same fate. Like Palantir, BigBear.ai also offers AI tools that enterprises and business customers can use to make decisions and predict outcomes. The company's solutions are used in border security, defense and intelligence, and supply chain applications.
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However, BigBear.ai stock is down 37% so far this year. However, its 12-month median price target of $5 points to potential upside of 36%. So, should investors consider buying this beaten-down stock in anticipation of a turnaround? Let's find out.
BigBear.ai's financial performance is improving in 2026
BigBear.ai had a forgettable 2025. Its revenue fell by 19% last year to $127.7 million. Additionally, the company's gross margin fell by 17 percentage points in the fourth quarter last year due to low-margin contracts.
BigBear.ai notes that the majority of its revenue comes from federal government contracts. As a result, its revenue is dependent on the timing of government contracts, their funding, and budgets. The company's revenue decline clearly indicates that these factors can severely impact it. However, BigBear.ai has gotten off to a much better start in 2026.
Its revenue dropped just 1% in Q1 to $34.4 million. What's more, the company's gross margin increased by almost 13 percentage points to 34%. However, the improved performance was driven by the contribution from Ask Sage, which BigBear.ai acquired in December 2025. BigBear.ai spent $250 million on this acquisition to enhance its presence and capabilities "across defense, intelligence, and other highly regulated environments."
BigBear.ai notes that Ask Sage's generative AI products and software platforms have higher margins. So, the company seems well-placed to deliver a stronger margin performance in 2026. Also, BigBear.ai recorded new contract wins worth almost $75 million in Q1. This encouraged management to maintain its full-year revenue forecast of $135 million to $165 million, with the midpoint implying a 17% jump in its top line this year.
Will BigBear.ai's improving growth profile translate into stock price upside?
BigBear.ai's turnaround seems primarily driven by its acquisition of Ask Sage. So, it remains to be seen whether the company can sustain its momentum in 2027 once the inorganic boost from Ask Sage fades.
Analysts are projecting $159 million in revenue for BigBear.ai next year, indicating that its top-line growth could slow to mid-single digits. Given that this AI stock is trading at 12 times sales, a significant premium to the tech-laden Nasdaq Composite index's sales multiple of 5.4, it needs to do much better to justify its premium.
So, even though the median price target points to a nice jump in BigBear.ai's stock price, the expensive valuation and slow growth could continue to weigh on its shares. That's why investors should consider investing in other fast-growing AI niches, as it seems too early to bet on a turnaround at BigBear.ai.
Should you buy stock in BigBear.ai right now?
Before you buy stock in BigBear.ai, 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 BigBear.ai 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 $385,055!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,228,089!*
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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This Palantir Rival Could Soar 36% in a Year, According to Wall Street. Is It a Buy Right Now?

Key Points
BigBear.ai serves critical government and defense sectors with mission-ready decision intelligence.
SoundHound AI is rapidly expanding its voice AI footprint across the automotive and restaurant industries.
Which AI-focused stock is the better addition to your portfolio in 2026?
As the artificial intelligence (AI) landscape matures in 2026, investors are weighing the divergent paths of BigBear.ai (NYSE:BBAI) and SoundHound AI (NASDAQ:SOUN). Choosing between these two players requires balancing government contract stability against rapid commercial expansion.
BigBear.ai specializes in decision intelligence and predictive analytics, primarily serving the defense and intelligence communities. SoundHound AI focuses on conversational voice technology, powering interactive experiences in cars and restaurants. Both companies represent different strategies for capturing value in the evolving software market.
The case for BigBear.ai
BigBear.ai focuses on providing mission-ready AI solutions, including predictive analytics and computer vision, to complex organizations. The company targets high-stakes environments where its technology can prove most valuable, including homeland security and supply chain management. While it recently launched an AI cargo security platform with the Panama Transshipment Group, its core remains U.S. public sector contracts.
BigBear.ai relies heavily on U.S. government sector contracts, which account for a substantial portion of its total business. In 2025, revenue reached $127.7 million, a 19.3% decline from the previous year. The company reported a net loss of nearly $293.9 million for the period.
As of its December 2025 balance sheet, the debt-to-equity ratio is 0.2x. This ratio measures total debt relative to shareholders’ equity, indicating how much a company relies on borrowed funds. The current ratio, which gauges the ability to cover short-term debts with short-term assets, is approximately 1.8x. Free cash flow for 2025 was negative $42.5 million, representing cash from operations minus capital expenditures.
The case for SoundHound AI
SoundHound AI builds conversational AI experiences for businesses across digital and physical channels. Its technology powers millions of products, with a heavy presence in the automotive and restaurant sectors. A key development is the expansion of its partnership with Casey’s, which now deploys AI voice-ordering agents across more than 2,600 locations. The company is also scaling its enterprise footprint through its planned $100 million acquisition of LivePerson.
In 2025, SoundHound AI reported revenue of approximately $168.9 million, up nearly 99.4% over the prior year. The company recorded a net loss of $14 million. This resulted in a net margin of approximately-8.3%, indicating the company is nearing the break-even point.
According to its December 2025 balance sheet, the debt-to-equity ratio is 0.3x. The company maintains a current ratio of nearly 4.6x, suggesting a strong liquidity position for its current operations. Free cash flow for 2025 was negative $99 million. This figure represents the cash remaining after the company pays for its operating costs and capital investments.
Risk profile comparison
BigBear.ai faces significant legal and financial reporting risks, including a material class action lawsuit and the requirement to restate multiple years of financial statements. The company also faces high revenue concentration, as customers contributing over 10% of revenue accounted for 51% of total revenue in 2025. Furthermore, integration challenges from the Pangiam acquisition have previously led to goodwill impairment charges.
SoundHound AI has identified material weaknesses in its internal control over financial reporting related to recent acquisitions. Its aggressive acquisition strategy, including the pending acquisition of LivePerson, creates integration challenges and the potential for future asset impairments. The company also faces intense competition from large technology firms with vast resources, such as Microsoft, Amazon, and Alphabet.
Valuation comparison
BigBear.ai trades at a lower P/S ratio but faces declining revenue, while SoundHound AI maintains a higher valuation despite rapid growth. Both stocks lack a Forward P/E due to negative future earnings estimates.
Forward P/E
n/a
n/a
36.4x
P/S ratio
9.8x
16.4x
n/a
Sector benchmark uses the SPDR XLK sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock is the best buy in 2026?
Both companies face risks and challenges related to improving margins and profitability. However, SoundHound AI may offer higher upside over the long term.
Excluding acquisitions, SoundHound’s automotive and Internet of Things business grew 88% year over year last quarter. In addition to the restaurant industry, it serves many leading companies across the banking, airline, and telecommunications sectors.
BigBear.ai may have significant upside from these low share prices, but it seems to have a narrower market focus in national security, trade, and travel. Revenue has declined since 2021, falling from $145 million to $127 million on a trailing-12-month basis. Investors buying the stock are placing a big bet that the company will land lucrative contracts in the future, but that’s not a guarantee in a competitive market.
Meanwhile, SoundHound is already delivering steady revenue growth. Much of its growth over the last few years has come from acquisitions, but these are strategic deals that expand its capabilities. For example, the acquisition of LivePerson extends its customer base to hundreds of additional enterprise brands.
The main challenge for SoundHound is improving margins. There’s been no clear trend in its net income or free cash flow to indicate when it might turn the corner on the bottom line. The good news is that it is in a solid financial position, with its March 31, 2026, balance sheet showing $215 million in cash and no debt.
Both stocks are highly volatile without a clear near-term path to profitability. But SoundHound’s revenue growth and expanding customer base in the enterprise sector give the company an easier path to achieving scale, which could eventually lead to more consistent profits.
Should you buy stock in BigBear.ai right now?
Before you buy stock in BigBear.ai, 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 BigBear.ai 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 $385,055!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,228,089!*
Now, it’s worth noting Stock Advisor’s total average return is 902% — a market-crushing outperformance compared to 209% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of July 1, 2026.
John Ballard has positions in Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, and SoundHound AI. The Motley Fool recommends Casey's General Stores. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.