
BigBear.ai Holdings (BBAI) Stock Forecast & Price Target
BigBear.ai Holdings (BBAI) Analyst Ratings
Bulls say
BigBear.ai Holdings Inc reported revenue of $43.8 million, reflecting an 8.0% year-over-year increase, despite falling short of the FactSet consensus of $54.6 million. The company's substantial $480 million backlog, which signifies a 250% year-over-year growth, positions it favorably for future fiscal years, particularly FY25. Additionally, the firm showcased positive adjusted EBITDA and an improved gross margin of 37.4%, indicating enhanced operational efficiency and a promising outlook for long-term margin growth, potentially approaching 40.0%.
Bears say
The revenue forecast for BigBear.ai Holdings Inc. has been reduced to $165.0 million for 2025, down from a prior estimate of $200.0 million, indicating underwhelming top-line growth in light of broader uncertainties in the Federal market. This revised guidance, which falls short of current Street estimates of $193.9 million, suggests only modest growth of approximately 7.4% at the midpoint, contributing to a negative outlook on the company's financial prospects. Additionally, the proposed EV/revenue multiple of 10.0x reflects a significant discount compared to high-quality AI peers, which typically trade above 40.0x, underscoring concerns about the company’s ability to generate substantial revenue growth in the near term.
This aggregate rating is based on analysts' research of BigBear.ai Holdings and is not a guaranteed prediction by Public.com or investment advice.
BigBear.ai Holdings (BBAI) Analyst Forecast & Price Prediction
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