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Investors considering BigBear.ai Holdings need to believe in the company’s ability to secure steady, multiyear contracts, particularly in defense-related AI, despite lumpy revenue and variable government funding. The new partnership with DEFCON AI supports BigBear.ai’s efforts to become a critical defense technology supplier, but for now, it does not materially address the short-term revenue variability and funding delays that remain the biggest near-term risk.
One recent announcement closely aligned with this direction is BigBear.ai's partnership with Hardy Dynamics for the U.S. Army’s Project Linchpin, which, much like the DEFCON AI collaboration, further embeds BigBear.ai's solutions in the defense market. Consistent execution on these alliances, if translated into larger, recurring programs, could help offset the company’s reliance on unpredictable contract awards.
In contrast, investors should also be mindful that while new partnerships grab headlines, the impact of irregular revenue from government contracts may still lead to…
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BigBear.ai Holdings' outlook suggests $207.0 million in revenue and $13.2 million in earnings by 2028. This is based on a projected 9.0% annual revenue growth and a $242.9 million increase in earnings from the current level of -$229.7 million.
Uncover how BigBear.ai Holdings' forecasts yield a $5.83 fair value, a 18% downside to its current price.
Thirty members of the Simply Wall St Community estimate BigBear.ai’s fair value between US$0.68 and US$31.96 per share. With such wide-ranging outlooks, keep in mind that contract timing risk is still a significant factor influencing the company’s path, explore the different perspectives to see how expectations compare.
Explore 30 other fair value estimates on BigBear.ai Holdings - why the stock might be worth over 4x more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Discover if BigBear.ai Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.
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