Palantir's AIP fuels triple-digit U.S. commercial growth, lifts revenue 63% YoY and drives higher sales guidance with profitability in sight.
Even after a share price drop, SoundHound AI is trading at an expensive 30 times sales. BigBear.ai's revenue has been shrinking, and its margins are very low for the sector.
NVIDIA is up 36.6% this year as AI demand powers CUDA, Blackwell and H200 chips, but trade tensions and rivals push investors toward other AI winners.

Why BigBear.ai Stock Could Eventually Go to $0

03:46pm, Tuesday, 23'rd Dec 2025
BigBear.ai's revenue has been declining even as AI spending is booming. The company seems to be hoping its new Ask Sage generative AI acquisition will be a game changer.
BBAI gains traction as a speculative AI turnaround play, fueled by record cash, key M&A and growing defense-focused AI momentum.
BigBear.ai is outperforming the market, but its revenue dropped in the third quarter. Although the company offers AI-driving analytics, it has not duplicated the success of Palantir Technologies.
Shares of BigBear.ai Holdings, Inc. (NYSE: BBAI - Get Free Report) have received a consensus recommendation of "Hold" from the five ratings firms that are covering the firm, MarketBeat.com reports. On
It announced a new partnership with a defense company. That partner, C Speed, specializes in radar technology.
BigBear.ai Holdings, Inc. (BBAI) Shareholder/Analyst Call Prepared Remarks Transcript

BigBear.ai Rises on AI Security Deal

08:51am, Friday, 19'th Dec 2025
BigBear.ai Holdings (BBAI) is seeing a warm response from investors after announcing a new partnership that pushes it further into AI powered defense and border
BBAI jumps after partnering with C Speed to fuse AI with radar systems, boosting autonomous, real-time threat detection for defense and security.
BigBear.ai just dropped a massive catalyst: Discover the upside, the dilution risk, and the hidden earnings volatility investors need to understand before making a move.
Here is how BigBear.ai Holdings, Inc. (BBAI) and American Superconductor (AMSC) have performed compared to their sector so far this year.
BBAI is betting big on agentic AI to lead defense automation, backed by key acquisitions and rising investor confidence.
Palantir's valuation has reached unprecedented levels. BigBear.ai's lack of growth is a red flag.
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