Latest news with #BigBear.ai
Time of India
5 days ago
- Business
- Time of India
SoundHound AI vs BigBear.ai: Who will become Wall Street's next AI darling in 2025 — and here's the AI stock you should pick to double by 2027
SoundHound AI vs which AI stock is the smarter investment for 2025 and beyond?- Shares of SoundHound AI (NASDAQ: SOUN) and (NYSE: BBAI) have exploded over the past year, soaring 182.2% and 423.7% respectively, as excitement around artificial intelligence (AI) reached new highs. But now, with both companies showing vastly different financial pictures and growth strategies, many investors are asking: Which AI stock offers the better long-term opportunity? Here's a detailed breakdown of both stocks, focusing on performance, revenue, partnerships, and potential risks. How is SoundHound AI growing its revenue and expanding its market reach? SoundHound AI's growth has been explosive. In Q1 2025, it reported $29.1 million in revenue, marking a 151% year-over-year jump. The company expects 2025 revenues to land between $157 million and $177 million, a sharp rise from $84.7 million in 2024. More impressively, its booking backlog now stands at $1.2 billion, reflecting strong future demand. SoundHound's addressable market is huge—an estimated $140 billion, particularly in conversational AI, a segment projected to grow from $17 billion in 2025 to nearly $50 billion by 2031 (source: MarketsandMarkets). The company is already powering voice automation for major restaurant chains like Chipotle Mexican Grill (NYSE: CMG) and Casey's General Stores (NASDAQ: CASY), making it well-positioned to benefit from the hospitality industry's shift toward automation amid ongoing labor shortages. SoundHound AI (SOUN) – Q1 2025 Full Data Current Share Price: $12.86 52-Week High: $25 Recent Low: $0.97 Q1 Revenue: $29.1 million (151% year-over-year growth) 2024 Revenue: $84.7 million 2025 Revenue Forecast: $157 million to $177 million 3-Year Avg Revenue Growth: 69% Trailing 12-Month Revenue: $102 million Booking Backlog: $1.2 billion Total Addressable Market (TAM): $140 billion in conversational AI Cash Reserves: $245.8 million Total Assets: $587.5 million Total Liabilities: $190.5 million Debt Status: Negligible debt Adjusted Loss per Share: $0.06 (BBAI) – Q1 2025 Full Data Current Share Price: $8.66 Q1 Revenue: $34.8 million (5% year-over-year growth) 2025 Revenue Forecast: $160 million to $180 million Adjusted EBITDA: -$7 million (compared to -$1.6 million last year) Backlog: $385 million (up 30% year-over-year) Total Liabilities: $198.5 million Long-Term Debt: $100.6 million Net Loss in Q1: $62 million Is too dependent on government contracts for long-term stability? while not growing as fast as SoundHound, plays a unique role in national security and defense AI. The company's software is used for U.S. Navy submarine construction and facial recognition at airports, giving it strong government ties. Live Events In Q1 2025, posted $34.8 million in revenue, up 5% year over year. For full-year 2025, the company is guiding between $160 million and $180 million in revenue, showing modest but steady growth. But its dependency on federal contracts may be a double-edged sword. While it has a growing backlog of $385 million, these deals are subject to political risks and budget shifts. That said, the recent appointment of Kevin McAleenan, former U.S. Homeland Security Secretary, as CEO could boost BigBear's ability to secure high-profile contracts. Which company is better positioned financially to survive and scale? SoundHound AI appears to have the healthier balance sheet. It ended Q1 2025 with $245.8 million in cash, total assets of $587.5 million, and liabilities of $190.5 million, meaning it holds more cash than debt—a good sign for future investments and sustainability. Meanwhile, has $198.5 million in liabilities, including $100.6 million in long-term debt. Its adjusted EBITDA worsened from -$1.6 million to -$7 million year over year due to rising R&D expenses. This suggests a longer path to profitability and higher risk, especially if government contract awards slow down. Why SoundHound AI is the better long-term pick than in 2025 If you're looking to invest in a high-growth AI stock in 2025, SoundHound AI (SOUN) is emerging as the stronger long-term contender over (BBAI) . Here's why SoundHound AI deserves a closer look — and may even double by 2027: 🔹 Stronger revenue growth and momentum SoundHound's revenue surged 151% year-over-year in Q1 2025 , while BigBear's growth lagged at just ~5% . SOUN is projecting 95–100% revenue growth in 2025, with a clear roadmap toward breakeven by year-end. 🔹 Superior financial health SoundHound has $246 million in cash and no long-term debt , giving it flexibility and resilience. In contrast, is burdened with nearly $100 million in debt and over $190 million in total liabilities , increasing its financial risk. 🔹 More diversified and scalable client base SoundHound has secured partnerships with global brands like Mercedes-Benz, Chipotle, Hyundai, and NVIDIA . mostly relies on U.S. government contracts , which can be less scalable and more exposed to budget uncertainties. 🔹 Future outlook and valuation SoundHound holds a $1.2 billion booking backlog , reflecting strong future demand. While SOUN trades at a premium (~18x sales), its valuation is supported by fast growth. BigBear's cheaper valuation (~4x sales) reflects slower growth and execution risk. Can SoundHound AI stock realistically double from here? Even after pulling back from its 52-week high of $25, SoundHound AI—currently trading around $11—has significant upside potential. If it continues to hit revenue milestones and improves its margins, many analysts believe it could double in the next 12–24 months. SoundHound's three-year average growth rate stands at 69%, and in the last year alone, revenues jumped from $51 million to $102 million. Its automotive partnerships with Mercedes-Benz, Hyundai, Kia, and Stellantis brands (Peugeot, DS Automobiles, Opel) have deepened in 2025, with new voice AI rollouts across Europe. In April 2025, it also partnered with Tencent Intelligent Mobility, bringing its voice tech to more international automakers. Additionally, the acquisition of Amelia in August 2024 brought a strong foothold in enterprise AI customer service across finance, insurance, and healthcare—sectors ripe for automation. If SoundHound's revenue hits $250 million by 2027, and even with a P/S compression from 40x to 30x, the stock could reasonably reach $20 per share, a near 2x from current levels. What risks should investors consider before buying SoundHound AI or Despite its strengths, SoundHound is not profitable yet, with $188 million in losses over the past 12 months. Its high valuation also means any slowdown in revenue could send the stock lower. Moreover, the voice AI space is competitive, with major players like Amazon and Google also investing heavily. faces similar profitability issues, with continued losses and cash burn. Its reliance on government contracts adds another layer of unpredictability, especially if federal budgets tighten. Historically, both stocks have shown extreme volatility. For example, SOUN fell from $15 to under $1 in late 2022, while BBAI has also experienced major swings—making them unsuitable for conservative investors. Metric SoundHound AI (SOUN) (BBAI) Revenue Growth 151% YoY, doubling annually 5% YoY, moderate pace Booking Backlog $1.2 billion $385 million Revenue Forecast $157M–$177M for 2025 $160M–$180M for 2025 Balance Sheet $245.8M cash vs $190.5M liabilities $198.5M total liabilities, $100.6M debt Profitability Path Expected by end of 2025 Negative EBITDA, widening loss Sector Exposure Automotive, enterprise, restaurant automation Defense, homeland security Risk Level High valuation, tech competition High debt, reliant on government contracts So, which AI stock is the better buy right now? Based on current data, SoundHound AI appears to offer a more compelling growth story with its high revenue growth, expanding commercial partnerships, and strong financial position. It has diversified its customer base across automotive, enterprise, and restaurant sectors, reducing dependency on any single stream. While has a niche edge in defense and government AI, its weaker balance sheet and slower sales growth make it less attractive from a risk-reward perspective in the short to mid-term. Both stocks carry risk, but for investors looking for high-growth exposure to AI-powered voice solutions, SoundHound AI seems better placed to deliver returns over the next. FAQs: Q1: Is SoundHound AI stock a good buy in 2025? Yes, SoundHound AI stock looks promising with strong revenue growth, major partnerships, and low debt. Q2: What makes stock riskier than SoundHound AI? relies heavily on government contracts and has weaker financials compared to SoundHound AI. Economic Times WhatsApp channel )
Business Insider
7 days ago
- Business
- Business Insider
BigBear.ai Stock Hits a New Street-High Price Target
With AI continuing to reshape the defense and security landscape, (NYSE:BBAI) stock has been on a tear in 2025, soaring 74%. A steady stream of new customers, major contracts, and surging interest in AI-powered solutions have all combined to fuel the rally. Moreover, with a $384.9 million backlog as of Q1 and mounting traction in areas such as border security, defense, intelligence, and critical infrastructure, BBAI is well positioned for continued growth. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. That momentum has been further reinforced by a series of recent milestones. In just the past few weeks, announced several high-profile initiatives, including the deployment of its biometric software for Enhanced Passenger Processing (EPP) at major international airports and ports of entry, a strategic partnership in the UAE, and a collaboration with Analogic, a leader in imaging, detection, and automation solutions for the security sector. Alongside these operational wins, improvements to the company's balance sheet have strengthened its financial footing, potentially paving the way for accretive acquisitions that could accelerate revenue growth and shorten the path to sustained profitability. Taken together, these factors significantly bolster the bull case for says H.C. Wainwright analyst Scott Buck. 'This positive momentum gives us greater confidence in our 2025 and 2026 revenue expectations and warrants an expansion in our valuation multiple to 12.0x from 10.0x,' Buck opined. 'Notably, this is still well below AI peer Palantir Technologies, Inc. which currently trades at more than 66.0x 2026 Street revenue estimates, suggesting considerable room for further multiple expansion.' Building on these encouraging trends, Buck believes the expected acceleration in revenue heading into 2026 is likely to push shares higher. The analyst anticipates revenue growth will pick up in 2H25, rising to 7.3% compared to 3.9% in the first half, and then increasing to double-digit growth in 2026, with his forecast calling for 2026 revenue growth of 13.6%. This acceleration should help investors to 'extrapolate a path towards more consistent profitability' – potentially as early as 2026, according to Buck. This is reflected in his model, which projects a positive adjusted EBITDA of $4.5 million next year. With this robust backdrop, Buck has now raised his price target from $6 to a new Street-high of $9, suggesting the stock will gain 16% in the months ahead. Buck's rating remains a Buy. (To watch Buck's track record, click here) Buck is by some measure the Street's most prominent BBAI bull; one other analyst joins him in the bull camp and with 2 additional Holds, the stock claims a Moderate Buy consensus rating. However, going by the $5.83 average price target, a year from now, shares will be going for a ~25% discount. (See BBAI stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Yahoo
03-07-2025
- Business
- Yahoo
BigBear AI (BBAI) Takes Part in Huge International Military Exercise, Soars 13.7%
Holdings, Inc. (NYSE:BBAI) is one of the . BigBear AI jumped by 13.68 percent to close at $7.56 apiece following news that it is taking part in a huge international military exercise to test out and improve advanced technologies for future defense needs. In a statement yesterday, Holdings, Inc. (NYSE:BBAI) said it joined forces with partners and allies across Australia, Canada, France, Japan, New Zealand, United Kingdom, and all branches of the United States military to integrate resources and technologies in support of defense transformation efforts for future warfighters. A closeup of a computer server rack surrounded by a CAT5 network of cables. Called the Project Convergence – Capstone 5 (PC-C5), the initiative aims to test Next Generation Command Control (NGC2) systems using relevant AI models. Holdings, Inc. (NYSE:BBAI) said that its Virtual Anticipation Network (VANE) platform proved critical in helping forces quickly gain situational awareness and identify emerging threats. ' is proud that VANE continues to demonstrate operational value in real-world exercises and experiments like PC-C5, involving forces from multiple nations,' said Ryan Legge, President of National Security at 'These environments validate the critical role AI plays in supporting faster, more accurate decision-making for warfighters. The feedback we received will inform future enhancements to better serve our mission partners,' he added. While we acknowledge the potential of BBAI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Economic Times
02-07-2025
- Business
- Economic Times
BigBear.ai stock skyrockets 365% — H.C. Wainwright boosts price target to $9 amid explosive AI defense growth
stock is making serious waves on Wall Street, jumping over 365% in the past year as H.C. Wainwright raised its price target to $9, up from $6. The AI defense company is riding a strong wave of new contracts, airport tech deployments, and international partnerships. With a growing backlog of nearly $385 million and solid revenue growth projections, is gaining serious investor attention. Even after outperforming the Russell 2000 Index, experts believe there's more room to run. If you're watching the AI-driven security space, this stock's explosive momentum could be just getting started. Tired of too many ads? Remove Ads Why did H.C. Wainwright raise stock price target? Tired of too many ads? Remove Ads What new deals and partnerships are boosting growth story? What do other analysts say about stock? What does this partnership mean for the UAE's digital future? Tired of too many ads? Remove Ads How will customize its AI solutions for the UAE? Why is Easy Lease a crucial player in this deal? What role does Vigilix Technology Investment play? Company and Market Overview (NYSE: BBAI) currently has a market cap of approximately $1.1 billion . Over the past year, the stock has delivered a strong performance with a return of around 169% . currently has a market cap of approximately . Over the past year, the stock has delivered a strong performance with a return of around . In 2025, reported a revenue of $34.8 million , reflecting a 4.9% increase year-over-year , although it slightly missed market expectations. , reflecting a , although it slightly missed market expectations. The earnings per share (EPS) for the same quarter stood at –$0.25 , underperforming the expected EPS of –$0.05. , underperforming the expected EPS of –$0.05. Despite this, the company maintained its full-year 2025 guidance, projecting a 1.1% to 13.7% revenue growth. Easy Lease's Market Reach and Operational Strength Easy Lease , a key mobility solutions provider based in the UAE, manages a fleet of over 30,000 vehicles . , a key mobility solutions provider based in the UAE, manages a fleet of over . As a subsidiary of one of the world's largest holding firms, it brings extensive operational experience and local market access—an essential piece of this strategic AI collaboration. Is still a good AI stock to watch? FAQs: ( Originally published on Jun 30, 2025 ) Holdings (NYSE: BBAI) just got a major Wall Street nod. On Tuesday, H.C. Wainwright raised its price target on the AI-focused defense and analytics company from $6.00 to $9.00, while sticking to its Buy rating. That's a bold move—especially considering the stock has already soared over 365% in the past year, according to InvestingPro is valued at about $2 billion, and its recent numbers show it's growing, even if not yet impressing on every front. The company reported Q1 2025 revenue of $34.8 million, a 4.9% increase from the same period last year. However, that figure came in below FactSet consensus importantly, the company ended the quarter with a backlog of $384.9 million, up 30.1% year-over-year. That backlog provides clear visibility into future revenue. expects to deliver 2025 revenue growth between 1.1% and 13.7%, which may sound modest, but it's built on a solid base: $159.9 million in current revenue and $111.3 million in debt, backed by a healthy current ratio of 1.66, per InvestingPro metrics.H.C. Wainwright now values the company using a 12.0x revenue multiple, up from the prior 10.0x, citing improving fundamentals and stronger growth firm pointed to several strong tailwinds. First, 52.6% stock price gain in the first half of 2025 stands out. While most small-cap stocks struggled—the Russell 2000 Index dropped 2.5%— powered ahead. That kind of performance isn't random. It's being driven by a combination of contract wins, new customers, and the ongoing demand for AI-based defense and security to InvestingPro, the stock does come with some risk—it has a Beta of 3.05, which signals higher volatility—and it's currently in overbought territory. That means the price may be ahead of fundamentals for now, so investors should watch it carefully. But the broader momentum is clearly in its has been busy expanding its footprint globally. It recently rolled out biometric software deployments for Enhanced Passenger Processing at twelve international airports and ports of entry, helping improve security and passenger company also inked a strategic partnership with Easy Lease PJSC and Vigilix Technology Investment in the UAE, signaling its push into international markets for AI-powered defense tools. Add to that a collaboration with Analogic and a new partnership with Hardy Dynamics to support the U.S. Army's Project Linchpin, and it's clear is aggressively securing both public and private sector developments are not just PR—they reflect a business actively executing on growth, particularly in the AI-for-defense space, which remains one of the most lucrative and fast-moving H.C. Wainwright is bullish, Cantor Fitzgerald recently took a more cautious view. They lowered their 12-month price target from $6.00 to $5.00, though still maintained an Overweight rating, citing broader macroeconomic concerns that could affect performance in the near H.C. Wainwright points out that new $9 price target is below its 52-week high of $10.36 and far lower than that of AI peer Palantir Technologies (NASDAQ: PLTR), which trades at more than 66.0x 2026 revenue estimates. That means there's room for further upside if continues to deliver and Wall Street begins to assign it a higher valuation partnership marks a significant step in the UAE's digital transformation journey. By bringing together tech leadership, Easy Lease's mobility experience, and Vigilix's strategic investment capabilities, the alliance is set to support various high-growth industries. These include sectors like mobility, logistics, industrial services, and smart city partnership is expected to enhance the UAE's R&D ecosystem and boost the deployment of practical AI-driven solutions across sectors. With acting as the primary innovation and technology lead, the collaboration ensures that the AI tools will be both locally adapted and globally plans to localize its technology stack to fit the UAE's specific requirements. That means AI tools will be adapted for local languages, regulations, business environments, and sectoral challenges. The goal is to deliver solutions that aren't just imported technologies but are deeply integrated into the fabric of UAE includes platforms for predictive analytics, autonomous systems, real-time decision-making, and AI-powered data visualization. These tools will target operational efficiency, mobility management, and digital service delivery—all key focus areas for the UAE's tech-forward Lease, under the IHC umbrella, already operates a broad mobility network and provides tech-enabled transport solutions across the UAE. By joining forces with Easy Lease can integrate AI into its core operations—from fleet management and predictive maintenance to customer experience platforms and route synergy is expected to enhance the company's service offerings and support the UAE's broader goal of becoming a global leader in smart Technology Investment brings in not just capital but crucial market expertise. As a regional investment and advisory firm, Vigilix will help tailor deployment strategies that suit the socio-economic and regulatory landscape of the UAE and surrounding role will include advising on public-private partnerships, identifying growth opportunities, and guiding the rollout of pilot programs in both government and enterprise sectors. Vigilix's participation ensures that the AI deployment is strategic, scalable, and sustainable over Holdings Inc. (NYSE: BBAI) has been spotlighted by hedge funds as one of the best AI stocks to buy right now, thanks to its expanding global partnerships and product pipeline. While this new UAE venture boosts its international credibility, investors are also watching how the company navigates the broader AI market, which is becoming increasingly said, some analysts believe there are other AI stocks with stronger short-term upside, particularly those positioned to benefit from Trump-era tariffs and supply chain realignments. However, remains a strong long-term bet, especially as it deepens its footprint in fast-growing markets like the Middle three-way collaboration is more than a business deal—it's a strategic alliance to shape the future of AI in the Middle East. With AI adoption accelerating across industries and governments alike, partnerships like this will play a vital role in ensuring technologies are designed with local relevance, global standards, and real-world expands its reach, the UAE stands to gain significantly through smarter infrastructure, more efficient services, and a stronger digital a joint effort with Easy Lease and Vigilix to boost AI innovation across UAE is gaining investor interest due to its global AI expansion and new regional partnerships.
CNBC
01-07-2025
- Business
- CNBC
Cramer's Lightning Round: Wait for Oklo to come in
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