• Earlier this week, BigBear.ai Holdings announced a partnership with Tsecond Inc. to deliver AI-enabled edge infrastructure to support mission-critical and defense operations by combining its ConductorOS platform with Tsecond’s BRYCK technology for deployment at the tactical edge.

• This collaboration enables national security teams to accelerate situational awareness and decision-making in environments with limited connectivity, reflecting BigBear.ai’s ongoing focus on defense technology innovation.

• We’ll explore how this move into edge AI infrastructure for defense could reshape BigBear.ai’s investment narrative beyond traditional federal contracts.

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To consider BigBear.ai Holdings as a potential investment, you need to believe in the company’s ability to convert its edge AI innovations and federal partnerships into consistent, growing revenues, despite lumpy government spending and ongoing operating losses. The recent partnership with Tsecond Inc. to deliver AI-enabled edge infrastructure for defense addresses a key short-term catalyst: winning new, impactful contracts, but it does not eliminate the company’s biggest risk of revenue unpredictability from contract timing and procurement delays.

Of the recent announcements, the company’s advanced AI technology deployment with the U.S. Naval Forces Southern Command at UNITAS 2025 best illustrates how BigBear.ai is working to secure multiyear programs that could support revenue consistency, a central issue for investors tracking near-term catalysts. Whether initiatives like these translate into stable, scaled results will depend on government demand and BigBear.ai’s ability to manage cost pressures and maintain technological relevance.

By contrast, investors should also be aware that revenue can still fluctuate considerably quarter to quarter, which means…

Read the full narrative on BigBear.ai Holdings (it’s free!)

BigBear.ai Holdings’ narrative projects $162.2 million revenue and $10.3 million earnings by 2028. This requires 2.1% yearly revenue growth and an earnings increase of $454.2 million from -$443.9 million.

Uncover how BigBear.ai Holdings’ forecasts yield a $5.83 fair value, a 24% downside to its current price.

The Simply Wall St Community submitted 34 fair value estimates for BigBear.ai Holdings, ranging widely from US$0.67 to US$15.26 per share. While many see upside tied to the company’s potential to win multiyear government contracts, revenue can still be unpredictable, urging you to consider how different views may affect your own outlook.

Explore 34 other fair value estimates on BigBear.ai Holdings – why the stock might be worth less than half the current price!

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

• A great starting point for your BigBear.ai Holdings research is our analysis highlighting 3 important warning signs that could impact your investment decision.

• Our free BigBear.ai Holdings research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate BigBear.ai Holdings’ overall financial health at a glance.

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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.

Companies discussed in this article include BBAI.

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