Forget BigBear.ai: This Mission?Critical AI Platform With Exploding Commercial Revenue Is the Better Long?Term Bet

2026-01-31 22:50:00 ET

BigBear.ai (NYSE: BBAI) has lately been popular among investors looking to buy artificial intelligence (AI) software stocks at reasonable valuations. That's not too surprising, as the company seems to be following Palantir Technologies ' (NASDAQ: PLTR) playbook in the generative AI software market.

Palantir initially made its name by supplying analytics solutions to U.S. intelligence agencies and the Defense Department, and its software platforms are still being used by the U.S. Army and the Air Force, as well as Homeland Security, among others. But nearly three years ago, it launched its Artificial Intelligence Platform (AIP) for both commercial and government customers, and since then, its growth has surged, and the stock price has exploded.

As a result, it's now trading at exorbitant valuations . Given that BigBear.ai is also targeting both government and commercial customers with a generative AI software platform, it is easy to understand why it, too, has caught investors' attention. The stock has appreciated by 142% over the past three years.

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