BBAI stock soars 20% today: why analysts are calling BigBear.ai a ‘mini-Palantir'

BBAI Stock Surges 20% Amid Strong Q3 and Strategic Acquisition

BigBear.ai (NYSE: BBAI) shares soared over 20% on Wednesday following impressive third-quarter results and a $250 million acquisition of Ask Sage, sparking comparisons to Palantir.

Q3 Earnings and Revenue Beat Expectations

The company reported Q3 revenue of $33.1 million, surpassing analyst estimates. It also narrowed its net loss to $0.03 per share, a notable improvement compared to forecasts. This reflects enhanced operational discipline and cost management despite ongoing Pentagon procurement challenges.

Transformative Ask Sage Acquisition

The $250 million acquisition of Ask Sage adds significant value to BigBear.ai. Ask Sage contributes roughly $25 million in annual recurring revenue, which is approximately six times its 2024 baseline.

Optimistic Full-Year Outlook

BigBear.ai raised its full-year revenue guidance to between $125 million and $140 million, reinforcing investor confidence. This guidance fueled a wave of institutional buying before the market opened.

Growth Potential in Defense AI Sector

The stock rally highlights increasing investor interest in pure-play defense AI companies poised to benefit from the estimated $150 billion military modernization spending pipeline.

"The rally underscores growing investor appetite for pure-play defense AI companies positioned to capture a portion of the $150 billion in military modernization spending headed down the pipeline."

Summary

BigBear.ai's strong Q3 results, strategic acquisition, and optimistic forecasts position it as a rising defense AI player, earning it the nickname ‘mini-Palantir’.

Invezz — 2025-11-12