Trade Call: Bullish on Big Bear AI as the Next Palantir

26 days ago

"If you miss Palantir, buy this stock now. So, let's talk about Big Bear AI. The ticker symbol is BB AI. It’s a smaller, lesser-known company that analysts are watching very closely in the AI and defense space. … Big Bear AI’s core strength right now is its position in defense and government contracting, a lot like Palantir was. But despite being a relatively small company, it landed some serious deals. We’re talking about a $165 million contract with the U.S. Army, a $13 million agreement with Department of Defense, and a five-year deal with the NSA. Those are major multi-year relationships that give Big Bear a seat at the big table. And with an overall contract backlog of $380 million as of a few months ago, there’s a lot of locked-in business that can turn into real revenue over the next few years, assuming the company is able to execute."

The speaker issues a direct trade call urging investors to consider buying Big Bear AI (BB AI) as a potential opportunity to replicate Palantir's explosive gains. The rationale is supported by the company’s major government contracts, a significant backlog, diversified expansion into commercial biometrics, and a new leadership team with deep government ties. Despite acknowledging risks like dilution and historical flat revenue growth, the call emphasizes the potential for multi-fold returns if fundamentals improve.

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