Trade Call on Big Bear AI with Long-Term Upside

2 months ago

"Now, of course, quick plug. If you are a Discord member, you're going to get all of our price targets, and you're going to get them all first. But this is what we sent out to Discord members today. Our BBI forecast through 2030 is as follows. In the commercial AI platform, I see about $680 million of revenue in my bullcase. For the government and defense AI systems, I see about $410 million. And this is going to scale up to create a combined total revenue of 1.09 billion at a multiple that I would think is appropriate based on much much higher comps today. I would say you're looking at something around $27.3 billion in market cap and that comes out to a price per share of $55."

The speaker presents a detailed long-term forecast for Big Bear AI (BBAI), highlighting its turnaround to profitability, strong backlog, and expansion potential. Emphasizing the distressed price levels relative to its growth catalysts, the speaker provides a long-term price target of $55, suggesting significant upside and making it an attractive trade call.

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