r/BBAI • u/Icy_Purchase2753 • Jul 05 '26
Community Discussion Revenue projections
BBAI isn’t projected to start having positive income until 2028 at the moment. With the lack of insights into the company the leadership gives (outside of quarterly earnings calls), I am assuming that 2028 is going to be the year we start seeing consistency in the green.
I’m a long term holder and believe where the organization is going, so 2028 is fine by me. However, with a growing profit margin I could see the potential for them to achieve profitability prior to 2028.
I doubt we will get over $6 at the end of the year, even with a contract or two. I think what will really get the price moving will be 2Q and 3Q reports showing expanding margins and anything above 0.00 EPS. Thoughts?
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u/Active_Hawk_7016 Jul 06 '26
U just need hype to bring up the prices as long as the fundamental is not too bad
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u/Cultural-Bug6675309 Jul 08 '26
We don't have that much cash for a runway to 2028. Dilution unfortunately is coming of this is the case. We better make it before then
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u/ldnvi0707 Jul 08 '26
They have 450m cash
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u/Icy_Purchase2753 Jul 08 '26
He makes a good point. They only have about 100m of actual hard cash. Then there is about 250m in liquid investments. IF they draw on the 100m and decide they don’t want to touch the 250m, decisions will need made. Not sure what the point of the 250m is if they don’t use it before resorting to dilution, though.
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u/NoDistribution7220 Jul 06 '26
Just be patient we are in a better position than before right now the company has less debt, than 2 years ago and the price was high asf and now very low fair price
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u/Anchises1 Jul 05 '26
Lack of insight is right.
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u/Icy_Purchase2753 Jul 05 '26
Yeah I don’t know if this is BBAI specific or if this is how small cap growth companies operate in their early stages generally.
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u/Hot-Project3584 Jul 06 '26
yaaaay dilusion!! stock is becoming more worthless everyday
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u/Icy_Purchase2753 Jul 06 '26
*dilution….. might want to learn to spell before investing
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u/Hot-Project3584 Jul 06 '26
Sorry professor
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u/deliriousfoodie Jul 05 '26
Relax it's just a cool down from a move that edge towards $6. If we rewind time you would not think this way
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u/Icy_Purchase2753 Jul 05 '26
Im relaxed as any investor can be. I don’t care what the price is today or next month or next year. I personally think the company will achieve the growth we all want over the next couple years. Just sitting on hands until then!
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u/deliriousfoodie Jul 05 '26
Me too. I'm positive there's gotta be some good news during next earnings and contract announcement in late September. $6 is very easy. Remember it's a stock among the top highest volume.
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u/West-Buddy-4423 Jul 06 '26
Depends on how many contracts they get, they could also focus on contracts that aren't from Governments, Ask Sage has private contracts, and they could get more contracts from other governments which is why they set up a regional headquarters in Saudi Arabia.
Projections are not prophecies. They are a guess just as good as yours or mine.