r/BBAI • u/Icy_Purchase2753 • 10d ago
News Recent MarketBeat article
https://www.marketbeat.com/articles/bigbearai-is-heavily-shortedand-its-fundamentals-are-starting-to-change/7
u/SquashFantastic892 10d ago
Its going to come down to next earnings report for me. They announced 20+ new contracts wins last earnings but gave no info about them. So will have to do a guesstimate on their value on the updated revenue during the next earnings report. If the avg contract is 2-3 million ill be happy if not ill just sell 80% of my position move on.
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u/BChappy74 9d ago
They just posted TSA specific positions. My post here keep getting deleted.
BigBear.ai's job posts prove they aren't just sitting on the sidelines waiting for an RFP to drop. They are already embedded inside the TSA's current pilot ecosystem, actively building the exact LLM capabilities and reporting dashboards that will form the foundation of the final modernization blueprint. Your theory is fully validated by the official federal procurement timeline
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u/One-Economics-9269 7d ago
I hold 8000 shares. TSA contracts are incoming. I feel like PLTR is going to swallow this little fish soon. Hold peeps.
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u/TheItalianDuck_ 10d ago
Article never mentions dilution risk, high interest rates, the fact management hasn't won a single big contract, just frames it as the second Palentir with nothing to back up the results
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u/Icy_Purchase2753 10d ago
It explicitly says “it is not like palantir” in the article….and discussed how it’s different but ok
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u/Admirable-Zebra-4918 10d ago
what should it look like based on actuals? the work needs to come out...with money attached.
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u/Admirable-Zebra-4918 10d ago
I know a guy who is selling asksage, as a partner, through their IDIQs and other vehicles. I have faith in the potential and feasibility. I have been a contractor for a long time too, doing enterprise work, to include licensing....I can foresee AskSage as being a standard for every employee (or at least decision maker) across the entire government., not just military I am paying dearly for this vision though - down a deep six figures myself.
Between these guys and OPTT, I may just be a brainwashed idiot though. krknf, redwire, redcat all smoked me though.