BBAI Stock - A Big Bear Analysis
from Nanalyze Hosted by Nanalyze
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Signup now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/EbjfvmOyV3w. BBAI stock or BigBear.ai stock is up over 270% so far this year because of nothing but generative AI hype. You can tell because every other stock out there with AI in the name is also up in the same fashion. When AI hype affects stocks like $BBAI, it's not good for investors because the company is now more expensive while intrinsic value hasn't changed. BBAI stock may appeal to speculators trying to swing trade their way to a new zip code, but serious investors will give BigBear a hard pass. This company emerged onto the market as a SPAC that did a number of not so successful acquisitions, then missed their SPAC deck guidance by a country mile. BigBear.ai's management team can't manage the growth they guided to in their SPAC deck, and they shouldn't be rewarded for it. Looking for AI analytics with proper solid gross margins and US government exposure? Buy Palantir instead.
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