All articles tagged with #defense ai
Palantir remains a dominant player in defense AI with strong revenue growth, but its high valuation prompts investors to consider competitors like ServiceNow, C3.ai, IBM, Booz Allen Hamilton, and SAIC, which are also benefiting from government contracts and AI demand, though at different growth and valuation levels.
BigBear.ai (BBAI), a defense-focused AI solutions company, has seen a 74% rise in 2025 and is currently trading 4% higher pre-market, driven by new contracts and its VANE battlefield platform. Despite modest revenue growth and a $7 million EBITDA loss in Q1 2025, its $385 million backlog suggests potential for future growth. Ownership is primarily held by public investors (64.9%), with major stakes held by BBAI Ultimate Holdings and Vanguard. Wall Street is divided on its prospects, with a moderate buy rating and a price target indicating a potential 24% downside.