Latest news with #veriScan
Yahoo
3 days ago
- Business
- Yahoo
BigBear.ai Holdings (NYSE:BBAI) Expands Biometric Software Deployment at Major International Airports
Holdings recently confirmed multiple deployments of its biometric software at key travel hubs, reflecting a robust commitment to enhancing international travel security and efficiency. Despite the global market's flat performance amid geopolitical tensions and rising Fed interest rate deliberations, significant 30% gain over the last quarter was likely influenced by the positive client announcements, including collaborations for military and shipbuilding AI applications. Earnings improvements and operational efficiency, along with pivotal partnerships, provided a solid foundation amidst an otherwise cautious market environment. Every company has risks, and we've spotted 4 weaknesses for Holdings you should know about. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The recent deployment of Holdings' biometric software in key travel hubs underscores the company's strategy to enhance its international footprint and security solutions. This initiative aligns with their broader focus on establishing regional partnerships and pursuing government contracts, potentially increasing revenue streams. Such developments may also bolster earnings forecasts as the company continues to leverage AI-driven solutions like Pangiam and veriScan to meet security and efficiency demands. However, analysts' consensus suggests that despite these promising moves, profitability remains a distant goal, with earnings expected to improve but still not meet positive thresholds in the near term. Over the past year, shares have demonstrated significant volatility, achieving a remarkable total shareholder return of 213.95%. This performance outpaces both the broader US Market and the IT industry's one-year returns of 9.8% and 39.2% respectively. Despite this robust short-term performance, the analyst price target of US$4.83 remains only 22% above the current share price of US$3.77, reflecting a mix of optimism tempered with caution. The disparity between the longer-term surge and short-term market assessments suggests that while is making strides in its strategic plans, the market remains cautiously optimistic about its ability to sustain this growth over the longer term. Understand Holdings' earnings outlook by examining our growth report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:BBAI. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
BigBear.ai Holdings (NYSE:BBAI) Expands Biometric Software Deployment at Major International Airports
Holdings recently confirmed multiple deployments of its biometric software at key travel hubs, reflecting a robust commitment to enhancing international travel security and efficiency. Despite the global market's flat performance amid geopolitical tensions and rising Fed interest rate deliberations, significant 30% gain over the last quarter was likely influenced by the positive client announcements, including collaborations for military and shipbuilding AI applications. Earnings improvements and operational efficiency, along with pivotal partnerships, provided a solid foundation amidst an otherwise cautious market environment. Every company has risks, and we've spotted 4 weaknesses for Holdings you should know about. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The recent deployment of Holdings' biometric software in key travel hubs underscores the company's strategy to enhance its international footprint and security solutions. This initiative aligns with their broader focus on establishing regional partnerships and pursuing government contracts, potentially increasing revenue streams. Such developments may also bolster earnings forecasts as the company continues to leverage AI-driven solutions like Pangiam and veriScan to meet security and efficiency demands. However, analysts' consensus suggests that despite these promising moves, profitability remains a distant goal, with earnings expected to improve but still not meet positive thresholds in the near term. Over the past year, shares have demonstrated significant volatility, achieving a remarkable total shareholder return of 213.95%. This performance outpaces both the broader US Market and the IT industry's one-year returns of 9.8% and 39.2% respectively. Despite this robust short-term performance, the analyst price target of US$4.83 remains only 22% above the current share price of US$3.77, reflecting a mix of optimism tempered with caution. The disparity between the longer-term surge and short-term market assessments suggests that while is making strides in its strategic plans, the market remains cautiously optimistic about its ability to sustain this growth over the longer term. Understand Holdings' earnings outlook by examining our growth report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:BBAI. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
10-06-2025
- Business
- Yahoo
Is BigBear.ai Stock a Bargain at 6.45X, or a Value Trap?
BBAI is currently trading at a 6.45X forward 12-month price-to-sales (P/S) ratio, a markdown compared to its industry, as shown below. However, that valuation remains above its three-year median of 1.9X and slightly above the Zacks Computer and Technology sector's 6.38X. BBAI Valuation Image Source: Zacks Investment Research Shares of have soared 22.7% over the past three months, outperforming the industry's 5.3% gain. That momentum reflects growing investor optimism tied to long-term defense spending and AI-driven government services. But before jumping in, it's essential to weigh whether current valuations are justified by the company's progress, and whether its operational challenges can be contained. Share Price Performance Image Source: Zacks Investment Research Let's analyze BBAI's current strengths and risks to determine if the stock warrants an investment at this stage. operates at the intersection of AI, national security, and critical infrastructure, benefiting from long-term secular tailwinds. The global security landscape continues to push governments toward greater defense spending, a trend that has helped secure contracts like its recent agreement with the U.S. Department of Defense Joint Staff J35's Orion Decision Support Platform. This deal validates its relevance in mission-critical AI defense, the company is expanding into smart supply chains and advanced manufacturing, as evidenced by its partnership with Austal USA in shipbuilding. On the international front, collaborations such as Smith Detection's integration of its AI-based threat detection systems signal early traction is also targeting high-growth adjacencies by adapting existing solutions across both federal and commercial sectors. For instance, the success of AI tools like veriScan, Trueface, and positions the company to deepen penetration in manufacturing, shipbuilding, and deployment of advanced AI systems at major U.S. airports (Dallas-Fort Worth, Denver International, LAX) reinforces the company's competitive strength in national security and critical infrastructure, and could become a template for further adoption across similar continues to expand its presence through strategic partnerships with top technology companies, solidifying the credibility and effectiveness of its AI-powered solutions. Industry leaders such as Amazon AMZN, Palantir PLTR, and Autodesk ADSK have integrated innovations into their operations, reflecting increasing enterprise adoption. Amazon Web Services (AWS) has incorporated ProModel solution into AWS ProServe, utilizing its predictive modeling and real-time analytics to enhance logistics and warehouse efficiency. In defense and intelligence, Palantir has collaborated with to bolster its AI capabilities, emphasizing the importance of technology in critical sectors. Meanwhile, Autodesk is leveraging solutions to improve its design and engineering platforms, demonstrating their value in industrial automation and complex system first-quarter 2025 results underscore compelling long-term opportunities. The company's $385 million backlog, reflecting a 30% increase year over year, highlights strong customer demand and revenue balance sheet has significantly improved. At the end of first-quarter 2025, the company reported $108 million in cash, more than doubling its cash position from year-end 2024. Meanwhile, it cut debt meaningfully by converting $58 million worth of convertible notes into equity. This improved liquidity profile gives greater breathing room to invest in growth initiatives without leaning on costly external financing. This turnaround in financial flexibility is especially important as BigBear continues to ramp R&D efforts, strengthen go-to-market partnerships, and absorb integration costs from its recent Pangiam acquisition. While these initiatives won't yield overnight profitability, the ability to fund them internally is a strategic plus in a rising-rate environment. One of the foremost risks highlighted by the company is variability in federal procurement processes, which has led to delays in funding and contract awards. While reaffirmed its full-year guidance, it acknowledged that the timing of contract execution remains volatile. This variability resulted in excess resource capacity and increased recurring SG&A expenses, which weighed on adjusted EBITDA, leading to a wider loss of $7 million compared with a loss of $1.6 million in the year-ago concern lies in the "lumpy" nature of revenue, which can fluctuate significantly based on the timing of government awards, milestone achievements, or contract completions. The relatively modest year-over-year revenue growth of 5% to $34.8 million underscores this risk, as it missed expectations by 3.2%.In addition, increased R&D spending, up by $3 million year over year, contributed to pressure on margins and cash flow, particularly since fewer projects were capitalized during the development cycle. The adjusted gross margin dipped to 28.6% from 29.1% in the prior-year quarter, reflecting these non-cash losses due to debt extinguishment and higher fair value adjustments on derivatives contributed to a substantial net loss of $62 million, even though this represented an improvement from the $127.8 million loss a year investors weigh on the company's potential in the AI space against its financial losses and operational uncertainties, the key question remains: Is this recent weakness a buying opportunity, or does more downside risk lie ahead for The Zacks Consensus Estimate for 2025 loss per share is pegged at 41 cents, which has widened from 21 cents in the past 60 days. Yet, the estimated figure indicates a narrower loss from a loss of $1.10 per share a year ago. Image Source: Zacks Investment Research While is strategically positioned in high-potential areas like AI-driven defense and critical infrastructure, its fundamentals still raise red flags for near-term investors. Despite a 22.7% jump in the past three months, the stock trades at a rich 6.45X forward 12-month P/S, above both its historical average and the broader sector's current multiple. Operational execution remains uneven, with revenue volatility, widened losses, and EBITDA deterioration all pointing to scalability company's reliance on unpredictable federal contracts, rising SG&A from idle capacity, and weak gross margins further undermines profitability visibility. Also, earnings estimates have turned sharply negative in recent months, signaling declining investor confidence. While long-term AI ambitions are credible, the current valuation seems to price in more progress than the business has delivered. Given the persistent financial drag and increased execution risks, it may be prudent for investors to lock in gains and reassess once margin and revenue consistency improve. BBAI stock currently has a Zacks Rank #4 (Sell).You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Autodesk, Inc. (ADSK) : Free Stock Analysis Report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report Holdings, Inc. (BBAI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-04-2025
- Business
- Yahoo
Better Small-Cap Artificial Intelligence Stock: BigBear.ai vs. Innodata
The stock market's turbulent start to 2025 stands in sharp contrast to the string of record-breaking highs of 2024. Yet, investors can find reassurance in the artificial intelligence (AI) revolution, which remains in full swing. Breakthroughs in automation and machine learning are proving transformative to the global economy by empowering businesses to attain new levels of productivity. Industry giants often steal the spotlight in the fast-changing world of AI, but the future of innovation might hinge on emerging disruptors. (NYSE: BBAI) and Innodata (NASDAQ: INOD) are two small caps leveraging AI-powered applications into significant long-term opportunities. With both stocks down sharply from their recent highs amid the broader stock market sell-off, let's discuss whether or Innodata is the better AI stock to buy right now. The appeal of lies in its pure-play focus on artificial intelligence. It specializes in delivering AI-driven decision intelligence through its platform, which extracts insights from vast datasets. The company's technology has proved its value in highly complex national security applications, winning major government contracts, including with the Department of Defense. It is also expanding commercially into supply chains and logistics, as well as the healthcare and life sciences market. The company's early leadership in computer vision could be its most exciting opportunity and key growth driver. Its Pangiam digital identity brand uses images and biometrics for real-time threat detection and operational workflows. Notably, major global airports and the Department of Homeland Security are current customers, having adopted its Trueface and veriScan systems for security screening. For the year ended Dec. 31, 2024, reported $158 million in revenue, a modest 2% year-over-year increase with growth muted by a comparison with the completion of a significant 2023 contract. However, the company's order backlog is more promising, surging 150% to $418 million -- substantial underlying demand that bolsters its growth trajectory. Though currently unprofitable, the company has issued guidance for a narrowing net loss, supported by a balance sheet with over $115 million in cash. This financial flexibility allows the company to pursue its strategic goals. Investors who believe is still in the early stage of capitalizing on a significant opportunity may find the stock a compelling buy-and-hold prospect for the long run. Innodata has quickly emerged as a leader in a crucial aspect of AI that's often overlooked: data preparation. The company's technology focuses on gathering, cleaning, and organizing raw information, such as text, pictures, and videos, which is ultimately used to train AI models with high-quality input. This expertise has become increasingly important in generative AI applications that require mitigating potential biases within the data. With a $1.2 billion market capitalization, Innodata surpasses $900 million valuation. Its strength lies in its robust growth, with 2024 revenue surging 96% year over year to $171 million, driven by expanding relationships with "Magnificent Seven" companies as key customers. Notably, Innodata achieved profitability in 2024, reporting $28.7 million in net income, a significant turnaround from the $900,000 loss in 2023. Management projects continued growth, targeting a 40% or higher revenue increase in 2025 alongside rising earnings. This performance indicates that its shares are cheaper than Trading at 4.8 times projected year-ahead sales, its forward price-to-sales ratio (P/S) represents a discount compared to 5.2 multiple. And Innodata's forward price-to-earnings ratio (P/E) of 43 is definitely interesting, if not outright compelling, considering its earnings momentum, while is still trying the reach breakeven. I'm bullish on both and Innodata, as each possesses distinct strengths that could reward shareholders over the long run. But if forced to pick just one as the better AI stock today, I believe Innodata has the edge given its more proven product ecosystem and robust fundamentals. Until demonstrates it can effectively monetize its expanding order backlog, shares of Innodata should continue to outperform. The stock is a great option for investors seeking small-cap exposure to AI within a diversified portfolio. Before you buy stock in Innodata, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Innodata wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $676,774!* Now, it's worth noting Stock Advisor's total average return is 824% — a market-crushing outperformance compared to 164% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 1, 2025 Dan Victor has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Better Small-Cap Artificial Intelligence Stock: vs. Innodata was originally published by The Motley Fool Sign in to access your portfolio
