Palantir and BigBear.ai: Growth Highlights Amid Govt Contracts

Palantir excels with high revenue growth, while BigBear.ai shows promise. These developments could lead to stock price fluctuations for both companies in the competitive AI landscape.

Date: 28-02-2025

AI Rating: 7

Earnings Per Share (EPS)
No specific mention of Earnings Per Share (EPS) was made for either Palantir or BigBear.ai in the report. However, it is mentioned that BigBear.ai is not yet profitable, having incurred losses totaling $170 million over the trailing 12 months.

Revenue Growth
Palantir is expected to achieve a revenue growth rate of 31% for the current year, projecting full-year revenue above $3.7 billion. BigBear.ai reported quarterly revenue of $41.5 million for the period ending Sept. 30, reflecting a 22% year-over-year increase. These growth metrics could positively impact investor sentiment and stock pricing.

Net Income
While Palantir’s revenue growth is substantial, there is no specific net income figure stated for either company in the analysis. It focuses instead on revenue potential versus current losses for BigBear.ai.

Profit Margins
Profit margins were not detailed directly in the report. However, the mention of significant losses for BigBear.ai suggests potential challenges in achieving healthy profit margins in the short term.

Free Cash Flow (FCF)
No information about Free Cash Flow (FCF) was provided for either company in the report.

Return on Equity (ROE)
No reference to Return on Equity (ROE) was made in the report. Investors may look for this metric to assess profitability and efficiency in generating returns.

Overall Sentiment
Investors are currently bullish on both Palantir and BigBear.ai, with Palantir's large growth driving its substantial valuation and BigBear.ai potentially following suit as it secures governmental contracts. However, the volatility inherent in such high-growth sectors necessitates cautious investment approaches.

Stocks: PLTR BBAI