文章核心观点 投资者期望决策智能软件公司BigBear.ai成为下一个Palantir，但该公司上市时机不佳，近年股价受市场波动影响下跌近80% 其营收增长乏力，财务状况不佳，存在股份稀释风险，虽股价便宜但不建议投资者买入 [1][2][12] 公司业务情况 - 公司软件有观察、分析和决策支持三大主要功能，专注于政府、供应链、医疗保健和生命科学领域应用，大部分业务来自美国政府公共机构 [2][3] - 公司概念与Palantir类似，Palantir自2023年发布AIP平台后取得巨大成功，而BigBear.ai目前市值7.57亿美元，若业务扩张有很大上升空间 [1][3] 公司营收表现 - 2022 - 2023年公司营收约1.55亿美元，2024年约1.58亿美元，管理层预计2025年销售额在1.6 - 1.8亿美元，增长近乎停滞 [4] - 自2022年以来，AI软件市场需求推动Palantir和C3.ai等竞争对手营收大幅增长，而BigBear.ai表现不佳，引发对其业务执行和产品价值的质疑 [6] 公司财务问题 - 2024年底公司现金仅5010万美元，去年现金亏损4920万美元，可能需尽快筹集资金，且有2亿美元长期债务，增加了发行股票筹资的可能性 [7] - 公司现金消耗和资金短缺导致股份稀释风险大，管理层已将部分债务转换为股票，加上过去几年基于股票的薪酬，自2022年以来稀释后的股份数量增加了一倍多 [8] 市场表现与建议 - 公司市销率低于4.0，是市场上最便宜的科技股之一，但营收增长乏力、资产负债表不佳和长期稀释风险都是危险信号 [11] - 建议投资者为投资组合寻找更安全的替代选择，等待公司取得进展并确立自身地位 [12]

NEW YORK, April 19, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against BigBear.ai Holdings, Inc. (NYSE: BBAI) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in BigBear.ai, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/bigbearai-holdings-inc. Investors have until June 10, 2025, to ask the Court to be ...

NEW YORK, April 18, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in BigBear.ai Holdings, Inc. ("BigBear.ai Holdings" or the "Company") (NYSE: BBAI) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of BigBear.ai Holdings investors who were adversely affected by alleged securities fraud between March 31, 2022 and March 25, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/big ...

SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all persons and entities that purchased or otherwise acquired BigBear.ai Holdings, Inc. (NYSE: BBAI) securities between March 31, 2022 and March 25, 2025. BigBear is an artificial intelligence (“AI”)-driven technology solutions company. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The Allegations: Robbins LLP is Investigating ...

NEW YORK, April 17, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of BigBear.ai Holdings, Inc. (NYSE: BBAI).Shareholders who purchased shares of BBAI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/bigbear-ai-holdings-inc-loss-submission-form/?id=143354&from=4CLASS PERIOD: Marc ...

NEW YORK, April 16, 2025 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against BigBear.ai Holdings, Inc. (“BigBear” or “the Company”) (NYSE: BBAI) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Big ...

LOS ANGELES, April 16, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of BigBear.ai Holdings, Inc. ("BigBear" or "the Company") (NYSE: BBAI) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. BigBear disclosed in a March 18, 2025, SEC filing that its financial stat ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In BigBear.ai To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in BigBear.ai between March 31, 2022 and March 25, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, April 16, 2025 (GLOBE NEWSWIRE) -- Fa ...

PHILADELPHIA, April 16, 2025 /PRNewswire/ -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against BigBear.ai Holdings, Inc. ("BigBear" or the "Company") (NYSE: BBAI) on behalf of purchasers of BigBear securities between March 31, 2022 through March 25, 2025, inclusive (the "Class Period").Investor Deadline: Investors who purchased or acquired BigBear securities during the Class Period may, no later than JUNE 10, 2025, seek to be appointed as a lead plaintiff rep ...

SAN DIEGO, April 15, 2025 /PRNewswire/ -- Robbins LLP informs stockholders that a class action was filed on behalf of all persons and entities that purchased or otherwise acquired BigBear.ai Holdings, Inc. (NYSE: BBAI) securities between March 31, 2022 and March 25, 2025. BigBear is an artificial intelligence ("AI")-driven technology solutions company.For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.The Allegations: Robbins LLP is Investigating Allega ...