Daily Scoop🍨: Big Bear AI (BBAI) $6-7 Prediction Throughout 2025
BigBear.ai's (BBAI 7.95%) stock price has rallied about 120% over the past 12 months, but it's still trading nearly 70% below its all-time high from April 2022. The AI software developer bounced back as its revenue growth stabilized and its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) improved.
Many of its investors initially fled when its revenue growth flatlined in 2023 as it struggled with macroeconomic headwinds, tough competition, and the bankruptcy of its major customer Virgin Orbit. But under Mandy Long, a former IBM executive who took over as its CEO in late 2022, it stabilized its business by acquiring the AI vision firm Pangiam in an all-stock takeover, securing new government contracts, and trimming its workforce. It also secured more data-sharing deals for its AI analytics modules, which can be directly plugged into an organization's existing software and edge networks.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
在人工智能软件提供商BigBear.ai Holdings(BBAI)宣布重大会计问题后，其股价在周二交易时段暴跌15.76%。该公司透露，将需要重述几年的财务报表，并推迟提交2024年年度报告，这引发了投资者对其财务报告和问责制的担忧。
BigBear.ai披露，将重述截至2022年和2023年12月31日财年的经审计合并财务报表，以及2023年和2024年每个季度的中期财务报表。重述归因于会计指引的诠释和应用的变化，特别是与2026年到期的可转换债务的会计列报相关的变化。尽管保证这些变化预计不会影响任何前期的收入、毛利率、调整后EBITDA或运营现金流，但投资者对这一消息反应消极。
更糟糕的是，BigBear.ai预计其税前亏损将大幅增加，预计2024年将达到2.961亿美元，而2023年为7130万美元。亏损大幅扩大，加上财务重述的需要，可能导致股价大幅下跌。此次暴跌发生在BigBear.ai本已充满挑战的时期之上，由于高估值人工智能股票更广泛的抛售，该公司的股价在过去一个月下跌了59%。随着该公司努力解决这些会计问题并提交推迟的年度报告，投资者将密切关注事态发展，了解任何可能影响BigBear.ai财务状况和市场地位的进一步发展。