BigBear.ai's third-quarter revenue rose 31% to $43.6 million, its third consecutive quarter of organic growth, and the company raised full-year revenue guidance to $150 million to $165 million. It also won over 25 new deals since the prior quarter, totaling more than $225 million. The operating loss of just under $100 million was largely due to a $76.7 million goodwill impairment; excluding it, the loss was $23.2 million versus $21.9 million a year earlier. The article compares BigBear.ai with Palantir, whose trailing 12-month net income exceeds $3 billion, and notes BigBear's market cap of around $1.2 billion. It also cites competition, volatile growth, losses, cash burn and dilution risk; the stock has lost over half its value this year, and the author considers it too risky for most growth investors for now.
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