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This Tactical AI Contractor Could Be the Next Big Winner
With 30% backlog growth and mission-ready deployments, BigBear.ai offers rare asymmetrical upside
Matthias Schneider
October 26, 2025
Welcome back Investors!
While Palantir commands the spotlight and C3.ai stumbles through execution setbacks, one player is embedding itself across U.S. defense infrastructure in a way few investors have noticed.
That company is BigBear.ai (NYSE: BBAI) a tactical AI firm delivering mission-ready solutions for the Army, Navy, NSA, and Homeland Security. This is not future-facing hype. These are real systems, already deployed across battlefield planning, border control, and cyber intelligence.
With a contract backlog approaching three times its projected revenue and newly secured federal footholds, $BBAI ( ▼ 7.17% ) is building a position that the broader market has not priced in.
Matthias Schneider
Editor at Analytica Investor