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BigBear.ai Q2 Earnings Call Highlights
MarketBeat5d agoneutral
BigBear.ai Q2 Earnings Call Highlights

BigBear.ai (NYSE:BBAI) reported second-quarter 2026 revenue growth and a substantial improvement in gross margin, while management said it is pursuing additional contract wins, product deployments and acquisitions to expand its position in defense, security, trade and travel technology markets. Rev

Did BigBear.ai's Sharply Narrowed Losses and Modest Revenue Gain Just Shift BigBear.ai Holdings' (BBAI) Investment Narrative?
Simply Wall St.5d agoneutral
Did BigBear.ai's Sharply Narrowed Losses and Modest Revenue Gain Just Shift BigBear.ai Holdings' (BBAI) Investment Narrative?

BigBear.ai Holdings, Inc. reported its second-quarter 2026 results on July 30, 2026, with sales of US$36.75 million versus US$32.47 million a year earlier and a net loss of US$25.75 million versus a very large loss of US$228.62 million, while basic and diluted loss per share from continuing operations narrowed to US$0.05 from US$0.71. Over the first six months of 2026, sales edged up to US$71.18 million from US$67.23 million, and the company significantly reduced its cumulative net loss to...

BigBear.ai Holdings (BBAI) Nears Q2 Results, Is The Stock A Bargain?
Simply Wall St.5d agoneutral
BigBear.ai Holdings (BBAI) Nears Q2 Results, Is The Stock A Bargain?

BigBear.ai Holdings (BBAI) is set to report Q2 2026 results and host its earnings call on July 30 at 4:15 PM US Eastern Time, drawing investor attention to the stock. See our latest analysis for BigBear.ai Holdings. BigBear.ai Holdings heads into the Q2 2026 report with momentum clearly fading, with the share price at $2.59 after declining 28.06% over the past 30 days and 55.65% year to date, despite a positive 3 year total shareholder return of 30.81%. If BigBear.ai’s swings have you...

BigBear.ai (BBAI) Stock May Trade At A Premium Despite Weak Returns
Simply Wall St.6d agoneutral
BigBear.ai (BBAI) Stock May Trade At A Premium Despite Weak Returns

BigBear.ai Holdings has had a difficult run for shareholders, with a large decline over the past five years, yet the stock still screens as expensive on the current valuation checks. That combination raises questions about how much of the company’s AI ambitions with enterprise clients is already reflected in the share price. Over the past 5 years, BigBear.ai Holdings has delivered a total return of about a 73% decline, which points to a tough period for long term holders. Recent efforts to...

Cognizant (CTSH) Lags Q2 Earnings Estimates
Zacks7d agoneutral
Cognizant (CTSH) Lags Q2 Earnings Estimates

Cognizant (CTSH) delivered earnings and revenue surprises of -0.73% and +0.03%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

How Investors Are Reacting To C3.ai (AI) CEO Shuffle, Revenue Drop And Shell Partnership Extension
Simply Wall St.25d agoneutral
How Investors Are Reacting To C3.ai (AI) CEO Shuffle, Revenue Drop And Shell Partnership Extension

C3.ai recently reported a sharp revenue decline in 2026 alongside the temporary step-down and subsequent return of CEO Tom Siebel, while extending its enterprise AI collaboration with Shell against a backdrop of intensifying competition from BigBear.ai. This combination of leadership disruption, contracting sales, and expanding partnerships raises fresh questions about C3.ai’s operating resilience and its positioning among enterprise AI peers. We’ll now examine how Siebel’s return amid...

Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?
24/7 Wall St.29d agoneutral
Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the same neocloud thesis after Meta said it would potentially monetize its own compute capacity, but they sit at opposite ends of the risk spectrum. One ... Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?