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BBAI: Airport Deployments And 2025 Revenue Outlook Will Shape Future Performance

International Expansion And Alliances Will Shape Our Future

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BBAI
AnalystConsensusTarget
Not Invested
Published 04 May 2025

Update shared on 10 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
153.4%
7D
-4.0%

Analysts have modestly adjusted their price target on BigBear.ai Holdings to reflect a slightly lower profit margin outlook, partially offset by a marginally reduced discount rate and stable long term growth and valuation assumptions.

What's in the News

  • Opened its first Middle East office at the World Trade Center Abu Dhabi, reinforcing long term investment in the region and expanding partnerships with Vigilix and Easy Lease (Key Developments)
  • Signed a strategic Memorandum of Understanding with Pahang Aerospace City Development Berhad and partners to support AI driven border operations and the development of Malaysia's first international spaceport (Key Developments)
  • Deployed the veriScan biometric identity platform to support U.S. Customs and Border Protection's Enhanced Passenger Processing program at Chicago O'Hare International Airport, significantly reducing average processing times (Key Developments)
  • Announced multiple Enhanced Passenger Processing deployments, including at Nashville International Airport, to improve security and shorten wait times for returning U.S. citizens (Key Developments)
  • Issued revenue guidance for 2025, projecting annual revenue between 125 million dollars and 140 million dollars (Key Developments)

Valuation Changes

  • Fair Value: unchanged at 6.67, indicating no revision to the intrinsic value estimate.
  • Discount Rate: unchanged at 9.03 percent, reflecting a stable perceived risk profile.
  • Revenue Growth: effectively unchanged, remaining at approximately 7.15 percent, signaling stable growth expectations.
  • Net Profit Margin: fallen slightly from 6.99 percent to 6.98 percent, pointing to a modestly weaker profitability outlook.
  • Future P/E: risen slightly from 372.37x to 372.86x, suggesting a marginally higher valuation multiple applied to future earnings.

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Disclaimer

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