Bigbear AI Investor Presentation Deck slide image

Bigbear AI Investor Presentation Deck

Analyst Coverage William Blair Analyst: Louie Di Palma Rating: Market Perform Date: Reiterated 05/11/22 Target: N/A "BigBear is gaining traction from commercial space customers that are using the BigBear analytics platform for supply chain analytics. Following first- quarter results, we reiterate our Market Perform rating on BigBear shares." "The Ukraine geopolitical conflict should result in strong defense budget growth over the next five years.” BIGBEAR.AI NORTHLAND SECURITIES Analyst: Mike Latimore Rating: Outperform Date: Reiterated 05/10/22 Target: $14 "The acquisition of ProModel (event simulation software) gives more breadth, momentum and cross-sale opportunities for the commercial segment. We expect ProModel to add a few million dollars this year." "BBAI management highlights material cross sale opportunities, such as in the healthcare, manufacturing and shipyard verticals. Management highlighted several favorable Al spending trends within the federal government." OPPENHEIMER Analyst: Ittai Kidron Rating: Outperform Date: 05/9/22 Target: $15 "We believe BigBear can deliver >30% revenue growth for multiple years and reiterate our Outperform rating and $15 PT." "We're positive on BigBear's technology and growth opportunity and see a long runway as it expands beyond its core D&I sector into new commercial use cases."
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