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."View entire presentation