BigBear.ai (BBAI) Stock Surges 52%—Analyst Sees More Upside Ahead

BigBear.ai Holdings, Inc. (NYSE:BBAI) is one of the 10 Buzzing AI Stocks on Wall Street Right Now.  On July 1, H.C. Wainwright analyst Scott Buck raised the price target on the stock to $9 from $6 and kept a “Buy” rating on the shares.

The firm’s buy rating stems from positive momentum exhibited by the stock during the first half of 2025. In particular, shares of BigBear.ai increased 52.6% on the back of new customers and contracts, as well as positive underlying secular trends in AI-driven defense and security.

BigBear.ai has recently won multiple deployments of its biometric software for Enhanced Passenger Processing at airports and ports of entry, a strategic partnership in the UAE, along with a collaboration with Analogic. It has also achieved some balance sheet improvements, offering it the flexibility to pursue potential acquisitions that could further boost revenue growth and profitability.

BigBear.ai (BBAI) Stock Surges 52%—Analyst Sees More Upside Ahead

A high-rise office building, its staff busy at work providing cybersecurity services.

The firm believes that shares will sustain current momentum as the company executes against its current guidance. Therefore, it recommends investors to continue accumulating a position in lieu of the improving financial results in the second half of 2025 and 2026.

BigBear.ai Holdings, Inc. (NYSE:BBAI) is an artificial intelligence specialist that provides decision intelligence solutions for national security, digital identity, supply chain and logistics, enterprise operations, and manned-unmanned teaming in autonomous systems.

While we acknowledge the potential of BBAI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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