AI vs BBAI: AI Stock Comparison

C3.ai, Inc. vs BigBear.ai Holdings, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

Popular: NVDA VS AMDMSFT VS GOOGLMETA VS AMZNPLTR VS BBAIASTS VS OKLOOKLO VS SMRIREN VS CORZALAB VS CRDOSOUN VS BBAIAVGO VS MRVLCRWV VS NBISAMD VS INTC all matchups →
$AI scores higher on AI exposure (5/5 vs 4/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$AI 🏆
C3.ai, Inc.
Enterprise AI application software (C3.ai).
$BBAI
BigBear.ai Holdings, Inc.
AI decision-support for defense and government.
AI exposure score⚡⚡⚡⚡⚡ 5/5⚡⚡⚡⚡⚡ 4/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)481.4M
as of 2026-10-23 · 10-Q cover page · SEC filing
CategoryAI softwareAI software
Key metrics
Revenue (latest quarter) $52.4M
10-Q period ended 2026-07-31; -25% y/y · SEC filing
Gross margin 31.8%
Gross profit / revenue, same quarter · SEC filing
Operating income -$98.3M
Same quarter; -188% operating margin · SEC filing
Revenue (latest quarter) $43.6M
10-Q period ended 2026-09-30; +31% y/y · SEC filing
Gross margin 31.2%
Gross profit / revenue, same quarter · SEC filing
Operating income -$100.0M
Same quarter; -229% operating margin · SEC filing
Next earnings
Dec 2, 2026 expected
C3.ai, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Dec 2, 2026 expected
C3.ai, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Upcoming catalysts
Dec 2, 2026 expected
C3.ai, Inc. quarterly earnings · source
None tracked
Most recent reportedNot yet announced / not on our calendar
Oct 27, 2026
BigBear.ai, Inc. reports quarterly results · source
BigBear.ai: government/defense AI analytics; small-cap AI sentiment gauge. Revenue: $43.6M (+31% y/y), per 10-Q.
Key risks
  • “Because we derive substantially all of our revenue from subscriptions to our C3 AI Software and Center of Excellence support services, failure of Enterprise AI solutions in general and our…” — 10-K risk factor (filed 2026-06-24) · source
  • “If we fail to respond to rapid technological changes, extend our C3 AI Software, or develop new features and functionality, our ability to remain competitive could be impaired.” — 10-K risk factor (filed 2026-06-24) · source
  • “We depend on computing infrastructure operated by Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure, and other third parties and data centers to support some of our…” — 10-K risk factor (filed 2026-03-02) · source
  • “We may not be able to generate sufficient cash to service all of our indebtedness, including the Convertible Notes, and may be forced to take other actions to satisfy our obligations under…” — 10-K risk factor (filed 2026-03-02) · source
AI angle

C3.ai sells AI applications and a development platform. Its 10-K notes substantially all revenue comes from its AI software, so adoption pace is the whole story.

BigBear.ai sells AI analytics, vision and decision tools mainly to U.S. government customers; contract timing makes revenue lumpy.

Full analysis: $AI →Full analysis: $BBAI →

The morning brief

Today's AI-stock catalysts in your inbox before the open. Free, 2-minute read.

Related matchups

PLTR VS BBAISOUN VS BBAIPLTR VS AISOUN VS AIAI VS APPAI VS TEMAPP VS BBAIBBAI VS TEM

Deep dives: AI next earnings & catalysts · BBAI next earnings & catalysts · AI earnings this week