BBAI vs TEM: AI Stock Comparison

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

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Tie: both score 4/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$BBAI
BigBear.ai Holdings, Inc.
AI decision-support for defense and government.
$TEM
Tempus AI, Inc.
AI-powered precision-medicine diagnostics and data.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding481.4M
as of 2026-10-23 · 10-Q cover page · SEC filing
Not shown (multiple share classes or no recent cover-page figure)
CategoryAI softwareAI software
Key metrics
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
Revenue (latest quarter) $411.5M
10-Q period ended 2026-09-30; +23% y/y · SEC filing
Operating income -$56.9M
Same quarter; -14% operating margin · SEC filing
Net income -$14.9M
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalystNot yet announced / not on our calendarNot yet announced / not on our calendar
Upcoming catalystsNone trackedNone tracked
Most recent reported
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.
Nov 2, 2026
Tempus AI, Inc. reports quarterly results · source
AI-driven diagnostics; a pure-play AI healthcare name. Revenue: $411.5M (+23% y/y), per 10-Q.
Key risks
  • “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
  • “We have incurred significant losses since inception, we may continue to incur losses in the future, and we may not be able to generate sufficient revenue to achieve and maintain…” — 10-K risk factor (filed 2026-02-24) · source
  • “If we cannot compete successfully with our competitors, we may be unable to increase or sustain our revenue or to achieve and then sustain profitability.” — 10-K risk factor (filed 2026-02-24) · source
AI angle

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

Tempus combines genomic testing with a large clinical data set and AI models for diagnostics and drug development.

Full analysis: $BBAI →Full analysis: $TEM →

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