PLTR vs BBAI: AI Stock Comparison

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

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$PLTR 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.
$PLTR 🏆
Palantir Technologies Inc.
Data and AI platforms for government and enterprise.
$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) $2.31B
10-Q period ended 2026-09-30; +96% y/y · SEC filing
Gross margin 83.4%
Gross profit / revenue, same quarter · SEC filing
Operating income $1.08B
Same quarter; 47% 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 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
Nov 2, 2026
Palantir Technologies Inc. reports quarterly results · source
Bellwether for enterprise/government AI software demand. Revenue: $2.31B (+96% y/y), per 10-Q.
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
  • “Failure to comply with laws, regulations, or contractual provisions applicable to our business could cause us to lose government customers or our ability to contract with the U.S. and other…” — 10-K risk factor (filed 2026-02-17) · source
  • “Variable rate indebtedness that we may incur under our credit facility will subject us to interest rate risk, which could cause our debt service obligations to increase significantly.” — 10-K risk factor (filed 2026-02-17) · 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

Palantir's AIP platform puts large language models to work on customers' own data. U.S. government and commercial demand for AI deployments drive its growth.

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

Full analysis: $PLTR →Full analysis: $BBAI →

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