BigBear.ai: A Lot Of Hype, But Does It Matter (NYSE:BBAI)

BigBear.ai Holdings, Inc. (NYSE:BBAI) is soaring in the past few weeks as retail investors return to the market. What companies are well-positioned to participate in this nascent and rapidly growing market opportunity? On the surface, BigBear.ai has the right narrative. BigBear.ai is focusing on empowering customers to make the right decisions, at the right time, every time. However, spending a few moments beyond its catchy slogan and the investment case rapidly falls apart.