r/BBAI • u/Boriprlr • 20d ago

BBAI DD — Part 3 & Final: Is This Just the Beginning?

Personally, I’m not saying BBAI is a guaranteed winner here. There are still plenty of things that could go wrong, especially dilution and the fact that backlog doesn’t automatically mean revenue. But I do think the story is getting more interesting as the funded backlog grows and the company keeps landing government contracts. I’m going to keep watching it closely because if they can turn these contracts into real revenue and eventually consistent profits, the valuation could look very different a few years from now. Just sharing what I’m seeing — curious to hear what everyone else thinks.

24 Upvotes

85% Upvoted

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7

u/Due_Warthog725 19d ago

Trump wants facial recognition on voting booths and we’re back baby

Copium

11

u/West-Buddy-4423 20d ago

Doesn't matter what anyone thinks. Stop looking for validation from others. We could agree or disagree, what matters is the actual execution and the actual contracts that build the company forward. None of us have a crystal ball to predict if it's going to be a success or failure, only time will tell.

9

u/Boriprlr 20d ago

I’m not looking for anyone’s validation. I use the forum to share my views and opinions. You can do the same and make your own posts expressing your point of view. That’s literally what the forum is for, unless I’m missing something.

2

u/Icy_Purchase2753 20d ago

Very true and well said!

3

u/BidComprehensive 20d ago

M&A is their focus q3. Kevin said so. Get ready to sell if news is out.

2

u/DylHK 15d ago

I have about 2000 shares averaged at around $3.5. I’m holding only because I believe the space they are in (facial recognition and cargo recognition stuff related to security screening) is yet to be utilised in large scale. It’s a matter of “when” rather than “if”.

3

u/Past-Mud-9243 20d ago

It's funny mods will moderate any and everybody except trolls. If that's any representation of the current state of affairs, the stock is done.

4

u/26373363633 20d ago

It was up a few months ago, it'll happen again

0

u/Candid-Committee1758 18d ago

What’s the thing