Why BigBear.ai Stock Is Skyrocketing Today

Key Points

• BigBear.ai stock is surging Thursday amid a day of bullish momentum for the broader market.

• While there haven't been any major new developments for the company, investors are continuing to bet on defense artificial intelligence (AI) stocks.

• BigBear.ai's share price has now risen more than 220% over the last three months,

• 10 stocks we like better than BigBear.ai ›

BigBear.ai (NYSE: BBAI) stock is roaring higher again in Thursday's trading. The company's share price was up 13.6% as of 2 p.m. ET amid a 0.5% jump for the S&P 500 (SNPINDEX: ^GSPC) and a 0.7% jump for the Nasdaq Composite (NASDAQINDEX: ^IXIC). The stock had been up as much as 17.4% earlier in the session.

While there doesn't appear to be any fresh business-specific news for BigBear.ai today, its valuation is getting a big boost in conjunction with bullish momentum for the broader market. Palantir stock hitting a new record high today may also be giving the smaller defense tech player's share price a lift as well.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

BigBear.ai stock is now up 224.5% over the last three months.

Image source: Getty Images.

BigBear.ai stock sees another day of big gains despite no major news

The stock market is rising today as investors digest the latest rounds of economic data and react to recent corporate earnings reports. There's no major news for BigBear.ai today, but that isn't stopping its stock from posting double-digit gains.

Investors are looking to artificial intelligence (AI) and software companies with exposure to the defense industry as growth stocks that can continue to thrive in the face of geopolitical volatility. Palantir has been the poster child for the defense AI trade, and BigBear.ai has sometimes seen significant valuation moves in conjunction with news for Palantir or pricing shifts for its stock.

What's next for BigBear.ai?

BigBear.ai stock has seen a massive valuation run-up over the last couple of months on relatively little news. On the heels of its latest rally, BigBear.ai now has a market capitalization of roughly $2.4 billion and is valued at approximately 14 times this year's expected sales. While it's possible that the stock will continue to soar if the company announces major new contract wins, there's a risk that the company's recent gains are out of sync with the business's fundamentals and outlook.

Should you invest $1,000 in BigBear.ai right now?

Before you buy stock in BigBear.ai, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BigBear.ai wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $674,281!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,050,415!*

Now, it’s worth noting Stock Advisor’s total average return is 1,058% — a market-crushing outperformance compared to 179% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.

See the 10 stocks »

*Stock Advisor returns as of July 15, 2025

Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy.