BigBear.ai Holdings (BBAI) stock jumped about 23% on Monday after it announced a partnership with Tsecond Inc. The companies will provide artificial intelligence (AI)-powered infrastructure for national security and tactical defense operations.
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Under this deal, BigBear.ai will merge its ConductorOS, an AI orchestration platform, with Tsecond’s BRYCK hardware platform. This is because ConductorOS will provide the software to manage and optimize AI workflows, while the BRYCK platform will offer compact, deployable, and powerful hardware for edge computing.
The goal is to allow U.S. national security organizations to deploy AI faster and more reliably at the tactical edge. This will help ensure data processing and threat detection in real-time, even when connectivity to the cloud is limited.
This is achieved by processing sensor data from multiple domains and using locally stored AI models to improve threat detection and decision-making capabilities.
Momentum in Defense AI
BigBear.ai is making strong progress in the defense sector. Earlier this year, BigBear.ai was awarded a contract by the DoD’s Chief Digital and Artificial Intelligence Office (CDAO) to advance its virtual anticipation network (VANE) prototype. This system helps analyze geopolitical risks posed by near-peer adversaries, supporting strategic decision-making for defense leaders.
Also, last month, BBAI partnered with SMX (SMX) to provide advanced AI technologies for UNITAS 2025, a high-profile multinational naval exercise led by the U.S. Navy. The move reflects BigBear.ai’s ability to deliver mission-ready AI tools for complex, real-time defense operations.
These deals, along with BigBear.ai and Tsecond’s collaboration, strengthen BBAI’s role as a reliable AI partner for defense missions and planning.
Is BBAI Stock a Good Buy?
Turning to Wall Street, BBAI stock has a Moderate Buy consensus rating based on two Buys and one Hold assigned in the last three months. At $5.83, the average BigBear.ai price target implies 34.31% downside risk.
