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stocks we like better than BigBear.ai ›The S&P 500 has continued to notch new record highs this year, thanks in large part to soaring interest in artificial intelligence (AI) technology, which is fueling massive spending on both hardware and software. But as impressive as the S&P 500's 17% gains over the past year have been, they pale in comparison to AI data analytics company BigBear.ai Holdings' (NYSE: BBAI) 273% climb over that period.When a stock delivers returns like this in such a short amount of time, it's understandable that some investors might start to think that buying and holding it could help them retire as millionaires. We're in the early innings of AI, after all, so why can't brighter days still be ahead for this stock?Unfortunately, I don't think that's the right way to think about BigBear.ai. In fact, it might be best not to own this stock right now at all.Image source: Getty Images.There's a lot of optimism among investors right now surrounding artificial intelligence stocks, as companies and governments invest in AI data center infrastructure and increase their use of AI software. One way BigBear.ai is tapping into this demand is by offering AI logistics and analytics, which can improve the efficiency of everything from supply chains to national security.Management says the company's total addressable market was $80 billion in 2024, but it forecasts that it could grow to $272 billion by 2028 for the combined private and public sectors. Part of the enthusiasm for the company's shares comes as the U.S increases its spending on AI defense, a market that could be worth up to $70 billion by the mid-2030s. BigBear.ai makes a "significant portion" of its revenue from government contracts, and AI defense is an important component of its potential.Also, because AI stock enthusiasm is sky high right now, BigBear.ai has at times surged for no obvious reason. Case in point: Last week, after trending down over a period of a couple of months, it jumped by more than 10% in a single session on no news at all.If the good news is that BigBear.ai's stock has made impressive gains over the past year (albeit quite bumpy ones), the bad news is that the company has little to show in the way of growth. Revenue fell 18% year over year to $32.5 million in Q2, following another decline in Q1.Condizioni e Informativa sulla privacyPrivacy & Cookie SettingsMore InfoS&P 5006,664.36 +32.40 (+0.49%)Dow 3046,315.27 +172.85 (+0.37%)Nasdaq22,631.48 +160.75 (+0.72%)Russell 20002,448.77 -18.93 (-0.77%)VIX15.45 -0.25 (-1.59%)Gold3,705.80 +27.50 (+0.75%)PortafoglioEffettua l'accesso per consultare il tuo portafoglioAccediMaggiori rialziOKLO Oklo Inc. 135.23 +30.26 (+28.83%)BHF Brighthouse Financial, Inc. 57.59 +12.33 (+27.24%)QUBT Quantum Computing Inc. 23.27 +4.92 (+26.81%)MENS Jyong Biotech Ltd. 65.62 +13.87 (+26.80%)SMR NuScale Power Corporation 46.77 +8.65 (+22.69%)Maggiori ribassiDXCM DexCom, Inc. 67.45 -8.33 (-10.99%)HESM Hess Midstream LP 35.36 -4.12 (-10.44%)CART Maplebear Inc. 41.50 -3.90 (-8.59%)ORLA Orla Mining Ltd. 10.22 -0.85 (-7.68%)RXO RXO, Inc. 16.14 -1.31 (-7.51%)I più scambiatiOPEN Opendoor Technologies Inc. 9.57 -0.37 (-3.72%)INTC Intel Corporation 29.58 -0.99 (-3.24%)SNAP Snap Inc. 8.16 -0.28 (-3.32%)NVDA NVIDIA Corporation 176.67 +0.43 (+0.24%)BBAI BigBear.ai Holdings, Inc. 6.85 +0.57 (+9.08%)Eventi relativi agli utiliI miei eventi relativi agli utiliEventi relativi agli utiliTicker più popolariDIS The Walt Disney Company 113.76 -1.10 (-0.96%)BTC-USD Bitcoin USD 115,694.63 -109.62 (-0.09%)XRP-USD XRP USD 3.01 +0.00 (+0.14%)ETH-USD Ethereum USD 4,484.12 +11.53 (+0.26%)BNB-USD BNB USD 1,077.60 +81.70 (+8.20%)Principali eventi economici