Palantir Technologies Inc. (PLTR) and BigBear.ai Holdings, Inc. (BBAI) have seen substantial stock gains of 156.7% and 35.5%, respectively, in 2025, as demand for artificial intelligence (AI) technologies rises. Palantir reported revenues of $1.18 billion for Q3 2025, reflecting a 63% year-over-year increase, driven by a 121% surge in revenues from U.S. commercial clients, totaling $397 million.
Conversely, BigBear.ai’s revenues fell by 20% year-over-year to $33.1 million in Q3 2025 due to federal spending cuts; however, they have raised their full-year sales outlook to $125-$140 million following a $250 million acquisition of Ask Sage, designed to enhance AI capabilities in defense. BigBear.ai reported a strong cash position of $456.6 million as of September 30, 2025, facilitating growth initiatives.
