u/Jungle-Beast

Q2 2026 showed 13% YoY growth and backlog has improved, but for a company being valued and marketed around the AI opportunity, I struggle to see the growth profile that justifies the hype.

What am I missing? What specifically makes you bullish on BBAI from here?

If you’re losing money — especially a lot — I think it’s time to face reality. In my opinion, we’re not going to see BBai back at 6 or 7 anytime soon. That phase is likely over.

Maybe, if something big happens, it could push toward 5 — but that would take a real catalyst.

As things stand, it feels more realistic that the stock will trade between 2 and 3 for a while.

No major contracts, no momentum.

Curious to hear what others think — am I being too pessimistic, or just realistic?