{"id":253249,"date":"2025-12-27T01:19:14","date_gmt":"2025-12-27T01:19:14","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/253249\/"},"modified":"2025-12-27T01:19:14","modified_gmt":"2025-12-27T01:19:14","slug":"2-ai-defense-stocks-soar-30-in-2025-poised-for-more-in-2026","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/253249\/","title":{"rendered":"2 AI Defense Stocks Soar 30%+ in 2025, Poised for More in 2026"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">With the rise of artificial intelligence (AI), a plethora of tech stocks have surged in value this year. Two prominent names are <strong>Palantir Technologies Inc.<\/strong> PLTR and <strong>BigBear.ai Holdings, Inc.<\/strong> BBAI, with respective stock gains of 156.7% and 35.5% in 2025.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Zacks Investment Research\" loading=\"eager\" height=\"282\" width=\"620\" class=\"yf-lglytj loader\"\/> Zacks Investment Research         <\/p>\n<p class=\"yf-7hmkaz\">Image Source: Zacks Investment Research<\/p>\n<p class=\"yf-7hmkaz\">Both are defense-focused, with Palantir the larger, more established AI-driven defense and enterprise software stock, while BigBear.ai is smaller and considered a more speculative AI-defense stock. However, both companies have strong growth potential, making them compelling buys for the upcoming year. Let\u2019s take a closer look.<\/p>\n<p class=\"yf-7hmkaz\">For quite some time, Palantir relied on government contracts to sell its products. However, Palantir\u2019s Artificial Intelligence Platform (AIP) has gained popularity among both U.S. commercial clients and the government segment. As a result, Palantir reported substantial revenue growth in the last quarter. For the third quarter, Palantir\u2019s revenues came in at $1.18 billion, up 63% year over year and 18% quarter over quarter, according to investors.palantir.com.<\/p>\n<p class=\"yf-7hmkaz\">Revenues from the U.S. commercial client segment were $397 million, marking a 121% year-over-year increase and a 29% rise sequentially. Meanwhile, revenues from the government segment totaled $486 million, up 52% from the previous year and 14% quarter over quarter.<\/p>\n<p class=\"yf-7hmkaz\">The growing demand for AIP also led the company to raise its fourth-quarter sales guidance to between $1.327 billion and $1.331 billion, and for the full fiscal year to between $4.396 billion and $4.400 billion. The company remains confident about profitability, expecting positive GAAP operating income and net income in every quarter this year.<\/p>\n<p class=\"yf-7hmkaz\">Additionally, the increase in the U.S. commercial client base is expected to fuel growth next year, while the increase in government contracts will create a strong barrier to entry. Thus, Palantir\u2019s expected earnings growth rate for the next year is a solid 42.5%.<\/p>\n<p class=\"yf-7hmkaz\">At the onset of 2025, the Trump administration\u2019s willingness to boost growth in the technology field helped BigBear.ai\u2019s shares climb northward. But afterwards, Trump\u2019s move to cut federal spending impacted BigBear.ai\u2019s share price, and its revenues plunged 20% year over year to $33.1 million in the third quarter. This followed an 18% year-over-year decline to $32.5 million in the second quarter, as cited by ir.bigbear.ai.<\/p>\n<p class=\"yf-7hmkaz\">However, concerns related to the decline in sales are on the back burner, especially after BigBear.ai\u2019s definitive deal to acquire Ask Sage for $250 million. This is because Kevin McAleenan, CEO of BigBear.ai, believes that \u201cby integrating Ask Sage with BigBear.ai, we are creating what the market has been asking for: a secure, integrated AI platform that connects software, data, and mission services in one place.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"With the rise of artificial intelligence (AI), a plethora of tech stocks have surged in value this year.&hellip;\n","protected":false},"author":2,"featured_media":253250,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,18,56143,19,17,20422,82,1343],"class_list":{"0":"post-253249","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-eire","12":"tag-government-contracts","13":"tag-ie","14":"tag-ireland","15":"tag-palantir-technologies","16":"tag-technology","17":"tag-zacks-investment-research"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115788904075427893","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/253249","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=253249"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/253249\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/253250"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=253249"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=253249"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=253249"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}