BBAI
BigBear.ai Holdings, Inc.
BBAI's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over BBAI overall, supported by stronger fundamentals and stronger valuation.
BBAI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
BBAI's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
BBAI PE Valuation
BBAI has no meaningful PE right now: it lost money over the past year.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 4.6x next year's earnings.
BBAI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect BBAI's revenue to grow and its profitability to improve, with its earnings holding steady.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over BBAI on the outlook, with more favorable earnings expectations.
BBAI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.37 | +$1.10 |
| Q2 2026 | -$0.21 | +$1.28 |
| Q1 2026 | -$0.87 | -$0.04 |
| Q4 2025 | -$1.00 | +$0.25 |
| Q3 2025 | -$1.47 | -$0.58 |
| Q2 2025 | -$1.49 | -$0.68 |
| Q1 2025 | -$0.83 | +$0.05 |
| Q4 2024 | -$1.25 | -$0.85 |
BBAI is still losing money, but far less than before: $0.37 per share over the past year, against $1.62 at its worst in late 2022.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU has the edge over BBAI on earnings quality, reporting a profit while its opponent remains loss making.
BBAI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $43.6M | +31% |
| Q2 2026 | $36.7M | +13% |
| Q1 2026 | $34.4M | -0.9% |
| Q4 2025 | $27.3M | -38% |
| Q3 2025 | $33.1M | -20% |
| Q2 2025 | $32.5M | -18% |
| Q1 2025 | $34.8M | +4.9% |
| Q4 2024 | $43.8M | +8% |
BBAI's revenue has held roughly level: $44M last quarter, up 31% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -229% | -163 points |
| Q2 2026 | -78% | +200 points |
| Q1 2026 | -70% | -9.4 points |
| Q4 2025 | -295% | -276 points |
| Q3 2025 | -66% | -41 points |
| Q2 2025 | -278% | -236 points |
| Q1 2025 | -61% | +235 points |
| Q4 2024 | -19% | +2.6 points |
BBAI's operating margin was −229% last quarter, down 163 points from the same quarter a year ago.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over BBAI on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over BBAI on profitability, with a higher operating margin.
BBAI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$9.8M | -$21K |
| Q2 2026 | -$22.5M | -$18.7M |
| Q1 2026 | -$18.3M | -$11.6M |
| Q4 2025 | -$22.1M | -$7.1M |
| Q3 2025 | -$9.8M | -$7.7M |
| Q2 2025 | -$3.9M | +$3.3M |
| Q1 2025 | -$6.7M | +$7.7M |
| Q4 2024 | -$15M | -$14.9M |
BBAI has burned cash in almost every quarter: −$73M over the past year, against −$35M the year before.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU has the edge over BBAI on cash generation, producing positive trailing cash flow while its opponent burns cash.
BBAI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +1.2M shares |
| 1 year | +50% | +160M shares |
| 3 years | +247% | +342M shares |
| 5 years | +4529% | +470M shares |
BBAI has 480M diluted shares, up 50% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | $100.9M |
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has the edge over BBAI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
BBAI Net Leverage
BBAI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has more cash than debt.
BBAI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.8 | Neutral |
| Stochastic | 16.9 | Oversold |
BBAI's weekly RSI is 34 (neutral) and its Stochastic is 17 (oversold).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
BBAI PE vs Technology Sector
BBAI has no meaningful PE right now: it lost money over the past year.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU is trading at 11x earnings, a 61% discount to the Technology sector's median of 28x.
BBAI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.38 | 13% below |
| 20 week MA | $2.78 | 26% below |
| 50 week MA | $3.86 | 46% below |
| 100 week MA | $4.53 | 54% below |
| 200 week MA | $3.25 | 36% below |
BBAI is in a downtrend: it's below all five of its weekly moving averages, and 36% below its 200-week average.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has the edge over BBAI on trend strength, trading above more of its moving averages.
BBAI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $9.62 | $6.85 | -29% |
| 2022 | $6.85 | $0.73 | -89% |
| 2023 | $0.73 | $2.14 | +193% |
| 2024 | $2.14 | $4.21 | +97% |
| 2025 | $4.21 | $5.73 | +36% |
| 2026 YTD | $5.73 | $2.07 | -64% |
BBAI's yearly returns have swung widely, from +193% in 2023 to −89% in 2022. It's down 64% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over BBAI on returns for 2026, with the stronger performance.