Palantir or BigBear: One AI Stock Is Worth Buying, the Other Isn't Even Close, Say Top Investors

Palantir (NASDAQ: PLTR) and BigBear.ai (NYSE: BBAI) have rebounded from June lows—up about 67% for Palantir and about 29% for BigBear.ai—but both still trail badly on a wider 2026 view. The article says PLTR gained under 1% during 2026, while BBAI fell about 38%. Both firms sell AI-powered software for government agencies and businesses, with heavy defense and national security exposure. However, investors diverge on fundamentals: one top investor, Rick Orford, cites $13.1 billion in remaining deal value Palantir has secured but hasn’t recognized yet as a key thesis. In Palantir’s latest quarter, revenue was $1.935 billion, up 93% year-over-year.