Super micro computer (Nasdaq: SMCI) And Bigbear.ai(Nyse: bbai) represent two different ways of investing in the artificial intelligence market (IA). Super micro computer, more commonly known as supermicro, produces dedicated AI servers. Bigbear.ai develops AI modules which can be connected to the on -board networks to speed up and automate certain tasks.
The two actions are negotiated well below their summits of all time. Supermicro’s actions, which closed at a summit of $ 118.81 on March 13, 2024, fell to around $ 33. Bigbear.ai’s actions, which closed at a record summit of $ 12.69 on April 13, 2022, is negotiated for less than $ 3. Let’s see why these two IA stocks Fizzerd – And if one or the other is still worth buying today.
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Supermicro controls a much smaller slice of the server market than Hewlett Packard Enterprise Or ApronBut it has established an early advantage on the dedicated market of AI servers with its liquid -cooled systems. His close relationship with Nvidia He also provided him with a regular supply of high -end data center GPUs from the flea manufacturer for the processing of AI tasks.
These advantages have made supermicro one of the warmest AI actions on the market. Its income increased by 46% during the year 2022 (which ended in June 2022), 37% in 2023 and 110% in 2024.
But last August, a prolific seller accused him of having inflated his income. He later delayed his 10 k deposit for the 2024 financial year, and he lost his Ernst & Young auditor in October. In November, he received a letter of non-compliance with Nasdaq And its financial statements have been assigned by the Securities and Exchange Commission and the Ministry of Justice.
While facing these intimidating challenges, Supermicro’s actions fell to a lower and a half of $ 18.01 on November 14. However, he rebounded in the following months when he hired a new listener, finally deposited his 10 km pending and kept his list.
Supermicro’s revenues have more than doubled from year to year during the first half of the 2025 fiscal year, and it forecasts growth from 74% to 101% for the full year while AI boom continues. From financial year 2024 to the 2027 fiscal year, analysts expect their income and BPA to increase at an annual growth rate (TCAC) by 38% and 22%, respectively. These are explosive growth rates for actions that are negotiated at only 10 times the profits of next year.
We have to take these bullish estimates with a grain of salt – because the higher prices will probably be gasoline will have short -term sales of supermicro and serve its margins. But that could emerge as a stronger business if it called on the incoming storm.
Bigbear.ai, who has become public by merging with an acquisition company for special purposes (Spac) At the end of 2021, originally, he claimed to pass his annual income from $ 182 million in 2021 to $ 550 million in 2024. However, his income reached only $ 146 million in 2021 and $ 158 million in 2024. His net loss only doubled from $ 124 million in $ 2021 to $ 257 million in 2024.
BigBear.ai fought against the contrary macro-sales, the difficult competition of large AI companies and the bankruptcy of its first virgin customer orbit in 2023. He is also on his third CEO since his public debut, and he recently delayed his deposit of 10-K for 2024 to restore all his financial statements for 2022 and 2023. Shake his disillusioned investors.
The Bulls Hope Bigbear.ai of the most recent CEO, Kevin Mcaleenan, the acting secretary of the Ministry of Internal Security under the first Trump administration, will bring new government contracts. The company has obtained new government contracts in the past year, but it still faces intense competition from larger AI software companies as C3.ai And Palantant.
Bigbear.ai has already acquired the Vision Company of AI Pangiam a year ago to increase its sales, and he may need to make more acquisitions to extend his emerging business. However, this could be difficult to make without severely dilute its existing investors or take many more debts.
From 2024 to 2026, analysts expect BigBear’s revenues. AI increases to a 10%TCAC, because its profits adjusted before interest, taxes, damping and damping (EBITDA) become green before the last year. But with a market capitalization of $ 820 million, it does not seem inexpensive at 4 times the sales of next year.
SuperMicro is not yet out of the woods, but it has canceled the largest lowering arguments by solving its most urgent problems. It also seems inexpensive compared to its growth potential – assuming that the escalation of trade war does not trigger a complete recession.
In comparison, Bigbear.ai has not proven that its commercial model is durable or that it can still get out of its small niche. It also doesn’t look like a good deal. So for now, Supermicro always seems to be a better game on the AI market than Bigbear.ai.
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The sun Has no position in the actions mentioned. The Motley Fool has positions and recommends NVIDIA and PALANTOUT technologies. The Motley Fool recommends C3.ai and Nasdaq. The Word’s madman has a Disclosure policy.
