2025-02-26 10:43:52
SoundHound AI or BigBear.ai: Cantor Chooses the Superior AI Stock to Buy - TipRanks.com
自去年年底生成式AI(Gen AI)爆炸以来,生成型人工智能技术在各个领域得到广泛应用。在此背景下,美国券商Cantor Fitzgerald的分析师们推荐了两家小型AI公司:SoundHound和BigBear.ai。
### SoundHound (SOUN)
#### 业务概述:
- **地理位置**:未详细提及具体地址。
- **主营业务**:专注于使用AI技术提供语音识别、自然语言处理及智能助理解决方案。近期也涉足企业级应用开发领域,包括政府项目。
#### 最近的财务表现(截至2024年第三季度):
- 收入:$41.5百万美元,同比增长22%。
- 毛利润未详细披露。
- 净亏损每股($0.05)。
#### 分析师观点:
Yi Fu Lee认为BigBear.ai的AI/ML技术在实际应用中的表现非常出色,并且公司凭借其特殊的专家团队和高安全级别的清关制度,为初创企业设立了进入壁垒。他建议投资者关注该公司未来一年的增长潜力。
- **评级**:重仓(买入)
- **目标价**:$8美元,预期12个月内上涨43%。
### BigBear.ai (BBAI)
#### 业务概述:
- **地理位置**:哥伦比亚州马里兰
- **主营业务**:提供IT咨询和外包服务,并在国家安全、国防、供应链及物流等多领域运用AI/机器学习技术。该公司还与美国国防部合作,近期获得了多个重要合同。
#### 最近的财务表现(截至2024年第三季度):
- 收入:$41.5百万美元,同比增长22%,但低于预期3.53百万美元。
- 毛利润未详细披露。
- 净亏损每股($0.05),虽为负值但超出预测。
#### 分析师观点:
Yi Fu Lee指出,自OpenAI在2022年11月推出ChatGPT以来,生成式AI的采用率显著增加。他强调BigBear.ai在先进AI/ML平台领域的重要性,并认为该公司具备独特的竞争力。
- **评级**:超配(买入)
- **目标价**:$8美元,预期12个月内上涨43%。
### 总结
Cantor Fitzgerald的分析师们对这两家小型AI公司持乐观态度。在选择投资标的时,建议投资者进行更深入的研究和分析以确保决策的准确性。两家公司的业务模式各具特色,在不同的行业领域中展现出了强劲的增长潜力和发展前景。对于希望从生成式人工智能技术发展中获利的投资者而言,BigBear.ai可能是更为理想的选项。
### 行业展望
随着AI技术的发展与应用日益广泛,这些公司有望继续受益于这一趋势,带来可观的投资回报。然而,鉴于AI领域的快速变化和激烈竞争,投资者应密切关注行业动态及企业业绩表现以做出明智决策。
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请注意,以上信息仅供参考,并不构成投资建议。投资者在做任何决定前必须自行进行详细研究并咨询专业人士意见。
For more than two years now, since ChatGPT introduced us to a fuller range of its potentialities,
AI
has been a major driver of the stock market. The mega-cap tech giants have used this development to their advantage and have spearheaded the marketâÂÂs surge.
This overall frame remains intact, but the AI picture is broadening. As the technology expands into additional fields, more AI-related companies and stocks are getting noticeâÂÂand for the right reasons. They are applying AI in new ways and opening new opportunities for investors.
Cantor analyst Thomas Blakey, covering the AI segment, paints an upbeat picture for interested investors, writing, âÂÂIn addition to AI traction picking up steam, particularly in the US, as well as increases in capex spend by major hyperscalers, top news included continued advancements in AI applications from OpenAI, Microsoft/LinkedIn, AmazonâÂÂs Alexa, and even the US government with DOGEâÂÂs GSAi bot. Momentum is not likely to waneâ¦âÂÂ
Blakey and his colleagues are following this line, but with a twistâÂÂthey are pointing out some of the smaller AI stocks for closer perusal. In particular, the Cantor team is looking at SoundHound and BigBear.ai, and the analysts are not shy about choosing which one is the superior AI stock to buy. Here are the details on both, taken from the
TipRanks database
and presented along with comments from the Cantor stock analysts.
SoundHound AI, Inc.
(
SOUN
)
WeâÂÂll start with a look at SoundHound. This Silicon Valley tech/AI firm was founded in 2005 and specializes in combining AI and voice recognition technologies. SoundHound describes this as conversational intelligence, and its AI solutions allow businesses to develop more and more realistic AI-generated conversational experiences for their own customers. In short, SoundHoundâÂÂs chief product is conversational AI thatâÂÂs just more human.
SoundHound uses a proprietary technology to deliver best-in-class voice AI solutions in a wide range of fields, including TV, IoT, automotive, and customer service, and in multiple languages. SoundHoundâÂÂs products include Chat AI, Smart Answering, Smart Ordering, and Dynamic Interaction, as well as other smart conversational AIs capable of maintaining real-time interactions. The system provides voices to millions of products and services and can process billions of interactions every year. Through all of this, SoundHound has developed a reputation for consistently high quality in its generative AI voice systems.
The companyâÂÂs latest GenAI iteration, which it dubs agentic AI, is designed to take conversational AI âÂÂto the next level.â The system creates voice AI agents to allow companies to achieve goal-oriented outcomes using digital rather than manual labor. Agentic AI solutions have proven capable of driving stronger ROI in phone systems, drive-throughs, kiosks, and other retail situations.
Turning to the companyâÂÂs financial results, we find that SoundHound hit record-level revenue in its last reported quarter, 3Q24. That figure came to $25.09 million, up 89% year-over-year and beating the forecast by $2.06 million. At the bottom line, SoundHound realized an adj. net loss of 4 cents per shareâÂÂbut that figure was 3 cents per share better than anticipated
.
The company will report Q4 earnings tomorrow (Feb 27) with the Street expecting revenue of $33.7 million and adj. EPS of -$0.08.
CantorâÂÂs Thomas Blakey covers this stock, and when we check in with him again, we find that he likes SoundHoundâÂÂs products, their potential, and the companyâÂÂs prospects for further growth and expansion, but points out one glaring issue. Blakey says, âÂÂWe are impressed with SoundHound AIâÂÂs technology and all demos weâÂÂve seen are impressive. From in-auto ordering to QSR kiosk ordering from cloud-based solutions to edge based (e.g., Nvidia (former shareholder) powered edge devices) solutions, the companyâÂÂs Voice AI technology works better than any we have tested. The company also has multiple pathways to growth, from its Subscription-, Fortune-500-based Amelia acquisition, focused on voice-enabled workflow automation to the large, dynamic opportunities around contextual search-related commerce and advertising revenue sharing. That said, at 20x EV/C26 revenue we feel these scenarios are embedded in shares at current levels.âÂÂ
The baked-in value would seem to be the most important factor for the Cantor analyst; he puts a Neutral rating on the stock, with a price target of $10 that suggests a 12% upside potential for the coming year. (To watch BlakeyâÂÂs track record,
click here
.)
There are 4 recent analyst reviews on file for SoundHound, and they split into 2 Buys and Holds, each, giving the stock a Moderate Buy consensus rating. The shares are currently trading for $8.9, and the average price target of $16.5 is an optimistic one, implying the stock has a one-year upside potential of 85%. (See
SOUN stock forecast
.)
BigBear.ai Holdings, Inc.
(
BBAI
)
Next up is an advanced AI/machine learning company, BigBear.ai. This company, which went public through a SPAC transaction in 2021, specializes in IT consulting and outsourcing and does a lot of US government work. The company is based in Columbia, Maryland, in the corridor between Washington and Baltimore, putting it in easy reach of the capital.
In recent years, and especially since the genAI explosion began in late 2022, BigBear.ai has specialized in using AI and machine learning to create automated decision-making applications. The company provides its decision intelligence solutions in such fields as national security and defense, supply chains and logistics, healthcare, and enterprise operations. BigBear.aiâÂÂs solutions are applicable to autonomous systems, allowing human operators and overseers to maintain a more hands-off approach.
Recently, this company won two important contracts with the Department of Defense. At the end of January, BigBear.ai announced it had received the NavyâÂÂs prime IDIQ contract for the SeaPort Next Generation program â that is, a contract for Indefinite Delivery/Indefinite Quantity. The contract will put BigBear in a position to provide a range of mission-critical support and innovative technologies to the Navy as well as other Federal agencies.
Earlier this month, BigBear.ai won a Defense Department contract with the Chief Digital and
Artificial Intelligence
Office (CDAO), to advance the companyâÂÂs Virtual Anticipation Network (VANE) prototype. Under the contract, BigBear.ai will provide custom AI models to assess news media from potential foreign adversaries, an important capability in the intelligence sector.
Turning to the financials, BigBear.ai generated revenue of $41.5 million in 3Q24, the last period reported. This was up 22% year-over-year, but came in $3.53 million below expectations. The company ran a net loss at the bottom line, with an EPS of ($0.05); despite the loss, the earnings figure was 2 cents per share better than the forecast.
In his coverage of this AI stock for Cantor, analyst Yi Fu Lee points out the companyâÂÂs strength in genAI technology in practical applications. He notes also that the company has solid prospects for continued growth next year, and writes, âÂÂOpenAIâs introduction of ChatGPT in November 2022 set the world on fire with Generative AI (Gen AI) adoption, and in a sense this has indirectly placed greater emphasis on advanced AI/ML platforms such as BigBear.ai. We believe BigBear.ai AI/ML powered intelligence software bundled with a special force team of experts holding high active U.S. security clearance is a significant barrier to entry for startups.âÂÂ
âÂÂBigBear.ai empowers analysts to optimize the best case scenario to create order/predictive outcomes from incomplete raw data across specialized industry verticals in global supply chains and logistics, cybersecurity, and autonomous systems,â Lee went on to add. âÂÂWe recommend investors interested in a small-cap AI/ML name that has recently undergone a complete turnaround in optimizing the business to gear up for growth next year take a deep look at BigBear.ai.âÂÂ
These comments support the analystâÂÂs Overweight (Buy) rating on the shares, while the price target, of $8, suggests that BBAI will gain 43% on the one-year horizon. (To watch LeeâÂÂs track record,
click here
.)
There is only other recent BBAI review and it is also positive, making the consensus view here a Moderate Buy. BBAI shares are trading for $5.60, and their average target of $7.50 implies a potential gain of 34% in the next 12 months. (See
BBAI stock forecast
.)
ItâÂÂs clear, then, that the Cantor analysts see BigBear.ai as the way to go for investors looking to profit from the smaller AI firms.
To find good ideas for stocks trading at attractive valuations, visit TipRanksâÂÂÃÂ
Best Stocks to Buy
, a tool that unites all of TipRanksâ equity insights.
Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.