Palantir (PLTR) vs. BigBear.ai (BBAI): Which AI Defense Stock Is the Better Buy Ahead of Q1 Earnings Palantir Technologies and BigBear.ai are both set to report their Q1 2026 earnings in early May, with Palantir scheduled for May 4 and BigBear.ai for May 5. Despite a challenging year-to-date performance—Palantir down nearly 20% and BigBear.ai down over 31%—analysts remain cautiously optimistic about both stocks, maintaining Moderate Buy ratings. However, the data suggests Palantir holds a stronger position in terms of analyst sentiment and potential upside. Analysts project significant growth for both companies, with Palantir offering a higher potential upside of 34.52% compared to BigBear.ai’s 31.12%. Palantir’s Smart Score of 4 further underscores its perceived advantage over BigBear.ai’s score of 1, which indicates weaker short-term performance relative to the broader market. The comparison highlights Palantir’s stronger fundamentals, including its robust demand for its Artificial Intelligence Platform (AIP) and its ability to sustain growth in both government and commercial sectors. For Palantir, Wall Street expects Q1 2026 earnings per share (EPS) of $0.28, representing 115% year-over-year growth. Revenue is projected to rise 74% to $1.54 billion, driven by continued momentum in its core businesses. Analysts note that Palantir’s recent contract renewals with major clients like Airbus and Stellantis provide a solid foundation for its Q1 results. Citi analyst Tyler Radke maintains a Buy rating on Palantir but lowers the price target to $210 from $260, citing valuation pressures in the software sector. The stock currently has 14 Buy, five Hold, and two Sell ratings, with an average price target of $191.28. BigBear.ai’s Q1 earnings are expected to show a narrower loss of $0.08 per share, compared to $0.#airbus #palantir_technologies #stellantis #bigbear_ai #ask_sage
