$BBAI
First buy at $2.72 Rebuy at $5.85
Targets: $18 → $40 → $130 → $375
Why I'm bullish on a company that:
A) Has Fresh Contracts With The US Military Won USCYBERCOM's 5-year TACTICALCRUISER contract for real-time data analytics. Secured DoD CDAO contract for near-peer adversary geopolitical risk analysis.
B) Has Fresh Contracts With Homeland Security Announced national partnership with Border Patrol Foundation in January 2025. CEO's deep DHS relationships are opening doors across federal agencies.
C) Is Led By A Former Trump Cabinet Member Kevin McAleenan, former Acting DHS Secretary, appointed CEO on January 15, 2025. Direct ties to the current administration create a significant contract pipeline advantage.
D) Is Expanding Its Business Rapidly Acquiring Ask Sage, a GenAI platform, for $250M with 6x year-over-year revenue growth. Converted $125M in debt to equity, cleaning up the balance sheet with no cash outlay.
E) Has 10X Potential When Comparing To Peers And Looking At Future Sales AI defense sector trading at premium multiples. If execution hits, the current $2.4B market cap has significant room to run against peers.