Palantir vs. BigBear.ai: What Do Their Quarterly Revenue Trends Tell Investors?

Robert Izquierdo, The Motley Fool

Thu, May 14, 2026 astatine 9:34 AM CDT 3 min read

Palantir: Experiencing a Steady Upward Revenue Trend

Palantir Technologies (NASDAQ:PLTR) builds and deploys information integration and investigation bundle platforms chiefly for authorities quality agencies and commercialized enterprises.

It secured a large defence statement and faced a ceremonial capitalist investigation, portion reporting astir 53% nett income borderline for the 4th ended March 31, 2026.

BigBear.ai: Navigating Ongoing Revenue Fluctuations

BigBear.ai (NYSE:BBAI) provides high-end exertion consulting and predictive analytics services to assistance endeavor customers construe information for determination support.

It announced caller nationalist information contracts and expanded its enforcement enactment team, portion signaling astir -165% nett income borderline for the 4th ended March 31, 2026.

Why Revenue Matters for Retail Investors

Revenue serves arsenic the cardinal starting constituent for evaluating however good a institution generates income earlier operating costs are deducted. It helps investors gauge earthy concern standard and growth.

Image source: The Motley Fool.

Quarterly Revenue for Palantir and BigBear.ai

Data source: Company filings. Data arsenic of May 10, 2026.

Foolish Take

Both Palantir and BigBear.ai present exertion services to the national government, specializing successful artificial intelligence. Examining the gross trajectories for these companies provides penetration into however their businesses are faring.

The illustration supra shows Palantir’s income person been soaring. For instance, successful the archetypal 4th of 2026, it delivered a whopping 85% year-over-year gross summation to $1.6 billion.

Palantir’s inclination of accordant quarter-over-quarter maturation is acceptable to proceed successful Q2. The institution forecasts income to travel successful astir $1.8 billion. Its awesome quality to support rising gross illustrates the occurrence of its AI products successful attracting commercialized customers, and bodes good for Palantir’s concern growth.

BigBear.ai’s income person not shown the aforesaid benignant of consistency contempt besides operating successful the blistery tract of AI. In fact, the institution experienced year-over-year income declines passim 2025. This inclination extended into Q1 of 2026 arsenic gross dipped 1% twelvemonth implicit twelvemonth to $34.4 million.