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BigBear.ai vs. Cerebras Systems: What Quarterly Revenue Trends for These Artificial Intelligence Companies Tell Investors

Cerebras has grown revenue 2.5x over eight quarters, while BigBear.ai has stalled — a widening gap that signals very different competitive positions.

BigBear.ai vs. Cerebras Systems: What Quarterly Revenue Trends for These Artificial Intelligence Companies Tell Investors

Published September 14, 2026 · Category: Finance

Overview

BigBear.ai (NYSE:BBAI) generates revenue by providing artificial intelligence-powered predictive modeling and security consulting services to enterprise and government clients.

During the summer, it established a new equity offering program to support future business operations, gained international regulatory approval for airport security screening software, and appointed a new board member, while concurrently reporting an operating margin of -74% for the quarter ended June 30, 2026.

Details

Cerebras Systems (NASDAQ:CBRS) earns revenue by selling specialized computing hardware and software to data centers and large enterprises.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.