BigBear.ai vs. Rigetti Computing: Which Technology Stock Is a Better Buy in 2026?
One company has sticky government contracts, improving margins, and a growing backlog. The other has working quantum hardware and a CHIPS Act funding letter, but revenue that remains tiny relative to its ambitions.
Overview
The artificial intelligence gold rush has shifted toward niche hardware and decision intelligence software. Investors now face a choice between BigBear.ai (NYSE:BBAI) and Rigetti Computing (NASDAQ:RGTI) for high-risk, high-reward exposure.
BigBear.ai focuses on decision intelligence, helping government and commercial clients navigate complex logistics via AI. Rigetti Computing operates at the bleeding edge of quantum hardware, developing processors intended to solve problems traditional computers cannot. Both companies are early-stage players in the technology sector, attracting investors looking for disruptive growth.
Details
BigBear.ai is a mission-ready AI company that provides decision intelligence and AI-powered solutions, positioning it among speculative tech stocks. The firm focuses on global supply chains and cybersecurity for both commercial and government customers. Customer concentration adds a layer of risk to the business, as 51% of revenue in 2025 came from customers contributing over 10% each. The company is using a $100 million equity offering to pursue acquisitions and expand its technology portfolio.
Source
Originally published at www.fool.com.