BigBearai Holdings Inc vs CDW Corp. — how do they compare? BigBearai Holdings Inc trades at $3.34 (market cap $1.55B), while CDW Corp. trades at $135.37 (market cap $17.06B). The key difference: CDW Corp. is far larger — about 11× BigBearai Holdings Inc's market cap, and CDW Corp. pays a 1.85% dividend while BigBearai Holdings Inc pays none. Which is the better fit depends on your goals.
| BBAI | CDW | |
|---|---|---|
Market Cap | $1.55B | $17.06B |
Sector | Technology | Technology |
52-Week High | $8.91 | $170.77 |
52-Week Low | $2.61 | $99.30 |
Enterprise Value | $1.25B | $22.66B |
Dividend Yield | — | 1.85% |
Signals from Pluang's Aura AI — not financial advice
BBAI trades at $3.27, up 8.64% with a bullish technical signal despite negative profitability metrics. The company reported Q2 2026 revenue growth of 13% and beat EPS estimates, though it remains unprofitable with a -65.2% net income margin. Recent news highlights defense contract execution and generative AI platform expansion for government clients.
The outlook remains challenging due to persistent losses and negative cash flow from operations, though analyst consensus leans neutral with 75% hold ratings. Key risks include execution on government contracts and achieving profitability, while technical indicators suggest near-term bullish momentum.
CDW trades at $135.81, down 4.34% amid margin concerns despite Q2 2026 earnings beat. The stock shows neutral technical signals with support at $134 and resistance at $139. Fundamentals remain solid with 10% revenue growth and strong ROE of 44.01%, though net margins compressed to 4.6%. Recent news highlights CFO transition plans for 2027 and continued dividend payments.
Outlook remains positive with analyst consensus at Buy (70.59%) and $148.67 price target, offering 9.5% upside. Key risks include margin pressure from hardware mix shift and elevated debt levels. AI infrastructure demand provides growth catalyst, but investors should monitor execution amid leadership changes.
Trailing returns across standard periods
Latest headlines on both assets
BigBearai Holdings Inc is a specialized provider of AI-driven decision intelligence solutions, primarily serving the U.S. defense, intelligence, and national security communities. It operationalizes complex data into actionable insights through its core modules—Observe, Orient, and Dominate—to support mission-critical operations and logistics.
Read more on BBAI →CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →