BigBearai Holdings Inc vs Dell Technologies Inc — how do they compare? BigBearai Holdings Inc trades at $3.35 (market cap $1.55B), while Dell Technologies Inc trades at $448.16 (market cap $295.86B). The key difference: Dell Technologies Inc is far larger — about 190.9× BigBearai Holdings Inc's market cap, and Dell Technologies Inc pays a 0.55% dividend while BigBearai Holdings Inc pays none. Which is the better fit depends on your goals.
| BBAI | DELL | |
|---|---|---|
Market Cap | $1.55B | $295.86B |
Sector | Technology | Technology |
52-Week High | $8.91 | $467.27 |
52-Week Low | $2.61 | $111.10 |
Enterprise Value | $1.25B | $315.44B |
Dividend Yield | — | 0.55% |
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.
Dell Technologies stock trades at $453.78, up 3.69% in the last 24 hours, reflecting strong momentum driven by AI server demand and consistent earnings beats. The technical outlook is bullish with support at $428 and resistance at $467. Recent quarterly EPS results exceeded expectations, with Q1 2026 actual EPS of $4.86 beating the $2.96 estimate, signaling robust operational performance. Revenue for 2025 reached $95.57 billion, with a net income margin of 6.28%, while analyst consensus leans bullish with a $503.76 price target.
The outlook for Dell is positive, supported by growth in AI infrastructure and a solid financial trajectory, but risks include competitive pressures and reliance on tech spending cycles. Investment opportunities center on expanding profit margins and market share in servers, though investors should monitor debt levels and macroeconomic factors that could impact stock volatility.
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 →VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →