Jim Cramer addressed BigBear.ai Holdings, Inc. (NYSE: BBAI) during a recent Mad Money lightning round segment, offering a cautious take on the AI-focused stock.
A caller asked Cramer directly for his opinion on the company, prompting a blunt assessment of its financial standing and speculative nature.
Cramer stated: “Total spec, total spec, because it loses money hand over fist. I can’t recommend it, but if you want to speculate on it, that’s fine.”
The comment reflects Cramer’s broader concern about investing in companies that are not yet profitable, particularly in the current market environment.
BigBear.ai provides AI-powered decision intelligence and cybersecurity solutions targeting the national security, supply chain, and digital identity markets.
This is not the first time Cramer has weighed in on the stock, having addressed it previously during a March 18 episode of Mad Money.
On that occasion, a caller also raised the subject, and Cramer delivered a similarly skeptical response regarding the company’s financial trajectory.
Cramer said at the time: “No, I’m familiar, but I have to tell you, it’s losing a lot of money, and we are out of the year of magical investing. We don’t have it anymore. This is a tougher tape. We do not want to go there.”
His repeated reluctance to endorse the stock underscores concerns about profitability as a key criterion for his investment recommendations in the current climate.
BBAI shares were up 5.95% at the time the segment was discussed, reflecting continued retail and speculative investor interest despite Cramer’s reservations.
The contrast between the stock’s short-term price movement and Cramer’s cautious stance highlights the divide between speculative momentum trading and fundamentals-based investing strategies.
Cramer’s comments suggest that while he does not actively discourage speculation for those willing to accept the risk, he stops well short of placing the stock among his recommended holdings.
