The Zacks Analyst Blog Highlights SoundHound, BigBear.ai, Casey’s and Chipotle Mexican

Zacks Equity Research

Tue, Jul 8, 2025, 4:54 AM 5 min read

Chicago, IL – July 8, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: SoundHound AI, Inc. SOUN, BigBear.ai Holdings, Inc. BBAI, Casey’s General Stores, Inc. CASY and Chipotle Mexican Grill, Inc. CMG.

Shares of SoundHound AI, Inc. and BigBear.ai Holdings, Inc. have soared 182.2% and 423.7% over the past year due to the rapid growth of artificial intelligence (AI). Let’s explore which of these AI stocks investors should prioritize for future returns.

SoundHound AI reported first-quarter revenues of $29.1 million, a 151% increase year over year. SoundHound AI anticipates 2025 revenues of $157 million to $177 million, up from last year’s $84.7 million. SoundHound AI’s 2024 booking backlog of $1.2 billion suggests strong long-term revenue growth, alongside a total addressable market (TAM) of $140 billion, indicating potential for further expansion.

Demand for SoundHound AI’s voice solutions is growing due to their efficiency and automation benefits. The conversational AI market is projected to grow from $17.05 billion in 2025 to $49.80 billion by 2031, per marketsandmarkets, offering opportunities for increased customer acquisition.

Rising customer demand for quick service and labor shortages are driving restaurants to adopt voice automation, benefiting SoundHound AI, which now counts Casey’s General Stores, Inc. and Chipotle Mexican Grill, Inc. among its clients. Finally, if trade tensions ease, SoundHound AI’s overseas costs, particularly in China, will decrease, benefiting its bottom line.

BigBear.ai’s AI shipbuilding software supports U.S. Navy submarine construction, and its facial recognition technology is used in airport security. The company reported $34.8 million in first-quarter revenues, a 5% year-over-year increase. For the full year, BigBear.ai expects revenues to increase to $160-$180 million.

In 2025, BigBear.ai experienced leadership changes, with Kevin McAleenan becoming CEO in January and the CFO departing in June; McAleenan’s prior role as U.S. Homeland Security Secretary may aid in securing government contracts.

Despite revenue growth, SoundHound AI and BigBear.ai are unprofitable, with losses of $188 million and $62 million in the past 12 months and the first quarter, respectively. BigBear.ai’s adjusted EBITDA worsened from -$1.6 million to -$7 million due to increased R&D spending.