This analysis evaluates Palantir (PLTR), BigBear.ai (BBAI), and Veritone (VERI). Palantir is up 371% over the last year and reported a billion-dollar quarter, with a Rule of 40 score of 94%. However, its P/E ratio is 738, leading to the inference that it is priced optimistically. BigBear.ai, while having contracts with the DoD and Air Force, has exploding net losses YoY. Veritone is up 129% in the last three months, with AI software revenue up 45%, public sector growth at 90%, and gross margins above 60%; and its new data refinery processed 5 trillion tokens. For Palantir, a high P/E ratio is a risk factor. BigBear’s exploding net losses pose a significant issue. Palantir still is the clear winner, BigBear.ai is more risky and Veritone has possible growth for 2026.