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BigBear.ai's Q1 2026 backlog and gross margin improved, but the deep dive keeps the proof gate on revenue conversion, adjusted EBITDA, and operating cash flow.
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ADT has a 6.1 million-subscriber monitoring base, $359 million of recurring monthly revenue, and real cash generation, but the stock story now depends on whether ADT+, Origin AI, and smart-home intelligence can improve growth without stretching payback or leve
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