BigBear.ai (NYSE:BBAI) Stock Price Down 7.5% - What's Next?
BigBear.ai (NYSE: BBAI) experienced a 7.5% decline in its stock price on Friday, trading at $3.875 with a volume of approximately 39.15 million shares. The stock is currently below its 50-day and 200-day moving averages, and analyst ratings are mixed, with an average "Hold" rating and a consensus target price of $6.00. The company's fundamentals show strong liquidity but a negative trailing P/E.
Pomerantz Law Firm’s Investigation Triggers Concerns for BigBear.ai Stock
Pomerantz Law Firm is investigating BigBear.ai Holdings for potential securities fraud and business malpractices following a stock downgrade and a significant price fall. The investigation stems from allegations of inaccurate accounting related to 2026 Convertible Notes and a substantial 20% revenue drop. Amid these legal and financial challenges, BigBear.ai's stock has trended down, leading to increased investor uncertainty and market scrutiny.
Can BigBear.ai Monetize Growth in Travel & Border Security AI?
BigBear.ai (BBAI) is strategically expanding its AI solutions into the travel and border security sectors, notably with a new office in Abu Dhabi and partnerships enhancing border surveillance and cargo inspection. The company aims to monetize these initiatives through significant contract wins within government agencies, leveraging integrated AI platforms. Despite recent stock underperformance, BigBear.ai has a substantial backlog and a strengthened balance sheet, positioning it to compete with industry giants like Palantir and Leidos in this growing market.
Pre-market: BBAI (BigBear.ai, NYSE) $4.19 on 20 Feb 2026: Watch AI revenue catalysts
BigBear.ai (BBAI) stock is trading at $4.19 pre-market, showing a slight uptick ahead of its March 5, 2026 earnings release, despite being down significantly year-to-date and over the past year. The company, an AI-focused technology firm, has a market cap near $1.56 billion, but faces challenges with negative EPS and an elevated price-to-sales ratio, relying heavily on future growth and contract wins in its AI segments. Meyka AI gives BBAI a "HOLD" rating with a target price of $8.24 in 12 months, advising investors to watch for the upcoming earnings report and manage risk due to high volatility.
BigBear.ai (NYSE:BBAI) Shares Up 2.6% - Still a Buy?
BigBear.ai (NYSE:BBAI) shares increased by 2.6% to $4.1950 on Thursday, with trading volume about half its average. Analyst sentiment is mixed, with downgrades from Wall Street Zen and Cantor Fitzgerald, but a buy rating from HC Wainwright. The company shows strong liquidity with quick and current ratios of 3.13 and low leverage (debt/equity 0.18), though it has a negative P/E ratio of -2.95.
BigBear.ai (NYSE:BBAI) Shares Up 4.1% - Time to Buy?
BigBear.ai (NYSE:BBAI) saw its shares increase by 4.1% on Wednesday, with trading volume significantly lower than its daily average. The company currently holds an average "Hold" rating from analysts, with a target price of $6.00, while its stock trades below key moving averages. Financial metrics show a $1.79 billion market cap, negative P/E, high volatility, but strong liquidity and low debt/equity.
BigBear.ai Reshapes Capital Structure After Ask Sage Deal And Debt Moves
BigBear.ai Holdings (NYSE:BBAI) has acquired Ask Sage for US$250 million to enhance its AI product offerings, converting debt into common shares to finance the deal. The company is seeking shareholder approval to double its authorized share count, which raises questions about potential future dilution for existing investors. This strategic move aims to strengthen BigBear.ai's position in the AI market for government and enterprise clients.
BigBear.ai Expands Horizons with New Partnerships and Acquisitions
BigBear.ai Inc. (NYSE: BBAI) is experiencing positive market sentiment, with its stock trading up by 3.81%. The company has been active in strategic expansions, partnering with Maqta Technologies for advanced customs solutions and acquiring technologies from CargoSeer to enhance cargo scanning capabilities, particularly for defense and national security sectors. These moves are aimed at strengthening BigBear.ai's position as an AI decision intelligence provider, with investors keenly awaiting its Q4 and full-year 2025 financial results.
BigBear.ai Joins Forces With Maqta to Advance AI in Customs
BigBear.ai's stock saw a 3.81% increase due to advancements in AI applications and strategic partnerships. The company collaborated with Maqta Technologies to enhance AI systems for port operations and acquired technologies from CargoSeer to revolutionize customs operations. Despite negative pre-tax margins, these moves indicate a focus on expanding AI capabilities and are anticipated to influence future market performance.
BigBear.ai Forms Strategic Alliance with Maqta Technologies
BigBear.ai's stock has risen following its strategic alliance with Maqta Technologies and the acquisition of CargoSeer's technologies, aimed at enhancing AI-driven solutions for port operations and trade risk management. Despite these promising developments in expanding its AI footprint, the company faces ongoing financial challenges as reflected in its recent financial performance. The upcoming Q4 and full-year earnings call on March 2, 2026, is anticipated to provide further clarity on the impact of these strategic initiatives on its financial health and future growth.
AI firm BigBear.ai schedules Q4 and 2025 earnings release for March 2
BigBear.ai (NYSE: BBAI), a leader in AI-powered decision intelligence solutions, announced it will release its fourth-quarter and full-year 2025 earnings on Monday, March 2, 2026, at approximately 4:15 pm ET. The company will also host an earnings call later that evening, with details to be made available on its investor relations website. BigBear.ai provides mission-ready AI solutions for defense, national security, and critical infrastructure clients.
BigBear.ai (NYSE:BBAI) Stock Price Down 3.4% - What's Next?
BigBear.ai (NYSE:BBAI) saw its share price drop by 3.4% to $3.94 on Tuesday with significantly lower than average trading volume. Analyst ratings for the stock are mixed, resulting in a "Hold" consensus and an average price target of $6.00. While a CFO sold some shares, several institutional investors increased their stakes, indicating varied investor sentiment.
BigBear.ai Faces Legal Scrutiny Amid Financial Challenges
BigBear.ai Inc.'s stock is down amid legal scrutiny over alleged misleading statements and questionable accounting concerning Convertible Notes, exacerbating its financial challenges. The company faces a 20% year-on-year revenue decline, struggles with profitability, and intense competitive pressures in the AI sector. The outcomes of ongoing investigations and market reactions will shape BigBear.ai's trajectory and potential for a strategic overhaul.
Pomerantz Law Firm Investigates BigBear.ai Over Alleged Fraud
Pomerantz Law Firm has launched an investigation into BigBear.ai following allegations of securities fraud, a stock downgrade by Cantor, and a significant drop in its share price. The investigation focuses on potential misleading statements and financial discrepancies, particularly concerning the company's 2026 Convertible Notes and a 20% year-over-year revenue decline. Investors are concerned about the company's financial health and market conduct, leading to increased scrutiny and a bearish sentiment among traders.
BigBear.ai to Report Fourth Quarter and Full Year 2025 Results on March 2, 2026
BigBear.ai announced it will release its fourth quarter and full year 2025 earnings on Monday, March 2, 2026, at approximately 4:15 pm ET. The company will also host an earnings call later that evening, with details available on its investor relations website. BigBear.ai is a leading provider of AI-powered decision intelligence solutions for defense, national security, and critical infrastructure, traded on the NYSE under the symbol BBAI.
BigBear.ai to Report Fourth Quarter and Full Year 2025 Results on March 2, 2026
BigBear.ai (NYSE: BBAI) announced it will release its fourth quarter and full year 2025 earnings on Monday, March 2, 2026, at approximately 4:15 pm ET. The company will also host an earnings call later that evening, with details to be provided on its investor relations website. BigBear.ai is a leading provider of AI-powered decision intelligence solutions for defense, national security, and critical infrastructure.
BigBear.ai stock watch: BBAI slips ahead of a dilution vote as trading resumes
BigBear.ai shares dipped slightly ahead of a crucial shareholder vote regarding increasing the company's authorized common shares from 500 million to 1 billion. While an increase in authorized shares offers flexibility for fundraising, acquisitions, or employee compensation, it also raises concerns about potential dilution for existing shareholders. Investors are closely watching the outcome of the reconvened special meeting on February 18, as it could significantly impact the stock's future.
Did The Pentagon-OpenAI Deal Kill BigBear?
The article discusses how the Pentagon's launch of GenAI.mil, a free alternative AI platform, has negatively impacted BigBear.ai ($BBAI) shortly after BigBear acquired a similar military AI tool called Ask Sage for $250 million. BigBear's newly named CTO, Nicolas M. Chaillan (founder of Ask Sage), publicly criticized the Pentagon's move as "stupid, wasteful and moronic" given that the federal government is BigBear's primary customer. Hunterbrook Capital has taken a short position on $BBAI based on this reporting, highlighting the financial implications of the Pentagon's decision for BigBear.
BigBear.ai (NYSE:BBAI) Trading Down 7.7% - Time to Sell?
BigBear.ai (NYSE:BBAI) shares fell 7.7% during mid-day trading, reaching $4.09 on heavy volume. The stock is trading below its 50-day and 200-day moving averages, and analyst sentiment is mixed with an average "Hold" rating and a $6.00 price target. The company reported a 20.1% year-over-year revenue decline and missed EPS estimates, along with insider share sales, despite some institutional buying.
Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
Pomerantz LLP is investigating BigBear.ai Holdings, Inc. (NYSE: BBAI) on behalf of investors regarding potential securities fraud or unlawful business practices. This investigation follows Cantor analysts downgrading BigBear.ai to Neutral from Overweight on January 7, 2026, citing a 20% year-over-year revenue decline, elevated execution risk from government contracts, and continued operating losses. Following the downgrade, BigBear's stock price dropped by 6.55%.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Be behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
Pomerantz LLP is investigating potential securities fraud claims against BigBear.ai Holdings, Inc. following a significant stock price drop. This investigation comes after Cantor analysts downgraded BigBear.ai to Neutral, citing a 20% year-over-year revenue decline and elevated execution risk due to reliance on government contracts, leading to continued operating losses. Investors are encouraged to contact Pomerantz LLP for more information.
BigBear.ai Faces Legal and Financial Challenges Amid Revenue Decline
BigBear.ai Inc. (NYSE: BBAI) is experiencing significant stock declines and financial challenges, including a 20% year-over-year revenue drop and a disheartening 281% negative EBIT margin. The company is under investigation by Pomerantz Law Firm for potential securities fraud related to misleading business operations and issues with its 2026 Convertible Notes. These legal and financial woes, coupled with high execution risks stemming from its reliance on government contracts, are impacting investor confidence and the company's stock value.
BigBear.ai (NYSE:BBAI) Stock Price Down 3% - What's Next?
BigBear.ai (BBAI) shares fell 3% intraday, trading at $4.425 with a significantly reduced volume compared to its average. The stock is currently below its 50- and 200-day moving averages, and analyst sentiment is mixed, leaning towards "Hold" with a $6.00 target price. Recent financial results show weak performance, including an EPS miss, a 20.1% year-over-year revenue decline, and deeply negative margins, compounded by recent insider stock sales.
BigBear.ai (NYSE:BBAI) Shares Down 6.6% - What's Next?
BigBear.ai (NYSE:BBAI) shares dropped 6.6% intraday on Tuesday, trading at $4.55 with lower-than-average volume, and are below their 50- and 200-day moving averages. Analyst sentiment is mixed, with a consensus "Hold" rating and an average price target of $6.00, despite some downgrades. The company's recent quarterly earnings showed a miss on EPS, a 20% year-over-year revenue decline, and negative net margin, coupled with insider share sales.
BigBear.ai Faces Probes Over Securities Fraud Claims Amid Revenue Decline
BigBear.ai Inc. is under scrutiny due to potential securities fraud investigations by Pomerantz Law Firm, stemming from alleged accounting inaccuracies related to its 2026 Convertible Notes. The company is also experiencing a significant 20% year-over-year revenue decline and has seen its stock downgraded by analysts, leading to a substantial drop in share price. These challenges, coupled with the unexpected departure of its CEO and high reliance on government contracts, raise concerns about the company's financial stability and execution risk.
BBAI Stock Down 23% in a Month: Value Trap or AI Reset?
BigBear.ai Holdings Inc. (BBAI) has seen its stock price drop by 23% in the past month, trading below key moving averages and raising concerns among investors about its structural issues versus an AI reset. While the company's long-term AI strategy, including the acquisition of Ask Sage, remains intact to reposition it towards platform-level AI, its recent Q3 2025 financial results showed revenue decline and margin compression. The market is waiting for clearer operational evidence and consistent financial outcomes before assigning a higher multiple, placing BBAI in a "hold" position according to Zacks Investment Research, amidst strong competition from companies like Palantir, C3.ai, and Booz Allen Hamilton.
BBAI Stock Down 23% in a Month: Value Trap or AI Reset?
Shares of BigBear.ai Holdings (BBAI) have dropped significantly by 22.8% in the past month, underperforming the IT Services industry. This decline has spurred debate among investors about whether it signals a deeper structural issue or merely a recalibration of expectations. Despite its long-term AI strategy remaining intact, near-term operational performance, valuation, and competitive landscape suggest that caution is warranted, leading to a Zacks Rank #3 (Hold) rating.
BigBear.ai (NYSE:BBAI) Shares Up 3% - Time to Buy?
BigBear.ai (NYSE:BBAI) shares increased by 3% to $4.86 on Monday, though they remain below key moving averages. Wall Street analysts currently have a mixed "Hold" rating with an average target price of $6.00, suggesting limited upside. The company's fundamentals are weak, showing negative EPS, a significant year-over-year revenue decline, and net margin, while insiders have recently sold shares.
BigBear.ai Strikes AI Partnership amid Strategic Acquisition Drive
BigBear.ai Inc. has seen its stock rise by 3.39% following strategic moves including a partnership with Maqta Technologies for AI solutions in port operations and the acquisition of CargoSeer technologies to bolster cargo scanning. The company has also converted $125 million in debt to common stock, significantly strengthening its balance sheet. These actions underscore BigBear.ai's focus on expanding its presence in the global AI and trade sectors, despite some profitability challenges.
BigBear.ai stock jumps 16% into weekend; options bets and share-vote deadline loom
BigBear.ai (BBAI) stock soared 15.7% to $4.72 on Friday, recouping some losses after a week of sharp declines, driven by heavy call option buying. Shareholders are slated to vote on doubling authorized common shares from 500 million to 1 billion on February 18, a move that could lead to dilution concerns. The company recently announced a strategic partnership with Maqta Technologies and acquired select CargoSeer technologies, focusing on AI-driven customs and border operations.
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next
Shares of BigBear.ai (NYSE: BBAI) surged 15.7% to $4.72 on Friday, grabbing attention ahead of a crucial shareholder vote on February 18. This vote will decide on potentially doubling the authorized share count to 1 billion, which could enable capital raises or acquisitions but also dilute current shareholders. The company recently acquired CargoSeer technologies and partnered with AD Ports Group for AI solutions, although its stock has slid 36% in the past month.
Cantor Fitzgerald Downgrades BigBear.ai Holdings (BBAI), Cites Pressured Near-Term Fundamentals
Cantor Fitzgerald downgraded BigBear.ai Holdings (BBAI) from Overweight to Neutral and lowered its price target to $6 from $7 due to pressured near-term fundamentals, including a 20.1% year-over-year revenue decline in Q3 2025 and reliance on inconsistent government contracts. Despite these issues, BigBear.ai recently completed a $250 million acquisition of Ask Sage, a GenAI platform for secure sectors, aiming to integrate its capabilities into BigBear.ai’s existing AI portfolio. The article highlights that analysts are concerned about operating losses and profit margin pressure, recommending other undervalued AI stocks with greater upside potential.
BigBear.ai (NYSE:BBAI) Stock Price Up 15.7% - Should You Buy?
BigBear.ai (NYSE:BBAI) saw its share price surge 15.7% recently, trading at $4.72, despite mixed analyst sentiment and weak fundamentals including a 20.1% year-over-year revenue decline. While institutions like Vanguard and UBS increased their stakes, insiders have trimmed positions, and analysts maintain a consensus "Hold" rating with an average $6.00 price target. The company primarily offers AI and data analytics solutions for public sector and commercial clients but has struggled to meet earnings expectations.
BigBear.ai Holdings, Inc. (NYSE:BBAI) May Have Run Too Fast Too Soon With Recent 36% Price Plummet
BigBear.ai Holdings (NYSE:BBAI) has seen a significant 36% price drop over the last month, contributing to a 40% decline over the past year. Despite this plummet, its price-to-sales (P/S) ratio of 12.4x is still high compared to the IT industry average, especially given its declining revenue. Analysts forecast a modest 8.6% revenue growth, which is significantly lower than the industry's projected 19% growth, suggesting its elevated P/S ratio may not be sustainable.
BigBear.ai Holdings, Inc. (NYSE:BBAI) May Have Run Too Fast Too Soon With Recent 36% Price Plummet
BigBear.ai Holdings (NYSE:BBAI) experienced a significant 36% drop in its share price over the last month, contributing to a 40% decline over the past year. Despite its high price-to-sales (P/S) ratio of 12.4x compared to the IT industry average, the company's revenue has declined by 7.0% in the past year and 2.7% over three years. Analysts project a modest 8.6% revenue growth for BigBear.ai, which is significantly lower than the industry's anticipated 19% growth, suggesting its high P/S ratio may be unsustainable.
BigBear.ai (NYSE:BBAI) Stock Price Down 9.1% - Here's Why
Shares of BigBear.ai (NYSE: BBAI) dropped 9.1% following weakened analyst sentiment and strained company fundamentals. Wall Street Zen downgraded the stock to "sell," and Cantor Fitzgerald cut it to "neutral" with a $6 target. BigBear.ai also missed quarterly EPS estimates, reported a revenue decline of 20.1% year-over-year, and showed a negative net margin of -274.7%.
BigBear.ai Faces Downgrade and Legal Challenges Amid Revenue Decline
BigBear.ai's stock has dropped by 9.09% following analyst downgrades and the initiation of a securities fraud investigation by Pomerantz Law Firm. The company is facing scrutiny due to a reported 20% revenue decline, high execution risks from government contract dependency, and persistent operating losses. These challenges are significantly impacting investor confidence and market sentiment.
BigBear.ai stock slides as dilution vote nears; CEO filing adds to the focus
BigBear.ai (NYSE: BBAI) shares dropped ahead of a shareholder vote on increasing the company's authorized share count, a move that could lead to dilution. The decline also followed an SEC filing detailing CEO Kevin McAleenan's sale of shares to cover tax liabilities on vested awards. Furthermore, a law firm is investigating BigBear.ai for potential securities fraud, adding to investor focus on the company's future moves regarding expansion and capital raising.
BigBear.ai Shares Surge As Sonos Delivers Mixed Earnings
BigBear.ai Inc. saw its stock surge after significantly reducing its debt through a $125 million convertible notes conversion and forming strategic partnerships with the Kraft Group and Maqta Technologies, alongside acquiring CargoSeer. Simultaneously, Sonos reported strong Q4 2025 earnings, beating analyst expectations for revenue and adjusted EPS, despite ongoing concerns about its long-term growth trajectory and flat sales performance over recent years. Both companies present contrasting investment narratives, with BigBear.ai focusing on aggressive business reshaping and Sonos working to translate operational improvements into sustained growth.
BigBear.ai (BBAI) Is Down 19.6% After UAE Ports AI Deal And Proposed Share Increase - What's Changed
BigBear.ai (BBAI) experienced a 19.6% drop in stock value following two significant announcements: a partnership between its UAE business and Maqta Technologies (AD Ports Group) to develop AI-driven customs and border solutions, and a proposed increase in authorized common stock. While the AI deal signals global expansion and aligns with the company's strategic pivot, the stock slide highlights investor concerns about potential equity dilution. The article suggests that BBAI's current price might be overvalued, with community members holding widely varying fair value estimates.
BigBear.ai Restructures Debt, Partners Up, Strengthens Market Position
BigBear.ai has restructured $125M in convertible notes, reducing its debt significantly, and announced strategic partnerships with the Kraft Group and Maqta Technologies, alongside acquisitions from CargoSeer. These moves are aimed at enhancing financial stability, improving supply chain transparency, strengthening customs operations, and boosting overall market presence. The company's stock has seen positive movement, reflecting investor confidence in these strategic initiatives amidst previous struggles in profitability.
BigBear.ai (BBAI) stock price rises, but a Feb. 18 dilution vote is driving the chatter
Shares of BigBear.ai (BBAI) rose marginally as shareholders prepare to vote on February 18 to potentially double the authorized common stock from 500 million to 1 billion shares. This move, aimed at enabling equity financing and growth, sparks debate among investors about the balance between company flexibility and dilution risk. The company has also been active in strategic partnerships and balance sheet restructuring, including recent conversions of convertible senior secured notes to common stock.
BigBear.ai Holdings, Inc. (BBAI) Stock Declines While Market Improves: Some Information for Investors
BigBear.ai Holdings, Inc. (BBAI) stock recently declined by 5.16% while major indices like the S&P 500, Dow, and Nasdaq saw gains. The company's shares have dropped 13.7% in the past month, underperforming the Computer and Technology sector. Investors are anticipating the upcoming earnings report, with projections of a year-over-year decline in earnings per share and revenue.
BigBear.ai (NYSE:BBAI) Stock Price Down 5.1% - Here's Why
BigBear.ai (NYSE:BBAI) stock fell 5.1% on Monday, trading at $4.785 with about 48.7 million shares exchanged, significantly below its average daily volume. Analyst sentiment is mixed, resulting in a consensus "Hold" rating and a $6.00 price target, despite the company reporting negative EPS and a 20.1% year-over-year revenue decline. Insider selling has occurred, yet large institutions like Vanguard and UBS have substantially increased their holdings in the AI and data analytics solutions provider.
BigBear.ai Faces Market Challenges as Downgrades and Potential Legal Issues Loom
BigBear.ai (NYSE: BBAI) is experiencing significant market challenges, with its stock trading down amid investor concerns. Cantor Fitzgerald downgraded the company to Neutral with a $6 price target, and Pomerantz Law Firm is investigating potential securities fraud. The company faces a 20% year-over-year revenue decline, reliance on uncertain government contracts, and negative adjusted EBITDA, contributing to its precarious financial position.
BigBear.ai stock slides into Monday after an 8.7% drop — dilution vote now in focus
BigBear.ai (BBAI) stock dropped 8.7% on Friday, with investors now focusing on a crucial shareholder vote scheduled for February 18th. The vote concerns a proposal to double the authorized common shares from 500 million to 1 billion, which could lead to dilution for current shareholders but provides the company flexibility for future financing, acquisitions, and talent retention. CEO Kevin McAleenan is urging shareholders to support the proposal to maintain strategic agility.
Investment Outlook Comparison: Palantir vs BigBear.ai
This article compares the investment outlooks of Palantir (PLTR) and BigBear.ai (BBAI), highlighting Palantir's strong commercial growth and customer expansion in Q3 2025, which led to a 73% year-over-year revenue surge. In contrast, BigBear.ai faces financial struggles with projected revenue declines due to reliance on government contracts. While BigBear.ai has a lower price-to-sales ratio, Palantir's leading position in the AI software market suggests higher long-term growth potential, making it more attractive to investors.
BigBear.ai (BBAI) stock slides into next week as Feb. 18 dilution vote nears after AD Ports partnership
BigBear.ai (BBAI) stock fell 8.8% following a volatile session, with shareholders set to vote on February 18 on a proposal to double the company's authorized common stock. This proposed dilution comes shortly after the company announced a new customs and trade partnership in the Middle East with AD Ports Group, creating a dilemma for investors. While the partnership is seen as a positive development, the potential for share dilution raises concerns among shareholders.
Forget BigBear.ai: This Mission-Critical AI Platform With Exploding Commercial Revenue Is the Better Long-Term Bet
This article argues that Palantir Technologies is a better long-term investment than BigBear.ai, despite BigBear.ai's seemingly attractive valuation. Palantir's rapid growth in commercial revenue and its leading position in the AI software platform market make it a compelling choice. In contrast, BigBear.ai's reliance on government contracts and declining revenue make it a less attractive option.
Up 11.8%, Should You Buy BigBear.ai Stock Right Now?
BigBear.ai, an AI company focused on defense and security, saw its stock rise by 11.8% year-to-date in 2026 after a volatile 2025. The company specializes in niche applications like facial recognition software and secure edge computing for government clients, differentiating itself from general-purpose AI firms. However, its growth strategy relies heavily on acquisitions, and a recent postponement of a crucial shareholder vote on issuing more shares introduces significant uncertainty and risk for investors.
