BigBear.ai (NYSE:BBAI) steady after Russell bump as cap overhang resurfaces
BigBear.ai (NYSE:BBAI) shares remained steady despite being dropped from the Russell Microcap Index, performing comparably to the micro-cap index but lagging behind Palantir Technologies. The company’s market capitalization exceeds the Russell Microcap ceiling, and recent insider share disposals were due to tax withholdings, not selling. However, a significant increase in authorized common shares to 1 billion from 500 million presents a potential dilution risk for shareholders, even as the company reported a small revenue slip and an increased adjusted EBITDA loss in Q1.
BigBear.ai (NYSE: BBAI) Pushes Into Industrial AI With Shipyard Contracts And Supply-Chain Tools
BigBear.ai (NYSE: BBAI) is expanding its focus beyond pure-play AI into industrial technology, driven by new contracts for its Shipyard AI platform and acquisitions like Ask Sage and CargoSeer. This strategic shift, aimed at operational optimization in sectors like manufacturing and logistics, has contributed to a 14% increase in first-quarter backlog and improved gross margins. Despite competing with industry giants like Palantir and C3.ai, BigBear.ai aims to differentiate itself with mission-focused and secure generative AI, though its stock has underperformed and currently holds a Zacks Rank Sell rating.
BBAI Price Today: BigBear.ai Holdings, Inc. Stock Price, Quote & Chart
This article provides current stock information for BigBear.ai Holdings, Inc. (BBAI), including its live price, key market data, and recent performance trends. It details how to buy BBAI stock on MEXC and offers a comprehensive FAQ section addressing common investor questions about the company's financials, classification, and future outlook. BBAI specializes in mission-ready artificial intelligence technology for defense and national security.
BigBear.ai Holdings (NASDAQ: BBAI) Stock Price Drops 3.02% As Shares Underperform Market
BigBear.ai Holdings (NASDAQ: BBAI) saw its stock price drop by 3.02%, closing at $3.53, significantly underperforming the broader market and its peers in the Computer and Technology sector. Over the past month, shares have fallen 24.64%, much worse than the sector's 5.47% loss. Analysts anticipate an improved EPS of -$0.05 and revenue of $35.24 million for the upcoming earnings report, though the company currently holds a Zacks Rank of #4 (Sell).
BigBear.ai (NYSE: BBAI) CEO stock withheld to cover RSU taxes
BigBear.ai CEO Kevin McAleenan had 23,562 shares of common stock, valued at $3.60 per share, withheld on June 30, 2026, to cover tax obligations related to the vesting of restricted stock units. This transaction was a routine tax-withholding disposition, not an open-market sale, and McAleenan now directly holds 1,428,508 shares of BigBear.ai common stock. The event was disclosed in a Form 4 SEC filing, indicating a neutral impact on the stock.
BigBear.ai Holdings | 4: Statement of changes in beneficial ownership of securities-Officer Blankenship Carolyn
This article concerns a Form 4 filing for BigBear.ai Holdings, detailing a statement of changes in beneficial ownership of securities for Officer Carolyn Blankenship. The Form 4 is a mandatory SEC filing providing transparency into insider transactions.
Tax withholding trims BigBear.ai (BBAI) CFO stake to 592,893 shares
BigBear.ai's CFO, Sean Raymond Ricker, had 10,069 shares of common stock withheld for tax withholding obligations at a price of $3.60 per share. This was a routine transaction related to the vesting of restricted stock units and not an open-market sale. Following this withholding, Ricker directly holds 592,893 common shares in the company.
BigBear.ai (NYSE: BBAI) counsel records RSU tax share withholding
BigBear.ai's General Counsel and Secretary, Carolyn Blankenship, reported a routine tax-related share disposition. On June 30, 2026, 9,019 shares of common stock were withheld at $3.60 per share to cover tax obligations from vested restricted stock units. After this transaction, Blankenship directly holds 771,526 shares of BigBear.ai common stock, which also includes shares acquired through the Employee Stock Purchase Plan.
BigBear.ai Holdings, Inc. (BBAI) Stock Moves -3.02%: What You Should Know
BigBear.ai Holdings, Inc. (BBAI) stock experienced a -3.02% drop, closing at $3.53, and has underperformed the sector and S&P 500 over the past month. The company's upcoming earnings report projects EPS at -$0.05 and revenue at $35.24 million, with positive estimate revisions from analysts. BBAI currently holds a Zacks Rank #4 (Sell), despite its industry ranking in the top 42%.
BigBear.ai Holdings, Inc. (BBAI) Stock Moves -3.02%: What You Should Know
BigBear.ai Holdings, Inc. (BBAI) stock recently experienced a -3.02% change, closing at $3.53, and has depreciated by 24.64% over the past month. Analysts project the company's upcoming EPS to be -$0.05, an increase of 16.67% year-over-year, with revenue expected at $35.24 million. Currently, BBAI holds a Zacks Rank #4 (Sell), despite positive estimate revisions for future earnings and revenue.
BBAI - BigBear.ai Holdings Inc Volatility & Greeks
This article provides a detailed overview of BigBear.ai Holdings Inc (BBAI) stock, including its volatility, financial performance metrics, and key trading data. It covers various fundamental and technical indicators such as market capitalization, income, sales, EPS, insider and institutional ownership, and price performance over different periods. The data reflects the stock's status as of July 2, 2024, at 04:00 PM ET.
How BigBear.ai’s Removal From Key Russell Indexes (BBAI) Has Changed Its Investment Story
BigBear.ai Holdings, Inc. (NYSE: BBAI) was removed from several Russell indexes on June 27, 2026, which could impact its liquidity and investor base, though it doesn't directly alter its core business thesis. The company reaffirmed its 2026 revenue outlook of US$135 million to US$165 million, but investors are watching whether new international contracts can offset ongoing losses and support growth. Despite potential short-term trading effects, the main long-term investment narrative hinges on BigBear.ai's defense-focused AI turning government-heavy revenue into a more sustainable business model.
BigBear.ai Holdings, Inc. Warrants 2021-08.12.26 on BigBear.ai Financial Disclosures & SEC Filings
This article provides a comprehensive list of BigBear.ai Holdings, Inc.'s SEC filings and other important company documents, including quarterly and annual earnings reports, 8-K forms, and extraordinary general meeting (EGM) and annual general meeting (AGM) transcripts. It details significant corporate events and financial performance highlights from 2021 through Q1 FY2026, offering investors a resource to evaluate the company's operational updates and financial health.
BigBear.ai Stock Down 37% Yet Promising Outlook Ahead
BigBear.ai's stock has dropped 37% in 2026 despite strong demand for its AI solutions. The company's Q1 2026 results show a significant recovery in revenue decline, coupled with an optimistic 2026 revenue forecast and enhanced gross margins due to the Ask Sage acquisition. Despite current valuation concerns, these factors indicate a promising outlook for the company.
The Bull Case For BigBear.ai (BBAI) Could Change Following Removal From Key Russell Indexes
BigBear.ai (BBAI) was removed from several Russell indexes on June 27, 2026, which could impact its investor base, liquidity, and trading patterns. While this doesn't directly affect its contracts, it highlights the company's reliance on government-focused AI growth and the ongoing challenge of achieving profitability. Analysts offer varying outlooks, with some painting a tougher picture regarding risks like contract concentration and post-index removal liquidity.
The Bull Case For BigBear.ai (BBAI) Could Change Following Removal From Key Russell Indexes
BigBear.ai Holdings (BBAI) has been removed from multiple Russell indexes, including the Russell 3000E and Microcap indexes, which may impact its investor mix and liquidity. While this doesn't directly affect its existing contracts, it highlights the company's reliance on government-focused AI and its pursuit of diversified, higher-margin software revenue. Analysts hold varied views on the stock's future, with some seeing a significant upside based on revenue forecasts, while others point to risks like contract concentration and profitability challenges.
BigBear.ai Holdings, Inc.(NYSE: BBAI) dropped from Russell 3000E Index
BigBear.ai Holdings, Inc. (NYSE:BBAI) has been removed from the Russell 3000E Index. The company has also been recently dropped from other Russell indices including the Microcap Value, Microcap Growth, and Microcap Index. This news follows recent announcements regarding BigBear.ai's Q1 2026 earnings, new AI cargo security platform deployments, and executive appointments.
BigBear.ai Stock (BBAI) Opinions on Recent Price Movements and Dilution
BigBear.ai (BBAI) stock has experienced downward pressure and price swings, with recent discussions focusing on dilution concerns due to approved share issuance. Despite this, some analysts are bullish, predicting price targets above $5 based on government AI contracts, while others advise caution. Insider trading shows more sales than purchases, but congressional trading includes recent purchases, and institutional investors have mixed positions.
BigBear.ai Holdings (NYSE: BBAI) Stock Price Falls Sharply As Stock Underperforms Broader Market
BigBear.ai Holdings (NYSE: BBAI) stock fell sharply by 3.13% in the latest trading session, underperforming the broader market. Over the past month, the stock has declined by 19.45%, prompting investor focus on its upcoming earnings report. The company has a Zacks Rank of #4 (Sell) and faces challenges within its industry sector.
BigBear.ai Holdings, Inc. (BBAI) Sees a More Significant Dip Than Broader Market: Some Facts to Know
BigBear.ai Holdings, Inc. (BBAI) recently experienced a 3.13% daily dip and a 19.45% monthly decline, underperforming the broader market and its sector. Despite this, analysts predict significant earnings and revenue growth for the company's upcoming report, with full-year estimates also showing positive year-over-year changes. However, BBAI currently holds a Zacks Rank of #4 (Sell) within an industry ranked in the bottom 39%.
What's Driving Congressional Interest in BigBear.ai (BBAI)
The article explores congressional interest in BigBear.ai (BBAI) due to recent stock purchases by Representative Lisa McClain's spouse, highlighting the company's position in the defense AI sector. It discusses BBAI's growth potential amid national security priorities, as well as the risks associated with market volatility, competition, and government contracting complexities. The piece also delves into the policy landscape for defense AI and BigBear.ai's valuation, advising investors to conduct thorough analysis.
Is BigBear.ai Becoming a Pure-Play Government GenAI Stock?
BigBear.ai is strategically shifting its business to focus on government-focused artificial intelligence, evidenced by its Ask Sage platform winning new contracts with U.S. federal agencies. While first-quarter revenues slightly dipped, the company saw expanded gross margins due to higher-margin generative AI software. Despite competition from Palantir and C3.ai, BigBear.ai aims to carve out a niche in government GenAI, although it still faces challenges in scale and profitability.
Here's Why BigBear.ai Holdings, Inc. (BBAI) Fell More Than Broader Market
BigBear.ai Holdings, Inc. (BBAI) saw a 2.3% drop in its stock price, underperforming the S&P 500, while the Dow gained and Nasdaq lost. Analysts anticipate earnings per share of -$0.05 and revenue of $35.24 million for its upcoming report, with full-year forecasts showing significant growth. The company currently holds a Zacks Rank of #4 (Sell), placing it in the bottom third of the Computers - IT Services industry.
BigBear.ai Stock (BBAI) Opinions on Insider Buying and Defense AI Contracts
The article discusses BigBear.ai (BBAI) stock, focusing on recent insider share grants, a record Q1 revenue, and significant defense AI contract wins. It highlights social media sentiment about the company's role in federal AI initiatives and provides an overview of insider trading, congressional stock trading, hedge fund activity, government contracts received, and analyst price targets for BBAI. Despite some insider selling, the overall tone suggests cautious optimism regarding the company's operational updates and market position.
BigBear.ai (NYSE: BBAI) Stock Price Trades At Premium Valuation As Contracts And Margin Gains Build AI Momentum
BigBear.ai (NYSE: BBAI) is trading at a premium valuation despite a 28.1% year-to-date stock plunge, reflecting investor confidence in its government and defense AI solutions. The company reported a 34% gross margin in Q1 2026 due to higher-margin generative AI software, and secured significant contracts, leading to a 14% sequential increase in backlog to $281.9 million. However, BigBear.ai remains unprofitable, carrying execution risk due to dependency on government procurement cycles and competition from rivals like Palantir and Booz Allen Hamilton.
BigBear.ai (NYSE: BBAI) Stock Faces Profitability Test As SG&A Costs Surge 28.6% Against Flat Revenue Growth
BigBear.ai (NYSE: BBAI) is facing a profitability test as its Q1 2026 revenues remained flat at $34.4 million, despite a significant gross margin expansion to 34% driven by higher-margin AI software products and the acquisition of Ask Sage. While the company's backlog grew to $281.9 million, SG&A expenses surged 28.6% to $29.2 million due to integration and talent investments, raising concerns about the sustainability of its aggressive growth strategy. Analysts assign a Zacks Rank of 4 (Sell) to BBAI stock, reflecting skepticism regarding near-term shareholder returns amidst its investment-heavy approach.
Can BigBear.ai Balance Rapid AI Innovation With Rising SG&A Expenses?
BigBear.ai is actively positioning itself as a leader in AI solutions, as evidenced by its Q1 2026 financial results which showed flat revenues but a significant expansion in gross margin due to higher-margin AI software offerings. While the company is investing heavily in AI capabilities and secured new contracts, its selling, general, and administrative expenses have risen. BigBear.ai's financial strength and ongoing innovation, alongside competitors like Palantir and C3.ai, will determine if its investment-heavy growth strategy yields sustainable shareholder value.
BigBear.ai Holdings (NASDAQ: BBAI) Underperforms Broader Market With Session Decline
BigBear.ai Holdings (NASDAQ: BBAI) underperformed the broader market, closing down 2.22% while the S&P 500 lost 0.57%. Despite a recent period of outperformance and positive analyst expectations for future earnings and revenue, the company holds a Zacks Rank of #4 (Sell) due to stagnant EPS estimate revisions. Its position in the Computers – IT Services industry, ranked in the bottom 35%, also presents a challenge, as industries in the lower half typically underperform.
BigBear.ai's Valuation Is Rich, but Is the AI Opportunity Richer?
BigBear.ai (BBAI) trades at a premium valuation despite recent stock declines, reflecting investor expectations for strong growth in AI-powered solutions for government agencies. While the company is making progress with contract wins, expanding backlog, and improving margins due to a shift towards software, it continues to face challenges with modest revenue growth, persistent losses, and execution risks. Analysts anticipate narrowing losses and revenue growth in 2026 and 2027, but the stock's current premium valuation limits the margin for error, leading to a Zacks Rank #4 (Sell).
BigBear.ai Holdings Inc (BBAI_t) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides historical data on dividends and stock splits for BigBear.ai Holdings Inc (BBAI_t). It indicates that the company has not distributed any dividends in the past five years and has no recorded stock split history. The current stock price and key financial metrics are also briefly mentioned.
BigBear.ai Holdings Inc (BBAI) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides an overview of BigBear.ai Holdings Inc's (BBAI) dividend and stock split history, noting that no dividend data is available for the past five years and no stock splits have been recorded. It presents the current stock price and market capitalization for BBAI, indicating its performance for the given day.
BigBear.ai Holdings Inc (BBAI) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for BigBear.ai Holdings Inc (BBAI), categorizing it by business segments and regional contributions. For the reported period, Time and materials made up the largest portion of revenue at 61.44%, followed by Firm fixed price and Cost-reimbursable segments. Geographically, all of the company's reported revenue came from the United States.
Backlog-Fueled 2026 Outlook and Share Expansion Might Change The Case For Investing In BigBear.ai (BBAI)
BigBear.ai (BBAI) has doubled its authorized common stock capacity to 1 billion shares while reaffirming its 2026 revenue guidance of US$135 million to US$165 million, supported by a 14% backlog increase including a US$53 million government contract. Despite this positive outlook, the company’s history of dilution and ongoing losses mean investors should be aware of continued dilution risk, even as it expands its contract base into new commercial markets like trade and travel with platforms like Shipyard AI and Ask Sage. Analysts have varying views on its future performance, with some projecting significant revenue growth and fair value increases by 2029.
Backlog-Fueled 2026 Outlook and Share Expansion Might Change The Case For Investing In BigBear.ai (BBAI)
BigBear.ai Holdings, Inc. recently doubled its authorized common stock capacity to 1 billion shares while reaffirming its 2026 revenue guidance of US$135 million to US$165 million, supported by a significant increase in backlog including a US$53 million classified intelligence contract. This move, alongside new contract wins and platform expansions, aims to broaden its revenue base and address liquidity, though it maintains dilution risk for investors. The article suggests this strengthens the company's near-term outlook, projecting revenues of US$176.7 million and earnings of US$13.8 million by 2029, with a potential fair value of $5.33 per share.
BigBear.ai Holdings, Inc. (BBAI) Suffers a Larger Drop Than the General Market: Key Insights
BigBear.ai Holdings, Inc. (BBAI) stock experienced a 2.22% drop, underperforming the S&P 500 but outperforming its sector and the S&P 500 in prior trading. Upcoming earnings projections show an anticipated EPS increase of 16.67% and revenue growth of 8.52% for the quarter. Currently, analysts have assigned BBAI a Zacks Rank #4 (Sell), placing its industry in the bottom 35% overall.
Director Dorothy Hayes awarded 36,070 RSUs at BigBear.ai (NYSE: BBAI)
Dorothy D. Hayes, a director at BigBear.ai (NYSE: BBAI), was granted 36,070 restricted stock units (RSUs) on June 14, 2026. These RSUs, each representing one share of Common Stock, will vest on June 14, 2027, provided her service continues. Following this award, her direct holdings in the company amount to 240,220 shares.
36,070 BigBear.ai (BBAI) RSUs awarded for AE Industrial-related entities
BigBear.ai Holdings, Inc. reported a Form 4 transaction indicating an award of 36,070 restricted stock units (RSUs) to entities associated with AE Industrial Partners. These RSUs were granted on June 14, 2026, to Kirk Michael Konert in his capacity as a director, will vest on June 14, 2027, and will be assigned to AE Industrial Partners, LP. Following this transaction, the indirect holdings for these entities total 299,506 shares of Common Stock, with the associated parties disclaiming beneficial ownership except for their pecuniary interest.
BigBear.ai Holdings | 4: Statement of changes in beneficial ownership of securities-Director HAYES DOROTHY D
This document reports a statement of changes in beneficial ownership of securities for Dorothy D. Hayes, a director at BigBear.ai Holdings, as required by SEC Form 4. This form details transactions that affect an insider's ownership in the company.
Director Paul Fulchino granted 36,070 RSUs at BigBear.ai (NYSE: BBAI)
BigBear.ai Holdings, Inc. director Paul E. Fulchino was granted 36,070 restricted stock units (RSUs) as an equity award, with each RSU representing one future share of Common Stock. These RSUs were awarded at no cash cost and will vest on June 14, 2027, provided he continues in service. Following this grant, Fulchino directly holds 440,830 shares of Common Stock.
BigBear.ai (BBAI) director receives 36,070 RSUs equity award
BigBear.ai Holdings, Inc. director Pamela Joyce Braden was granted 36,070 restricted stock units (RSUs) on June 14, 2026. These RSUs will vest on June 14, 2027, provided her continued service, and will be settled in shares within sixty days after vesting. Following this award, her direct holdings in the company amount to 544,757 shares of Common Stock.
BigBear.ai (NYSE: BBAI) Reaffirms 2026 Revenue Guidance Backed By Backlog Growth And Defense Contract Wins
BigBear.ai (NYSE: BBAI) has reaffirmed its 2026 revenue guidance of $135 million to $165 million, despite flat Q1 revenues, due to a 14% sequential increase in its backlog to $281.9 million, driven by a significant classified government contract. The company is focusing on national security and trade/travel markets, leveraging its generative AI platform, Ask Sage, to expand gross margins and differentiate itself from competitors like Palantir and C3.ai through specialized operational expertise.
BigBear.ai Shareholders Approve Major Increase in Authorized Stock
BigBear.ai Holdings (BBAI) shareholders have approved a significant amendment to double the company's authorized common stock from 500 million to 1 billion shares, effective June 9, 2026, which will expand its capacity for future equity issuance. Shareholders also re-elected directors, endorsed executive pay, and ratified Grant Thornton LLP as the independent auditor. Despite the weak financial performance and dilution overhang, the strong shareholder support indicates confidence in the company's strategic and governance direction.
Why BigBear.ai Is Staying Confident About Its 2026 Outlook
BigBear.ai (BBAI) maintains its 2026 outlook despite flat first-quarter revenues, citing a strengthening backlog, significant contract wins, and growing demand for its high-margin AI products. The company's confidence stems from its focus on national security and trade & travel markets, a shift towards technology-based revenues through its Ask Sage platform leading to gross margin expansion, and a strong cash position. It faces competition from larger AI providers like Palantir (PLTR) and C3.ai (AI) but differentiates itself with specialized mission-ready AI applications.
BigBear.ai shareholders approve share increase and board elections at annual meeting
BigBear.ai Holdings, Inc. shareholders approved an increase in authorized common stock from 500 million to 1 billion shares at their 2026 Annual Meeting. They also elected Kevin McAleenan and Pamela Braden as Class II directors and ratified Grant Thornton LLP as the independent registered public accounting firm. Additionally, shareholders approved an annual frequency for advisory votes on executive compensation and gave a non-binding approval for named executive officers' compensation for fiscal year 2025.
Why BigBear.ai Is Staying Confident About Its 2026 Outlook
BigBear.ai (BBAI) remains confident in its 2026 outlook, despite modest Q1 2026 revenue, driven by a growing backlog, significant contract wins, and increasing demand for its high-margin AI products. The company's focus on national security and trade & travel markets, along with an increase in technology-based revenues from its Ask Sage platform, are key factors in its optimistic projections. BigBear.ai faces competition from larger AI and analytics providers like Palantir (PLTR) and C3.ai (AI) but differentiates itself through specialized expertise in homeland security and intelligence missions.
BigBear.ai Stock Bounces as Shareholder Vote Squeeze Meets Panama AI Speculation
BigBear.ai (BBAI) shares rose by 2.8% to $4.10 following the company's announcement of a new AI security technology deal in Panama and anticipation of final results from its June 9 annual meeting. Investors are weighing the potential for dilution from a shareholder-approved proposal to increase authorized common shares against the company's backlog growth and Panama project, which is seen as a key driver. Despite dilution concerns and continued net losses, the company reported expanding gross margins and a solid cash position, with management maintaining its 2026 revenue outlook.
BigBear.ai Stock Price Poised to Gain as BBAI Wins Panama Cargo Security Contract With PTG
BigBear.ai Holdings Inc (BBAI) has secured a significant contract with Panama Transshipment Group (PTG) to deploy its AI-powered cargo security management solution in Panama. This deal marks a substantial commercial expansion for the company beyond its traditional defense clientele, leveraging its AI solution to enhance security along Panama's crucial Dry Canal. The news has contributed to a more than 25% gain in BBAI shares over the past month, signaling growing investor confidence in its expanding commercial pipeline.
BigBear.ai Holdings | 4: Statement of changes in beneficial ownership of securities-Officer Ricker Sean Raymond
This document from BigBear.ai Holdings is a Form 4 Statement of Changes in Beneficial Ownership of Securities, specifically for Officer Ricker Sean Raymond. It details alterations in his holdings of the company's securities.
[Form 4] BigBear.ai Holdings, Inc. Insider Trading Activity
BigBear.ai Holdings, Inc.'s Chief Financial Officer, Sean Raymond Ricker, reported a routine tax withholding transaction involving 9,759 common shares to cover tax obligations upon the vesting of restricted stock units. These shares were not sold on the open market, but rather withheld at a value of $4.20 per share. Following this transaction, Ricker directly holds 602,962 shares of BigBear.ai, which includes 3,465 shares acquired through an Employee Stock Purchase Plan.
BBAI Stock Pullback Puts BigBear.ai On Traders’ Radar
BigBear.ai Inc. (BBAI) stock has experienced a significant pullback, dropping over 27% in just over a week, attracting traders looking for oversold bounces. Despite substantial operating and net losses, the company maintains a strong balance sheet with over $100 million in cash and low debt, giving it liquidity to fund its AI strategy. Traders are closely watching the stock's consolidation around the $4 level, which could indicate either a resurgence in momentum or further downside.
