BigBear.ai Stock Dips 1.8% Amid Analyst Concerns
Shares of BigBear.ai (NYSE:BBAI) fell 1.8% after analysts at HC Wainwright and Cantor Fitzgerald lowered their price targets due to concerns about the company's recent financial performance. BigBear.ai reported a 37.7% year-over-year decline in revenue and negative net margin and return on equity. The analyst downgrades highlight the challenges BigBear.ai faces in the AI analytics market and the need for a clear path to profitability.
BigBear.ai Holdings, Inc. (BBAI) Shares Decline Despite Market Gains: Essential Information for Investors
BigBear.ai Holdings, Inc. (BBAI) saw its stock decline by 1.96% in its latest trading session, underperforming the broader market which experienced gains. Over the past month, BBAI shares fell 15.77%, and investors are anticipating its upcoming earnings report, with forecasts suggesting improved EPS but decreased revenue year-over-year. The company currently holds a Zacks Rank of #3 (Hold) within the Computers - IT Services sector.
BigBear.ai (NYSE:BBAI) Trading Down 1.8% - Should You Sell?
BigBear.ai (NYSE:BBAI) saw its shares drop 1.8% to $3.515, with trading volume significantly below average. Analysts have mixed ratings (1 Buy, 1 Hold, 1 Sell) and an average price target of $5.50. The company reported an EPS beat but missed revenue estimates, with a substantial year-over-year revenue decrease and negative profitability.
Tax withholding on RSU vesting reported by BigBear.ai (BBAI) counsel
BigBear.ai Holdings, Inc. General Counsel and Secretary Carolyn Blankenship reported routine tax-withholding dispositions of common stock related to restricted stock unit vesting. On April 1, 13,649 shares were withheld at $3.52 per share, and on March 31, 5,606 shares were withheld at $3.04 per share. These are non-market transactions to satisfy tax obligations, and after these disposals, she directly holds 777,993 shares of BigBear.ai common stock.
[Form 4] BigBear.ai Holdings, Inc. Insider Trading Activity
Kevin McAleenan, CEO of BigBear.ai Holdings, Inc., reported routine stock dispositions for tax withholding related to restricted stock unit vesting. On April 1, 2026, 39,424 shares were withheld at $3.52, and on March 31, 2026, an additional 22,392 shares were withheld at $3.04. These transactions were for tax obligations, not open-market sales, and McAleenan maintains a substantial direct ownership of 1,452,070 shares in the company.
BigBear.ai (NYSE: BBAI) CFO withholds shares to pay RSU taxes
BigBear.ai Holdings, Inc.'s CFO, Sean Raymond Ricker, reported tax-related share withholdings to cover obligations from vested Restricted Stock Units (RSUs). A total of 14,989 common shares were withheld across two transactions at prices of $3.52 and $3.04 per share. These were routine non-market dispositions, and Ricker continues to hold over 600,000 shares, maintaining a significant equity stake.
BigBear.ai Holdings (BBAI) Down More Than 23% Since Q4 2025 Earnings, Here’s What You Need to Know
BigBear.ai Holdings (BBAI) saw its stock decline by over 23% following its Q4 2025 earnings report, where it missed revenue estimates with a significant year-over-year decline. The company attributed the revenue drop to lower Army program volume and experienced a decrease in gross margins due to the absence of nonrecurring high-margin license deliveries that benefited 2024. Despite a lowered price target from H.C. Wainwright, the firm maintained a "Buy" rating, citing potential benefits from Ask Sage and national security policies.
How Investors Are Reacting To BigBear.ai (BBAI) Doubling Its Authorized Common Share Count
BigBear.ai Holdings, Inc. has announced a Special Meeting of Stockholders on April 21, 2026, to vote on increasing its authorized common stock from 500 million to 1 billion shares. This move aims to provide financial flexibility but also raises concerns about potential dilution for existing shareholders. The article discusses how this share authorization could impact the company's investment narrative, particularly in the context of its projected revenue and ongoing losses, and highlights differing analyst perspectives on its future growth.
BigBear.ai Stock Surges 15.8% - Should Investors Buy?
Shares of BigBear.ai Holdings, Inc. surged 15.8% after its latest earnings report, despite a significant year-over-year revenue decline. Analysts have mixed views on the AI and data analytics company, with ratings ranging from 'buy' to 'sell' and adjusted price targets. Investors are watching to see if BigBear.ai can capitalize on market demand and improve its financial performance amid volatility.
BigBear.ai Holdings, Inc. (BBAI) stock declines while market improves: Some information for investors
This article discusses BigBear.ai Holdings, Inc. (BBAI) stock's decline despite an improving market. It aims to provide investors with relevant information regarding this performance.
Can BigBear.ai Capitalize on $320B National Security Funding Tailwind?
The article discusses BigBear.ai's potential to benefit from the significant $320 billion national security funding. It will likely explore the company's AI capabilities, its current government contracts, and how increased defense spending could translate into growth and profitability for the AI and data analytics firm.
BigBear.ai Holdings, Inc. (BBAI) falls more steeply than broader market: What investors need to know
BigBear.ai Holdings, Inc. (BBAI) experienced a steeper decline than the overall market, with its shares falling 2.22% to $1.32. This performance lagged behind the S&P 500's daily gain of 0.81%. Investors should monitor these trends as BigBear.ai has also underperformed its industry and the broader market over the last month.
BigBear.ai Holdings, Inc. (BBAI) Sees a More Significant Dip Than Broader Market: Some Facts to Know
BigBear.ai Holdings, Inc. (BBAI) shares fell by 5.42% to $3.14, outperforming the S&P 500, Dow, and Nasdaq in losses during the latest trading session. Over the past month, BBAI shares have declined 20%, significantly underperforming the Computer and Technology sector and the S&P 500. The company anticipates reporting an EPS of -$0.06 for its upcoming earnings release, with full-year estimates predicting an EPS of -$0.3 and revenue of $143.6 million.
BigBear.ai (BBAI) CEO Kevin McAleenan receives 290,730-share RSU grant
BigBear.ai Holdings, Inc. CEO Kevin McAleenan was granted 290,730 restricted stock units (RSUs) as part of his compensation package. These RSUs, valued at no cash purchase price, will vest over nearly four years, with 25% vesting on March 26, 2027, and the remainder in equal quarterly installments through December 31, 2029, contingent on his continued employment. Following this grant, McAleenan directly holds 1,513,886 shares of Common Stock.
BigBear.ai (BBAI) CFO granted 122,107 RSUs in multi-year vesting plan
BigBear.ai Holdings, Inc.'s CFO, Sean Raymond Ricker, was granted 122,107 restricted stock units (RSUs) as equity compensation. These RSUs, which represent shares of common stock, will vest over a multi-year plan, with 25% vesting in March 2027 and the remainder in quarterly installments through December 2029, contingent on his continued employment. This grant aligns the CFO's financial interests with the company's long-term performance, bringing his total direct ownership to 634,245 shares.
[SCHEDULE 13G/A] BigBear.ai Holdings, Inc. Amended Passive Investment Disclosure | BBAI SEC Filing - Form SCHEDULE 13G/A
The Vanguard Group filed an amended Schedule 13G/A for BigBear.ai Holdings Inc., stating it now holds 0 shares and 0% beneficial ownership following an internal realignment on January 12, 2026. This change is administrative, shifting reporting responsibilities to specific Vanguard subsidiaries, as explained by SEC guidance. Investors should note this primarily alters reporting entities rather than indicating market activity or a disposal of shares, with any actual holdings to be reported by the newly disaggregated entities.
BBAI BigBear.ai (NYSE) after-hours $3.54 on 24 Mar 2026: AI stock view, 120% year target
BigBear.ai (BBAI) closed after-hours on March 24, 2026, at $3.54, down 3.80%, following a soft revenue report but still supported by AI demand and defense contracts. The stock is under short-term pressure with technical indicators showing weakness and mixed analyst opinions. Meyka AI gives BBAI a "HOLD" rating with a yearly target implying a 120.06% upside, while cautioning investors due to risks like shrinking revenue and low margins.
BigBear.ai vs. C3.ai: Which AI Stock Has More Upside Now?
This article compares two AI stocks, BigBear.ai (BBAI) and C3.ai (AI), to determine which offers better upside potential. BigBear.ai, a niche player in national security and logistics AI, shows a clearer path to operational stabilization with improving financials and strategic acquisitions. C3.ai, despite its broader enterprise AI platform strategy and strong customer traction, faces near-term uncertainty due to declining revenues, widening losses, and ongoing restructuring efforts.
BigBear.ai (BBAI) Is Down 6.8% After Doubling Authorized Shares Amid Dilution Fears – Has The Bull Case Changed?
BigBear.ai (BBAI) has seen its stock drop by 6.8% after announcing plans to double its authorized common shares, sparking investor concerns about potential dilution. This move, coupled with ongoing losses and criticism from Jim Cramer, intensifies the focus on the company's ability to stabilize revenue and narrow losses. The share authorization could be used to fund growth or balance sheet repairs, materially affecting existing shareholders' stakes and raising questions about BigBear.ai's investment narrative and risk-reward profile.
BigBear.ai's Revenue Outlook Signals 17% Growth: Bull Case Ahead?
BigBear.ai is projecting 17% revenue growth in 2026, signaling a potential turnaround after a challenging 2025. The company has strengthened its financial position and is focusing on AI solutions for national security and global trade, with strategic acquisitions expanding its capabilities. Despite competition from Palantir and Booz Allen Hamilton and recent stock underperformance, its improving fundamentals and strong liquidity suggest a credible bull case.
Jim Cramer on BigBear.ai Holdings: “We Do Not Want to Go There”
Jim Cramer has expressed reservations about BigBear.ai Holdings (NYSE: BBAI), advising against investing in the company due to its financial losses and the current "tougher tape" in the market. He previously cautioned a caller against excessive speculation with the stock, suggesting Palantir as a better alternative. Since Cramer's initial comments, BigBear.ai's stock has dropped significantly, leading Insider Monkey to suggest more promising AI stocks for higher returns.
Here's the Reason BigBear.ai Holdings, Inc. (BBAI) Declined More Sharply Than the Overall Market
BigBear.ai Holdings, Inc. (BBAI) stock experienced a sharper decline than the overall market, dropping 1.84% while the S&P 500 fell 0.28%. This follows a previous 7.09% drop and underperformance within the Computer and Technology sector. Investors are awaiting upcoming earnings, with analysts projecting improved EPS but decreased revenue year-over-year, and the company currently holds a Zacks Rank of #3 (Hold) due to recent downward estimate revisions.
BigBear.ai Holdings, Inc. (NYSE:BBAI) Q4 2025 earnings call transcript
This article provides the Q4 2025 earnings call transcript for BigBear.ai Holdings, Inc. (NYSE:BBAI). It contains the complete dialogue from the earnings call, likely including discussions on financial performance, operational highlights, and future outlook. The transcript is a primary source for understanding the company's recent results and management's perspectives.
Is BigBear.ai the Next Palantir? What You Should Know Before Investing
BigBear.ai (BBAI) shares have risen significantly over the past year, prompting comparisons to Palantir Technologies (PLTR) in the AI defense sector. Despite strategic acquisitions and international expansion, BigBear.ai faces challenges with profitability, declining revenues, and margin pressures. Investors are advised to exercise caution and await improvements in these areas before investing, as Palantir demonstrates strong profitability and growth.
BigBear.ai (BBAI) NYSE $3.96 After-Hours Mar 17 2026: AI stock may rebound
BigBear.ai (BBAI) stock is trading at $3.96 after-hours on March 17, 2026, after a modest 0.25% intraday change, reflecting investor recalibration following mixed quarterly results and institutional buying. The stock shows short-term weakness with negative EPS and strained cash flow, though its positioning in AI analytics for defense and government clients offers a visible growth runway. Meyka AI rates BBAI as a "HOLD" with an upside projection for the yearly price to $7.79, while acknowledging near-term valuation and cash flow risks.
BigBear.ai Resets Balance Sheet While Broadening AI Reach Beyond Defense
BigBear.ai has improved its financial position by reducing debt and achieving record liquidity, alongside acquiring AskSage and CargoSphere to expand its AI and logistics capabilities. The company is also extending its market reach into the UAE through new AI infrastructure and security partnerships, aiming to diversify beyond its traditional US defense applications. These strategic moves are intended to reposition BigBear.ai around a broader range of AI use cases.
BigBear.ai (NYSE:BBAI) Director Pamela Joyce Braden Sells 80,000 Shares
BigBear.ai Director Pamela Joyce Braden sold 80,000 shares of company stock for $320,000, reducing her total holdings by 13.59%. This transaction follows mixed Q4 earnings results where the company beat EPS estimates but missed revenue expectations, with revenue down 37.7% year-over-year. Analyst sentiment remains mixed, with a consensus "Hold" rating and an average price target of $5.50.
Braden Pamela Joyce, director at BigBear.ai, sells $320,000 in stock
Braden Pamela Joyce, a director at BigBear.ai (NYSE:BBAI), sold 80,000 shares of the company's common stock for $320,000 on March 16, 2026. This transaction occurred amidst broader weakness in the stock, which has declined by 34% over the past six months and is considered overvalued according to InvestingPro analysis. The sale follows BigBear.ai's Q4 2025 financial results, which showed an EPS beat but a revenue miss, leading to lowered price targets from analysts like H.C. Wainwright and Cantor Fitzgerald.
BigBear.ai (NYSE: BBAI) director sells 80,000 shares, keeps 508,687
BigBear.ai Holdings, Inc. director Pamela Joyce Braden sold 80,000 shares of common stock at $4.00 per share in an open-market transaction. Following this sale, she retains a direct ownership of 508,687 shares, indicating a substantial ongoing stake in the company. The transaction is noted as a discretionary sale and not related to tax or grant purposes.
Here's Why BigBear.ai Holdings, Inc. (BBAI) Fell More Than Broader Market
This article analyzes why BigBear.ai Holdings, Inc. (BBAI) underperformed the broader market, despite the S&P 500 experiencing a positive day. It suggests that factors beyond general market trends likely contributed to BBAI's decline.
269,267 Shares in BigBear.ai Holdings, Inc. $BBAI Bought by Cantor Fitzgerald L. P.
Cantor Fitzgerald L. P. acquired 269,267 shares of BigBear.ai Holdings, Inc. (NYSE:BBAI) in the third quarter, valued at approximately $1.76 million. Other institutional investors also adjusted their stakes in the company. BigBear.ai reported a quarterly EPS of -$0.01, beating estimates, but revenue was down 37.7% year-over-year. The stock currently has a "Hold" consensus rating from analysts with an average price target of $5.50.
BigBear.ai Holdings (BBAI) Is Down 7.3% After 2025 Revenue Drop But Major Balance Sheet Reset
BigBear.ai Holdings (BBAI) saw a 7.3% stock drop after reporting lower 2025 revenue of US$127.67 million compared to the previous year, with Q4 2025 revenue at US$27.3 million. Despite the revenue decline, the company significantly strengthened its balance sheet by converting US$125 million in convertible notes to equity, resulting in US$462 million in cash. BigBear.ai provided 2026 revenue guidance of US$135 million to US$165 million, supported by a backlog exceeding US$400 million, signaling a focus on turning its pipeline into consistent revenue growth.
Here's Why BigBear.ai Holdings, Inc. (BBAI) Fell More Than Broader Market
This article examines why BigBear.ai Holdings, Inc. (BBAI) experienced a larger decline than the broader market. It would likely delve into specific factors affecting the company's performance, potentially including financial results, market sentiment, or industry trends.
Here's the Reason BigBear.ai Holdings, Inc. (BBAI) Declined More Sharply Than the Overall Market
BigBear.ai Holdings, Inc. (BBAI) experienced a sharper decline than the overall market, falling 2.23% while the S&P 500 dropped 0.61%. The company is preparing for its upcoming earnings report, with anticipated improvements in EPS and revenue year-over-year. BigBear.ai currently holds a Zacks Rank of #3 (Hold) within the Computers - IT Services industry.
Here's the Reason BigBear.ai Holdings, Inc. (BBAI) Declined More Sharply Than the Overall Market
BigBear.ai Holdings, Inc. (BBAI) experienced a sharper decline than the overall market, dropping 2.23% in its most recent trading session, compared to the S&P 500's 0.61% decrease. The company is anticipating its upcoming earnings report, with projections estimating an EPS of -$0.06 and revenue of $31.28 million for the quarter. BigBear.ai currently holds a Zacks Rank of #3 (Hold) and operates within an industry ranked among the top 35% of tracked industries.
Can BigBear.ai's Strategic Partnerships Expand Its Defense Reach?
BigBear.ai (BBAI) is actively expanding its defense technology capabilities through strategic partnerships and collaborations, focusing on AI solutions for national security. Key alliances include C Speed for advanced radar solutions and Fincantieri for AI in shipbuilding. The company also emphasizes technology integration, like the Ask Sage platform acquisition, to enhance secure generative AI tools for defense, aiming to strengthen its position in a competitive market against rivals like Palantir and C3.ai.
BigBear.ai Holdings (NYSE:BBAI) - Stock Analysis
This report provides a stock analysis for BigBear.ai Holdings (NYSE:BBAI), highlighting its current market performance, valuation metrics, and future growth prospects. The company, which specializes in AI-powered decision intelligence solutions, faces challenges such as past shareholder dilution and volatile share prices, but anticipates revenue growth and analyst-predicted stock price increases. The analysis also covers recent news, key financial data, and competitive landscape.
BigBear.ai (NYSE:BBAI) Stock Price Up 1.6% - Still a Buy?
BigBear.ai (NYSE: BBAI) saw its stock price rise 1.6% to $4.135, despite recent price target cuts from analysts at HC Wainwright and Cantor Fitzgerald. The company beat EPS estimates but missed revenue expectations, reporting a 37.7% year-over-year decline. BigBear.ai remains unprofitable with negative margins, leading to a consensus "Hold" rating from analysts, though institutional investors have been increasing their stakes.
Pre-market: BBAI BigBear.ai (NYSE) $4.20 10 Mar 2026: AI deal upside
BigBear.ai (BBAI) stock opened pre-market at $4.20, showing mixed signals with revenue weakness offset by balance sheet improvements and new AI contracts. The company faces short-term headwinds like revenue declines and negative margins, but institutional buying and a debt reset provide some support. Meyka AI rates BBAI as a "Hold" with a one-year projected upside of 85.57%, contingent on successful contract execution and margin recovery.
H.C. Wainwright Reiterates Buy Rating on BigBear.ai (BBAI)
H.C. Wainwright has reiterated its Buy rating on BigBear.ai (BBAI), despite reducing its price target from $8 to $6. The firm notes that improvements to BigBear.ai’s balance sheet offer flexibility for growth initiatives, though sales estimates led to the price target adjustment. BigBear.ai provides AI-enabled decision-intelligence solutions across various sectors, including national security and healthcare.
BigBear.ai (NYSE:BBAI) Trading Down 1.2% - Here's What Happened
BigBear.ai (NYSE:BBAI) shares fell 1.2% to $4.1980 on Monday, with trading volume significantly below average. This drop follows analysts trimming their price targets and ratings, resulting in an average "Hold" rating and a $5.50 target. Despite beating EPS estimates, the company missed revenue expectations and reported a substantial year-over-year revenue decline.
Why BigBear.ai (BBAI) Is Up 7.3% After Mixed Q4 Results And New 2026 Outlook
BigBear.ai (BBAI) saw its stock rise 7.3% following the release of mixed Q4 2025 results and a new 2026 outlook. The company reported Q4 2025 sales of US$27.3 million and a net loss, but also projected full-year 2026 revenue between US$135 million and US$165 million, citing a strong balance sheet and strategic expansions. Despite risks associated with government contract volatility, the improved liquidity and debt reduction are seen as positive drivers for future growth and acquisitions.
Citigroup Inc. Sells 236,591 Shares of BigBear.ai Holdings, Inc. $BBAI
Citigroup Inc. has reduced its stake in BigBear.ai Holdings, Inc. by 37.7%, selling 236,591 shares and retaining 390,178 shares valued at $2.544 million. This move comes as BigBear.ai recently beat EPS estimates but missed revenue expectations, alongside significant debt reduction and strategic M&A efforts. Analysts currently hold a mixed "Hold" consensus on the stock with a $5.50 price target, reflecting both positive sentiment around its financial restructuring and negative sentiment regarding revenue volatility and execution concerns.
Insider Sell: Dorothy Hayes Sells 17,000 Shares of BigBear.ai Ho
Dorothy Hayes, a Director at BigBear.ai Holdings Inc (BBAI), sold 17,000 shares of the company on March 6, 2026, reducing her holdings to 219,150 shares. This transaction is part of a trend of 20 insider sells and no buys at BigBear.ai over the past year. The stock is currently trading at $3.98, significantly above its GF Value of $0.59, indicating it is overvalued.
Why BigBear.ai (BBAI) Is Up 7.3% After Mixed Q4 Results And New 2026 Outlook
BigBear.ai (BBAI) saw its stock rise by 7.3% after reporting mixed Q4 2025 results, including a net loss and significant asset impairment, but also providing a positive 2026 revenue outlook and highlighting a strengthened balance sheet. The company projects 2026 revenue between US$135 million and US$165 million, stressing debt reduction and record liquidity as drivers for its updated forecast, despite ongoing challenges related to concentrated government contracts. Investors are now weighing the company's improved financial position against the risks of revenue volatility driven by government programs.
Rep. Lisa C. McClain Buys BigBear.ai Holdings, Inc. (NYSE:BBAI) Shares
Representative Lisa C. McClain recently purchased shares of BigBear.ai Holdings, Inc. (NYSE:BBAI) across two transactions in early February. While BigBear.ai reported a smaller-than-expected Q4 EPS loss, its revenue declined significantly by 37.7% year-over-year, and the stock remains volatile. Analysts have mixed opinions, with some downgrades due to execution and valuation concerns, though institutional investors have increased their stakes.
Should You Buy, Sell or Hold BigBear.ai Stock After Q4 Results?
BigBear.ai (BBAI) has seen a mix of positive and negative developments, with a significant revenue decline in Q4 2025 due to government contract volatility, but also a strengthened balance sheet and strategic acquisitions in AI. The company faces ongoing risks from revenue concentration and profitability concerns, leading to a Zacks Rank #3 (Hold) recommendation. Investors are advised to wait for more consistent revenue growth and improved operating margins before taking a stronger position.
BigBear.ai Holdings, Inc. stock rebounds after target cuts, but Army sales slump clouds 2026
BigBear.ai Holdings, Inc. stock saw a 5.5% increase in premarket trading despite recent price target cuts by brokerages following its latest earnings report. The company reported a 38% drop in fourth-quarter revenue, significantly impacted by declining Army program volumes and a narrowing gross margin, resulting in an adjusted EBITDA loss. While BigBear.ai CEO Kevin McAleenan highlighted a strong financial position due to debt reduction and acquisitions, analysts remain cautious given the continued losses and reliance on potentially cancellable U.S. government contracts.
Northland Securities Predicts BigBear.ai Q1 Earnings
Northland Securities has revised its Q1 2026 earnings per share estimates for BigBear.ai (NYSE: BBAI) to ($0.06), citing mixed Q4 results with an EPS beat but a significant revenue miss. Analyst sentiment has grown cautious, leading to downgraded price targets and ratings from several firms, with a consensus "Hold" rating and a target price of $5.00. Despite strengthening its balance sheet with a 90% debt reduction and recent acquisitions, concerns persist regarding revenue execution as FY2026 guidance came in below street estimates.
Pre-Market 04 Mar 2026: BBAI BigBear.ai (NYSE) $3.80 after Q4 miss: outlook
BigBear.ai (BBAI) stock opened lower in pre-market trading at $3.80 following a Q4 revenue miss and weaker-than-expected revenue guidance for 2026. Despite reporting near break-even EPS, the company saw a significant year-over-year revenue decline, leading to investor concerns about its growth trajectory and profitability. Meyka AI gives BBAI a "HOLD" rating with a Grade B, indicating mixed analyst sentiment, while its forecast model suggests a potential yearly upside to $7.79 if the company meets its growth targets.
