Gorilla Slides 5% Despite Northland Buy Rating and $40 Price Target; Palantir Holds Flat, BigBear.ai Holdings Slips
Gorilla Technology (GRRR) stock fell 5% to $12.45 despite a maintained Buy rating and $40 price target from Northland Securities, representing a 221% premium. This drop occurred while the S&P 500 rose and Palantir Technologies (PLTR) held steady. The company's ambitious 2027 revenue target of up to $500 million contrasts with a significant first-half operating loss and recent convertible debt issuance, raising questions about execution risk.
Gorilla Slides 5% Despite Northland Buy Rating and $40 Price Target; Palantir Holds Flat, BigBear.ai Holdings Slips
Gorilla Technology (GRRR) stock fell 5% despite Northland Securities maintaining a Buy rating and a $40 price target, highlighting a disconnect between analyst conviction and market behavior. While Palantir Technologies (PLTR) held steady, smaller AI security companies like BigBear.ai Holdings (BBAI) also experienced declines. The article discusses Gorilla's bullish revenue targets for 2027 against its current operating losses and new debt, suggesting that upcoming revenue reports will be key in determining market sentiment.
BigBear.ai vs. SoundHound AI: Which Tech Stock Is a Better Buy in 2026?
This article compares BigBear.ai and SoundHound AI, two AI tech stocks, to determine which presents a better investment opportunity for 2026. BigBear.ai specializes in decision intelligence for government and corporations, while SoundHound AI focuses on conversational voice technology for consumer brands. The analysis delves into their financial performance, growth trajectories, risk profiles, and valuations, ultimately favoring SoundHound AI due to its diversified customer base and stronger commercial momentum.
BigBear.ai Holdings, Inc. (BBAI) latest stock news and headlines
This Yahoo Finance article provides the latest stock news and headlines for BigBear.ai Holdings, Inc. (BBAI), offering a collection of recent articles and analyses. It details BBAI's stock performance, including a dip while the market gained, discussions on margin expansion and operating leverage, CEO appearance and board changes, and comparisons with other AI stocks. The article also includes BBAI's trailing total returns compared to the S&P 500, showing significant underperformance in the YTD and 1-year periods, but strong performance over 3 years.
BigBear.ai Holdings, Inc. (BBAI) Interactive Stock Chart
This article provides an interactive stock chart for BigBear.ai Holdings, Inc. (BBAI), displaying its current stock price, recent changes, and after-hours trading data. It also includes market summaries for Canada, US, Europe, Asia, cryptocurrencies, and commodities, along with various financial indices. The content serves as a snapshot of BBAI's stock performance and related market information.
BigBear.ai Holdings, Inc. (BBAI) Stock Dips While Market Gains: Key Facts
BigBear.ai Holdings, Inc. (BBAI) stock decreased by 3.28% in the latest trading session, underperforming the broader market which saw gains in the S&P 500, Dow, and Nasdaq. Analysts project an upcoming EPS increase of 28.57% and a revenue rise of 15% for the company's next earnings report, with further growth expected for the full fiscal year. The company currently holds a Zacks Rank of #3 (Hold), indicating a neutral outlook based on recent analyst estimate revisions.
After 6,991 shares are withheld for taxes, BigBear.ai (BBAI) CFO holds 585,902 shares directly.
BigBear.ai Holdings, Inc.'s Chief Financial Officer, Sean Raymond Ricker, had 6,991 shares of common stock withheld on September 30, 2026, to cover tax withholding obligations related to the vesting of restricted stock units. The reported price per share for this transaction was $2.65. Following this withholding, Ricker directly held 585,902 shares of the company's common stock.
After 9,020 shares withheld for taxes, BigBear.ai (BBAI) counsel reported holdings of 762,506 shares.
BigBear.ai Holdings, Inc.'s General Counsel and Secretary, Carolyn Blankenship, had 9,020 common shares withheld on September 30, 2026, to cover tax obligations related to the vesting of restricted stock units. The shares were valued at $2.65 each. Following this transaction, Blankenship's direct common stock holdings in BBAI totaled 762,506 shares.
At $2.65 a share, BigBear.ai (BBAI) CEO has 21,523 shares withheld for taxes on vesting stock grants.
BigBear.ai Holdings, Inc. CEO Kevin McAleenan had 21,523 shares withheld on September 30, 2026, to cover tax obligations from vesting restricted stock units. The shares were valued at $2.65 each. Following this transaction, McAleenan directly held 1,406,985 shares of the company.
Form 4 BigBearai Holdings Inc For: 30 September By Investing.com
This article reports on a Form 4 filing for BigBearai Holdings Inc., specifically for the period ending September 30. It notes the stock symbol BBAI and a recent stock performance of +3.40%. The core content simply states the filing and provides context within financial market data.
BigBear.ai General Counsel Carolyn Blankenship Reports Tax-Related Share Withholding on RSU Vesting
BigBear.ai Holdings, Inc.'s General Counsel, Carolyn Blankenship, reported a tax-related share withholding on September 30, 2026. This transaction involved 9,020 shares of common stock at $2.65 per share, withheld to cover tax obligations from vested restricted stock units. Following this, Blankenship directly beneficially owned 762,506 shares of common stock.
Total equity of BigBear.ai Holdings, Inc. – HAN:28K1
The article provides financial information for BigBear.ai Holdings, Inc. (HAN:28K1) from the Hannover Stock Exchange. It specifically mentions "Total equity" and indicates that the market is closed with no trades. The content is primarily a data page from TradingView, offering an overview of the company's financials.
SoundHound AI Jumps 5% on India Product Launch; BigBear.ai Rises 3%, Pony AI Stays Flat
SoundHound AI's stock surged 5% after launching generative voice AI in the Kia Sorento in India, a first for the market, coinciding with strong Q2 revenue. BigBear.ai also saw a 3% gain due to general interest in applied AI platforms, while Pony AI remained flat. The article highlights SoundHound AI's expanding automotive footprint and its OASYS Edge architecture aimed for late 2026 deployment, enabling local agentic voice AI without cloud dependency.
9 Information Technology Stocks With Whale Alerts In Today’s Session
This article identifies nine Information Technology stocks that showed significant "whale alerts" in options trading during today's session. These alerts signify large-volume options activity, which can indicate potential market movements. The article provides a detailed breakdown of specific put and call options trades for companies like Snowflake (SNOW), BigBear.ai (BBAI), and Microsoft (MSFT), including strike prices, expiration dates, and sentiment.
SoundHound vs. BigBear.ai: Which AI Stock Is the Better Buy Now?
This article compares SoundHound AI (SOUN) and BigBear.ai Holdings (BBAI), two AI companies with differing focuses: SoundHound in voice and conversational AI for various enterprises, and BigBear.ai in mission-ready AI for defense and national security. While both are high-growth, loss-making companies that have seen significant share price declines in 2026, SoundHound appears to have a stronger upside potential due to faster revenue growth, improving profitability, and positive estimate revisions, despite a higher valuation. BigBear.ai, though cheaper, faces challenges with slower expected growth and deteriorating EPS estimates.
BigBear.ai Holdings (NYSE: BBAI) Stock Underperforms Broader Market As Price Slides 1.41%
BigBear.ai Holdings (NYSE: BBAI) stock declined by 1.41% in the most recent trading session, significantly underperforming the broader market. Over the past month, BBAI shares have fallen 6.89%, contrasting sharply with gains in the Computer and Technology sector and the S&P 500. Investors are now focused on the company's upcoming earnings report, with analysts projecting year-over-year growth in both earnings and revenue.
BigBear.ai vs. Innodata: Which Technology Stock Is a Better Buy in 2026?
This article compares BigBear.ai and Innodata, two AI-focused technology stocks, to determine which is a better investment in 2026. While both companies operate in the AI field and face customer concentration risks, Innodata shows stronger financial performance with significant revenue growth and profitability in 2025, compared to BigBear.ai's revenue decline and net loss. The analysis concludes that Innodata is the better buy due to its profitable growth and strategic positioning in AI model development.
BigBear.ai Holdings, Inc. (BBAI) Declines More Than Market: Some Information for Investors
BigBear.ai Holdings, Inc. (BBAI) stock declined by 1.41% in the latest trading session, underperforming the broader market. The company's shares have fallen 6.89% over the past month. Investors are anticipating BigBear.ai's upcoming earnings release, with analysts expecting -$0.05 per share and $38.11 million in revenue, while the stock currently holds a Zacks Rank #4 (Sell).
BigBear.ai vs. Nebius Group: Which Specialized AI Stock Is a Better Buy in 2026?
This article compares BigBear.ai and Nebius Group, two specialized AI companies, to determine which is a better investment in 2026. BigBear.ai focuses on decision intelligence software for the U.S. government, while Nebius Group provides full-stack AI cloud infrastructure. The author ultimately recommends Nebius Group due to its higher growth potential in the global AI cloud market compared to BigBear.ai's more niche government contracting focus.
BigBear.ai Targets Mission-Ready AI: Can It Scale Beyond Defense?
BigBear.ai is focusing on expanding its mission-critical AI solutions beyond defense into commercial sectors like security, trade, and travel. While the company saw a 13% revenue increase and improved gross margin in Q2 2026, profitability remains a challenge due to increased investments. BigBear.ai aims to leverage its specialized defense expertise for repeatable commercial deployments, facing competition from established players like Palantir Technologies and C3.ai.
$BigBear.ai Holdings (BBAI.US)$ we riseeeee
A moomoo user expressed enthusiasm for BigBear.ai Holdings (BBAI.US) with the phrase "we riseeeee." The post includes a disclaimer that the community content is for educational purposes only. It also features a "Star Tech Companies" section highlighting other tech stocks like Intel, AMD, Meta Platforms, Qualcomm, and Micron Technology.
BigBear.ai Holdings (BBAI) Board Resignation Puts Focus On Leadership Continuity
BigBear.ai Holdings (BBAI) announced that director Kirk Konert resigned from its Board of Directors, effective September 13, 2026. The company stated the departure was not due to disagreements on operations or policies. Konert's resignation emphasizes the importance of leadership continuity and robust governance as BigBear.ai pursues expansion in government and commercial sectors, particularly given existing concerns around dilution and ongoing losses.
Is BigBear.ai Finally Building a Higher-Quality Revenue Mix?
BigBear.ai (BBAI) is beginning to improve its revenue mix by increasing the contribution of higher-margin artificial intelligence products, particularly its Ask Sage generative AI platforms. This shift has led to expanded gross margins and increased backlog, although adjusted EBITDA losses have widened due to increased spending on growth. The company's progress is compared to AI peers like Palantir and C3.ai, highlighting areas for further improvement in scalability and recurring revenue.
BigBear.ai Holdings, Inc. (BBAI) Latest Stock News & Headlines - Yahoo Finance
This Yahoo Finance page provides the latest stock news and headlines for BigBear.ai Holdings, Inc. (BBAI), along with its current stock performance data. It features various articles discussing the company's stock dips, potential for growth in government contracts, AI initiatives, and comparisons with competitors like Palantir. The page also includes performance metrics for BBAI against the S&P 500.
BigBear.ai vs. Cerebras Systems: What Quarterly Revenue Trends for These Artificial Intelligence Companies Tell Investors
This article compares the quarterly revenue trends of two AI companies, BigBear.ai and Cerebras Systems, to help investors understand their market performance. BigBear.ai, which provides AI software to government and enterprise clients, has shown a flat revenue trajectory with some recent declines before a slight increase. In contrast, Cerebras Systems, focusing on specialized AI computing hardware, has demonstrated a consistent upward revenue trend, although with a recent dip in hardware sales. The analysis suggests that Cerebras's hardware-focused approach has garnered stronger customer adoption and more consistent growth compared to BigBear.ai's software business.
WINTON GROUP Ltd Buys New Shares in BigBear.ai Holdings, Inc. $BBAI
WINTON GROUP Ltd recently acquired 371,100 shares of BigBear.ai Holdings, Inc. (NYSE:BBAI) during the second quarter, valued at approximately $1.36 million, giving them a 0.08% stake in the company. BigBear.ai reported a 12.9% year-over-year revenue increase to $36.75 million and an adjusted loss of $0.05 per share, matching estimates. Analyst sentiment is mixed, with a consensus "Hold" rating and a target price of $5.00, although Cantor Fitzgerald recently lowered its target to $4.00.
Investment Choices in AI: BigBear.ai vs. Cerebras Systems
This article compares BigBear.ai and Cerebras Systems as AI investment choices, highlighting their financial performance, growth prospects, and associated risks. Cerebras Systems shows stronger growth and profitability with significant revenue increases and net income, making it a more appealing investment. In contrast, BigBear.ai faces profitability challenges, revenue declines, and legal risks, positioning it as a more speculative option.
1,428,503 Shares in BigBear.ai Holdings, Inc. $BBAI Bought by Bank of New York Mellon Corp
Bank of New York Mellon Corp has acquired a new stake of 1,428,503 shares in BigBear.ai Holdings, Inc. (NYSE:BBAI), valued at approximately $5.24 million, representing a 0.30% ownership. Despite this institutional interest, BigBear.ai's stock opened down 1.7% at $2.93, trading near its 12-month low. The company reported a 12.9% year-over-year revenue increase to $36.75 million, though it continues to post a net loss and negative return on equity, with analysts maintaining a "Hold" consensus rating and a $5.00 price target.
BigBear.ai vs. Palantir: Which Defense AI Stock Is the Better Choice?
This article compares BigBear.ai (BBAI) and Palantir Technologies (PLTR) as defense AI stocks, evaluating their financial performance, growth strategies, and market positions. While BigBear.ai shows promising operational progress and contract growth, it faces challenges with profitability and integration risks from acquisitions. Palantir demonstrates exceptional revenue growth, strong profitability, and significant customer adoption, especially within the U.S. government, positioning it as the stronger choice despite its higher valuation.
BigBear.ai Holdings, Inc. $BBAI Stock Position Lifted by Headlands Technologies LLC
Headlands Technologies LLC significantly increased its stake in BigBear.ai Holdings, Inc. (NYSE:BBAI) by 351.8% in the second quarter, now owning 512,339 shares valued at $1.88 million. Despite mixed analyst ratings, with a consensus "Hold" and a $5.00 price target, the company reported a 12.9% year-over-year revenue increase in Q2 2026 to $36.75 million, with an adjusted loss of $0.05 per share, meeting estimates. Shares opened at $3.14, considerably below their 12-month high.
BigBear.ai (NYSE: BBAI) Scores Contract Wins And Deployments But Losses Persist
BigBear.ai (NYSE: BBAI) is experiencing growth in its AI solutions across defense, security, trade, and travel markets, evidenced by a 13% year-over-year revenue increase in Q2 2026 and significant contract wins. Despite these operational advancements and a growing backlog, the company continues to post negative adjusted EBITDA due to increased spending on sales, marketing, and R&D. The stock has underperformed, and concerns about its path to sustained profitability persist, leading to a Zacks Rank of 4 (Sell).
Is BigBear.ai Holdings (BBAI) Undervalued After Appointing Sean Gainey To Its Board?
This article poses a question about whether BigBear.ai Holdings (BBAI) is undervalued following the appointment of Sean Gainey to its board. However, the provided content is a financial platform's navigation and footer, and does not contain any information related to BigBear.ai Holdings or Sean Gainey, making it impossible to answer the question. The article content appears to be an error or a placeholder.
BigBear.ai (NYSE: BBAI) Bets On CargoSeer And Global Trade Complexity To Power Next Growth Phase
BigBear.ai (NYSE: BBAI) is focusing on its AI-powered CargoSeer platform to capitalize on increasing global trade complexity and security concerns. The company recently secured a five-year deployment in El Salvador, indicating early international traction, and reported improved Q2 2026 revenues and an increased backlog. Despite competition from Palantir and Parsons, BigBear.ai's success will depend on converting early interest in CargoSeer into more long-term commercial agreements.
How BigBear.ai’s New Defense Leader on the Board Could Shape BBAI’s Government AI Strategy
BigBear.ai Holdings, Inc. recently appointed Ret. Lt. Gen. Sean Gainey to its Board of Directors, a move expected to bolster the company's defense-focused AI strategy. Gainey's extensive background in U.S. Army space, missile defense, and counter-drone leadership is anticipated to strengthen BigBear.ai's relationships and execution in government and defense AI markets. While his appointment supports the company's defense narrative, the article notes that it doesn't immediately alter near-term financial catalysts or risks, emphasizing the need for BigBear.ai to translate this expertise into stable contracts and improved program delivery amidst ongoing losses and revenue concentration concerns.
Could Global Trade Trends Drive BigBear.ai's Next Growth Phase?
BigBear.ai (BBAI) sees significant growth potential in evolving global trade and mobility patterns, driven by demand for its AI-powered cargo inspection platform, CargoSeer. While the company is gaining international traction, it faces competition from Palantir and Parsons in the AI-driven trade and border security market. Despite recent stock underperformance and widening EPS loss estimates, BigBear.ai's management is optimistic about its 2026 revenue guidance.
Is BigBear.ai Becoming a Pure-Play Government GenAI Stock?
BigBear.ai (BBAI) is strategically reshaping its business to become a pure-play government generative AI company, as evidenced by its first-quarter 2026 results. The company is focusing on its Ask Sage platform and securing new contracts with federal agencies like NASA and the Army Intelligence and Security Command. While facing competition from Palantir and C3.ai, BigBear.ai aims to carve out a niche through its specialization in national security and defense operations.
Could Global Trade Trends Drive BigBear.ai's Next Growth Phase?
BigBear.ai (BBAI) is targeting global trade and mobility patterns as a significant growth opportunity for its AI solutions, particularly with its CargoSeer platform. The company sees potential in complex trade regulations and supply-chain security, and has already deployed CargoSeer in El Salvador. BigBear.ai faces competition from Palantir Technologies (PLTR) and Parsons Corporation (PSN) in the AI-driven government and business solutions market.
How BigBear.ai’s New Defense Leader on the Board Could Shape BBAI’s Government AI Strategy
BigBear.ai Holdings, Inc. appointed Ret. Lt. Gen. Sean Gainey to its Board of Directors, aiming to leverage his extensive defense technology experience to strengthen government and defense AI markets. While Gainey's expertise supports the company's defense-focused AI strategy, the company still faces challenges including revenue lumpiness and ongoing losses. Investors will monitor how his appointment translates into more stable contracts and improved program delivery, especially given the reaffirmed 2026 revenue guidance of US$135 million to US$165 million.
BigBear.ai: Trading At A Premium While Fundamentals Deteriorate (NYSE:BBAI)
BigBear.ai (BBAI) is deemed a "Sell" due to lackluster revenue growth and worsening operating margins. The company's pivot to defense with ConductorOS has not secured significant contracts, and recent customer wins lack disclosed contract values, raising concerns about scalability. The author argues that BBAI is overvalued at an 11.45x TTM PS multiple compared to more profitable and faster-growing peers.
BigBear.ai (NYSE: BBAI) Stock Price Trades Below Industry Valuation Despite 14% Monthly Gain - Is It a Buy?
BigBear.ai (NYSE: BBAI) is trading below its industry's average price-to-sales ratio despite a recent 14% monthly gain, suggesting a potential buy for investors interested in applied artificial intelligence at a lower entry price. However, the company faces persistent losses, negative adjusted EBITDA, and deteriorating earnings expectations, even with improving revenue performance and new contract wins. Analysts have assigned a "Sell" rating, recommending investors wait for clearer evidence of profitability before investing.
BigBear.ai Trades at a Discount, Stock Up 14% in a Month: Buy or Sell?
BigBear.ai Holdings, Inc. (BBAI) is trading at a discount compared to its industry, with its stock up 14% over the past month. Despite revenue growth and improving gross margins, the company continues to report losses and negative adjusted EBITDA, raising concerns about its profitability. Zacks Investment Research currently rates BBAI as a "Sell" due to unfavorable earnings trends, suggesting investors should wait for clearer evidence of financial improvement.
BigBear.ai Trades at a Discount, Stock Up 14% in a Month: Buy or Sell?
BigBear.ai Holdings, Inc. (BBAI) is trading at a discount compared to its industry's P/S ratio and has seen its stock gain 13.9% in the past month, driven by improving operating performance and growing traction for its AI offerings. Despite revenue growth and increased contract wins, the company continues to report losses and negative adjusted EBITDA, with widening loss estimates for 2026. While BigBear.ai's focus on applied AI for defense, security, and trade presents growth potential, its current financial profile and aggressive expansion strategy introduce execution risks, leading to a Zacks Rank #4 (Sell) recommendation.
BigBear.ai Director Sean Gainey Awarded 32,776 RSUs on August 13, 2026
BigBear.ai Director Sean Gainey was awarded 32,776 restricted stock units (RSUs) on August 13, 2026, at no cost. These RSUs are set to vest on June 14, 2027, contingent upon his continued service to the company. Following this transaction, Gainey directly holds 32,776 shares of Common Stock.
BigBear.ai Holdings | 4: Statement of changes in beneficial ownership of securities-Director Gainey Sean Alexander
This document is a Statement of Changes in Beneficial Ownership of Securities (Form 4) for Sean Alexander Gainey, a Director at BigBear.ai Holdings. The filing details changes in his beneficial ownership of the company's securities.
BigBear.ai adds Ret. Lt. Gen. Sean Gainey to its Board
BigBear.ai has elected Ret. Lt. Gen. Sean Gainey to its Board of Directors and to its Nominating and Corporate Governance Committee, effective August 13, 2026. Gainey previously served as a Three Star General in the US Army Space & Missile Defense Command and as Director of the Joint Counter UAS Office, holding various Army leadership roles from 2015-2020. This appointment was disclosed in an SEC 8-K filing by BigBear.ai Holdings, Inc. on August 17, 2026.
BigBear.ai (NYSE: BBAI) grants 32,776 RSUs to board director
BigBear.ai Holdings, Inc. (NYSE: BBAI) has granted 32,776 restricted stock units (RSUs) to board director Sean Alexander Gainey. These RSUs were granted on August 13, 2026, and are set to vest on June 14, 2027, contingent on his continued service. Following this award, Gainey directly holds 32,776 shares of common stock, representing compensation rather than a market purchase.
Bigbear.Ai Holdings, Inc. Appoints Ret. Lt. Gen. Sean Gainey to Serve on the Board and Its Nominating and Corporate Governance Committee
BigBear.ai Holdings, Inc. has announced the appointment of Ret. Lt. Gen. Sean Gainey to its Board of Directors and Nominating and Corporate Governance Committee, effective August 13, 2026. Gainey brings extensive experience from his distinguished career in the United States Army, including leadership roles in Space and Missile Defense Command and establishing the Joint Counter Unmanned Aerial System Office. His background in defense, strategic leadership, and technology will be valuable to BigBear.ai, a company specializing in AI technology for decision intelligence in various sectors.
BigBear.ai Adds Retired Army General to Board
BigBear.ai Holdings (BBAI) has appointed Retired Lieutenant General Sean Gainey to its Board of Directors, enhancing its leadership with expertise in space, missile defense, and counter-drone operations. This move aligns with BigBear.ai's focus on advanced defense-related technologies and could strengthen its relationships with military and government clients. While this strategic appointment is positive, the company's financial performance currently leads Spark, TipRanks' AI Analyst, to rate BBAI as Neutral due to ongoing losses, cash burn, and limited valuation support.
BigBear.ai (BBAI) Is Up 11.0% After New Defense AI Wins and Backlog Growth - What's Changed
BigBear.ai (BBAI) has seen an 11.0% stock increase following over 20 new contract wins and a 9% backlog increase, largely driven by its focus on applied AI for defense and security. The company is emphasizing secure, air-gapped generative AI and its ConductorOS platform for autonomous defense systems. Investors are advised to consider whether these contract successes can stabilize the business despite ongoing losses and dilution, with a fair value projected at $4.00 per share.
Why BigBear.ai (BBAI) Is Up 5.7% After Narrower Q2 Loss And Reaffirmed 2026 Guidance
BigBear.ai (BBAI) saw its stock rise 5.7% after reporting a narrower net loss of US$25.75 million in Q2 2026, on sales of US$36.75 million. The company reaffirmed its full-year 2026 revenue guidance of US$135 million to US$165 million and announced a US$100 million at-the-market equity program to fund acquisitions aimed at scaling its AI capabilities. This strategy, focusing on accretive M&A and converting backlog into durable revenue, aims to reshape its investment narrative despite ongoing concerns about dilution risk and revenue lumpiness.
