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.
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.
Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir’s “Otherworldly” Quarter Sends Shares Soaring 30%
Palantir Technologies Inc. (PLTR) saw its shares jump 29.5% after reporting an "otherworldly" second quarter with revenue beating estimates and growth accelerating, particularly in commercial revenue due to demand for "AI sovereignty." The company raised its full-year guidance again and reported strong net income. In contrast, BigBear.ai Holdings, Inc. (BBAI), a smaller defense-focused AI company, reported more modest revenue growth and a worsening adjusted EBITDA loss, facing concerns about its reliance on federal contracts and past accounting errors.
BigBear.ai Doubles Down on Applied AI: Can It Win More Defense Deals?
BigBear.ai (BBAI) is centering its growth strategy on applied AI, particularly for defense and security, aiming to leverage its mission expertise to secure new contracts. Despite increasing revenues and contract wins, the company faces stiff competition from larger players like Palantir (PLTR) and C3.ai (AI) and still needs to improve profitability. While BBAI's stock has underperformed and its EPS estimate has widened, its focused strategy on mission-specific AI could help it carve out a niche in the competitive market.
Why BigBear.ai (BBAI) Is Up 5.7% After Narrower Q2 Loss And Reaffirmed 2026 Guidance
BigBear.ai Holdings, Inc. saw its stock rise 5.7% after reporting a narrower net loss of US$25.75 million and reaffirming its full-year 2026 revenue guidance of US$135 million to US$165 million. The company also announced a US$100 million at-the-market equity program to fund accretive acquisitions, aiming to scale its AI capabilities. This strategy highlights a focus on M&A and managing dilution risk alongside revenue growth.
Why BigBear.ai (BBAI) Is Up 5.7% After Narrower Q2 Loss And Reaffirmed 2026 Guidance
BigBear.ai Holdings, Inc. reported narrower Q2 2026 losses and reaffirmed its full-year 2026 revenue guidance of US$135 million to US$165 million, leading to a 5.7% stock increase. The company is also pursuing an at-the-market equity program to fund accretive M&A, aiming to scale its AI capabilities. This strategy, alongside improving financials, is central to its investment narrative, though potential dilution and revenue lumpiness remain concerns.
BigBear.ai Holdings, Inc. (BBAI) latest stock news and headlines
This article provides a compilation of recent news and headlines regarding BigBear.ai Holdings, Inc. (BBAI) from various financial news sources. It highlights recent earnings reports, analyst coverage, and strategic developments such as the launch of an expanded Generative AI platform. The stock's performance metrics are also included, showing its year-to-date and multi-year returns against the S&P 500.
BigBear.ai Holdings Inc (BBAI) News, Articles, Events & Latest Updates
This article provides recent news and updates on BigBear.ai Holdings Inc (BBAI), focusing on its expansion in applied AI for defense, Q2 2026 financial results, and strategic initiatives. Key highlights include new contracts, revenue growth, and discussions around M&A. The company reported a Q2 loss but topped revenue estimates and affirmed its full-year revenue guidance.
BigBear.ai (NYSE: BBAI) Holds Revenue Guidance And Targets M&A With $410 Million War Chest
BigBear.ai (NYSE: BBAI) maintained its 2026 revenue guidance of $135 million to $165 million after reporting a 13% increase in Q2 revenues to $36.75 million and winning over 20 new contracts. The company plans to use its substantial $410 million cash reserves for strategic M&A activities to acquire new capabilities and accelerate growth. Despite increased investments in R&D and sales leading to a higher adjusted EBITDA loss, management is focused on converting contract wins and scaling existing platforms for stronger performance into 2027.
BigBear.ai Q2 Earnings Call Puts Growth Execution and M&A in Focus
BigBear.ai (BBAI) reported its Q2 2026 earnings, emphasizing execution, contract growth, and increased deployment of its AI products, while maintaining full-year revenue guidance. The company's Q2 revenues rose 13% year over year to $36.75 million, with a narrower-than-expected loss per share and an improved gross margin driven by GenAI platforms. Looking ahead, management plans to focus on converting new wins into revenue, scaling acquired capabilities, and pursuing accretive M&A opportunities using its strong cash position.
After Three Decades in Reactor Engineering, Williams Will Join Hadron
Hadron Energy, Inc. announced that Eric Williams, former EVP and COO of TerraPower, will join the company as Executive Vice President of Engineering, effective August 31, 2026. Williams brings three decades of advanced reactor engineering experience, including overseeing the NRC approval of TerraPower's Natrium Construction Permit. His appointment is expected to accelerate Hadron's execution toward the commercialization of its Halo Micro-Modular Reactor.
BigBear.ai Q2 Earnings Call Puts Growth Execution and M&A in Focus
BigBear.ai (BBAI) utilized its Q2 2026 earnings call to highlight strong execution, contract momentum, and increased deployment of its AI products, while maintaining full-year revenue guidance. The company remains focused on converting new contract wins into revenue, scaling its acquired capabilities, and pursuing strategic, accretive M&A opportunities, supported by a significant cash reserve. Despite increased growth spending, BBAI is positioning itself for stronger top-line growth in 2027, though its Zacks Rank currently indicates a weak near-term outlook.
BigBear.ai (NYSE:BBAI) Posts Quarterly Earnings Results, Misses Expectations By $0.01 EPS
BigBear.ai (NYSE:BBAI) reported a quarterly loss of $0.05 per share, missing consensus estimates by $0.01, despite revenue of $36.75 million exceeding expectations and growing 12.9% year over year. The company continues to show weak profitability with negative net margins and return on equity. Analyst sentiment is cautious, with an average "Hold" rating and recent downgrades to "Sell" by some firms.
BigBear.ai (NYSE: BBAI) Bets On ConductorOS To Capture Multi-Drone AI Market
BigBear.ai (NYSE: BBAI) is focusing on its ConductorOS AI platform to lead the multi-drone AI market, enabling single operators to manage diverse drone fleets simultaneously. The company reported a 13% year-over-year revenue increase and a 781 basis point gross margin expansion in Q2 2026, with management reaffirming full-year revenue guidance. Despite strategic positioning and operational improvements, BBAI shares have fallen significantly year to date, and analysts remain cautious, assigning a Zacks Rank of 4 (Sell).
Can BigBear.ai Lead the Multi-Drone Mission AI Solutions Market?
BigBear.ai (BBAI) is positioning itself as a leader in AI-powered autonomous mission management, particularly in multi-drone orchestration with its ConductorOS platform. This technology aims to address the military's challenge of managing large volumes of data and reducing operator workload by allowing a single operator to control diverse drone fleets. Despite a significant year-to-date stock price drop, the company reported strong financial results in Q2 2026 and aims to differentiate itself from competitors like AeroVironment and Kratos Defense by focusing on vendor-agnostic AI-driven mission software.
BigBear.ai vs. IonQ: Which Tech Stock Is a Better Buy in 2026, the Company Focused on Artificial Intelligence or the Quantum Computing Innovator?
This article compares BigBear.ai, an AI company serving federal agencies, with IonQ, a quantum computing innovator, to determine which is a better investment in 2026. BigBear.ai faces revenue declines and legal issues but showed recent sales growth, while IonQ exhibits strong revenue growth despite significant losses, investing heavily in R&D and managing its own semiconductor foundry. Ultimately, IonQ is presented as the better buy for investors with high risk tolerance due to its rapid sales expansion in an emerging industry, despite its technical hurdles and high valuation.
BigBear.ai Holdings enters agreement to sell up to 100 million shares via Jefferies
BigBear.ai Holdings announced an Open Market Sale Agreement with Jefferies LLC to sell up to 100 million shares of its common stock. This move comes as the stock is trading near its 52-week low. The company recently reported a 13% increase in Q2 2026 revenue, beating Wall Street expectations, and saw its backlog grow to $270 million, driven by strong demand for its AI products.
US$4.00: That's What Analysts Think BigBear.ai Holdings, Inc. (NYSE:BBAI) Is Worth After Its Latest Results
BigBear.ai Holdings, Inc. (NYSE:BBAI) recently released its quarterly earnings, showing revenues of US$37m, in line with expectations, but higher-than-expected statutory losses per share of US$0.05. Analysts now forecast 2026 revenues of US$145.3m, a 10% improvement, but also predict increased losses of US$0.27 per share, leading to a 20% reduction in the consensus price target to US$4.00. Despite expected revenue growth exceeding the industry average, the forecast for ballooning losses has tempered analyst sentiment regarding the company's future valuation.
First Trust Advisors LP Buys 369,981 Shares of BigBear.ai Holdings, Inc. $BBAI
First Trust Advisors LP increased its stake in BigBear.ai Holdings, Inc. by 18.1%, acquiring an additional 369,981 shares to own 0.51% of the company. BigBear.ai reported 13% year-over-year revenue growth in Q2 2026, reaching $36.7 million, and reaffirmed its full-year revenue guidance despite remaining unprofitable with a $28.6 million operating loss. Analyst sentiment is mixed, with a consensus "Hold" rating and a reduced price target from Cantor Fitzgerald.
BigBear.ai Announces New At-the-Market Equity Program
BigBear.ai Holdings (BBAI) has initiated an At-the-Market (ATM) equity program, appointing Jefferies LLC as the sales agent to offer up to 100,000,000 shares of common stock. This program provides BigBear.ai with a flexible mechanism to raise capital for growth initiatives and balance sheet strengthening. While analysts hold a "Hold" rating, TipRanks' AI Analyst "Spark" rates BBAI as Neutral due to weak financial performance and technical downtrends, despite improving fundamentals like gross margin expansion and backlog growth.
BigBear.ai Holdings | 424B5: Prospectus
This document is a 424B5 prospectus filed by BigBear.ai Holdings. It provides details required by the Securities and Exchange Commission for certain offerings of securities. Prospectuses of this type typically contain important legal and financial information for potential investors.
BigBear.ai to register ATM offering of up to 100M shares with Jefferies
BigBear.ai (BBAI) has entered into an agreement with Jefferies to sell up to 100,000,000 common shares through an at-the-market (ATM) program. This offering will be made under a Form S-3 registration and will allow for flexible drip issuance of shares into the market. Jefferies may receive up to 3.0% of the gross proceeds, with customary indemnification provided by BigBear.ai.
BigBear.ai (BBAI) Stock Sees Margin Gains But Losses Still Dominate
BigBear.ai (BBAI) reported its Q2 2026 earnings, showing revenue growth to US$36.7m and a narrowed net loss of US$25.7m, along with improved gross margins. Despite this, the company remains unprofitable, with adjusted EBITDA still negative and no clear timeline for breakeven, raising concerns for investors about its path to profitability given its concentration in defense and national security.
Vanguard Capital Management (BBAI) discloses 5.18% beneficial stake in BigBear.ai
Vanguard Capital Management LLC has disclosed a 5.18% beneficial ownership stake in BigBear.ai Holdings Inc (BBAI) through a Schedule 13G filing. This translates to 24,814,539 shares, with Vanguard having sole voting power over 3,612,850 shares and sole dispositive power over all 24,814,539 shares. The filing indicates a passive investment, not intended to change or influence the control of the issuer.
BigBear.ai Holdings | 10-Q: Q2 2026 Earnings Report
This article provides the Q2 2026 earnings report for BigBear.ai Holdings, presented as a 10-Q filing. It contains financial disclosures and performance details for the quarter.
BigBear.ai Reports Mixed Q2, 9% Backlog Growth
BigBear.ai (NYSE:BBAI) announced mixed second-quarter results, missing EPS estimates but exceeding revenue expectations with $36.75 million. The company showcased strong operational improvements, including a 781 basis point expansion in gross margins and a 9% increase in backlog to $269.6 million. CEO Kevin McAleenan highlighted the company's double-digit growth and significant margin expansion, emphasizing execution discipline and strategic M&A for future growth.
BBAI Stock Looks To Snap 3 Weeks Of Loss On Q2 Contract Strength, But Retail Traders Say It’s Time To Show Profits
BigBear.ai (BBAI) is set to end a three-week losing streak after reporting strong Q2 results, which included a 13% revenue growth, wider gross margins, and over 20 new contracts, pushing its backlog to $269.6 million. Despite beating revenue estimates and reaffirming guidance, adjusted EBITDA loss widened due to increased investments. Retail traders on Stocktwits are cautiously optimistic, stressing the need for the AI defense company to translate improving fundamentals into sustainable profitability, especially given the stock's 47% year-to-date decline.
BBAI Looks 207.6% Overvalued on GF Value™
BigBear.ai Holdings, Inc. (BBAI) reported a strong Q2 2026 with a 13% revenue increase and improved gross margins, but still faces profitability challenges. The company's stock appears significantly overvalued by 207.6% according to GuruFocus's GF Value™ metric, trading at a high Price-to-Sales ratio. Despite mixed signals from insider selling and institutional guru buying, its GF Score™ of 34 out of 100 indicates below-average financial health, driven by strong financial strength but weak profitability and valuation.
BigBear.ai Holdings, Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:BBAI) 2026-07-31
This article announces the publication of BigBear.ai Holdings, Inc.'s Q2 2026 earnings call presentation. The slide deck was released in conjunction with their earnings call and is available on Seeking Alpha.
BigBear.ai Holdings (BBAI) Stock Falls on Q2 2026 Earnings
BigBear.ai Holdings (BBAI) reported mixed Q2 2026 earnings, with revenue up 13.2% to $36.7 million and gross profit increasing by 48.5% to $12.1 million. However, the company's operating loss widened to $28.6 million, and it remained unprofitable, leading to a 1.75% stock fall after market close. Insiders have sold shares, while institutional investors show varied activity, and the company has received significant government contract payments.
Earnings Flash (BBAI) BigBear.ai Holdings, Inc. Reports Q2 Revenue $36.7M, vs. FactSet Est of $36.4M
BigBear.ai Holdings, Inc. (BBAI) announced its second-quarter revenue of $36.7 million, surpassing the FactSet estimate of $36.4 million. The company also reported Q2 EPS of -$0.05, matching FactSet's estimate. Additionally, BigBear.ai expects full-year 2026 revenue to be between $135 million and $165 million, compared to FactSet's estimate of $143.5 million.
Earnings call transcript: BigBear.ai posts Q2 2026 revenue beat, shares jump
BigBear.ai (BBAI) reported a Q2 2026 revenue beat, with sales up 13% year-over-year to $36.74 million, surpassing analyst expectations, while adjusted EPS matched forecasts. Despite a negative adjusted EBITDA, the company expanded its gross margin and backlog, securing over 20 new contracts. BigBear.ai maintains its full-year revenue guidance and plans aggressive M&A to capitalize on growing demand for its AI solutions in national security and trade.
BigBear.ai Holdings | 8-K: BigBear.ai Announces Second Quarter 2026 Results; Delivers 13% Growth, 20+ New Contract Wins, and Expanded Margins; Affirms Full Year Revenue Guidance
BigBear.ai announced its second quarter 2026 results, reporting 13% revenue growth, over 20 new contract wins, and expanded margins. The company also reaffirmed its full-year revenue guidance. This 8-K filing provides details on its financial performance and operational achievements for the quarter.
BigBear.ai Holdings, Inc. 2026: Revenue $36.75M, EPS ($0.05) — 10-Q Summary
BigBear.ai Holdings, Inc. reported its second-quarter 2026 results, showing a revenue of $36.75 million, a 13.2% increase year-over-year. The company posted a net loss of ($25.75 million) and diluted loss per share of ($0.05). Revenue growth was primarily attributed to the inclusion of Ask Sage and expanded commercial AI platform sales.
BBAI Stock In Focus As Defense And Airport AI Deals Advance
BigBear.ai Inc. (BBAI) stock is up following news of significant AI contract advancements in both defense and aviation security. The company's Pangiam Threat Detection platform received Dutch national approval for airport security, marking its first major European regulatory certification. Additionally, BigBear.ai expanded its generative AI platform for U.S. defense customers, offering top-secret clearance capabilities and consolidating its defense AI offerings. These developments are positioning BBAI as a key player in critical infrastructure and defense AI, despite its current negative financial figures.
BigBear.ai Holdings Inc (BBAI) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for BigBear.ai Holdings Inc (BBAI), highlighting its current score of 3.20 within the Software & IT Services industry. The company's beta value of 3.07 indicates higher volatility compared to the S&P 500 index. The assessment details various risk metrics including maximum drawdown, volatility, and liquidity, along with historical return performance.
BigBear.ai (NYSE: BBAI) Faces Q2 Earnings Test With Narrowing Losses and Growing Defense Backlog
BigBear.ai (NYSE: BBAI) is preparing to release its Q2 2026 financial results, with expectations of narrowing losses and continued growth in its defense backlog. The company saw flat Q1 revenues but improved gross margins and a 14% sequential increase in its backlog, reaffirming its full-year revenue guidance. Investors will be watching the adoption of Ask Sage and progress in National Security and Trade and Travel markets, while the stock currently trades at a discount compared to some peers despite lagging in year-to-date performance.
BigBear.ai Before Q2 Earnings: Buy, Sell or Hold the Stock?
BigBear.ai (BBAI) is set to release its Q2 2026 earnings on July 30, with expectations for continued growth in defense and security contracts and generative AI solutions. Despite a flat Q1 revenue, the company improved its gross margin and secured significant contracts, ending the quarter with a strong cash position. While the Zacks Consensus Estimate predicts a narrower loss and 12% year-over-year revenue growth for Q2, the Zacks Model does not conclusively predict an earnings beat.
BBAI|BigBear.ai Holdings Inc|Price:2.840|Chg%:+0.080
TradingKey provides a comprehensive stock analysis for BigBear.ai Holdings Inc (BBAI), assigning it a score of 5.71/10. The analysis highlights healthy fundamentals, significant growth potential, and high institutional ownership, although its valuation is considered fairly priced. Analysts have rated BBAI as "Hold" with a target price of $5.33, indicating a potential upside despite expected medium-term downward trend in stock price.
