BBAI · Company research
BigBear.ai Holdings, Inc. (BBAI): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| BigBear.ai Holdings, Inc. (BBAI) Sees a More Significant Dip Than Broader Market: Some Facts to Know | BigBear.ai Holdings (BBAI) closed at $2.17, down 6.87%, significantly underperforming the S&P 500's 1.09% loss. The stock has declined 17.96% prior to trading and is rated a Zacks Rank #3 (Hold). The company is expected to report earnings on October 27, 2026, with projected EPS of -$0.05 and revenue of $38.11 million, up 15% year-over-year. | View source ↗ | Zacks Investment Research | Oct 16, 2026 | bearish | -1 | 1 |
| Can BigBear.ai Ride the Next Wave of Defense Technology? | BigBear.ai is capitalizing on defense AI opportunities through its Ask Sage platform and ConductorOS autonomous systems, securing over 20 contracts and growing its backlog to $269.6M. However, the company faces profitability headwinds with a $25.7M net loss and widening EBITDA losses, while competing against stronger rivals like Palantir and C3.ai in the defense AI space. | View source ↗ | Zacks Investment Research | Oct 16, 2026 | bullish | 0.5 | 1 |
| BigBear.ai Trades at a Discount to Industry: Buy the Stock or Hold? | BigBear.ai (BBAI) secured over 20 new contracts in Q2 2026, growing its backlog 9% to $269.6M, but faces persistent profitability challenges with adjusted EBITDA losses widening to $11.6M despite 13% revenue growth. The company's strong liquidity ($409.8M) and AI portfolio expansion offer potential, but intense competition, government contract dependence, and share dilution pose significant risks. Analysts maintain a cautious Hold rating pending clearer evidence of sustainable profitability. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | neutral | 0 | 1 |
| BigBear.ai Trades at a Discount to Industry: Buy the Stock or Hold? - Yahoo Finance | BigBear.ai Trades at a Discount to Industry: Buy the Stock or Hold? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 15, 2026 | neutral | 0 | 0.6 |
| BigBear.ai Trades at a Discount to Industry: Buy the Stock or Hold? | BigBear.ai (BBAI) secured over 20 new contracts in Q2 2026, growing its backlog 9% to $269.6M, but faces persistent profitability challenges with adjusted EBITDA losses widening to $11.6M despite 13% revenue growth. The company's strong liquidity ($409.8M) and AI portfolio expansion offer potential, but intense competition, government contract dependence, and share dilution pose significant risks. Analysts maintain a cautious Hold rating pending clearer evidence of sustainable profitability. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | neutral | 0 | 1 |
| At $2.39 per share, 34,050 BigBear.ai (BBAI) CFO shares were withheld for vesting taxes. - Stock Titan | At $2.39 per share, 34,050 BigBear.ai (BBAI) CFO shares were withheld for vesting taxes. Stock Titan | View source ↗ | Stock Titan | Oct 14, 2026 | neutral | 0 | 0.6 |
| BBAI Secures $225M+ in Federal Contract Awards Across Key Markets | BigBear.ai (BBAI) secured over $225 million in federal contract awards since July 2026, including more than 25 generative AI awards across agencies like FBI, NASA, and the Coast Guard. The company's Q2 revenues rose 13% to $36.7M with backlog reaching $269.6M. Despite the positive contract wins, BBAI shares gained only 3.9%, with the stock down 36.9% over six months due to persistent operating losses and government contract conversion uncertainties. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| BBAI Secures $225M+ in Federal Contract Awards Across Key Markets | BigBear.ai (BBAI) secured over $225 million in federal contract awards since July 2026, including more than 25 generative AI awards across agencies like FBI, NASA, and the Coast Guard. The company's Q2 revenues rose 13% to $36.7M with backlog reaching $269.6M. Despite the positive contract wins, BBAI shares gained only 3.9%, with the stock down 36.9% over six months due to persistent operating losses and government contract conversion uncertainties. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| How Contract Wins Will Impact BigBear.ai Stock (BBAI) Investors - Simply Wall Street | How Contract Wins Will Impact BigBear.ai Stock (BBAI) Investors Simply Wall Street | View source ↗ | Simply Wall Street | Oct 14, 2026 | neutral | 0 | 0.6 |
| BBAI Stock Steadies As Traders Eye Q3 2026 Earnings Call - Timothy Sykes | BBAI Stock Steadies As Traders Eye Q3 2026 Earnings Call Timothy Sykes | View source ↗ | Timothy Sykes | Oct 13, 2026 | neutral | 0 | 0.6 |
| BBAI Stock Steadies As Traders Eye Q3 Earnings Call - StocksToTrade | BBAI Stock Steadies As Traders Eye Q3 Earnings Call StocksToTrade | View source ↗ | StocksToTrade | Oct 13, 2026 | neutral | 0 | 0.6 |
| Why BigBear.ai Stock Soared as Much as 11.7% Today | BigBear.ai stock surged up to 11.7% after announcing it secured over 25 contract awards totaling $225 million since July from defense, intelligence, homeland security, and federal civilian customers. However, analysts caution that despite the positive news, the company remains unprofitable with negative operating cash flow, making it suitable only for high-risk investors. | View source ↗ | The Motley Fool | Oct 13, 2026 | neutral | 0 | 1 |
| Why BigBear.ai Stock Soared as Much as 11.7% Today | BigBear.ai stock surged up to 11.7% after announcing it secured over 25 contract awards totaling $225 million since July from defense, intelligence, homeland security, and federal civilian customers. However, analysts caution that despite the positive news, the company remains unprofitable with negative operating cash flow, making it suitable only for high-risk investors. | View source ↗ | The Motley Fool | Oct 13, 2026 | neutral | 0 | 1 |
| BigBear.ai (NYSE:BBAI) Stock Price Up 5% - Here's What Happened - MarketBeat | BigBear.ai (NYSE:BBAI) Stock Price Up 5% - Here's What Happened MarketBeat | View source ↗ | MarketBeat | Oct 13, 2026 | neutral | 0 | 0.6 |
| BigBear.AI Stock Jumps: What's Going On? - Benzinga | BigBear.AI Stock Jumps: What's Going On? Benzinga | View source ↗ | Benzinga | Oct 13, 2026 | neutral | 0 | 0.6 |
| The FBI and NASA are among agencies where BigBear.ai won over 25 content-generating AI awards. - Stock Titan | The FBI and NASA are among agencies where BigBear.ai won over 25 content-generating AI awards. Stock Titan | View source ↗ | Stock Titan | Oct 13, 2026 | neutral | 0 | 0.6 |
| Better Artificial Intelligence Stock for 2026: BigBear.ai vs. Cerebras Systems | The article compares two AI-focused companies: BigBear.ai, which provides decision intelligence software for government agencies, and Cerebras Systems, which builds wafer-scale processors for AI. BigBear.ai faced a 19.3% revenue decline in FY2025 and reported significant losses, while Cerebras achieved 75.7% revenue growth and turned profitable with a 46.6% net margin. The analyst recommends Cerebras Systems despite its higher valuation, citing stronger growth momentum and customer demand, while BigBear.ai faces governance concerns and must prove sustained revenue expansion. | View source ↗ | The Motley Fool | Oct 13, 2026 | bearish | -0.25 | 1 |
| Better Artificial Intelligence Stock for 2026: BigBear.ai vs. Cerebras Systems | The article compares two AI-focused companies: BigBear.ai, which provides decision intelligence software for government agencies, and Cerebras Systems, which builds wafer-scale processors for AI. BigBear.ai faced a 19.3% revenue decline in FY2025 and reported significant losses, while Cerebras achieved 75.7% revenue growth and turned profitable with a 46.6% net margin. The analyst recommends Cerebras Systems despite its higher valuation, citing stronger growth momentum and customer demand, while BigBear.ai faces governance concerns and must prove sustained revenue expansion. | View source ↗ | The Motley Fool | Oct 13, 2026 | bearish | -0.25 | 1 |
| BigBear.ai (BBAI) Stock Could Be Fully Priced On Current Sales - Yahoo Finance | BigBear.ai (BBAI) Stock Could Be Fully Priced On Current Sales Yahoo Finance | View source ↗ | Yahoo Finance | Oct 10, 2026 | neutral | 0 | 0.6 |
| BigBear.ai Holdings, Inc. (BBAI) Stock Slides as Market Rises: Facts to Know Before You Trade - Yahoo Finance | BigBear.ai Holdings, Inc. (BBAI) Stock Slides as Market Rises: Facts to Know Before You Trade Yahoo Finance | View source ↗ | Yahoo Finance | Oct 9, 2026 | neutral | 0 | 0.6 |
| BigBear.ai Holdings, Inc. (BBAI) Stock Slides as Market Rises: Facts to Know Before You Trade | BigBear.ai Holdings (BBAI) declined 1.24% to $2.39, underperforming the broader market which gained 0.6-0.83%. The stock has fallen 14.18% over the past month, lagging the Computer and Technology sector's 4.03% gain. Analysts expect the company to report earnings of -$0.05 per share with 15% revenue growth to $38.11 million. BBAI currently holds a Zacks Rank #3 (Hold) rating with no recent changes to EPS estimates. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bearish | -1 | 1 |
| Quarterly results are scheduled for Oct. 27; BigBear.ai's call is set for 4:30 p.m. ET. - Stock Titan | Quarterly results are scheduled for Oct. 27; BigBear.ai's call is set for 4:30 p.m. ET. Stock Titan | View source ↗ | Stock Titan | Oct 9, 2026 | neutral | 0 | 0.6 |
| Can BigBear.ai Build Stronger Growth Heading Into 2027? - TradingView | Can BigBear.ai Build Stronger Growth Heading Into 2027? TradingView | View source ↗ | TradingView | Oct 9, 2026 | neutral | 0 | 0.6 |
| Can BigBear.ai Build Stronger Growth Heading Into 2027? | BigBear.ai (BBAI) reported Q2 2026 revenues up 13% year-over-year to $36.7M with gross margins expanding to 32.8%, and secured over 20 contracts lifting backlog to $269.6M. However, adjusted EBITDA losses widened to $11.6M, and the stock has declined 27.1% over six months. The company faces competition from Palantir and C3.ai in defense AI solutions but maintains a strong $409.8M cash position for potential acquisitions. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | neutral | 0 | 1 |
| Can BigBear.ai Build Stronger Growth Heading Into 2027? | BigBear.ai (BBAI) reported Q2 2026 revenues up 13% year-over-year to $36.7M with gross margins expanding to 32.8%, and secured over 20 contracts lifting backlog to $269.6M. However, adjusted EBITDA losses widened to $11.6M, and the stock has declined 27.1% over six months. The company faces competition from Palantir and C3.ai in defense AI solutions but maintains a strong $409.8M cash position for potential acquisitions. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | neutral | 0 | 1 |
| BigBear.ai vs. Nebius: Which Tech Stock Is a Better Buy in 2026? | The article compares two AI-focused tech stocks with opposite market approaches. BigBear.ai provides defense and government intelligence software but faces declining revenue (down 19% in 2025) and mounting losses ($294M net loss). Nebius Group operates AI cloud infrastructure with explosive 479% revenue growth in 2025 and positive net income of $82M, though it carries massive negative free cash flow due to capital-intensive GPU infrastructure spending. The author recommends Nebius as the better buy, citing its larger addressable market ($1 trillion GPU cloud opportunity), consistent profitability, and superior growth trajectory compared to BigBear.ai's struggling government contract model. | View source ↗ | The Motley Fool | Oct 9, 2026 | bearish | -0.333 | 1 |
| BigBear.ai vs. Nebius: Which Tech Stock Is a Better Buy in 2026? | The article compares two AI-focused tech stocks with opposite market approaches. BigBear.ai provides defense and government intelligence software but faces declining revenue (down 19% in 2025) and mounting losses ($294M net loss). Nebius Group operates AI cloud infrastructure with explosive 479% revenue growth in 2025 and positive net income of $82M, though it carries massive negative free cash flow due to capital-intensive GPU infrastructure spending. The author recommends Nebius as the better buy, citing its larger addressable market ($1 trillion GPU cloud opportunity), consistent profitability, and superior growth trajectory compared to BigBear.ai's struggling government contract model. | View source ↗ | The Motley Fool | Oct 9, 2026 | bearish | -0.333 | 1 |
| BigBear.ai Holdings, Inc. (BBAI) Suffers a Larger Drop Than the General Market: Key Insights | BigBear.ai Holdings (BBAI) declined 3.59% to $2.42, significantly underperforming the S&P 500's 0.47% loss. The stock has dropped 11.31% over the past month, lagging the Computer and Technology sector's 6.08% gain. Despite positive earnings growth expectations (28.57% EPS growth and 15% revenue growth for the upcoming quarter), the company maintains a Zacks Rank #3 (Hold) rating with no recent changes to consensus estimates. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bearish | -1 | 1 |
| BigBear.ai Holdings, Inc. (BBAI) Suffers a Larger Drop Than the General Market: Key Insights | BigBear.ai Holdings (BBAI) declined 3.59% to $2.42, significantly underperforming the S&P 500's 0.47% loss. The stock has dropped 11.31% over the past month, lagging the Computer and Technology sector's 6.08% gain. Despite positive earnings growth expectations (28.57% EPS growth and 15% revenue growth for the upcoming quarter), the company maintains a Zacks Rank #3 (Hold) rating with no recent changes to consensus estimates. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bearish | -1 | 1 |
| BigBear.ai Is Heavily Shorted—and Its Fundamentals Are Starting to Change - MarketBeat | BigBear.ai Is Heavily Shorted—and Its Fundamentals Are Starting to Change MarketBeat | View source ↗ | MarketBeat | Oct 8, 2026 | neutral | 0 | 0.6 |
| BigBear.ai Is Heavily Shorted—and Its Fundamentals Are Starting to Change - TradingView | BigBear.ai Is Heavily Shorted—and Its Fundamentals Are Starting to Change TradingView | View source ↗ | TradingView | Oct 8, 2026 | neutral | 0 | 0.6 |
| BigBear.ai vs. IonQ: Which Technology Stock Is a Better Buy in 2026? | The article compares two early-stage, unprofitable tech companies: BigBear.ai, which provides AI solutions to U.S. government agencies, and IonQ, a quantum computing pioneer. BigBear.ai faces declining revenue and dangerous customer concentration (51% from customers over 10%), while IonQ shows triple-digit revenue growth but massive cash burn. The author recommends IonQ for patient investors due to its more diversified customer base and expanding commercial opportunities, despite both being speculative bets. | View source ↗ | The Motley Fool | Oct 7, 2026 | bullish | 0.167 | 1 |
| BigBear.ai vs. IonQ: Which Technology Stock Is a Better Buy in 2026? | The article compares two early-stage, unprofitable tech companies: BigBear.ai, which provides AI solutions to U.S. government agencies, and IonQ, a quantum computing pioneer. BigBear.ai faces declining revenue and dangerous customer concentration (51% from customers over 10%), while IonQ shows triple-digit revenue growth but massive cash burn. The author recommends IonQ for patient investors due to its more diversified customer base and expanding commercial opportunities, despite both being speculative bets. | View source ↗ | The Motley Fool | Oct 7, 2026 | bullish | 0.167 | 1 |
| What BigBear.ai Holders Were Really Betting On - Simply Wall Street | What BigBear.ai Holders Were Really Betting On Simply Wall Street | View source ↗ | Simply Wall Street | Oct 5, 2026 | neutral | 0 | 0.6 |
| BigBear.ai Holdings, Inc. (BBAI) Stock Dips While Market Gains: Key Facts | BigBear.ai Holdings (BBAI) declined 3.28% to $2.65, underperforming the broader market which gained 0.73%. The company is expected to report an EPS of -$0.05 (28.57% improvement year-over-year) and revenue of $38.11 million (15% growth). BBAI holds a Zacks Rank #3 (Hold) rating with no recent changes to consensus estimates. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | neutral | 0 | 1 |
| BigBear.ai Holdings, Inc. (BBAI) Stock Dips While Market Gains: Key Facts - Yahoo Finance | BigBear.ai Holdings, Inc. (BBAI) Stock Dips While Market Gains: Key Facts Yahoo Finance | View source ↗ | Yahoo Finance | Oct 2, 2026 | neutral | 0 | 0.6 |
| Skip the Megacaps: These 2 Under-the-Radar AI Stocks Have More Room to 10X | Innodata and BigBear.ai are positioned as undervalued AI stocks with significant growth potential. Innodata reported 58% revenue growth and is transitioning to a software platform model, while BigBear.ai secured a 10-year, $900 million Air Force contract. Despite strong fundamentals, both stocks remain beaten down and don't yet reflect their recent progress, though both remain speculative and unprofitable. | View source ↗ | The Motley Fool | Oct 2, 2026 | bullish | 1 | 1 |
| Skip the Megacaps: These 2 Under-the-Radar AI Stocks Have More Room to 10X | Innodata and BigBear.ai are positioned as undervalued AI stocks with significant growth potential. Innodata reported 58% revenue growth and is transitioning to a software platform model, while BigBear.ai secured a 10-year, $900 million Air Force contract. Despite strong fundamentals, both stocks remain beaten down and don't yet reflect their recent progress, though both remain speculative and unprofitable. | View source ↗ | The Motley Fool | Oct 2, 2026 | bullish | 1 | 1 |
| After 9,020 shares withheld for taxes, BigBear.ai (BBAI) counsel reported holdings of 762,506 shares. - Stock Titan | After 9,020 shares withheld for taxes, BigBear.ai (BBAI) counsel reported holdings of 762,506 shares. Stock Titan | View source ↗ | Stock Titan | Sep 30, 2026 | neutral | 0 | 0.6 |
| BigBear.ai (BBAI) Stock Looks Above Fair Value Today - Yahoo Finance | BigBear.ai (BBAI) Stock Looks Above Fair Value Today Yahoo Finance | View source ↗ | Yahoo Finance | Sep 19, 2026 | neutral | 0 | 0.6 |
| BigBear.ai (BBAI) Stock Looks Pricey As AI Growth Hopes Build - Yahoo Finance | BigBear.ai (BBAI) Stock Looks Pricey As AI Growth Hopes Build Yahoo Finance | View source ↗ | Yahoo Finance | Sep 2, 2026 | neutral | 0 | 0.6 |
| After 36 Years in the Army, He Takes a BigBear.ai Board Seat - Stock Titan | After 36 Years in the Army, He Takes a BigBear.ai Board Seat Stock Titan | View source ↗ | Stock Titan | Aug 17, 2026 | neutral | 0 | 0.6 |
| Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir’s “Otherworldly” Quarter Sends Shares Soaring 30% - Yahoo Finance | Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir’s “Otherworldly” Quarter Sends Shares Soaring 30% Yahoo Finance | View source ↗ | Yahoo Finance | Aug 12, 2026 | neutral | 0 | 0.6 |
| BigBear.ai (BBAI) Stock May Trade At A Premium Despite Weak Returns - Yahoo Finance | BigBear.ai (BBAI) Stock May Trade At A Premium Despite Weak Returns Yahoo Finance | View source ↗ | Yahoo Finance | Jul 30, 2026 | neutral | 0 | 0.6 |
| BigBear.ai Holdings, Inc. (BBAI) Stock Moves -1.04%: What You Should Know - Yahoo Finance | BigBear.ai Holdings, Inc. (BBAI) Stock Moves -1.04%: What You Should Know Yahoo Finance | View source ↗ | Yahoo Finance | Jul 23, 2026 | neutral | 0 | 0.6 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.