BigBear.ai Doubles Down on Applied AI: Can It Win More Defense Deals?
BBAI is expanding applied AI across defense, with new contracts, secure platforms and ConductorOS fueling growth despite ongoing losses.
Zacks Investment Research8/12/2026Positive
BBAI
BigBearai Holdings IncNYSETECHNOLOGYINFORMATION TECHNOLOGY SERVICES
Key Statistics
Market Cap
$1.60B
P/E Ratio
—
EPS
$-0.02
Beta
3.18
52W High
$9.39
52W Low
$2.59
50-Day MA
$3.42
200-Day MA
$4.55
Dividend Yield
—
Profit Margin
-65.20%
Forward P/E
—
PEG Ratio
—
About BigBearai Holdings Inc
BigBearai Holdings Inc. is a leading provider of advanced artificial intelligence and machine learning solutions designed specifically for the defense and intelligence sectors. The company excels in delivering innovative analytics and sovereign data solutions that significantly enhance operational efficiency and decision-making capabilities for its clients. With a strong emphasis on proprietary technology, BigBearai is well-equipped to address complex national security challenges while simultaneously leveraging expanding opportunities in the commercial space. Given the increasing demand for AI-driven insights, BigBearai represents a compelling investment opportunity for institutional investors looking to participate in the dynamic evolution of the AI landscape.
Fundamentals
| Revenue (TTM) | $131.63M |
| Gross Profit (TTM) | $36.75M |
| EBITDA | $-71.52M |
| Operating Margin | -74.50% |
| Return on Equity | -16.60% |
| Return on Assets | -7.58% |
| Revenue/Share (TTM) | $0.29 |
| Book Value | $1.61 |
| Price-to-Book | 2.01 |
| Price-to-Sales (TTM) | 12.17 |
| EV/Revenue | 9.51 |
| EV/EBITDA | -3.26 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 13.20% |
| Shares Outstanding | $479.49M |
| Float | $472.89M |
| % Insiders | 0.69% |
| % Institutions | 45.66% |
Historical Volatility
HV 10-Day
70.87%
HV 20-Day
70.10%
HV 30-Day
66.47%
HV 60-Day
70.34%
HV Rank
11.9%
Volatility is currently expanding
Analyst Ratings
Consensus ($4.00 target)
1
Buy2
HoldLatest News
BigBear.ai Q2 Earnings Call Puts Growth Execution and M&A in Focus
BBAI's Q2 results put execution in focus as revenues rise 13%, margins expand and management targets product scaling and accretive M&A.
Zacks Investment Research8/10/2026Positive
Can BigBear.ai Lead the Multi-Drone Mission AI Solutions Market?
BBAI's ConductorOS lets one operator manage multi-vendor drone fleets, targeting demand for autonomous defense mission systems.
Zacks Investment Research8/5/2026Neutral
BigBear.ai Holdings, Inc. (BBAI) Q2 2026 Earnings Call Prepared Remarks Transcript
BigBear.ai Holdings, Inc. (BBAI) Q2 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha7/31/2026Neutral
BigBear.ai Q2 Earnings Call Highlights
BigBear.ai NYSE: BBAI reported second-quarter 2026 revenue growth and a substantial improvement in gross margin, while management said it is pursuing additional contract wins, product deployments and acquisitions to expand its position in defense, security, trade and travel technology markets.
MarketBeat7/31/2026Positive
BigBear.ai Announces Second Quarter 2026 Results; Delivers 13% Growth, 20+ New Contract Wins, and Expanded Margins; Affirms Full Year Revenue Guidance
MCLEAN, Va.--(BUSINESS WIRE)---- $BBAI--BigBear.ai Holdings, Inc. (NYSE: BBAI) (“BigBear.ai” or the “Company”), a specialized defense & security technology company providing mission-ready AI, today announced financial results for the second quarter of 2026 and issued an investor presentation that has been posted to the Investor Relations section of the Company's website. “It has been another strong quarter. Double-digit growth, significant margin expansion and more than 20 new contracts show that the.
Business Wire7/30/2026Neutral
Advanced Micro Devices vs. BigBear.ai: Which Technology Stock Is a Better Buy in 2026?
Advanced Micro Devices continues to expand its presence in the data center and AI accelerator markets through key partnerships. BigBear.ai provides specialized artificial intelligence solutions for the defense and logistics sectors.
The Motley Fool7/29/2026Positive
BigBear.ai Before Q2 Earnings: Buy, Sell or Hold the Stock?
BigBear.ai Holdings, Inc. BBAI is scheduled to report second-quarter 2026 results on July 30, 2026, after the closing bell. The upcoming quarter is expected to reflect continued execution of defense and security contracts, growing adoption of generative AI solutions and sustained momentum across its National Security and Trade & Travel markets.
Zacks Investment Research7/28/2026Positive
BigBear.ai to Report Second Quarter 2026 Results on July 30, 2026
MCLEAN, Va.--(BUSINESS WIRE)---- $BBAI--BigBear.ai (NYSE: BBAI), a specialized defense technology company, providing mission-ready AI for national security and trade & travel customers, today announced that it will publish its second quarter earnings release on Thursday, July 30 at approximately 4:15 pm ET and will host an earnings call at 4:30 pm ET. The earnings release will be accessible on the Company's investor relations website: https://ir.bigbear.ai. Additional details on the earnings call will.
Business Wire7/22/2026Neutral
Will Faster Product Innovation Help BBAI Win More Enterprise Clients?
BigBear.ai is accelerating AI product innovation and enterprise expansion as it looks to grow beyond the traditional government customer base.
Zacks Investment Research7/20/2026Positive
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Data last updated: 8/14/2026