
BBAI's 14% monthly gain reflects stronger revenues, margins and contract wins, but losses and widening estimates temper the stock's discounted valuation.
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.
| 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 | 2.04 |
| Price-to-Sales (TTM) | 11.69 |
| EV/Revenue | 9.66 |
| EV/EBITDA | -3.26 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 13.20% |
| Shares Outstanding | $479.49M |
| Float | $475.25M |
| % Insiders | 0.69% |
| % Institutions | 42.81% |
Volatility is currently expanding

BBAI's 14% monthly gain reflects stronger revenues, margins and contract wins, but losses and widening estimates temper the stock's discounted valuation.

MCLEAN, Va.--(BUSINESS WIRE)---- $BBAI--BigBear.ai (NYSE: BBAI), a specialized defense and security technology company providing mission-ready AI, today announced the appointment of retired U.S. Army Lt. Gen. Sean A. Gainey to its Board of Directors, effective August 13, 2026. Gainey joins the Board after a 36-year Army career in which he helped define the Joint Force's modern counter-drone approach and later commanded JTF-Gold, Golden Dome's operational arm. "General Gainey's experience, expertise and o.

BBAI is expanding applied AI across defense, with new contracts, secure platforms and ConductorOS fueling growth despite ongoing losses.

BBAI's Q2 results put execution in focus as revenues rise 13%, margins expand and management targets product scaling and accretive M&A.

BBAI's ConductorOS lets one operator manage multi-vendor drone fleets, targeting demand for autonomous defense mission systems.

BigBear.ai Holdings, Inc. (BBAI) Q2 2026 Earnings Call Prepared Remarks Transcript

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.

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.

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.

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.
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