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) | $142.06M |
| Gross Profit (TTM) | $42.91M |
| EBITDA | $-70.94M |
| Operating Margin | -53.00% |
| Return on Equity | -27.90% |
| Return on Assets | -6.65% |
| Revenue/Share (TTM) | $0.30 |
| Book Value | $1.42 |
| Price-to-Book | 1.81 |
| Price-to-Sales (TTM) | 7.52 |
| EV/Revenue | 6.82 |
| EV/EBITDA | -3.26 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 31.50% |
| Shares Outstanding | $481.39M |
| Float | $477.23M |
| % Insiders | 0.69% |
| % Institutions | 41.84% |
Volatility is currently expanding
BigBear.ai raises its 2026 revenue outlook as Q3 sales surge 31%, margins expand and government AI contracts fuel growth despite continued losses.
BBAI's contract wins and accelerating revenue contrast with BAH's stronger profitability, rising earnings estimates and 75% ROE in the government AI race.
BigBear.ai Holdings, Inc. delivered strong Q3 revenue growth and backlog wins but remains unprofitable, with execution lagging potential. Q3 revenue rose 31.5% y/y to $43.58m, but GAAP EPS missed due to a $76.7m goodwill impairment; adjusted EBITDA remains negative. Gross margin improved to 31.2%, driven by the Ask Sage generative AI platform, yet cash flow and profitability are still weak.
Full-year 2026 revenue guidance increased to $150 million to $165 million. Third-quarter revenue rose 31% year over year to $43.6 million.
BigBear.AI Inc (NYSE:BBAI) posted financial results for the third quarter after the market close on Tuesday. Here's a rundown of the report.
MCLEAN, Va.--(BUSINESS WIRE)--BigBear.ai Holdings, Inc. (NYSE: BBAI) (“BigBear.ai” or the “Company”), a specialized security & defense technology company providing mission-ready AI, today reported financial results for the third quarter of 2026. A new investor presentation is also available on the Investor Relations section of the Company's website. The earnings call is scheduled for 4:30 p.m. ET today. Participation details are included in this release. “We're raising our full-year revenue.
BBAI heads into Q3 earnings with revenue growth expected from AI contract wins and product expansion, while rising costs and government funding risks weigh on prospects.
BigBear.ai stock is down over 60% year-to-date in 2026.
BigBear.ai (BBAI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
BBAI is tapping rising defense AI demand with new contracts, autonomous systems and acquisitions, but mounting losses and execution risks remain hurdles.
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