BigBear.ai Holdings, Inc. (BBAI)

US — Technology Sector
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News

Should You Buy, Sell or Hold BigBear.ai Stock After Q4 Results?
BBAI
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Neutral

BBAI stock slids in recent months as weak Q4 revenue and contract volatility clash with a stronger balance sheet, new AI acquisitions and defense spending tailwinds.

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image for news Should You Buy, Sell or Hold BigBear.ai Stock After Q4 Results?
BigBear.ai: Niche Defense And Border Control Leader Remains Expensive Despite Sell-Off
BBAI
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Negative

BigBear.ai deepens defense/border control capabilities through Ask Sage/CargoSeer acquisitions, albeit with the heavy reliance on federal contracts implying growth risks. The premium valuation persists despite the recent selloff, with the FWD EV/Sales of 9.39x meeting the underwhelming FY2025 Rule of -52.5% performance (across revenue growth/FCF margins). BBAI investors also face significant equity dilution through ongoing capital raises/note 2029 settlement, with its uncertain path to profitability clouding its investment thesis.

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image for news BigBear.ai: Niche Defense And Border Control Leader Remains Expensive Despite Sell-Off
What's Happening With BBAI Stock?
BBAI
Published: March 04, 2026 by: Forbes
Sentiment: Negative

BigBear.ai (BBAI), a provider of AI-driven decision intelligence solutions, experienced a significant decline in its stock price on high trading volume after releasing its Q4 2025 earnings report.

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image for news What's Happening With BBAI Stock?
BigBear.ai Revenues Slump in Q4: Temporary Dip or Deeper Issue?
BBAI
Published: March 04, 2026 by: Zacks Investment Research
Sentiment: Neutral

BBAI's Q4 revenues slide to $27.3M from $43.8M as Army program volume falls, but record cash, new AI acquisitions and a 2026 growth outlook point to a rebound.

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image for news BigBear.ai Revenues Slump in Q4: Temporary Dip or Deeper Issue?
BigBear.AI Analysts Cut Their Forecasts After Q4 Results
BBAI
Published: March 03, 2026 by: Benzinga
Sentiment: Negative

BigBear.AI Inc (NYSE: BBAI) reported mixed financial results for the fourth quarter Monday after the close.

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image for news BigBear.AI Analysts Cut Their Forecasts After Q4 Results
Live Earnings Analysis: BigBear.AI Reports After the Bell
BBAI
Published: March 02, 2026 by: 24/7 Wall Street
Sentiment: Positive

Shares of BigBear.ai are up about 2.27% in late trading today. Across the past year, shares are down 15%.

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image for news Live Earnings Analysis: BigBear.AI Reports After the Bell
BigBear.ai Before Q4 Earnings: Buy, Sell or Hold the Stock?
BBAI
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Neutral

BigBear.ai Holdings, Inc. BBAI is scheduled to report fourth-quarter 2025 results on March 2, 2026, after the closing bell, and the key focus will be on execution momentum in national security and border security markets, the impact of recent capital raises and the Ask Sage acquisition. BigBear.ai's third-quarter 2025 results reflected revenue pressure but balance-sheet strengthening.

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image for news BigBear.ai Before Q4 Earnings: Buy, Sell or Hold the Stock?
Better Software Stock: Palantir vs. BigBear.ai
BBAI, PLTR
Published: February 20, 2026 by: The Motley Fool
Sentiment: Positive

Palantir's AIP gives it a huge advantage, leading the company to generate more than $4 billion in revenue in 2025. BigBear.ai operates on a much smaller scale, but revenue is expected to climb 22% next year.

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image for news Better Software Stock: Palantir vs. BigBear.ai
Innodata vs. BigBear.ai: Which AI Play Has More Upside Now?
BBAI, INOD
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

The artificial intelligence boom has created distinct investment avenues — from foundational data engineering to mission-critical AI platforms for national security. Innodata INOD and BigBear.ai BBAI represent two compelling, yet fundamentally different ways to participate in this trend.

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image for news Innodata vs. BigBear.ai: Which AI Play Has More Upside Now?
Do Airport Biometrics & Travel Tech Add a New Growth Engine for BBAI?
BBAI
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Neutral

BigBear.ai is turning airport biometrics into a scalable growth pillar, deploying VeriScan at major hubs while diversifying beyond defense.

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image for news Do Airport Biometrics & Travel Tech Add a New Growth Engine for BBAI?
BBAI Stock Down 23% in a Month: Value Trap or AI Reset?
BBAI
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Negative

Shares of BigBear.ai Holdings, Inc. BBAI have come under renewed pressure, sliding roughly 22.8% over the past month and materially underperforming the Zacks Computers - IT Services industry and the broader Zacks Computer and Technology sector. The selloff has pulled the stock down to about $4.87 as of Feb. 9, lower than its 52-week high of $10.36, and has reignited investor debate around whether the decline reflects deeper structural issues or a reset in expectations tied to execution timing.

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image for news BBAI Stock Down 23% in a Month: Value Trap or AI Reset?
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
BBAI
Published: February 03, 2026 by: GlobeNewsWire
Sentiment: Neutral

NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of BigBear.ai Holdings, Inc. (“BigBear” or the “Company”) (NYSE: BBAI). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

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image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
BigBear.ai Holdings, Inc. (BBAI) Stock Declines While Market Improves: Some Information for Investors
BBAI
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Neutral

BigBear.ai Holdings, Inc. (BBAI) closed at $4.78 in the latest trading session, marking a -5.16% move from the prior day.

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image for news BigBear.ai Holdings, Inc. (BBAI) Stock Declines While Market Improves: Some Information for Investors
BigBear.ai's UAE Strategy: Can Overseas Wins Boost Revenues?
BBAI
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

BBAI's UAE expansion, anchored by new AD Ports ties, aims to unlock stable growth beyond U.S. defense contracts.

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image for news BigBear.ai's UAE Strategy: Can Overseas Wins Boost Revenues?
Should You Forget BigBear.ai and Buy These 2 Artificial Intelligence (AI) Stocks Instead?
BBAI, GOOG, MU
Published: January 29, 2026 by: The Motley Fool
Sentiment: Positive

BigBear.ai's share price performance has been impressive, but its falling sales and lack of profitability are red flags. AI-driven demand for Micron's memory chips is off the charts and fueling impressive earnings growth.

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image for news Should You Forget BigBear.ai and Buy These 2 Artificial Intelligence (AI) Stocks Instead?
BigBear.ai Broadens Product Line To Tap Larger Addressable Market
BBAI
Published: January 28, 2026 by: Seeking Alpha
Sentiment: Positive

BigBear.ai is aggressively diversifying its AI portfolio, targeting border security and customs markets through strategic technology acquisitions and integrations. BBAI's ConductorOS platform, now enhanced with LightWave Radar, is positioned for early-stage adoption in mission-critical defense and border security applications. Valuation remains elevated at 12.6x sales, reflecting high investor expectations for future government contract wins and revenue conversion.

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image for news BigBear.ai Broadens Product Line To Tap Larger Addressable Market
BigBear.ai and AD Ports Group Announce Strategic Partnership Exploring Development of Next-Generation AI Customs Management Systems for Ports and Borders
BBAI
Published: January 28, 2026 by: Business Wire
Sentiment: Neutral

MCLEAN, Va.--(BUSINESS WIRE)--BigBear.ai (NYSE: BBAI), a leading provider of mission-ready AI for national security, through its United Arab Emirates business, today announced a strategic partnership with Maqta Technologies, the digital arm of AD Ports Group (ADX: ADPORTS), a leading global enabler of integrated trade, industry, and logistics solutions. The partnership will explore co-development and delivery of advanced customs and border operations solutions to government authorities and port.

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image for news BigBear.ai and AD Ports Group Announce Strategic Partnership Exploring Development of Next-Generation AI Customs Management Systems for Ports and Borders
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
BBAI
Published: January 27, 2026 by: GlobeNewsWire
Sentiment: Neutral

NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of BigBear.ai Holdings, Inc. (“BigBear” or the “Company”) (NYSE: BBAI). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

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image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
Can BigBear.ai's CargoSeer Acquisition Strengthen Its AI Moat?
BBAI
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

BBAI deepens its AI edge with CargoSeer tech to boost cargo inspection and trade-risk analytics at global borders.

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image for news Can BigBear.ai's CargoSeer Acquisition Strengthen Its AI Moat?
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
BBAI
Published: January 22, 2026 by: PRNewsWire
Sentiment: Neutral

NEW YORK, Jan. 22, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of BigBear.ai Holdings, Inc. ("BigBear" or the "Company") (NYSE: BBAI). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext.

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image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
BigBear.ai vs. Palantir: Which Defense AI Stock Is the Smarter Investment?
BBAI, PLTR
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive

Artificial intelligence has moved from experimentation to execution across defense and national security, reshaping how governments process data, plan missions and manage complex operations. Against this backdrop, BigBear.ai BBAI and Palantir Technologies PLTR stand out as two AI-driven companies deeply embedded in defense and intelligence workflows.

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image for news BigBear.ai vs. Palantir: Which Defense AI Stock Is the Smarter Investment?
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
BBAI
Published: January 20, 2026 by: GlobeNewsWire
Sentiment: Neutral

NEW YORK, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of BigBear.ai Holdings, Inc. (“BigBear” or the “Company”) (NYSE: BBAI). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

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image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
BigBear.ai: Ratings Upgrade; Still Speculative, But Worth Some Exposure
BBAI
Published: January 16, 2026 by: Seeking Alpha
Sentiment: Positive

BigBear.ai (BBAI) offers speculative AI-driven exposure, leveraging government and commercial contracts, with recent momentum from U.S. federal AI investment tailwinds. BBAI's Ask Sage acquisition, though costly at $250M, is expected to accelerate growth and provide immediate cross-selling opportunities, especially in defense and regulated sectors. After a challenging 2025, the company could benefit from a strong period of government spending, increased traction with non-government work, and synergies with its Ask Sage acquisition.

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image for news BigBear.ai: Ratings Upgrade; Still Speculative, But Worth Some Exposure
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
BBAI
Published: January 13, 2026 by: GlobeNewsWire
Sentiment: Neutral

NEW YORK, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of BigBear.ai Holdings, Inc. (“BigBear” or the “Company”) (NYSE: BBAI). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

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image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAI
Is BigBear.ai Building a FedRAMP-First GenAI Advantage?
BBAI
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Negative

BBAI bets big on secure GenAI with its $250M Ask Sage buy, aiming to leapfrog rivals stuck in FedRAMP certification limbo.

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image for news Is BigBear.ai Building a FedRAMP-First GenAI Advantage?
BigBear.ai Partners with the Kraft Group and New England Patriots to Drive Digital Transformation Efficiencies
BBAI
Published: January 09, 2026 by: Business Wire
Sentiment: Neutral

MCLEAN, Va.--(BUSINESS WIRE)--BigBear.ai (NYSE: BBAI), a leading provider of mission-ready AI for national security and complex enterprise environments, today announced a new partnership with the Kraft Group, the holding company for the Kraft family's diverse family of businesses, including global operations across sports, paper and packaging manufacturing, and distribution of forest products. The partnership between BigBear.ai and the Kraft Group is the result of shared vision between the orga.

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image for news BigBear.ai Partners with the Kraft Group and New England Patriots to Drive Digital Transformation Efficiencies
BigBear.ai Trading at 16X P/S: Is the Premium Fully Earned?
BBAI
Published: January 07, 2026 by: Zacks Investment Research
Sentiment: Positive

BigBear.ai Holdings, Inc. BBAI has entered 2026 with strong market momentum. The stock is up 18.5% year to date, clearly outperforming the Zacks Computers - IT Services industry, broader Zacks Computer and Technology sector and the S&P 500.

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image for news BigBear.ai Trading at 16X P/S: Is the Premium Fully Earned?
Bigbear.ai: Will BBAI Stock Rally In 2026?
BBAI
Published: January 06, 2026 by: Forbes
Sentiment: Neutral

BigBear.ai (NYSE: BBAI), a provider of AI solutions focusing on national security, enters 2026 with a streamlined balance sheet and favorable conditions for AI in the national security sector. However, can it finally achieve profitable growth amid unpredictable government contracts?

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image for news Bigbear.ai: Will BBAI Stock Rally In 2026?
Is BigBear.ai's Debt Reduction a Turning Point for Valuation?
BBAI
Published: January 05, 2026 by: Zacks Investment Research
Sentiment: Neutral

BBAI slashes $125M in convertible debt, easing financial strain and potentially resetting its valuation outlook.

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image for news Is BigBear.ai's Debt Reduction a Turning Point for Valuation?
BBAI Stock At $5 - An Opportunity Or Trap?
BBAI
Published: January 02, 2026 by: Forbes
Sentiment: Negative

BigBear.ai (BBAI) stock has dropped by 23.1% in under a month, from $7.02 on December 4, 2025 to $5.40 today. What lies ahead?

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image for news BBAI Stock At $5 - An Opportunity Or Trap?

About BigBear.ai Holdings, Inc. (BBAI)

  • IPO Date 2021-04-05
  • Website https://bigbear.ai
  • Industry Information Technology Services
  • CEO Kevin McAleenan
  • Employees 630

BigBear.ai Holdings, Inc. provides artificial intelligence and machine learning for decision support. The company operates through two segments, Cyber & Engineering and Analytics. The Cyber & Engineering segment offers high-end technology and management consulting services. It focuses in the areas of cloud engineering and enterprise IT, cybersecurity, computer network operations and wireless, systems engineering, and strategy and program planning. The Analytics segment provides high-end technology and consulting services. This segment focuses on the areas of big data computing and analytical solutions, including predictive and prescriptive analytics solutions. Its solutions assist customers in aggregating, interpreting, and synthesizing data to enable real-time decision-making capabilities. The company is headquartered in Columbia, Maryland.