BigBear.ai Holdings, Inc.
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See all $BBAI insider activity →BigBear.ai (BBAI) appointed Ret. Lt. Gen. Sean Gainey to its board, bringing defense expertise. Gainey's background aligns with BigBear.ai's defense contracts, like the $13.2M ORION DSP deal. The company projects $195.5M revenue and $15.3M earnings by 2029, but faces risks like lumpy contracts and potential dilution.
Palantir (PLTR) and BigBear.ai (BBAI) each rose 4% on Friday, driven by federal AI spending demand, while ServiceNow (NOW) remained flat. Palantir cleared the $180 level, a key psychological threshold. The FY2027 Pentagon budget requests $58.5 billion for AI, supporting government AI names. Year-to-date, Palantir is down 2%, BigBear.ai is down 43%, and the iShares Tech-Software ETF is down 4%.
BigBear.ai (BBAI) added Ret. Lt. Gen. Sean Gainey to its board, bringing defense technology leadership experience. The company reaffirmed 2026 revenue guidance of $135M-$165M. Gainey's appointment may support defense-focused AI strategy but doesn't change near-term catalysts or financial risks.
Recent BBAI coverage spans financial news, corporate actions and earnings.
Potential boost to defense contract credibility and future revenue stability.
Sympathetic move tied to Palantir's technical breakout.
Board appointment may enhance defense AI credibility but no immediate financial impact.
Board addition of a senior defense and counter-UAS executive may modestly improve perceived government/defense alignment, but it is not a financial disclosure.
The filing is primarily governance and legal-risk related, with limited direct implications for near-term operations or cash flows.
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BigBear.ai (BBAI) appointed Ret. Lt. Gen. Sean Gainey to its board, bringing defense expertise. Gainey's background aligns with BigBear.ai's defense contracts, like the $13.2M ORION DSP deal. The company projects $195.5M revenue and $15.3M earnings by 2029, but faces risks like lumpy contracts and potential dilution.
2 min readPalantir (PLTR) and BigBear.ai (BBAI) each rose 4% on Friday, driven by federal AI spending demand, while ServiceNow (NOW) remained flat. Palantir cleared the $180 level, a key psychological threshold. The FY2027 Pentagon budget requests $58.5 billion for AI, supporting government AI names. Year-to-date, Palantir is down 2%, BigBear.ai is down 43%, and the iShares Tech-Software ETF is down 4%.
2 min readBigBear.ai (BBAI) added Ret. Lt. Gen. Sean Gainey to its board, bringing defense technology leadership experience. The company reaffirmed 2026 revenue guidance of $135M-$165M. Gainey's appointment may support defense-focused AI strategy but doesn't change near-term catalysts or financial risks.
2 min readBigBear.ai Holdings, Inc. (BBAI) said it appointed Ret. Lt. Gen. Sean Gainey to its board and to its Nominating and Corporate Governance Committee, effective Aug. 13, 2026, according to an SEC 8-K filed Aug. 17, 2026. The filing did not disclose the reason for the change or replacement details.
1 min readBigBear.ai Holdings, Inc. (BBAI) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 13, 2026, the Board of Directors (the “Board”) of BigBear.ai Holdings, Inc., a Delaware corporation (the “Corpora
2 min readBigBear.ai Holdings (BBAI) announced a $100 million follow-on equity offering and said it secured more than 20 new contracts, while expanding its secure generative AI platform for defense clients. The stock rose about 15% over the past month but is down about 44% year to date. Simply Wall St estimates fair value at $4.00 versus a $3.27 close.
5 min readPalantir (PLTR) shares rose about 29.5% after it reported Q2 revenue of $1.94B, up 93% and above analysts’ $1.80B estimate, with commercial revenue up 149% to $764M. The company raised full-year guidance again to about $8.16B. BigBear.ai (BBAI) reported Q2 revenue of $36.7M (+13%) and affirmed guidance of $135M to $165M.
6 min readWall Street was mixed after Monday’s declines as traders awaited Wednesday CPI and Thursday PPI, with expectations for a possible September Fed rate hike. Analyst actions included Argus upgrading Boeing (BA) to Buy, while Phillip Securities downgraded Airbnb (ABNB) to Reduce with a $158 target. Other calls covered Best Buy, Jabil, Spotify, and several initiations.
7 min readBigBear.ai Holdings said its ConductorOS platform lets one operator manage multi-vendor drone fleets, aimed at military needs for processing data and reducing workload. In Q2 2026, revenue rose 13% to $36.7M, gross margin increased to 32.8%, backlog reached $269.6M, and it reaffirmed 2026 guidance of $135-$165M. Cash and investments were about $410M.
6 min readBigBear.ai Holdings (NYSE: BBAI) reported Q2 2026 results after the close on 30 July. Revenue rose to $36.75M (+13% YoY) and gross profit increased to $12.1M. GAAP diluted loss per share was $0.05, with adjusted EPS cited as $0.04 by some sources. Full-year revenue guidance stayed at $135M-$165M; backlog was $269.6M. Cantor cut its PT to $4.00.
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