$BBAI

Palantir's U.S. commercial revenue surpassed government revenue for the first time in Q3, while Booz Allen, CACI, and BigBear.ai reported larger backlogs and raised full-year targets. Parsons narrowed its guidance. Federal funding deadline is Dec. 11, with budget uncertainty lingering. Palantir reported $2.313B Q3 revenue, raising FY2026 guidance to $8.530B-$8.534B. Booz Allen's Q2 revenue was $2.8B, with raised EPS guidance. CACI's Q1 revenue was $2.5B, with raised FY2027 revenue guidance.

BigBear.ai (NYSE:BBAI) reported Q3 revenue growth of 31% to $43.6M, its third consecutive quarter of organic growth. The company secured 25 new contracts totaling $225M and raised its full-year revenue guidance to $150M-$165M. Despite an operating loss of $100M, mostly due to a goodwill impairment charge, the company shows signs of progress. However, it faces significant risks, including high competition and volatility in growth rates.

Cantor Fitzgerald reduced its price target on BigBear.ai (BBAI) to $3.00 from $4.00, citing execution concerns. The stock is down 65% over the past year. BigBear.ai reported Q3 revenue of $43.6M, up 31.5% YoY, but adjusted EBITDA was negative $9.1M. The company raised its fiscal 2026 revenue guidance to $150M-$165M. Analysts do not expect profitability this year, with EPS forecast at -$0.03 for FY2026.

BigBear.ai reported Q3 2026 revenue of $43.6M, up 31% YoY, and raised full-year guidance to $150M-$165M. Gross margin improved to 31.2%, but net loss was $91.9M due to a $76.7M goodwill impairment charge. The company secured $225M in new contracts, including deals with U.S. government agencies and civilian infrastructure clients. Shares traded near a 52-week low.

BigBear.ai Holdings, Inc. (BBAI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Item 2.02 Results of Operations and Financial Condition. On October 27, 2026, BigBear.ai Holdings, Inc. (the “Company”) announced its financial results of operations for the quarter ended September 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 to this C

BigBearai Holdings Inc. reports Q3 earnings with analysts expecting a loss of 5 cents per share on revenue of $38.78M, up 17% YoY. The company has secured over $225M in contracts, but investors question its path to profitability. Shares are near 52-week lows, and analysts have a mean price target of $4.00, implying 89% upside. The focus is on converting contract wins into funded revenue and improving operating margins.

Palantir (PLTR) and BigBear.ai (BBAI) are set to report Q3 earnings. PLTR expects $0.41 EPS and $2.18B revenue, with strong growth in commercial and government sectors. BBAI anticipates a $0.05 loss and $29.93M revenue. Analysts see more upside in BBAI (87.79%) than PLTR (8.23%).

BigBear.ai (BBAI) closed at $2.16 on 16 October 2026, down 7.30% from the previous day. The company reported over $225 million in potential contract value since July, but noted it includes unexercised options. Q2 revenue was $36.7 million, up 13%, with a gross margin of 32.8%. Full-year revenue guidance remains $135M-$165M. Nasdaq's 1-year target is $4.00.

BigBear.ai (NYSE:BBAI) and Rigetti Computing (NASDAQ:RGTI) are compared as investment options. BigBear.ai reported $127.7M revenue in FY 2025, a 19.3% decrease, with a net loss of $293.9M. Rigetti reported $7.1M revenue, a 34.3% decline, with a net loss of $216.2M. Both face risks from customer concentration and financial instability. BigBear.ai has a P/S ratio of 8.7x, while Rigetti's is 321.9x. Neither has a Forward P/E.

Bumble (BMBL) surged 56.7% to $5.96 after agreeing to a $6.05/share private takeover by Ithaca Holdings. Other movers: Fermi (FRMI) +22.5%, Enerflex (EFXT) +13.6%, BigBear.ai (BBAI) +9.1%, MongoDB (MDB) +6.8%, Xtend AI (XTND) +6.6%.