BigBear.ai Holdings, Inc.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
No SEC Form 4 filings for $BBAI in the last 30 days.
See all $BBAI insider activity →Rigetti Computing and BigBear.ai reported fiscal 2025 losses, with revenue of $7.1M (down 34.3%) and $127.7M, respectively. Both rely heavily on government contracts. Rigetti's net loss widened to $216.2M, while BigBear.ai's narrowed slightly. Rigetti's valuation is 40x higher than BigBear.ai's on a price-to-sales basis, reflecting quantum computing expectations.
BigBear.ai (BBAI) and Innodata (INOD) are compared as AI sector investments. BBAI focuses on government/defense predictive analytics, while INOD provides data engineering for tech firms. BBAI reported $128M revenue and $294M net loss in 2025. INOD saw 48% revenue growth to $252M and $32M net income. Both face customer concentration risks. INOD is valued higher for its growth and profitability.
BigBear.ai (BBAI) focuses on AI/ML tools for government clients, recently gaining regulatory approval and launching new platforms. IONQ (IONQ) specializes in quantum computing, completing an acquisition and launching its sixth-generation platform. IONQ's revenue surpassed BBAI's in Q2, with IONQ reporting $42.54 (up 4.42%) and BBAI at $2.84 (down 1.73%). BBAI's revenue declined YoY in 2025 but grew 13% in Q2 2023 due to an acquisition.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning BBAI (BigBear.ai Holdings, Inc.). Coverage has been balanced: 1 bullish, 1 neutral, and 1 bearish.
Recent BBAI coverage spans financial news, earnings and sector analysis.
Revenue decline and equity raise indicate ongoing cash needs but improved loss profile.
No new catalyst; reiterates existing financial challenges.
Potential revenue boost from new contract and acquisition.
The resignation is a routine governance change with limited immediate price impact.
Weak margin and flat revenue suggest continued pressure on BBAI's stock.
AlphAI scores every news story that mentions BBAI with an AI model for sentiment and relevance, and aggregates insider trades from BigBear.ai Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Rigetti Computing and BigBear.ai reported fiscal 2025 losses, with revenue of $7.1M (down 34.3%) and $127.7M, respectively. Both rely heavily on government contracts. Rigetti's net loss widened to $216.2M, while BigBear.ai's narrowed slightly. Rigetti's valuation is 40x higher than BigBear.ai's on a price-to-sales basis, reflecting quantum computing expectations.
3 min readBigBear.ai (BBAI) and Innodata (INOD) are compared as AI sector investments. BBAI focuses on government/defense predictive analytics, while INOD provides data engineering for tech firms. BBAI reported $128M revenue and $294M net loss in 2025. INOD saw 48% revenue growth to $252M and $32M net income. Both face customer concentration risks. INOD is valued higher for its growth and profitability.
3 min readBigBear.ai (BBAI) focuses on AI/ML tools for government clients, recently gaining regulatory approval and launching new platforms. IONQ (IONQ) specializes in quantum computing, completing an acquisition and launching its sixth-generation platform. IONQ's revenue surpassed BBAI's in Q2, with IONQ reporting $42.54 (up 4.42%) and BBAI at $2.84 (down 1.73%). BBAI's revenue declined YoY in 2025 but grew 13% in Q2 2023 due to an acquisition.
3 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. (b) On September 15, 2026, Kirk Konert informed the Board of Directors of BigBear.ai Holdings, Inc. (the “Company”) that he
1 min readBigBear.ai (BBAI) reported flat revenue with a 13% Q2 growth due to an acquisition, while Cerebras Systems (CBRS) saw a Q2 dip to $180.1M but maintained YoY growth. Both companies operate in AI, with BBAI focusing on software and CBRS on hardware. BBAI had a -74% operating margin, CBRS -265%.
3 min readBigBear.ai (BBAI) and IonQ (IONQ) are compared as investment options in AI and quantum computing. BBAI reported $127.7M revenue in FY 2025, down 19.3%, with a net loss of $293.9M. IONQ saw $130.0M revenue, up 201.9%, with a net loss of $510.4M. Both have zero debt but negative free cash flow. BBAI faces customer concentration risks, while IONQ invests heavily in R&D and acquisitions.
2 min readBigBear.ai (NYSE: BBAI) shares fell 11.8% after a brief post-earnings rally, dropping below $3. Q2 revenue rose 13% YoY to $36.7M, and net losses narrowed to $25.7M, but cash burn was $68.6M. The NYSE listing threshold is $1, so a reverse split is unlikely unless shares fall below $2.
2 min readBigBear.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 read
