BigBear.ai Holdings, Inc.
No SEC Form 4 filings for $BBAI in the last 30 days.
See all $BBAI insider activity →BigBear.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.
Palantir (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.
Wall 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.
Over the past 7 days, alphai's AI scored 3 news stories mentioning BBAI (BigBear.ai Holdings, Inc.). Coverage has skewed bullish: 1 bullish, 2 neutral, and 0 bearish.
Recent BBAI coverage spans earnings, financial news and corporate actions.
Dilutive equity issuance plus defense contract momentum creates a two-sided setup: near-term dilution risk versus longer-duration revenue visibility.
Mixed fundamentals (guidance affirmed, but EBITDA deterioration) create a two-sided setup for BBAI.
Buy initiation can attract speculative interest, but liquidity and macro risk can dominate.
Q2 operating metrics and reiterated full-year guidance support the bull case for ConductorOS adoption, but the article frames it against a large YTD drawdown.
The quarter shows mixed quality: revenue and margin expansion year over year, but sequential margin compression and backlog decline, alongside cash burn and an “aggressive M&A” plan.
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.
BigBear.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.
7 min readBigBear.ai Holdings (NYSE:BBAI) reported Q2 results: a 5-cent per-share loss, worse than the 4-cent expected loss, but revenue rose to $36.75 million versus a $36.37 million estimate. Backlog increased 9% to $269.6 million and cash and investments were $409.8 million as of June 30, 2026. Shares were about $2.83.
4 min readBBAI stock is moving. Watch the price action here. BigBear.AI Q2 Details BigBear.ai reported quarterly losses of five cents per share, which missed the consensus estimate for losses of four cents, according to Benzinga Pro data. Quarterly revenue came in at $36.75 million, which beat the $36.37 million analyst estimate.
4 min readBigBear.ai Holdings, Inc. (BBAI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 earningsrelease-2q26.htm EX-99.1 Document Exhibit 99.1 BigBear.ai Announces Second Quarter 2026 Results; Delivers 13% Growth, 20+ New Contract Wins, and Expanded Margins; Affirms Full Year Revenue Guidance • Delivers Q2 2026 revenue of $36.7 million, increasing 13% year
6 min readThe article compares AI-focused Astera Labs (ALAB) and BigBear.ai (BBAI). Astera Labs reported FY2025 revenue of $852.5M (+115.1%), net income of $219.1M, and FCF of $281.8M, with heavy customer concentration. BigBear.ai reported FY2025 revenue of $127.7M (-19.3%), net loss of $293.9M, and negative FCF of $42.5M, plus restatements and a class action.
5 min readC3.ai and BigBear.ai both reported negative EBIT or net income margins in recent quarters. C3.ai, which sells enterprise AI software, expanded a Shell collaboration and posted a net income margin of -224% for the quarter ended Apr. 30, 2026. BigBear.ai, an AI consulting and analytics firm, reported an EBIT margin of -67% for the quarter ended Mar. 31, 2026 and said 2025 revenue fell to $127.7M from $158.2M.
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