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BBAI

BigBear.ai Holdings, Inc.

BBAI

NYSE·Technology·Information Technology Services·Mkt cap $1.3B

$3.53

-3.02%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$3.01 - $9.39

P/E

-4.05

Fwd P/E

-13.62

Beta

3.08

Div Yield

0.00%

Avg Vol

62.4M

Shares Out

358.6M

Mkt Cap

$1.3B

Price action

Price chart

Down 51.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Advanced machine learning capabilities
  • Deep government and enterprise client relationships
  • Specialized focus on predictive analytics
  • Comprehensive technology consulting expertise

Bear Case

1 risk

  • Very high volatility (beta 3.1). Expect 3x market swings. Position size accordingly.

Growth

Moderate growth ahead

Accelerating AI technology adoption

Value

Deep value opportunity - significant discount to Data & Analytics Platforms peers

Momentum

Stable

+1.7% over 3m

Quality

Stable

Below average quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

Q2 26 RECAP

MAY 5, 2026

Reported EPS of -$0.08 vs -$0.08 consensus (0.0% surprise). Revenue of $34.4M vs $33.6M expected (+2.5%). Beat on both top and bottom lines.

EPS beat 0.0%
Rev beat +2.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

0.0%

Next: Apr 29, 2026

Revenue trend · last 8Q

+8%

+5%

-18%

-20%

-38%

-1%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$39.8M

$41.5M

$43.8M

$34.8M

$32.5M

$33.1M

$27.3M

$34.4M

Margins · last 8Q

Gross

Operating

Profit

-164.8%

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

1

50%

Sell

0%

Median Price Target

Latest: Cantor Fitzgerald · Mar 3, 2026

vs Industry

How BBAI stacks vs Information Technology Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.