When a stock you're following is about to report earnings, it can be an anxious time for investors. The day of the release and the days that follow are often decisive in determining whether to hold the position, sell it, or place the stock on a watchlist for future consideration if conditions improve.
It's time to downgrade BigBear.ai Holdings, Inc. to Sell again. A less confident outlook with withdrawn profitability guidance could throttle buying sentiments. While BigBear.ai is slated to capture legislative tailwinds from the OBBBA, execution risks could impede its ability to monetize such gains. Current valuation is well-stretched, and BBAI is not expected to be profitable in the near term.
BigBear.ai shares plunge 31.2% as Q2 revenues drop 18% Y/Y and the 2025 sales outlook is cut on Army program weakness.
BigBear.ai (NYSE:BBAI) shares tumbled after the company's second quarter earnings fell short of estimates and it lowered its full year outlook. The provider of AI-powered intelligence solutions posted Q2 revenue of $32.47 million, which missed estimates of $41.17 million.
Key Points in This Article: BigBear.ai's (BBAI) Q2 2025 revenue of $32.5 million missed estimates by almost 21%, down from $39.8 million year-over-year.
BigBear.ai (BBAI) shares lost a quarter of their value Tuesday, a day after the artificial intelligence data analytics firm slashed its revenue outlook and withdrew its profit forecast on uncertainty about government contracts.
Following a disappointing quarter reported on August 11, BigBear.ai (NYSE:BBAI), a provider of AI solutions focused on national security, experienced a nearly 30% decline in its stock during after-hours trading. The company's sales decreased by 18% compared to the previous year, falling short of consensus expectations by over 20% due to reduced volume in particular U.S. Army programs.
BigBear.ai Holdings, Inc. (BBAI) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to a loss of $0.04 per share a year ago.
BigBear.ai Holdings, Inc. (NYSE:BBAI ) Q2 2025 Earnings Conference Call August 11, 2025 4:30 PM ET Company Participants Kevin McAleenan - CEO & Director Sean Ricker - Interim Chief Financial Officer Operator Greetings. Welcome to BigBear.ai Holdings, Inc. Second Quarter 2025 Earnings Call and Webcast.
The AI analytics company dramatically lowered its outlook as efficiency moves in the federal government are causing customers to be more measured in their activity.
BigBear.ai heads into tonight's Q2 print with a handful of telltale markers investors will be watching closely. The most obvious one is backlog. The Street will likely treat anything north of $400M as a positive surprise, particularly if conversion to revenue is also accelerating. New flagship wins could provide upside catalysts.
BigBear.ai's second-quarter results are expected to reflect rising AI adoption and expanding federal contract momentum across key sectors.