Will National Security Demand Drive BigBear.ai's 2026 Revenue Cycle?
BBAI eyes 2026 growth as national security AI demand surges, backed by a key acquisition and record liquidity.
BigBear.ai Stock Rises 36% in 6 Months: Is It Still a Buy?
BigBear.ai Holdings, Inc. BBAI has enjoyed a sharp rebound over the past six months, rising nearly 36% and outperforming major benchmarks, including the S&P 500, the Zacks Computer and Technology sector and even the Zacks Computers – IT Services industry. With the stock trading around $5.79 (as of Dec. 2) and remaining well above its 200-day moving average, investors are weighing whether the rally still has room to run or if the upside is starting to plateau.
This Artificial Intelligence (AI) Stock Is Up 36% in 2025. 1 Reason This Could Be Just the Beginning.
BigBear.ai's stock has surged 35% year to date in 2025. The acquisition of AskSage, a generative AI platform, will bring high-margin recurring revenue to BigBear.ai.
Can BigBear.ai Fix Its Margin Pressure While Scaling GenAI?
BigBear.ai Holdings, Inc. BBAI has been facing margin pressures since the start of 2025. The gross margin contracted 240 basis points (bps) to 22.8% year over year and the adjusted EBITDA margin was at a negative of 24.8% (compared with negative 3.8% a year ago) in the first nine months of 2025.
BigBear.ai Stock Plummets 17.5% in a Month: Opportunity or Warning?
BigBear.ai Holdings, Inc. BBAI has come under heavy pressure over the past month, with shares plunging 17.5% and underperforming the broader technology landscape. The Zacks Computers – IT Services industry fell 6.7% over the same period, while the Zacks Computer and Technology sector and the S&P 500 declined only 1.7% and 1.9%, respectively.
BigBear.ai Stock Trades at a Discount: Is This a Hidden Opportunity?
BigBear.ai Holdings, Inc. BBAI operates at the crossroads of national security, border technology, and applied AI—segments where funding flows can be uneven but, when secured, have the potential to meaningfully accelerate growth. After a volatile first half, the stock has reset from its early-year peaks, leaving valuation multiples below prior highs and inviting a fresh look for investors weighing risk against optionality.
BigBear.ai Stock Is Range-Bound—Wall Street Isn't Buying the Hype
BigBear.ai NYSE: BBAI remains a speculative investment, as the 20% share price spike following the Q3 release is unsustainable. Each bit of good news within the report is offset by a negative that points to the same old story.
BigBear.ai Q3 Earnings Miss Estimates, Revenues Top, Stock Up
BBAI's Q3 earnings miss estimates, but a revenue beat and an Ask Sage acquisition lift shares on defense AI optimism.
BigBear.ai Holdings, Inc. (BBAI) Q3 2025 Earnings Call Prepared Remarks Transcript
BigBear.ai Holdings, Inc. ( BBAI ) Q3 2025 Earnings Call November 10, 2025 4:30 PM EST Company Participants Sean Ricker - CFO & Principal Accounting Officer Kevin McAleenan - CEO & Director Presentation Operator Greetings, and welcome to BigBear.ai Holdings, Inc. Third Quarter 2025 Earnings Call and Webcast. [Operator Instructions] As a reminder, this conference is being recorded.
BigBear.ai: Q3 Beat Expectations, Yet The Real Test Is Still Ahead
BigBear.ai (BBAI) operates in the promising AI defense sector but current financials do not justify its $2.5B+ market cap (at least yet). Q3 earnings beat estimates, and the Ask Sage acquisition adds ARR potential, yet revenue remains low and margins are compressed. BBAI's valuation is still a little speculative; future growth hinges on securing large, multi-year government contracts and improving operational leverage.
BigBear.ai Holdings, Inc. (BBAI) Reports Q3 Loss, Tops Revenue Estimates
BigBear.ai Holdings, Inc. (BBAI) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.05 per share a year ago.
Better Artificial Intelligence Stock: BigBear.ai vs. Pony AI
BigBear.ai's business is gradually stabilizing as it gains more government contracts. Pony AI could struggle to scale up its capital-intensive robotaxi business.
