BigBear.ai Holdings, Inc.

BigBear.ai Holdings, Inc.

BBAI·NYSE

$4.83

-9.6%
TechnologyInformation Technology Services

BigBear.ai Holdings, Inc. provides artificial intelligence and machine learning for decision support. The company operates through two segments, Cyber & Engineering and Analytics. The Cyber & Engineering segment offers high-end technology and management consulting services. It focuses in the areas of cloud engineering and enterprise IT, cybersecurity, computer network operations and wireless, systems engineering, and strategy and program planning. The Analytics segment provides high-end technology and consulting services. This segment focuses on the areas of big data computing and analytical solutions, including predictive and prescriptive analytics solutions. Its solutions assist customers in aggregating, interpreting, and synthesizing data to enable real-time decision-making capabilities. The company is headquartered in Columbia, Maryland.

At a Glance

Live Snapshot
Market Cap$1.73B
EPS-0.8200
P/E Ratio-5.89
Earnings Date08/10/2026
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BigBear.ai Holdings, Inc. Street Expectations Map

BBAI · NYSE

Wall Street analysts project that BBAI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 6.00, with estimates ranging from a low of 6.00 to a high of 6.00.

Lowest Target
6.00
24.22%
Consensus Target
6.00
24.22%
Highest Target
6.00
24.22%

The consensus 1-year price target stands at 6.00, with estimates ranging from a low of 6.00 to a high of 6.00.

Analyst Consensus Analysis

Upside Potential

+24.2%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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BigBear.ai Holdings, Inc. Forward Estimates of Revenue

BBAI · NYSE
Latest Revenue
127.67M
FY 2025
Avg Estimate
142.98M
FY 2026
Estimate Range
140.71M - 145.23M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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BigBear.ai Holdings, Inc. Forward Estimates of Net Income

BBAI · NYSE
Latest Net Income
-293.91M
FY 2025
Avg Estimate
-849.18M
FY 2026
Estimate Range
-883.15M - -815.20M
Analyst Spread

Forward Growth Analysis

Projected Growth-188.9%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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BigBear.ai Holdings, Inc. Forward Estimates of EPS

BBAI · NYSE
Latest EPS
-0.82
FY 2025
Avg Estimate
$-0.24
FY 2026
Estimate Range
$-0.25 - $-0.23
Analyst Spread

Forward Growth Analysis

Projected Growth+71.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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BigBear.ai Holdings, Inc. Forward Estimates of EBIT

BBAI · NYSE
Latest EBIT
-275.80M
FY 2025
Avg Estimate
-95.61M
FY 2026
Estimate Range
-97.12M - -94.09M
Analyst Spread

Forward Growth Analysis

Projected Growth+65.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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BigBear.ai Holdings, Inc. Forward Estimates of EBITDA

BBAI · NYSE
Latest EBITDA
-260.52M
FY 2025
Avg Estimate
-91.29M
FY 2026
Estimate Range
-92.73M - -89.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+65.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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BigBear.ai Holdings, Inc. Forward Estimates of SG&A Expense

BBAI · NYSE
Latest SG&A Expense
95.13M
FY 2025
Avg Estimate
85.51M
FY 2026
Estimate Range
84.16M - 86.86M
Analyst Spread

Forward Growth Analysis

Projected Growth-10.1%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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BigBear.ai Holdings, Inc. Insider Positioning

BBAI · NYSE

During the last 12 months, insiders have sold $827K worth of BBAI shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

122.0K

492.54K

Net Activity

-493K

-$493K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

42.7K

270.60K

Net Activity

-271K

-$271K

9-12 Months

Bought

0

0.00

Sold

12.0K

64.09K

Net Activity

-64K

-$64K

Top Buyers

No buying activity

Top Sellers

1
BPJ

Braden Pamela Joyce

Director

80.0K shares•1 transactions

$320K

2
HDD

Hayes Dorothy D

Director

54.0K shares•3 transactions

$263K

3
RSR

Ricker Sean Raymond

Officer: Chief Financial Officer

33.6K shares•5 transactions

$185K

4
BC

Blankenship Carolyn

Officer: General Counsel And Secretary

5.9K shares•1 transactions

$38K

5
MK

Mcaleenan Kevin

Director, Officer: Chief Executive Officer

3.1K shares•1 transactions

$20K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $827K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$493K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.