Defense AI Deal Sparks Buzz: Recent posts on X have highlighted a surge in interest around BigBear.ai Holdings following a new AI edge computing deal with a partner to support U.S. military operations. This news has driven significant stock volatility, with some noting a sharp price jump as high as 23% on the day of the announcement. The deal is seen as a boost to the company’s relevance in defense technology.
Concerns Over Financials: Despite the excitement, discussions on X also reflect caution due to the company’s lowered revenue targets for 2025 and ongoing losses. Some users have pointed out weak earnings and market uncertainty, with a few expressing skepticism about the sustainability of recent gains. There’s a split in views on whether the stock’s momentum can hold.
Government Ties in Focus: Another angle in X conversations centers on the company’s connections to government contracts and leadership ties to prominent political figures. This has fueled speculation about future growth potential, though some warn of risks tied to federal contracting disruptions. The mix of optimism and doubt keeps the dialogue lively.
Note: This discussion summary was generated from an AI condensation of post data.
BigBear.ai Holdings Congressional Stock Trading
Members of Congress have traded $BBAI stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BBAI stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $50,000 on 08/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
BigBear.ai Holdings Insider Trading Activity
BigBear.ai Holdings insiders have traded $BBAI stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $BBAI stock by insiders over the last 6 months:
- JULIE PEFFER (Chief Financial Officer) has made 0 purchases and 5 sales selling 115,924 shares for an estimated $445,078.
- DOROTHY D HAYES has made 0 purchases and 2 sales selling 56,000 shares for an estimated $268,500.
- SEAN RAYMOND RICKER (Chief Financial Officer) has made 0 purchases and 5 sales selling 45,558 shares for an estimated $169,972.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
BigBear.ai Holdings Hedge Fund Activity
We have seen 196 institutional investors add shares of BigBear.ai Holdings stock to their portfolio, and 74 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AE INDUSTRIAL PARTNERS, LP removed 27,430,402 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $186,252,429
- VANGUARD GROUP INC added 14,488,375 shares (+229.0%) to their portfolio in Q2 2025, for an estimated $98,376,066
- BLACKROCK, INC. added 12,107,360 shares (+150.9%) to their portfolio in Q2 2025, for an estimated $82,208,974
- JUMP FINANCIAL, LLC added 5,509,104 shares (+inf%) to their portfolio in Q2 2025, for an estimated $37,406,816
- CITADEL ADVISORS LLC added 5,177,098 shares (+420.1%) to their portfolio in Q2 2025, for an estimated $35,152,495
- RENAISSANCE TECHNOLOGIES LLC added 3,933,500 shares (+243.6%) to their portfolio in Q2 2025, for an estimated $26,708,465
- UBS GROUP AG removed 2,900,065 shares (-71.1%) from their portfolio in Q2 2025, for an estimated $19,691,441
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BigBear.ai Holdings Government Contracts
We have seen $3,093,003 of award payments to $BBAI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- COMMERICAL SOLUTIONS OPENING (CSO) FROM TRADEWINDS SOLUTIONS MARKETPLACE FOR THE ORION DECISION SUPPORT PLA...: $2,400,114
- BUSINESS REQUIREMENT SUPPORT: $692,889
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
BigBear.ai Holdings Analyst Ratings
Wall Street analysts have issued reports on $BBAI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 08/12/2025
To track analyst ratings and price targets for BigBear.ai Holdings, check out Quiver Quantitative's $BBAI forecast page.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
