Defense Contract Buzz: Recent chatter on X about BigBear.ai Holdings has been heavily focused on a new U.S. Air Force contract for its predictive intelligence platform. Many see this as a significant step for the company’s foothold in defense AI. There’s a sense of excitement about potential growth in government partnerships.
Earnings and Volatility: Discussions on X also highlight the company’s recent Q3 earnings, which beat expectations despite a revenue decline. Stock price swings have been a hot topic, with some noting a surge followed by sharp drops. The acquisition of Ask Sage is fueling talk of AI platform expansion in secure sectors.
Note: This discussion summary was generated from an AI condensation of post data.
BigBear.ai Holdings Insider Trading Activity
BigBear.ai Holdings insiders have traded $BBAI stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 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 2 sales selling 50,000 shares for an estimated $220,233.
- DOROTHY D HAYES sold 30,000 shares for an estimated $174,900
- SEAN RAYMOND RICKER (Chief Financial Officer) has made 0 purchases and 2 sales selling 11,980 shares for an estimated $64,093.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
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 Hedge Fund Activity
We have seen 197 institutional investors add shares of BigBear.ai Holdings stock to their portfolio, and 110 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 6,790,890 shares (+32.6%) to their portfolio in Q3 2025, for an estimated $44,276,602
- JUMP FINANCIAL, LLC removed 5,509,104 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $35,919,358
- CITADEL ADVISORS LLC added 5,177,098 shares (+420.1%) to their portfolio in Q2 2025, for an estimated $35,152,495
- BLACKROCK, INC. added 3,619,539 shares (+18.0%) to their portfolio in Q3 2025, for an estimated $23,599,394
- RENAISSANCE TECHNOLOGIES LLC removed 3,257,500 shares (-58.7%) from their portfolio in Q3 2025, for an estimated $21,238,900
- UBS GROUP AG added 3,048,666 shares (+258.5%) to their portfolio in Q3 2025, for an estimated $19,877,302
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.
