Recent Stock Decline: BigBear.ai Holdings has been a hot topic on social media lately due to a sharp drop in its stock price. Many are linking the decline to disappointing revenue figures and negative EBITDA, raising concerns among investors. There’s also growing unease about potential share dilution tied to a proposed increase in authorized shares.
Strategic Moves: Alongside financial worries, discussions highlight the company’s recent $250 million acquisition of Ask Sage, a generative AI firm. Some view this as a bold step to strengthen its position in AI for defense and regulated markets. The move has sparked curiosity about future growth, despite current challenges.
Balance Sheet Reset: Chatter also focuses on the company’s efforts to reduce debt and improve its balance sheet, as noted in recent announcements. While some see this as a positive long-term play, others remain cautious after reports of executive share disposals. The mixed reactions keep the conversation dynamic and intense.
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:
- DOROTHY D HAYES has made 0 purchases and 2 sales selling 52,000 shares for an estimated $308,770.
- SEAN RAYMOND RICKER (Chief Financial Officer) has made 0 purchases and 3 sales selling 16,980 shares for an estimated $99,388.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
BigBear.ai Holdings Revenue
BigBear.ai Holdings had revenues of $33.1M in Q3 2025. This is a decrease of -20.15% from the same period in the prior year.
You can track BBAI financials on Quiver Quantitative's BBAI stock page.
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 202 institutional investors add shares of BigBear.ai Holdings stock to their portfolio, and 103 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- MAREX GROUP PLC added 5,033,668 shares (+2421.6%) to their portfolio in Q3 2025, for an estimated $32,819,515
- 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
- TWO SIGMA INVESTMENTS, LP added 3,056,597 shares (+165.5%) to their portfolio in Q3 2025, for an estimated $19,929,012
- 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 $3,538,284 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...: $2,845,394
- 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.
