Recent discussions on X about BigBear.ai Holdings (BBAI) have centered on the company's latest developments, particularly the after-hours stock movement following the deployment of its veriScan® biometric system at Nashville International Airport. Many users are intrigued by the 2.05% stock price increase to $4.97, viewing it as a potential sign of growing confidence in the company’s AI-driven solutions for government and defense sectors. The news of strategic partnerships, such as with Narval Holding Corp., has also sparked conversations about the firm’s long-term potential in reshaping supply chains.
However, not all chatter is positive, as some on X have raised concerns about BigBear.ai’s recent performance, including a significant stock drop of 20.2% last month and ongoing questions about its credibility in the defense AI space. Posts also highlight mixed financial results from the latest earnings call, with strategic gains overshadowed by challenges in federal contracting. This dichotomy keeps the dialogue lively, as participants weigh the risks against the promise of future growth.
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 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $BBAI stock by insiders over the last 6 months:
- ULTIMATE HOLDINGS, LLC PANGIAM has made 0 purchases and 4 sales selling 34,966,785 shares for an estimated $104,915,070.
- JULIE PEFFER (Chief Financial Officer) has made 0 purchases and 5 sales selling 115,924 shares for an estimated $445,078.
- SEAN RAYMOND RICKER (Chief Financial Officer) has made 0 purchases and 8 sales selling 111,547 shares for an estimated $388,187.
- DOROTHY D HAYES has made 0 purchases and 2 sales selling 56,000 shares for an estimated $268,500.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
BigBear.ai Holdings Hedge Fund Activity
We have seen 195 institutional investors add shares of BigBear.ai Holdings stock to their portfolio, and 79 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 $7,409,441 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:
- GLOBAL FORCE INFORMATION MANAGEMENT FOLLOW-ON PRODUCTION CONTORACT FOLLOWING SUCESSFUL OTA PROTOTYPE.: $4,316,437
- 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.
