Recent discussions on X about BigBear.ai Holdings (BBAI) have been ignited by the company’s disappointing Q2 results, which showed a significant drop in revenue and a wider-than-expected net loss. Many users are expressing concern over the reported negative year-over-year growth and missed earnings estimates, with some pointing to disruptions in federal contracting as a key issue. The sharp decline in stock price—down over 28% since the earnings release—has fueled intense debates about the company’s near-term prospects.
Despite the setbacks, there are glimmers of optimism among certain voices on X, who highlight BigBear.ai’s strategic positioning in the defense AI sector and recent international partnerships in the UAE and Panama as potential growth drivers. A few have also noted a multi-year deal with the Washington Commanders as a positive brand move, though it hasn’t offset broader financial concerns. The conversation remains dynamic, with opinions sharply divided on whether the current challenges are a temporary stumble or a deeper structural issue.
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 26 times in the past 6 months. Of those trades, 0 have been purchases and 26 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 10 sales selling 54,341,247 shares for an estimated $178,795,515.
- 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 3 sales selling 72,000 shares for an estimated $321,140.
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.
