Abu Dhabi expansion: Social media users highlight BigBear.ai's strategic partnership with AD Ports Group to develop AI-driven customs and border systems, positioning the firm as a key player in Middle East infrastructure. Discussions emphasize the potential for explosive upside from government contracts and enterprise adoption in defense tech.
Balance sheet strengthening: Chatter notes the full conversion of convertible notes and acquisition of CargoSeer assets, bolstering the company's financial position amid AI defense wave. Investors draw parallels to Palantir's trajectory, viewing BBAI as the analytics brain atop hardware peers.
Dilution vote looms: Upcoming February 18th share authorization vote sparks caution, with bears eyeing a potential flush below key support levels. Bulls counter by stressing coiled momentum toward higher targets if resistance breaks.
Note: This discussion summary was generated from an AI condensation of post data.
BigBear.ai Insider Trading Activity
BigBear.ai 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 Revenue
BigBear.ai 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 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 Hedge Fund Activity
We have seen 210 institutional investors add shares of BigBear.ai stock to their portfolio, and 112 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 6,158,672 shares (+145.7%) to their portfolio in Q4 2025, for an estimated $33,256,828
- JUMP FINANCIAL, LLC removed 5,509,104 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $35,919,358
- VANGUARD GROUP INC added 5,090,508 shares (+18.4%) to their portfolio in Q4 2025, for an estimated $27,488,743
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BigBear.ai 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 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, check out Quiver Quantitative's $BBAI forecast page.
BigBear.ai Price Targets
Multiple analysts have issued price targets for $BBAI recently. We have seen 2 analysts offer price targets for $BBAI in the last 6 months, with a median target of $7.0.
Here are some recent targets:
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $6.0 on 01/07/2026
- Scott Buck from HC Wainwright & Co. set a target price of $8.0 on 11/11/2025
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.
