Contract Momentum: Recent defense and FAA contract announcements have drawn attention from market observers tracking the company's expanding pipeline. Backlog growth to $281.9 million reflects a 14% increase, underscoring potential in the AI infrastructure sector.
Financial Shifts: Improved gross margins at 34% and full debt elimination feature prominently in ongoing commentary, contrasting with prior quarterly figures. Class-action litigation and historical restatements remain focal points amid 25% short interest levels.
Positioning Outlook: The stock trades notably below average analyst targets, prompting debate on breakout thresholds around $4.30. DoD AI spending trends provide context for views on near-term catalysts in this competitive space.
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $BBAI stock by insiders over the last 6 months:
- PAMELA JOYCE BRADEN sold 80,000 shares for an estimated $320,000
- SEAN RAYMOND RICKER (Chief Financial Officer) has made 0 purchases and 2 sales selling 15,000 shares for an estimated $78,595.
- DOROTHY D HAYES sold 17,000 shares for an estimated $67,660
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
BigBear.ai Revenue
BigBear.ai had revenues of $34.4M in Q1 2026. This is a decrease of -0.93% from the same period in the prior year.
You can track BBAI financials on Quiver Quantitative's BBAI stock page.
You can access data on BBAI stock through the Quiver Quantitative API.
BigBear.ai Congressional Stock Trading
Members of Congress have traded $BBAI stock 2 times in the past 6 months. Of those trades, 2 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 has traded it 2 times. They made 2 purchases worth up to $65,000 on 02/06, 02/04 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
BigBear.ai Hedge Fund Activity
We have seen 175 institutional investors add shares of BigBear.ai stock to their portfolio, and 197 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 5,090,508 shares (+18.4%) to their portfolio in Q4 2025, for an estimated $27,488,743
- JANE STREET GROUP, LLC removed 3,803,644 shares (-96.4%) from their portfolio in Q1 2026, for an estimated $13,388,826
- JUMP FINANCIAL, LLC removed 2,466,354 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $8,681,566
- RENAISSANCE TECHNOLOGIES LLC removed 2,290,451 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $12,368,435
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 1,892,513 shares (+43.1%) to their portfolio in Q1 2026, for an estimated $6,661,645
- TREXQUANT INVESTMENT LP removed 1,861,901 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $6,553,891
- MORGAN STANLEY removed 1,846,648 shares (-49.7%) from their portfolio in Q1 2026, for an estimated $6,500,200
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
BigBear.ai Government Contracts
We have seen $2,645,101 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...: $1,945,280
- BUSINESS REQUIREMENT SUPPORT: $699,820
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
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 $5.5.
Here are some recent targets:
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $5.0 on 03/03/2026
- Scott Buck from HC Wainwright & Co. set a target price of $6.0 on 03/03/2026
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.
