Financing and deals ignite rally: Social media erupted with discussion after BigBear.ai announced a $25 million private placement alongside the CargoSeer asset acquisition and UAE partnership advances. Traders noted the nearly 18 percent share surge as fueled by short covering and renewed growth optimism amid AI sector strength.
Dilution overhang tempers enthusiasm: Despite the momentum, conversations highlighted persistent worries over a looming shareholder vote to double authorized shares and recent influx of 38 million new shares. Participants cautioned that such dilution risks could cap upside potential, even as defense contract wins drew long-term bulls.
Technicals point to volatility: Chart watchers on social media eyed key support levels around $4.50 and potential breakouts above $5, amid pullbacks testing moving averages. Views split between expecting further waves higher and warnings of deeper corrections if resistance holds firm.
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 Hedge Fund Activity
We have seen 209 institutional investors add shares of BigBear.ai stock to their portfolio, and 119 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 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.
