Hunterbrook report sparks debate: Social media erupted following a critical analysis highlighting BigBear.ai's $250 million acquisition of AI chatbot Ask Sage, only for the Pentagon to swiftly deploy a competing free tool for millions of users. Traders expressed frustration, with some rolling over options positions and signaling readiness to exit amid perceived government backlash. Defenders countered that the narrative overlooks ongoing leadership ties and upcoming catalysts.
Technical pressures mount: Chart watchers noted the stock hovering near key support levels around $4, with potential downside to $3.50 ahead of March earnings. Momentum indicators suggest bearish bias on larger timeframes, though elevated volatility could prompt dealer buying. Broader AI sector weakness has compounded the challenges for this defense-focused player.
Bullish undertones persist: Optimists point to recent partnerships in aviation and borders, alongside strategic acquisitions like CargoSeer, as signs of robust demand. Positioned as a 'mini Palantir' in government AI, the firm maintains real revenue from contracts. Patience may reward holders amid the noise.
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:
- DOROTHY D HAYES sold 22,000 shares for an estimated $133,870
- 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 220 institutional investors add shares of BigBear.ai stock to their portfolio, and 142 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 11,845,335 shares (+49.9%) to their portfolio in Q4 2025, for an estimated $63,964,809
- VAN ECK ASSOCIATES CORP added 8,643,450 shares (+inf%) to their portfolio in Q4 2025, for an estimated $46,674,630
- 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
- TWO SIGMA INVESTMENTS, LP added 3,056,597 shares (+165.5%) to their portfolio in Q3 2025, for an estimated $19,929,012
- GOLDMAN SACHS GROUP INC added 2,725,747 shares (+97.8%) to their portfolio in Q4 2025, for an estimated $14,719,033
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.
