Q2 Performance Focus: Social media chatter centered on BigBear.ai's latest quarterly results, noting 13% revenue growth to $36.7 million and a jump in gross margins to 32.8%, which some observers viewed as signs of operational progress amid defense sector tailwinds.
Contract Pipeline Buzz: Discussions highlighted the company's $269.6 million backlog and over 20 new contracts, particularly in counter-drone and missile defense AI applications, though participants questioned the pace of converting these into sustained revenue gains.
Market Sentiment: The stock's recent pullback to around $2.83 drew attention as a high-beta play in government AI, with mixed views on its ability to execute amid ongoing operating losses.
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 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 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) sold 10,000 shares for an estimated $43,300
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 $36.7M in Q2 2026. This is an increase of 13.17% 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 Hedge Fund Activity
We have seen 177 institutional investors add shares of BigBear.ai stock to their portfolio, and 207 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 4,617,576 shares (+12.8%) to their portfolio in Q2 2026, for an estimated $16,946,503
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,025,620 shares (+inf%) to their portfolio in Q2 2026, for an estimated $14,774,025
- JUMP FINANCIAL, LLC removed 2,466,354 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $8,681,566
- TUDOR INVESTMENT CORP ET AL removed 2,447,962 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $8,984,020
- TREXQUANT INVESTMENT LP removed 1,861,901 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $6,553,891
- GEODE CAPITAL MANAGEMENT, LLC added 1,802,219 shares (+17.0%) to their portfolio in Q2 2026, for an estimated $6,614,143
- STATE STREET CORP added 1,683,488 shares (+16.0%) to their portfolio in Q2 2026, for an estimated $6,178,400
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 $4,358,504 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...: $3,658,683
- 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.
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.
