Price pressures mount: Social media chatter on BigBear.ai underscores persistent selling pressure, with shares languishing below major moving averages in a tough market environment. Observers flag critical support around $3, cautioning that a breach could accelerate declines toward lower levels. Memories of prior highs fuel trader discontent amid the red streak.
Earnings loom large: All eyes turn to the upcoming Q4 earnings release on March 2, positioned as a make-or-break moment for momentum. Bulls hope for upbeat guidance to ignite a rally, while skeptics anticipate disappointing figures and dour 2026 projections potentially driving shares to $2. The outcome promises to reshape short-term trajectories.
Acquisitions spark debate: Recent milestones like the $250 million Ask Sage buyout, a Maqta Customs AI pact, and $125 million debt conversion have prompted fleeting rebounds to $4. Yet, nagging revenue softness, ongoing losses, and dilution fears dampen optimism. Neutral analyst targets hover at $6-7, reflecting measured expectations.
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 229 institutional investors add shares of BigBear.ai stock to their portfolio, and 144 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
- 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 removed 4,196,970 shares (-85.6%) from their portfolio in Q4 2025, for an estimated $22,663,638
- GOLDMAN SACHS GROUP INC added 2,725,747 shares (+97.8%) to their portfolio in Q4 2025, for an estimated $14,719,033
- GEODE CAPITAL MANAGEMENT, LLC added 2,706,195 shares (+35.9%) to their portfolio in Q4 2025, for an estimated $14,613,453
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.
