Bridger Aerospace Group Holdings (BAER) Stock Falls on Q2 2026 Earnings

Bridger Aerospace Group Holdings, Inc. BAER reported second-quarter 2026 revenue of $30.5 million, a modest decline from a year earlier and below Wall Street expectations. Gross profit came in at $11.3 million, while operating profit improved sharply to $16.6 million.

The company posted a net loss attributable to common shareholders of $7.6 million, or -$0.13 per diluted share, compared with a smaller loss a year ago. Cash used in operating activities totaled $15.7 million, and capital spending was $2.8 million.

On the balance sheet, Bridger ended the quarter with $7.2 million in cash and cash equivalents, while total liabilities rose to $289.8 million. The stock fell 19.9% after the release, reflecting investor disappointment versus the earnings and revenue estimates.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Bridger Aerospace Group Holdings, Inc. Insider Trading Activity

Bridger Aerospace Group Holdings, Inc. insiders have traded $BAER stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $BAER stock by insiders over the last 6 months:

HOLDINGS I L.P. BLACKSTONE has made 0 purchases and 3 sales selling 1,900,000 shares for an estimated $3,230,000.
HOLDINGS II L.P. BLACKSTONE has made 0 purchases and 3 sales selling 1,900,000 shares for an estimated $3,230,000.

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.

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Bridger Aerospace Group Holdings, Inc. Hedge Fund Activity

We have seen 35 institutional investors add shares of Bridger Aerospace Group Holdings, Inc. stock to their portfolio, and 26 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ENCLAVE ADVISORS LLC removed 304,506 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $584,651
FIRST MANHATTAN CO. LLC. added 250,000 shares (+4.5%) to their portfolio in Q1 2026, for an estimated $495,000
BAIRD FINANCIAL GROUP, INC. removed 228,845 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $453,113
WALLEYE CAPITAL LLC removed 216,325 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $415,344
JANE STREET GROUP, LLC added 215,805 shares (+468.3%) to their portfolio in Q1 2026, for an estimated $427,293
BRIDGEWAY CAPITAL MANAGEMENT, LLC added 178,883 shares (+233.2%) to their portfolio in Q1 2026, for an estimated $354,188
GOLDMAN SACHS GROUP INC removed 155,089 shares (-46.7%) from their portfolio in Q1 2026, for an estimated $307,076

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.

Bridger Aerospace Group Holdings, Inc. Government Contracts

We have seen $31,530,129 of award payments to $BAER over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

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.

Bridger Aerospace Group Holdings, Inc. Price Targets

Multiple analysts have issued price targets for $BAER recently. We have seen 2 analysts offer price targets for $BAER in the last 6 months, with a median target of $4.75.

Here are some recent targets:

Mark Smith from Lake Street set a target price of $4.5 on 05/20/2026
Austin Moeller from Canaccord Genuity set a target price of $5.0 on 03/09/2026