Update shared on29 Jul 2025
Fair value Increased 21%The significant upward revision in BigBear.ai Holdings’ consensus analyst price target from $4.83 to $5.83 is primarily driven by increased future P/E multiples and modestly improved revenue growth forecasts.
What's in the News
- BigBear.ai confirmed multiple deployments of its Pangiam® biometric software for Enhanced Passenger Processing at major international airports and ports of entry, aiming to streamline arrivals and enhance security.
- Announced a strategic partnership with Easy Lease PJSC and Vigilix Technology Investment L.L.C. to accelerate AI-enabled solution deployment and digital transformation initiatives throughout the UAE and the broader region.
- Collaborated with Analogic to integrate BigBear.ai’s Pangiam® Threat Detection Platform with Analogic's CT scanner technology, enhancing real-time AI-driven threat detection in airport security operations worldwide.
- Appointed Sean Ricker as interim CFO, succeeding Julie Peffer, who is leaving the company.
- A class action lawsuit has been filed alleging deficient accounting policies and improper reporting related to the company’s 2026 Convertible Notes, resulting in misstated financial statements and potentially necessary restatements.
- Announced a collaboration with Hardy Dynamics to support a U.S. Army AI/ML project under Project Linchpin, leveraging BigBear.ai's ConductorOS platform to enable secure UAS swarm communication and coordination.
- Reaffirmed 2025 revenue guidance, projecting $160 million to $180 million for the year ending December 31, 2025.
Valuation Changes
Summary of Valuation Changes for BigBear.ai Holdings
- The Consensus Analyst Price Target has significantly risen from $4.83 to $5.83.
- The Future P/E for BigBear.ai Holdings has significantly risen from 165.78x to 199.01x.
- The Consensus Revenue Growth forecasts for BigBear.ai Holdings has risen slightly from 9.0% per annum to 9.3% per annum.
Disclaimer
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