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BBAI logo

BigBear.ai Holdings, Inc. Stock Price

NYSE:BBAI Community·US$1.5b Market Cap
  • 4 Narratives written by author
  • 2 Comments on narratives written by author
  • 343 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BBAI Share Price Performance

US$2.95
-2.07 (-41.24%)
​
US$4.00
Fair Value
US$2.95
-2.07 (-41.24%)
26.2% undervalued intrinsic discount
US$4.00
Fair Value
Price US$2.95
AnalystConsensusTarget US$4.00
AnalystLowTarget US$5.00
AnalystHighTarget US$6.00
Fri, 31 Jul 26
Fair ValueUS$4.00
Share Pricen/a

BBAI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$4 26.3% undervalued intrinsic discount

International Expansion And Alliances Will Shape Our Future

0users have liked this narrative
0users have commented on this narrative
205users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$5 41.0% undervalued intrinsic discount

Government Contract Reliance And Tech Rivalry Will Constrain Prospects

1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$6 50.8% undervalued intrinsic discount

AI Analytics And Digital Transformation Will Fuel Government Contracts

0users have liked this narrative
0users have commented on this narrative
43users have followed this narrative
BBAI logo
BigBear.ai Holdings
26.3% undervalued intrinsic discount

International Expansion And Alliances Will Shape Our Future

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 31 Jul
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BBAI logo
BigBear.ai Holdings
41.0% undervalued intrinsic discount

Government Contract Reliance And Tech Rivalry Will Constrain Prospects

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AN
AnalystLowTarget
AnalystLowTarget
Updated 15 Jun
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BBAI logo
BigBear.ai Holdings
50.8% undervalued intrinsic discount

AI Analytics And Digital Transformation Will Fuel Government Contracts

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 May
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
BBAI logo

BBAI: Enterprise AI Expansion And Backlog Growth Will Support 2026 Outlook

Fair Value: US$4 26.3% undervalued intrinsic discount
205 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BBAI logo

BBAI: Cargo Security Breakthrough And Contract Backlog Will Drive Future Repricing

Fair Value: US$5 41.0% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
BBAI logo

BBAI: Balance Sheet Flexibility And Acquisition Integration Will Support Revenue Guidance Execution

Fair Value: US$6 50.8% undervalued intrinsic discount
43 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with very low risk.

2 Risks
0 Rewards
View Full Analysis

BigBear.ai Holdings, Inc. Key Details

US$131.6m

Revenue

US$94.9m

Cost of Revenue

US$36.7m

Gross Profit

US$122.6m

Other Expenses

-US$85.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.18
27.92%
-65.20%
2.2%
View Full Analysis

About BBAI

Founded
1988
Employees
579
CEO
Kevin McAleenan
WebsiteView website
bigbear.ai

BigBear.ai Holdings, Inc. provides artificial intelligence-powered decision intelligence solutions for national security, supply chain management, and digital identity markets. It offers supply chain and logistics solutions, such as Data Conflation at Scale, which offers a view of operations enabling real-time tracking of inventory and facilitating predictive analytics to optimize functions, including routes and delivery times; Discrete Event Simulation, a course of action analysis and digital twin solution; and Next-Gen Decision Support solution for macroeconomic and geopolitical forecasting. The company also provides cybersecurity solutions, such as artificial intelligence (AI)-powered/machine-accelerated binary analysis, cyber-physical systems vulnerability testing and evaluation, vulnerability assessment as a service, and specialized services for the department of defense and intelligence community; and autonomous systems solutions, AI/machine learning (ML) decision intelligence solutions, and AI orchestration as a service, as well as specialized consulting services. In addition, it offers digital identity services comprising security solutions specializing in customized digital identity, biometrics, AI/ML, and advanced analytics software and solutions for global trade, travel, and digital identity industries; and Ask Sage Platform, a generative AI platform for secure AI deployment, orchestration, and agentic capabilities across defense, intelligence, and other highly regulated environments. The company was founded in 1988 and is headquartered in McLean, Virginia.

Recent BBAI News & Updates

Seeking Alpha • Aug 20

BigBear.ai: Trading At A Premium While Fundamentals Deteriorate

Summary BigBear.ai remains a 'Sell' as revenue growth is lackluster and operating margins have worsened, despite a recent stock correction. BBAI’s pivot to defense via ConductorOS has failed to deliver large contracts, with most wins being small pilot projects under $5 million. Recent customer wins in Ask Sage and CargoSeer lack disclosed contract values, reinforcing concerns about limited growth and scalability. At an 11.45x TTM PS multiple, BBAI is overvalued relative to highly profitable, faster-growing peers, with no compelling re-rating catalysts in sight. Read the full article on Seeking Alpha

Recent updates

No updates

BigBear.ai Holdings, Inc. Competitors

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