공시 • May 20

Pomerantz Law Firm Announces the Filing of a Class Action Against BigBear.ai Holdings, Inc. and Certain Officers - BBAI

Pomerantz LLP announced that a class action lawsuit has been filed against BigBear.ai Holdings, Inc. and certain officers. The class action, filed in the United States District Court for the Eastern District of Virginia, and docketed under 25-cv-00623, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired BigBear securities between March 31, 2022 and March 25, 2025, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the "Exchange Act") and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials. In June 2021, BigBear.ai Holdings entered into a merger agreement (the "Merger Agreement") with GigCapital4, Inc. ("GigCapital4"), a special purpose acquisition company, GigCapital4 Merger Sub Corporation ("Merger Sub"), and BBAI Ultimate Holdings. Pursuant to the Merger Agreement, Merger Sub first merged with and into BigBear.ai Holdings, with BigBear.ai Holdings being the surviving entity in the merger (the "First Merger"). Then, immediately following the First Merger, BigBear.ai Holdings merged with and into GigCapital4, with GigCapital4 being the surviving entity in the merger (the "Second Merger," and together with the First Merger, the "Mergers," and together with the other transactions contemplated by the Merger Agreement, the "Business Combination"). On December 7, 2021, the Mergers were consummated and GigCapital4, Inc. was renamed as BigBear.ai Holdings, Inc. Upon completion of the Business Combination, BigBear issued $200 million of unsecured convertible notes—debt instruments that can be converted into equity at a future date—due to mature on December 15, 2026 (the "2026 Convertible Notes" or "2026 Notes"). The 2026 Convertible Notes bear interest at a rate of 6.0% per annum, payable semi-annually, and not including any interest payments that are settled with the issuance of shares, and were convertible into 17,391,304 shares of the Company's common stock at an initial Conversion Price of $11.50. Convertible notes are often classified as long-term debt and as such, consistent with generally accepted accounting principles ("GAAP"), they must be accounted for in a company's quarterly and annual reports as liabilities until they reach maturity, at which point they either convert to equity or are repaid as principal and interest. BigBear uses the Financial Accounting Standards Board's Accounting Standards Codification ("ASC")—the single source of United States ("U.S") GAAP—to account "for all transactions and events in which it obtains control over one or more other businesses (even if less than 100% ownership is acquired), to recognize the fair value of all assets and liabilities assumed and to establish the acquisition date fair value as of the measurement date." Accordingly, because the Business Combination qualified as such a transaction, BigBear was required to account for it, and its issuance of the 2026 Convertible Notes therewith, in accordance with the ASC. Under ASC 815-15, an entity is required to bifurcate and separately account for a feature or derivative embedded within a host contract (such as the conversion option within the 2026 Convertible Notes) if: (1) the economic characteristics and risks of the embedded derivative are not clearly and closely related to the economic characteristics of the host contract; (2) the hybrid instrument is not remeasured at fair value under otherwise applicable GAAP with changes in fair value reported in earnings as they occur; and (3) a separate freestanding instrument with the same terms as the embedded derivative would meet the definition of a derivative and would not qualify for a "derivative scope exception." An embedded derivative may qualify for a scope exception if, for example, it meets the requirements of ASC 815-40, which covers contracts issued or held by an entity that are both indexed to its own stock and classified in stockholders' equity in its statement of financial position. If an embedded feature qualifies for a derivative scope exception, the entity does not separate it from the host contract and the entity accounts for the entire instrument (assuming no other embedded features require bifurcation) in accordance with other U.S. GAAP. Therefore, whether BigBear was required to bifurcate the conversion option within the 2026 Convertible Notes as a derivative was dependent, in part, upon the conversion option's qualification for a derivative scope exception. The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) BigBear maintained deficient accounting review policies related to the reporting and disclosure of certain non-routine, unusual, or complex transactions; (ii) as a result, the Company incorrectly determined that the conversion option within the 2026 Convertible Notes qualified for the derivative scope exception under ASC 815-40 and failed to bifurcate the conversion option as required by ASC 815-15; (iii) accordingly, BigBear had improperly accounted for the 2026 Convertible Notes; (iv) the foregoing error caused BigBear to misstate various items in several of the Company's previously issued financial statements; (v) as a result, these financial statements were inaccurate and would likely need to be restated; (vi) BigBear would require extra time and expense to correct the inaccurate financial statements, thereby increasing the risk that the Company would be unable to timely file certain financial reports with the U.S. Securities and Exchange Commission ("SEC"); and (vii) as a result, the Company's public statements were materially false and misleading at all relevant times.

공시 • Jan 16

+ 1 more update

BigBear.ai Announces Chief Executive Officer Changes

BigBear.ai announced that the Board of Directors has appointed Kevin McAleenan as Chief Executive Officer, effective January 15, 2025, succeeding Mandy Long. Mandy Long will step down as Chief Executive Officer, transitioning to serve as a Company advisor. McAleenan currently serves as BigBear.ai’s President and has deep government and business experience working with U.S. national security agencies, including serving as Acting Secretary of the U.S. Department of Homeland Security (DHS) during the first Trump administration before founding Pangiam, which was subsequently bought by BigBear.ai in 2024. Prior to Pangiam, McAleenan was Commissioner of U.S. Customs and Border Protection, where he focused on counterterrorism, border security and immigration enforcement, following almost two decades as a career official. Kevin McAleenan most recently served as President of BigBear.ai, where he led teams offering cutting edge computer vision, simulation and modeling, with digital identity tools to support customers critical security and operational decisions. Kevin co-founded and led Pangiam as CEO and Chair of the Board until its acquisition by BigBear.ai, developing cutting edge biometric and AI products for security applications, for both government agencies and commercial customers. Kevin brings experience from almost two decades of leadership in the U.S. Government to his role. He was the first career civil servant to be appointed and confirmed as Commissioner of U.S. Customs and Border Protection (CBP) in 2018, and he served most recently as Acting Secretary of the U.S. Department of Homeland Security (DHS) under President Donald Trump, where he led over 240,000 employees and oversaw operations at CBP, the Transportation Security Administration (TSA), the U.S. Coast Guard, the Cybersecurity and Infrastructure Security Agency (CISA), Secret Service, and others. His past experiences include implementing innovations to the U.S. international arrival and departure process, developing comprehensive counterterrorism and risk management strategies, and overseeing the implementation of the U.S. government’s single window for international trade, a project that spanned over 4-dozen agencies. Kevin received several awards for his service and leadership including a Presidential Rank Award—the nation’s higher civil service award, a Service to America Medal, and multiple awards from travel and trade industry groups.

총 주주 수익률	-0.1%
미래 배당 수익률	n/a
배당 성장률	n/a
다음 배당 지급일	n/a
배당락일	n/a
주당 배당금	n/a
배당 성향	n/a

구분	배당 수익률
회사 (BBAI)	n/a
시장 하위 25% (US)	1.4%
시장 상위 25% (US)	4.3%
업계 평균 (IT)	3.3%
분석가 예측 (BBAI) (최대 3년)	n/a

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/05/15 10:38
종가	2026/05/15 00:00
수익	2026/03/31
연간 수익	2025/12/31

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

분석가	기관
Jonathan Ruykhaver	Cantor Fitzgerald & Co.
Scott Buck	H.C. Wainwright & Co.
Michael Latimore	Northland Capital Markets

BigBear.ai Holdings 배당 및 자사주 매입

배당 기준 점검 0/6

핵심 정보

최근 배당 및 자사주 매입 업데이트

Recent updates

BigBear.ai Expands Margins and Backlog With US$53 Million Intelligence Contract and Reaffirmed Guidance

Consensus EPS estimates upgraded to US$0.25 loss

Bigbear.Ai Holdings, Inc. Reaffirms Revenue Guidance for the Year 2026

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

BigBear.ai Q1: Nothing Exciting Here, But Could Be If Momentum Is Sustained

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

BigBear.ai Holdings, Inc. to Report Q1, 2026 Results on May 05, 2026

BBAI: Federal Contract Recovery Will Support Medium Term Revenue Guidance Execution

BigBear.ai Holdings, Inc. Announces Executive Appointments

BBAI: Government Contract Stabilization Will Drive Confidence In 2026 Outlook

BigBear.ai Holdings, Inc., Annual General Meeting, Apr 15, 2026

BBAI: Federal Contract Recovery Will Test Revenue Guidance And Balance Sheet Progress

Independent Director notifies of intention to sell stock

Consensus revenue estimates fall by 13%

BBAI: Future Contract Wins Will Test Revenue Guidance And Balance Sheet Improvements

Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

BigBear.ai Holdings, Inc. Announces Impairment of Long-Lived Assets for the Fourth Quarter Ended December 31, 2025

BBAI: Lumpy Federal Contracts Will Eventually Reward Patience Despite Ongoing Margin Pressure

BigBear.ai Holdings, Inc. to Report Q4, 2025 Results on Mar 02, 2026

BBAI: Execution On Government Contracts Will Shape 2025 Revenue Outlook

BigBear.ai Holdings, Inc. (NYSE:BBAI) May Have Run Too Fast Too Soon With Recent 36% Price Plummet

BigBear.ai’s CargoSeer Technology Acquisition: Expanding Mission-Critical AI in Border Security, Trade Intelligence & Customs Enforcement

BBAI: Lumpy Federal Contracts And Margin Pressure Will Continue To Depress Sentiment

Strategic Partnership with the Kraft Group, Balance Sheet Deleveraging, and Mixed Market Reaction

BBAI: Lumpy Government Contracts Will Keep Earnings And Sentiment Under Pressure

BigBear.ai Holdings, Inc. (NYSE:BBAI) acquired Ask Sage, Inc.

BigBear.ai Holdings (BBAI) – Strategic Defense Partnership Reinforces Mission-Critical AI Positioning

BBAI: Airport Platform Rollout And 2025 Revenue Outlook Will Drive Future Performance

Independent Director notifies of intention to sell stock

BBAI: Airport Deployments And 2025 Revenue Outlook Will Shape Future Performance

BBAI: Key 2025 Revenue Developments And New Partnerships Will Influence Outlook

Consensus EPS estimates upgraded to US$0.93 loss

BBAI: Revenue Guidance And Partnerships Will Shape 2025 Performance Outlook

Price target increased by 8.6% to US$6.33

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

BigBear.ai Holdings, Inc. (NYSE:BBAI) signed a definitive agreement to acquire Ask Sage, Inc. for $250 million.

BigBear.ai Holdings, Inc. to Report Q3, 2025 Results on Nov 10, 2025

BigBear.ai Holdings, Inc. (NYSE:BBAI) Stock Rockets 76% As Investors Are Less Pessimistic Than Expected

BigBear.ai Holdings, Inc. Appoints Sean R. Ricker as Chief Financial Officer

Risks Still Elevated At These Prices As BigBear.ai Holdings, Inc. (NYSE:BBAI) Shares Dive 26%

BigBear.ai Holdings, Inc. has filed a Follow-on Equity Offering.

BigBear.ai Holdings, Inc. Appoints Anthony (Tony) Evangelista to Serve on the Board and Its Audit Committee and Compensation Committee, Effective August 12, 2025

Analysts Just Slashed Their BigBear.ai Holdings, Inc. (NYSE:BBAI) EPS Numbers

Second quarter 2025 earnings: EPS and revenues miss analyst expectations

Bigbear.Ai Holdings, Inc. Updates Earnings Outlook for the Year Ending December 31, 2025

Bigbear.Ai Holdings, Inc. Announces Resignation of Director Jeffrey Hart, Effective July 14, 2025

BigBear.ai Holdings, Inc. (NYSE:BBAI) Stock Rockets 44% As Investors Are Less Pessimistic Than Expected

Health Check: How Prudently Does BigBear.ai Holdings (NYSE:BBAI) Use Debt?

Price target decreased by 9.4% to US$4.83

Insufficient new directors

BigBear.ai Announces Chief Financial Officer changes, effective June 6, 2025

Pomerantz Law Firm Announces the Filing of a Class Action Against BigBear.ai Holdings, Inc. and Certain Officers - BBAI

International Expansion And Alliances Will Shape Our Future

BigBear.ai Holdings, Inc. Reaffirms Earnings Guidance for the Year Ending December 31, 2025

BigBear.ai Holdings, Inc., Annual General Meeting, Jun 02, 2025

BigBear.ai: Trapped By Its Own Financing - Limited Upside

BigBear.ai Holdings, Inc. to Report Q1, 2025 Results on May 01, 2025

Bleichmar Fonti & Auld LLP Files Lawsuit Against BigBear.ai Holdings, Inc

BigBear.ai Holdings, Inc. announced delayed annual 10-K filing

BigBear.ai's Meltdown Is Well Deserved: Minimal Growth Prospects Ahead

Consensus revenue estimates fall by 12%

Analysts Have Lowered Expectations For BigBear.ai Holdings, Inc. (NYSE:BBAI) After Its Latest Results

Full year 2024 earnings: EPS and revenues miss analyst expectations

BigBear.ai Holdings, Inc.'s (NYSE:BBAI) 53% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Bigbear.ai Holdings, Inc. Provides Revenue Guidance for the Year 2025

New minor risk - Insider selling

BigBear.ai Holdings, Inc. to Report Q4, 2024 Results on Mar 06, 2025

BigBear.ai: The Big AI Failure, Strong Sell

BigBear.ai Holdings, Inc.'s (NYSE:BBAI) P/S Is Still On The Mark Following 25% Share Price Bounce

BigBear.ai Holdings Stock: New CEO Kevin McAleenan Sparks A Rally

BigBear.ai Announces Chief Executive Officer Changes

Price target increased by 38% to US$3.63

Would BigBear.ai Holdings (NYSE:BBAI) Be Better Off With Less Debt?

New major risk - Share price stability

Market Participants Recognise BigBear.ai Holdings, Inc.'s (NYSE:BBAI) Revenues Pushing Shares 28% Higher