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BigBear.ai Holdings, Inc. Stock Price

NYSE:BBAI Community·US$1.8b Market Cap
  • 4 Narratives written by author
  • 2 Comments on narratives written by author
  • 304 Fair Values set on narratives written by author

BBAI Share Price Performance

US$3.73
0.73 (24.33%)
US$6.67
Fair Value
US$3.73
0.73 (24.33%)
44.1% undervalued intrinsic discount
US$6.67
Fair Value
Price US$3.73
AnalystConsensusTarget US$6.67
AnalystLowTarget US$5.00
AnalystHighTarget US$6.00

BBAI Community Narratives

AnalystConsensusTarget·
Fair Value US$6.67 44.1% undervalued intrinsic discount

International Expansion And Alliances Will Shape Our Future

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194users have followed this narrative
AnalystLowTarget·
Fair Value US$5 25.4% undervalued intrinsic discount

Government Contract Reliance And Tech Rivalry Will Constrain Prospects

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7users have followed this narrative
AnalystHighTarget·
Fair Value US$6 37.8% undervalued intrinsic discount

AI Analytics And Digital Transformation Will Fuel Government Contracts

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37users have followed this narrative
US$5
25.4% undervalued intrinsic discount
Profit Margin
7.74%
Future PE
250.33x
Price in 2029
US$6.46
US$6.67
44.1% undervalued intrinsic discount
Profit Margin
6.99%
Future PE
370.29x
Price in 2029
US$8.58

Trending Discussion

Updated Narratives

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

Fair Value: US$6 37.8% undervalued intrinsic discount
37 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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BBAI: Lumpy Federal Contracts Will Eventually Reward Patience Despite Ongoing Margin Pressure

Fair Value: US$5 25.4% undervalued intrinsic discount
7 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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BBAI: Execution On Government Contracts Will Shape 2025 Revenue Outlook

Fair Value: US$6.67 44.1% undervalued intrinsic discount
194 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
2 Rewards

BigBear.ai Holdings, Inc. Key Details

US$127.7m

Revenue

US$99.2m

Cost of Revenue

US$28.5m

Gross Profit

US$322.4m

Other Expenses

-US$293.9m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
-0.62
22.31%
-230.21%
17.5%
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.

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