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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
  • 328 Fair Values set on narratives written by author

BBAI Share Price Performance

US$2.92
-4.20 (-58.99%)
US$5.00
Fair Value
US$2.92
-4.20 (-58.99%)
41.6% undervalued intrinsic discount
US$5.00
Fair Value
Price US$2.92
AnalystLowTarget US$5.00
AnalystConsensusTarget US$5.00
AnalystHighTarget US$6.00

BBAI Community Narratives

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Fair Value US$5 41.6% 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
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Fair Value US$5 41.6% undervalued intrinsic discount

International Expansion And Alliances Will Shape Our Future

0users have liked this narrative
0users have commented on this narrative
199users have followed this narrative
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Fair Value US$6 51.3% 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
US$5
41.6% undervalued intrinsic discount
Profit Margin
7.81%
Future PE
262.85x
Price in 2029
US$6.42

Trending Discussion

No trending discussion available.

Updated Narratives

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BBAI: Defense AI Contracts And Debt Reduction Will Support 2026 Outlook

Fair Value: US$5 41.6% undervalued intrinsic discount
199 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BBAI: Cargo Security Breakthrough And Contract Backlog Will Drive Future Repricing

Fair Value: US$5 41.6% undervalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BBAI: Balance Sheet Flexibility And Acquisition Integration Will Support Revenue Guidance Execution

Fair Value: US$6 51.3% undervalued intrinsic discount
43 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with very low risk.

2 Risks
0 Rewards

BigBear.ai Holdings, Inc. Key Details

US$127.4m

Revenue

US$94.5m

Cost of Revenue

US$32.8m

Gross Profit

US$321.5m

Other Expenses

-US$288.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.60
25.76%
-226.69%
2.1%
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 Jul 14

BigBear.ai: A Better Business At The Wrong Price

Summary BigBear.ai’s Q1 revenue remained nearly flat, while operating losses, adjusted EBITDA, and operating cash burn worsened. Ask Sage improved gross margin and could support a higher-margin software mix, but the transition remains unproven. Backlog growth and more than $400 million in net cash give BigBear.ai time to execute, despite substantial shareholder dilution. BigBear.ai trades at a premium valuation despite weaker revenue growth, gross margins, and cash flow than its AI software peers. My $2.75 base-case price target implies roughly 16% downside, supporting a sell rating. Read the full article on Seeking Alpha

Recent updates

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