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Bridger Aerospace Group Holdings, Inc. Stock Price

NasdaqGM:BAER Community·US$110.1m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 16 Fair Values set on narratives written by author

BAER Share Price Performance

US$1.97
0.18 (10.06%)
US$4.12
Fair Value
US$1.97
0.18 (10.06%)
52.1% undervalued intrinsic discount
US$4.12
Fair Value
Price US$1.97
AnalystConsensusTarget US$4.12
AnalystHighTarget US$5.00
AnalystLowTarget US$3.35

BAER Community Narratives

·
Fair Value US$4.12 52.1% undervalued intrinsic discount

Wildfire Policy Shifts And Expanded Federal Funding Will Drive Long Term Earnings Power

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3users have followed this narrative
·
Fair Value US$5 60.6% undervalued intrinsic discount

Aerial Firefighting Demand And Defense Contracts Will Drive Stronger Long Term Earnings Visibility

1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
·
Fair Value US$3.35 41.2% undervalued intrinsic discount

Wildfire Preparedness Contracts Will Strain Operations Yet Ultimately Support A Gradual Earnings Recovery

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US$3.35
41.2% undervalued intrinsic discount
Profit Margin
19.58%
Future PE
7.36x
Price in 2029
US$4.47

Trending Discussion

No trending discussion available.

Updated Narratives

BAER logo

BAER: Extended US Forest Service Contracts Will Support Stronger 2026 Outlook

Fair Value: US$4.12 52.1% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BAER logo

Wildfire Preparedness Contracts Will Strain Operations Yet Ultimately Support A Gradual Earnings Recovery

Fair Value: US$3.35 41.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BAER logo

Aerial Firefighting Demand And Defense Contracts Will Drive Stronger Long Term Earnings Visibility

Fair Value: US$5 60.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with low risk.

3 Risks
3 Rewards

Bridger Aerospace Group Holdings, Inc. Key Details

US$115.7m

Revenue

US$71.0m

Cost of Revenue

US$44.7m

Gross Profit

US$83.9m

Other Expenses

-US$39.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.68
38.64%
-33.86%
640.4%
View Full Analysis

About BAER

Founded
2014
Employees
235
CEO
Sam Davis
WebsiteView website
www.bridgeraerospace.com

Bridger Aerospace Group Holdings, Inc. provides aerial wildfire surveillance, relief and suppression, and aerial firefighting services in the United States. The company offers fire suppression services, such as aerial firefighting support for ground crews by operating the Viking CL-415EAF (Super Scooper) aircraft to drop water as part of the initial and direct attack to slow, contain, and extinguish wildfires. It also provides aerial surveillance services via manned (Air Attack) aircraft for fire suppression over an incident and providing tactical coordination with the incident commander, and decision-makers rapid, current intelligence from useful aerial vantage points, giving access to information to support ground firefighters and safety for the public. In addition, the company offers maintenance, repair, and overhaul (MRO) that provides maintenance and repair services for return-to-service upgrades of the Spanish scoopers, as well as airframe modification and integration solutions for governmental and commercial customers. Further, it operates an aircraft fleet of nineteen planes. The company was founded in 2014 and is headquartered in Belgrade, Montana.

Recent BAER News & Updates

Narrative Update Jun 26

BAER: Extended US Forest Service Contracts Will Support Stronger 2026 Outlook

Analysts have revised their price target for Bridger Aerospace Group Holdings from $5.25 to $4.12 as they reset expectations around revenue growth, profit margins and future P/E assumptions. What’s in the News for Bridger Aerospace Group Holdings Bridger Aerospace Group Holdings received two separate 160 day task orders from the US Forest Service for its CL-415EAF Super Scooper aircraft, covering four planes in total.
Seeking Alpha Jun 09

Bridger Aerospace Group Cannot Grow Its Problem Off

Summary Bridger Aerospace Group faces persistent financial risk despite industry tailwinds from increasing wildfire activity. Recent quarters revealed revenue declines and concerning fixed cost increases, highlighting high operating leverage and limited flexibility. BAER's 2026 guidance implies operational profitability, but returns remain insufficient to cover heavy debt and preferred stock obligations. I maintain a Hold rating, citing a fundamentally challenged capital structure and ongoing liquidity risks for the common equity. Read the full article on Seeking Alpha

Recent updates

No updates