BB
BBAI
BigBear.ai Holdings, Inc.
$4.02
-1.42%
$2.0B
No data for this timeframe.
Vol
Market Cap$2.0B
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders7 funds
Inst. Value$229.0M
Inst. Activity5 buys / 2 sells
Insider Activity0B / 3S
Insider Net $-$449.2K
Reddit Sentiment45° Neutral
SEC Reports2
Congressional2 trades
Recent Activity
May 8, 2026
Insider
HAYES DOROTHY D sold 15,000 shares
Director @ $4.11 ($61.6K)
May 5, 2026
earnings_calendar
BBAI Q1 2026 Earnings Scheduled — 2026-05-05
Apr 1, 2026
Insider
McAleenan Kevin sold 39,424 shares
Chief Executive Officer @ $3.52 ($138.8K)
Apr 1, 2026
Insider
Blankenship Carolyn sold 13,649 shares
General Counsel and Secretary @ $3.52 ($48.0K)
Mar 20, 2026
SEC
BigBear.ai Holdings, Inc. filed a Definitive Additional Materials (DEFA14A) related to its Retail Voting Program, which
DEFA14A — Impact 3/10
Mar 20, 2026
SEC
BigBear.ai Holdings, Inc. is holding an adjourned special meeting of stockholders on April 21, 2026, to vote on a propos
DEFA14A — Impact 3/10
Inst.
MORGAN STANLEY — ADD
3,718,024 shares ($20.1M)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD
3,649,079 shares ($19.7M)
Price Targets
$5.33
+32.6% upside
Strong Buy
Current $4.02
Low $5.00
Median $5.00
High $6.00
3 analysts
$5.00
$6.00
Analyst Ratings
2Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 3, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral → Neutral |
| Mar 3, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Jan 7, 2026 | Cantor Fitzgerald | DOWNGRADE | Overweight → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.05 ▲ +39.1% | $-0.05 — $-0.04 | 93% YoY | 3 |
| Next Q | $-0.05 ▲ +33.3% | $-0.05 — $-0.04 | -567% YoY | 3 |
| Current FY | $-0.25 ▲ +16.7% | $-0.26 — $-0.24 | 70% YoY | 2 |
| Next FY | $-0.19 ▲ +49.3% | $-0.19 — $-0.19 | 24% YoY | 1 |
Latest Reports
NEUTRAL
DEFA14A
3/10
BigBear.ai Holdings, Inc. filed a Definitive Additional Materials (DEFA14A) related to its Retail Voting Program, which
Mar 20, 2026
NEUTRAL
DEFA14A
3/10
BigBear.ai Holdings, Inc. is holding an adjourned special meeting of stockholders on April 21, 2026, to vote on a propos
Mar 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $176.6M | ADD |
| MORGAN STANLEY | $20.1M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $19.7M | ADD |
| BANK OF AMERICA CORP | $5.4M | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $3.8M | NEAR_EXIT |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 8, 2026 | HAYES DOROTHY | SELL | $61.6K |
| Apr 1, 2026 | McAleenan Kevin | F | $138.8K |
| Apr 1, 2026 | Blankenship Carolyn | F | $48.0K |
| Apr 1, 2026 | Ricker Sean | F | $37.5K |
| Mar 31, 2026 | Ricker Sean | F | $13.1K |
Reddit Sentiment
45°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 2 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Lisa McClain | R | BUY | $15,001 - $50,000 |
| Lisa McClain | R | BUY | $1,001 - $15,000 |
7 institutional holders with $229.0M total value (42,412,333 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 5 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 32,695,344 | $176.6M | 77.1% | ADD +32.6% |
| 2 | MORGAN STANLEY | 3,718,024 | $20.1M | 8.8% | ADD +34.7% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,649,079 | $19.7M | 8.6% | ADD +25.2% |
| 4 | BANK OF AMERICA CORP /DE/ | 1,001,089 | $5.4M | 2.4% | DOUBLED +470.5% |
| 5 | TWO SIGMA INVESTMENTS, LP | 706,950 | $3.8M | 1.7% | NEAR_EXIT -85.6% |
| 6 | WELLS FARGO & COMPANY/MN | 614,994 | $3.3M | 1.5% | ADD +47.0% |
| 7 | FMR LLC | 26,853 | $145.0K | 0.1% | ADD +71.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 2,761,123 | 3,718,024 | +34.7% | $20.1M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 2,914,332 | 3,649,079 | +25.2% | $19.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 175,476 | 1,001,089 | +470.5% | $5.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 4,903,920 | 706,950 | -85.6% | $3.8M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 418,492 | 614,994 | +47.0% | $3.3M | 2025-Q4 |
| FMR LLC | ADD | 15,620 | 26,853 | +71.9% | $145.0K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 2,290,451 | 0 | -100.0% | $0.00 | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 20,813,946 | 27,604,836 | +32.6% | $180.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 1,847,323 | 4,903,920 | +165.5% | $32.0M | 2025-Q3 |
| UBS Group AG | DOUBLED | 1,179,495 | 4,228,161 | +258.5% | $27.6M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 778,186 | 2,914,332 | +274.5% | $19.0M | 2025-Q3 |
| MORGAN STANLEY | ADD | 1,713,166 | 2,761,123 | +61.2% | $18.0M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 5,547,951 | 2,290,451 | -58.7% | $14.9M | 2025-Q3 |
| FMR LLC | ADD | 10,035 | 15,620 | +55.7% | $101.8K | 2025-Q3 |
| VANGUARD GROUP INC | DOUBLED | 6,325,571 | 20,813,946 | +229.0% | $141.3M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 1,614,451 | 5,547,951 | +243.6% | $37.7M | 2025-Q2 |
| UBS Group AG | TRIM | 4,079,560 | 1,179,495 | -71.1% | $8.0M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 298,607 | 778,186 | +160.6% | $5.3M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 103,567 | 391,815 | +278.3% | $2.7M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 592,118 | 177,109 | -70.1% | $1.2M | 2025-Q2 |
| FMR LLC | ADD | 6,752 | 10,035 | +48.6% | $68.1K | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 1,863,602 | 4,268,094 | +129.0% | $12.2M | 2025-Q1 |
| MORGAN STANLEY | ADD | 962,045 | 1,847,429 | +92.0% | $5.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 15,753 | 1,625,007 | +10215.5% | $4.6M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 1,614,451 | — | $4.6M | 2025-Q1 |
5 unique insiders with 3 transactions. Net insider value: -$449.2K ($0.00 bought, $449.2K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 8, 2026 | HAYES DOROTHY D | Director | SELL | 15,000 | $4.11 | $61.6K |
| Apr 1, 2026 | McAleenan Kevin | Chief Executive Officer | F | 39,424 | $3.52 | $138.8K |
| Apr 1, 2026 | Blankenship Carolyn | General Counsel and Secretary | F | 13,649 | $3.52 | $48.0K |
| Apr 1, 2026 | Ricker Sean Raymond | Chief Financial Officer | F | 10,665 | $3.52 | $37.5K |
| Mar 31, 2026 | Ricker Sean Raymond | Chief Financial Officer | F | 4,324 | $3.04 | $13.1K |
| Mar 31, 2026 | McAleenan Kevin | Chief Executive Officer | F | 22,392 | $3.04 | $68.1K |
| Mar 31, 2026 | Blankenship Carolyn | General Counsel and Secretary | F | 5,606 | $3.04 | $17.0K |
| Mar 26, 2026 | Blankenship Carolyn | General Counsel and Secretary | A | 125,923 | $0.00 | $0.00 |
| Mar 26, 2026 | McAleenan Kevin | Chief Executive Officer | A | 290,730 | $0.00 | $0.00 |
| Mar 26, 2026 | Ricker Sean Raymond | Chief Financial Officer | A | 122,107 | $0.00 | $0.00 |
| Mar 16, 2026 | Braden Pamela Joyce | Director | SELL | 80,000 | $4.00 | $320.0K |
| Mar 6, 2026 | HAYES DOROTHY D | Director | SELL | 17,000 | $3.98 | $67.7K |
| Mar 2, 2026 | McAleenan Kevin | Chief Executive Officer | A | 104,311 | $0.00 | $0.00 |
| Jan 15, 2026 | McAleenan Kevin | Chief Executive Officer | F | 48,691 | $6.26 | $304.8K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (67% buy). Based on 9 analysts: 2 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$5.33 mean target
+32.6% upside
Strong Buy (3.00)
$5.00 Low
$6.00 High
| Metric | Value |
|---|---|
| Current Price | $4.02 |
| Target Low | $5.00 |
| Target Mean | $5.33 |
| Target Median | $5.00 |
| Target High | $6.00 |
| # Analysts | 3 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.05 | $-0.05 | $-0.04 | 93.4% | +39.1% | 0↑ 1↓ | $0.0B | 9.7% | 3 |
| Next Q 2026-09-30 |
$-0.05 | $-0.05 | $-0.04 | -566.7% | +33.3% | 0↑ 1↓ | $0.0B | 17.5% | 3 |
| Current FY 2026-12-31 |
$-0.25 | $-0.26 | $-0.24 | 69.5% | +16.7% | 0↑ 1↓ | $0.1B | 12.0% | 2 |
| Next FY 2027-12-31 |
$-0.19 | $-0.19 | $-0.19 | 24.0% | +49.3% | 0↑ 1↓ | $0.2B | 11.3% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.047 | |
| 7d ago | $-0.077 | +0.030 |
| 30d ago | $-0.077 | +0.030 |
| 60d ago | $-0.077 | +0.030 |
| 90d ago | $-0.080 | +0.033 |
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 3, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Mar 3, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | Cantor Fitzgerald | DOWNGRADE | Overweight | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Apr 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Mar 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Feb 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Jan 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 6, 2026 | Lisa McClain | R | HOUSE | BUY | $15,001 - $50,000 | BIGBEAR.AI HOLDINGS INC | Mar 5, 2026 (28d) |
| Feb 4, 2026 | Lisa McClain | R | HOUSE | BUY | $1,001 - $15,000 | BIGBEAR.AI HOLDINGS INC | Mar 5, 2026 (30d) |
45°
Neutral
Bearish
Neutral
Bullish
17 mentions
1 bullish
3 bearish
13 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 21, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 21, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 11, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 3, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 3, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 3, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 1, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Feb 21, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Feb 20, 2026 | 3 | 43° Neutral | 0 | 1 | 3 |
| Feb 20, 2026 | 3 | 36° Cool | 0 | 2 | 3 |
Recent Reddit Threads
01 APRIL 2026 , WHAT ARE THE BIGGEST WINNERS ?
▲ 1
💬 3
⚡ 0.5
NC airport screen flashes bullish indicator on BBAI
▲ 1
💬 1
⚡ 0.5
BBAI?
▲ 1
💬 0
⚡ 0.5
VTR - a way to make a little money off the boomers and rotate out of risky small cap tech?
▲ 1
💬 0
⚡ 0.5
Does BBAI have future
▲ 1
💬 0
⚡ 0.5
BBAI - From Government Contracts to AI Narrative, Is the Market Mispricing the Transition?
▲ 4
💬 3
⚡ 0.0
war make BBAI unother level...
▲ 1
💬 0
⚡ 0.0
WAR --> BBAI 2x in 2025
▲ 1
💬 0
⚡ 0.0
May 5, 2026
earnings_calendar
BBAI Q1 2026 Earnings Scheduled — 2026-05-05
Apr 30, 2026
short_interest
FTD: BBAI — 3,271,650 shares ($12.5M) failed to deliver
Settlement: 20260430, Price: $3.82, FTD Value: $12,497,703, BIGBEAR AI HLDGS INC
Apr 28, 2026
short_interest
FTD: BBAI — 267,263 shares ($1.0M) failed to deliver
Settlement: 20260428, Price: $3.73, FTD Value: $996,890.99, BIGBEAR AI HLDGS INC
Apr 10, 2026
short_interest
FTD: BBAI — 684,119 shares ($2.3M) failed to deliver
Settlement: 20260410, Price: $3.29, FTD Value: $2,250,751.51, BIGBEAR AI HLDGS INC
Apr 9, 2026
short_interest
FTD: BBAI — 434,341 shares ($1.5M) failed to deliver
Settlement: 20260409, Price: $3.49, FTD Value: $1,515,850.09, BIGBEAR AI HLDGS INC
Apr 2, 2026
short_interest
FTD: BBAI — 213,942 shares ($0.7M) failed to deliver
Settlement: 20260402, Price: $3.42, FTD Value: $731,681.64, BIGBEAR AI HLDGS INC
Apr 1, 2026
short_interest
FTD: BBAI — 424,515 shares ($1.5M) failed to deliver
Settlement: 20260401, Price: $3.52, FTD Value: $1,494,292.8, BIGBEAR AI HLDGS INC
Mar 30, 2026
short_interest
FTD: BBAI — 444,448 shares ($1.4M) failed to deliver
Settlement: 20260330, Price: $3.14, FTD Value: $1,395,566.72, BIGBEAR AI HLDGS INC
Mar 23, 2026
short_interest
FTD: BBAI — 192,197 shares ($0.7M) failed to deliver
Settlement: 20260323, Price: $3.58, FTD Value: $688,065.26, BIGBEAR AI HLDGS INC
Mar 9, 2026
short_interest
FTD: BBAI — 184,286 shares ($0.8M) failed to deliver
Settlement: 20260309, Price: $4.25, FTD Value: $783,215.5, BIGBEAR AI HLDGS INC
Mar 6, 2026
short_interest
FTD: BBAI — 277,581 shares ($1.1M) failed to deliver
Settlement: 20260306, Price: $4.04, FTD Value: $1,121,427.24, BIGBEAR AI HLDGS INC
Mar 3, 2026
short_interest
FTD: BBAI — 369,482 shares ($1.5M) failed to deliver
Settlement: 20260303, Price: $4.10, FTD Value: $1,514,876.2, BIGBEAR AI HLDGS INC
Mar 2, 2026
earnings_calendar
BBAI Q4 2025 Earnings After Market Close — 2026-03-02
Feb 23, 2026
short_interest
FTD: BBAI — 1,940,896 shares ($7.5M) failed to deliver
Settlement: 20260223, Price: $3.86, FTD Value: $7,491,858.56, BIGBEAR AI HLDGS INC
Feb 2, 2026
short_interest
FTD: BBAI — 146,248 shares ($0.7M) failed to deliver
Settlement: 20260202, Price: $5.04, FTD Value: $737,089.92, BIGBEAR AI HLDGS INC