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BigBear.ai Holdings (NYSE:BBAI) said its CEO is scheduled to speak at the American Growth Summit, a high-profile investor conference. The firm also reported a recent resignation from its board of directors, creating a vacancy in its governance structure. Investors may want to weigh the CEO's American Growth Summit appearance and the board resignation against the rest of our assessment. We have also spotted 2 warning signs worth knowing about at BigBear.ai Holdings. For a broader view of...

BigBear.ai's revenue has declined sharply while SoundHound AI's accelerated, widening the gap to $25.2 million in the latest quarter.

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BBAI is expanding mission-ready AI beyond defense, but rising competition and continued losses raise questions about scaling commercially.

IONQ's revenue surged to $80 million in Q2 2026, while BigBear.ai stabilized near $37 million — a widening gap that reshapes the competitive picture.

In the latest trading session, BigBear.ai Holdings, Inc. (BBAI) closed at $2.84, marking a -1.73% move from the previous day.

BigBear.ai Holdings has seen its share price move sharply over the past few years, and the swing now raises a straightforward question for you as an investor. Is the current US$2.80 price tag justified by the sales the business is generating today and is expected to produce over time? Over the past 3 years the stock has delivered a gain of 97.2%, which puts the spotlight squarely on whether that share price journey lines up with the revenue base behind it. The company’s ability to convert...

BigBear.ai Holdings (NYSE:BBAI) said director Kirk Konert resigned from its Board of Directors, effective September 13, 2026. The company stated Konert's departure was not the result of any disagreement with BigBear.ai on operations, policies, or practices. Konert had served on the board's audit and compensation committees, according to the company's latest governance disclosures. Kirk Konert's resignation from the board is a governance change that deserves to be weighed against the rest of...

BBAI's GenAI products lift second-quarter revenues by 13% and gross margin to 32.8%, but wider EBITDA losses show the revenue shift is still unproven.

BigBear.ai Holdings, Inc. (BBAI) closed at $2.82 in the latest trading session, marking a -2.08% move from the prior day.

One faces collapsing revenue and accounting restatements; the other is burning cash at a staggering pace despite triple-digit growth.

BBAI's AI demand and rising backlog offer growth potential, but persistent losses, modest growth and government-contract risks weigh on its outlook.

BBAI is widening its government reach with new contracts, secure AI capabilities and defense ties, though procurement risks could test further growth.

Down 67% from their highs, BigBear's shares could fall even farther.

In the past quarter, BigBear.ai Holdings reported a US$270 million backlog, up 9% from year-end, fueled by over 20 new contracts and a 13% year-on-year revenue increase driven by generative AI platforms and products. The company’s shift toward higher-margin AI offerings not only lifted gross margin in the quarter but also gave management greater visibility into future revenue, supporting its 2026 guidance. We’ll now examine how the expanded US$270 million backlog and contract momentum might...

Backlog growth and contract wins reshape the outlook BigBear.ai Holdings (BBAI) recently reported a second quarter backlog of US$270 million, up 9% from year end, supported by more than 20 new contracts and tied to its 2026 revenue guidance. Against that operational backdrop, BigBear.ai Holdings’ share price has come under pressure, with the stock down sharply over the year to date and over the past three months, even though the 3 year total shareholder return remains strongly positive while...

Can BBAI's $270M backlog drive stronger revenue growth as new contract wins expand visibility and Gen AI boosts sales?

PLTR emerges as the stronger defense AI pick than BBAI, backed by faster growth, U.S. government demand, profitability and robust cash generation.

BBAI's AI deployments and new contracts are gaining traction, but turning them into sustained revenue will be key to broadening growth.

Government AI stocks and enterprise software names are trading on the same tape Friday, yet they are telling completely different stories about where traders think the real money flows next.

BBAI sees global trade complexity fueling CargoSeer demand as its El Salvador rollout draws interest from customs agencies elsewhere.

BigBear.ai's pivot to defense via ConductorOS has failed to deliver large contracts, with most wins being small pilot projects. Read why BBAI stock is a sell.

BBAI's 14% monthly gain reflects stronger revenues, margins and contract wins, but losses and widening estimates temper the stock's discounted valuation.

In the past quarter, BigBear.ai Holdings reported winning more than 20 new contracts and a 9% increase in backlog, as it makes applied AI central to its growth focus in defense and security. An important angle is its push into secure, air-gapped generative AI and the ConductorOS platform, which connect autonomous defense systems in sensitive environments. We’ll now consider how these new defense-focused AI contracts and backlog growth affect BigBear.ai’s existing investment narrative and...

BigBear.ai Holdings has delivered a 113.1% gain over the past three years, yet its current checks point to a stock that screens as expensive rather than an obvious bargain. Over the last three years the share price is up 113.1%, which puts longer term holders firmly in positive territory even though shorter term returns have been weak. Recent contract wins and a growing backlog may support expectations for future revenue, but the company’s plan to use a large cash balance for acquisitions...

BigBear.ai Holdings (NYSE:BBAI) outlined plans to pursue acquisitions using its cash reserves alongside a US$100 million follow on equity offering. The company indicated that recent contract wins are a key part of its plan to use this capital for technology focused targets. Management framed the current M&A push as a clear pivot in growth strategy, with implications for future operations and market positioning. BigBear.ai is far from the only stock aiming to build an edge in AI...

Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an “otherworldly” second quarter. Revenue beat estimates, and growth happened quickly instead of slowing. Palantir raised its full-year guidance again. Why This Beat Hit So Much Harder than Most Revenue rose 93% […]

BBAI is expanding applied AI across defense, with new contracts, secure platforms and ConductorOS fueling growth despite ongoing losses.

Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.

Detailed price information for Bigbear.Ai Holdings Inc (BBAI-N) from The Globe and Mail including charting and trades.

Detailed price information for Bigbear.Ai Holdings Inc (BBAI-N) from The Globe and Mail including charting and trades.

BigBear.ai Holdings shares are trading flat Friday as investors react to mixed second-quarter results and an update showing backlog growth.

BigBear.ai (BBAI) delivered earnings and revenue surprises of +20.00% and +1.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

MCLEAN, Va., July 30, 2026--BigBear.ai Holdings, Inc. (NYSE: BBAI) ("BigBear.ai" or the "Company"), a specialized defense & security technology company providing mission-ready AI, today announced financial results for the second quarter of 2026 and issued an investor presentation that has been posted to the Investor Relations section of the Company’s website.

Here's a look inside the Q2 earnings report from BigBear.ai.

BigBear.ai Holdings has had a difficult run for shareholders, with a large decline over the past five years, yet the stock still screens as expensive on the current valuation checks. That combination raises questions about how much of the company’s AI ambitions with enterprise clients is already reflected in the share price. Over the past 5 years, BigBear.ai Holdings has delivered a total return of about a 73% decline, which points to a tough period for long term holders. Recent efforts to...

BigBear.ai Holdings, Inc. reported its second-quarter 2026 results on July 30, 2026, with sales of US$36.75 million versus US$32.47 million a year earlier and a net loss of US$25.75 million versus a very large loss of US$228.62 million, while basic and diluted loss per share from continuing operations narrowed to US$0.05 from US$0.71. Over the first six months of 2026, sales edged up to US$71.18 million from US$67.23 million, and the company significantly reduced its cumulative net loss to...

BigBear.ai Holdings (BBAI) is set to report Q2 2026 results and host its earnings call on July 30 at 4:15 PM US Eastern Time, drawing investor attention to the stock. See our latest analysis for BigBear.ai Holdings. BigBear.ai Holdings heads into the Q2 2026 report with momentum clearly fading, with the share price at $2.59 after declining 28.06% over the past 30 days and 55.65% year to date, despite a positive 3 year total shareholder return of 30.81%. If BigBear.ai’s swings have you...