BBAI

BigBear.ai Holdings Inc. (BBAI) | Rumor.io

BigBear.ai Holdings

BBAI

Attention (50-day avg)0.09%

Attention rank (50-day avg)#103

Bullish sentiment (50-day avg)12%

Price to earnings ratio-3.26

Market capitalization1.3B

Earnings per share-0.02

Dividend yield (TTM)—

Revenue (annual)127.7M

Net income (annual)-293.9M

Social

What share of all stock conversation is about BBAI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.08% -0.02	0.1% -0.08	0.1% +0.02	0.1% -0.11

Sep 29

The company has seen a 13% YoY increase in revenue to $36.7M, with a 781 bps expansion in gross margin to 32.8%, driven by higher-margin GenAI.
The company has secured 20+ new contract wins and has a backlog of ~$270M, reaffirming its full-year guidance of $135-165M.
The company has a strong cash position of ~$410M, and the Ask Sage GenAI platform has seen significant adoption, with a $4.62M Coast Guard task order, roughly 90X the size of an initial purchase.

Generated by AI

Sentiment

Of the messages about BBAI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	63.84% +49.87	17.35% +2.76	14.91% -5.08	59.52% -21.48
Bearish	36.16% -49.87	82.65% -2.76	85.09% +5.08	40.48% +21.48

Bullish· Sep 28

$BBAI's revenue has been increasing, with Q2 revenue at $36.7M, a 13% YoY growth, and a backlog of $269.6M.
The company has secured 20+ new contracts in Q2, with a five-year CargoSeer deployment in El Salvador, and is positioning itself as a mission-ready AI platform for defense, security, trade, and government applications.
BigBear.ai's stock has been on an absolute tear recently, with a 73% bullish sentiment, and the Smart Money Tracker showing net inflow/accumulation into the weakness, indicating a strong buying interest.

Bearish· Sep 29

BigBear.ai's (BBAI) stock performance has been disappointing, with some investors regretting their investment decisions.
The company's CEO has been criticized for his leadership and ability to deliver results, with some calling him a "guru" who has lost touch with his shareholders.
The stock's value has dropped significantly, with some investors predicting a further decline to $2.50 or as high as $5 by the end of November, citing potential manipulation and a lack of meaningful contracts.

Generated by AI

Topics

Of the messages about BBAI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	27.87%	30.66%	37.3%	26.07%
Announcements	31.85%	12.81%	4.11%	6.85%
Macro	27.87%	31.76%	40.18%	50.26%
Technical Analysis	12.41%	15.75%	14.49%	13.71%
Earnings	0%	9.03%	3.91%	3.01%
Controversies	0%	0%	0.01%	0.1%

Earnings· Jul 30

BigBear.ai Holdings, Inc. (NYSE: $BBAI) reported Q2 2026 financial results with revenue of $36.75M, up 13.17% YoY, and GAAP EPS of -$0.05, up 92.96% YoY.
The company affirmed its full-year 2026 revenue guidance of $135 million to $165 million and noted it is on track for its target of 17% revenue growth.
BigBear.ai's Q2 2026 earnings report was characterized as "absolutely a positive earnings report" with revenue beat, margins crushed higher, guidance held, and a balance sheet fortress.

Analysts· May 8

Analysts holding BBAI till the end of the year due to its predicted value of $7 a share.
BigBear.ai's stock has the potential for a massive comeback, or retail investors may be leaving the stock.
Analysts advise to do one's own research and examine BigBear.ai's financials and balance sheets before making investment decisions.

Announcements· Sep 9

BigBear.ai Holdings, Inc. (BBAI) has partnered with Analogic to integrate computer vision software with Analogic's checkpoint Computed Tomography (CT) scanner equipment, enhancing airport security and threat detection.
BBAI reported a $269.6M backlog in Q2 2026, providing revenue visibility, and its acquisition of Ask Sage, a secure generative AI platform, is expected to inject high-margin annual recurring revenue into their financial model.
The company's $269.6 million contract backlog is poised to benefit from aggressive federal AI modernization spending, and the ORION Decision Support Platform contract has been extended through September 30, 2027, indicating continued DoD reliance on BBAI's platform.

Macro· May 18

BigBear.ai Holdings, Inc. (BBAI) is expected to experience significant price movement before Wednesday's 3 PM deadline.
One investor is optimistic about BBAI's potential, citing a $235k profit from a $1.96 to $8.80 price increase.
Another investor is holding onto BBAI shares, having entered a long-term position at $3.35 and also day trading the stock with significant gains.

Technical Analysis· Jun 27

The price of BBAI needs to close above $3.48 to confirm a bullish trend and an uptrend.
A "Bullish Piercing Line" candle pattern has formed, indicating a potential buy signal.
Confirmation of the trend will depend on the closing price of BBAI.

Generated by AI

Community

Of the messages about BBAI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	95.44%	96.12%	89.6%	63.55%
Newcomers	4.56%	3.88%	10.4%	36.45%

Regulars· Sep 29

The Coast Guard's adoption of Ask Sage AI, a technology acquired by BigBear.ai, has shown a promising land-and-expand model, with a $50K initial purchase potentially developing into a multimillion-dollar relationship.
The Army's use of Ask Sage AI tokens has been notable, with the Army burning through its annual allocation in weeks, and the token usage being capped in June 2026, with the Army's continued central funding and replenishment remaining unconfirmed.
BigBear.ai's acquisition of Ask Sage has been expanding into the broader BigBear.ai defense AI platform, with the company's CEO being referred to as a guru, and the company's stock potentially benefiting from the successful adoption of its technology.

Newcomers· Sep 9

The cost of borrowing shares of BBAI has increased, and the available shares for shorting have decreased, which could make it more expensive for short sellers to maintain their positions.
Despite recent government contract wins, BBAI's stock price is experiencing a massive slide, and the company is facing widening net losses, heavy dilution from a $100 million equity program, and fierce competition from other AI companies.
A breakout in BBAI's stock price could be triggered by a reclaim of $3.00 with rising volume, but continued low volume and a break below $2.70 support could lead to a retest of $2.50.

Generated by AI

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...

1d agoYahoo Finance

SoundHound AI vs. BigBear.ai: Revenue Trends Reveal Key Insights About These Artificial Intelligence Companies | The Motley Fool

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

2d agoThe Motley Fool

BigBear.ai vs. Innodata: What Quarterly Revenue Trends Tell Investors About These Artificial Intelligence Companies

Motley Fool Press Release.

5d agoThe Globe and Mail

BigBear.ai Holdings, Inc. (BBAI) Declines More Than Market: Some Information for Investors

5d agofinance.yahoo.com

BigBear.ai Targets Mission-Ready AI: Can It Scale Beyond Defense?

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

5d agoYahoo Finance

BigBear.ai vs. IONQ: Comparing Revenue Trends Between an Artificial Intelligence Upstart and a Quantum Computer Company

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.

6d agoYahoo Finance

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BigBear.ai Holdings Inc.

Technology
Information Technology Services

BigBear.ai Holdings Inc. is a technology company that provides artificial intelligence-powered decision intelligence solutions to government and commercial customers. The company focuses on enabling data-driven decision-making in complex and high-stakes environments, particularly across national security, supply chain, logistics, and digital identity markets. BigBear.ai offers capabilities such as large-scale data conflation, real-time operational visibility, predictive analytics, and discrete event simulation to support scenario analysis and digital twin modeling for critical operations. Its portfolio includes AI-driven cybersecurity services, vulnerability assessment, and autonomous systems solutions tailored for defense and intelligence clients, as well as AI orchestration and consulting services. The company also delivers digital identity and biometric security solutions for global trade, travel, and regulated industries, and provides the Ask Sage generative AI platform for secure deployment and orchestration of AI agents in sensitive environments. Founded in 1988 and headquartered in McLean, Virginia, BigBear.ai today plays a role in supporting mission-critical operations where reliability, security, and timely insight are essential.

Website

Location

7950 Jones Branch Drive

McLean, VA, 22102

United States

Social

What share of all stock conversation is about BBAI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.08% -0.02	0.1% -0.08	0.1% +0.02	0.1% -0.11

Sep 29

The company has seen a 13% YoY increase in revenue to $36.7M, with a 781 bps expansion in gross margin to 32.8%, driven by higher-margin GenAI.
The company has secured 20+ new contract wins and has a backlog of ~$270M, reaffirming its full-year guidance of $135-165M.
The company has a strong cash position of ~$410M, and the Ask Sage GenAI platform has seen significant adoption, with a $4.62M Coast Guard task order, roughly 90X the size of an initial purchase.

Generated by AI

Sentiment

Of the messages about BBAI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	63.84% +49.87	17.35% +2.76	14.91% -5.08	59.52% -21.48
Bearish	36.16% -49.87	82.65% -2.76	85.09% +5.08	40.48% +21.48

Bullish· Sep 28

$BBAI's revenue has been increasing, with Q2 revenue at $36.7M, a 13% YoY growth, and a backlog of $269.6M.
The company has secured 20+ new contracts in Q2, with a five-year CargoSeer deployment in El Salvador, and is positioning itself as a mission-ready AI platform for defense, security, trade, and government applications.
BigBear.ai's stock has been on an absolute tear recently, with a 73% bullish sentiment, and the Smart Money Tracker showing net inflow/accumulation into the weakness, indicating a strong buying interest.

Bearish· Sep 29

BigBear.ai's (BBAI) stock performance has been disappointing, with some investors regretting their investment decisions.
The company's CEO has been criticized for his leadership and ability to deliver results, with some calling him a "guru" who has lost touch with his shareholders.
The stock's value has dropped significantly, with some investors predicting a further decline to $2.50 or as high as $5 by the end of November, citing potential manipulation and a lack of meaningful contracts.

Generated by AI

Topics

Of the messages about BBAI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	27.87%	30.66%	37.3%	26.07%
Announcements	31.85%	12.81%	4.11%	6.85%
Macro	27.87%	31.76%	40.18%	50.26%
Technical Analysis	12.41%	15.75%	14.49%	13.71%
Earnings	0%	9.03%	3.91%	3.01%
Controversies	0%	0%	0.01%	0.1%

Earnings· Jul 30

BigBear.ai Holdings, Inc. (NYSE: $BBAI) reported Q2 2026 financial results with revenue of $36.75M, up 13.17% YoY, and GAAP EPS of -$0.05, up 92.96% YoY.
The company affirmed its full-year 2026 revenue guidance of $135 million to $165 million and noted it is on track for its target of 17% revenue growth.
BigBear.ai's Q2 2026 earnings report was characterized as "absolutely a positive earnings report" with revenue beat, margins crushed higher, guidance held, and a balance sheet fortress.

Analysts· May 8

Analysts holding BBAI till the end of the year due to its predicted value of $7 a share.
BigBear.ai's stock has the potential for a massive comeback, or retail investors may be leaving the stock.
Analysts advise to do one's own research and examine BigBear.ai's financials and balance sheets before making investment decisions.

Announcements· Sep 9

BigBear.ai Holdings, Inc. (BBAI) has partnered with Analogic to integrate computer vision software with Analogic's checkpoint Computed Tomography (CT) scanner equipment, enhancing airport security and threat detection.
BBAI reported a $269.6M backlog in Q2 2026, providing revenue visibility, and its acquisition of Ask Sage, a secure generative AI platform, is expected to inject high-margin annual recurring revenue into their financial model.
The company's $269.6 million contract backlog is poised to benefit from aggressive federal AI modernization spending, and the ORION Decision Support Platform contract has been extended through September 30, 2027, indicating continued DoD reliance on BBAI's platform.

Macro· May 18

BigBear.ai Holdings, Inc. (BBAI) is expected to experience significant price movement before Wednesday's 3 PM deadline.
One investor is optimistic about BBAI's potential, citing a $235k profit from a $1.96 to $8.80 price increase.
Another investor is holding onto BBAI shares, having entered a long-term position at $3.35 and also day trading the stock with significant gains.

Technical Analysis· Jun 27

The price of BBAI needs to close above $3.48 to confirm a bullish trend and an uptrend.
A "Bullish Piercing Line" candle pattern has formed, indicating a potential buy signal.
Confirmation of the trend will depend on the closing price of BBAI.

Generated by AI

Community

Of the messages about BBAI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	95.44%	96.12%	89.6%	63.55%
Newcomers	4.56%	3.88%	10.4%	36.45%

Regulars· Sep 29

The Coast Guard's adoption of Ask Sage AI, a technology acquired by BigBear.ai, has shown a promising land-and-expand model, with a $50K initial purchase potentially developing into a multimillion-dollar relationship.
The Army's use of Ask Sage AI tokens has been notable, with the Army burning through its annual allocation in weeks, and the token usage being capped in June 2026, with the Army's continued central funding and replenishment remaining unconfirmed.
BigBear.ai's acquisition of Ask Sage has been expanding into the broader BigBear.ai defense AI platform, with the company's CEO being referred to as a guru, and the company's stock potentially benefiting from the successful adoption of its technology.

Newcomers· Sep 9

The cost of borrowing shares of BBAI has increased, and the available shares for shorting have decreased, which could make it more expensive for short sellers to maintain their positions.
Despite recent government contract wins, BBAI's stock price is experiencing a massive slide, and the company is facing widening net losses, heavy dilution from a $100 million equity program, and fierce competition from other AI companies.
A breakout in BBAI's stock price could be triggered by a reclaim of $3.00 with rising volume, but continued low volume and a break below $2.70 support could lead to a retest of $2.50.

Generated by AI

BigBear.ai Holdings

Social

Sep 29

Bullish· Sep 28

Bearish· Sep 29

Earnings· Jul 30

Analysts· May 8

Announcements· Sep 9

Macro· May 18

Technical Analysis· Jun 27

Regulars· Sep 29

Newcomers· Sep 9

What Does BigBear.ai Holdings (BBAI) CEO Summit Appearance And Board Exit Mean?

SoundHound AI vs. BigBear.ai: Revenue Trends Reveal Key Insights About These Artificial Intelligence Companies | The Motley Fool

BigBear.ai vs. Innodata: What Quarterly Revenue Trends Tell Investors About These Artificial Intelligence Companies

BigBear.ai Holdings, Inc. (BBAI) Declines More Than Market: Some Information for Investors

BigBear.ai Targets Mission-Ready AI: Can It Scale Beyond Defense?

BigBear.ai vs. IONQ: Comparing Revenue Trends Between an Artificial Intelligence Upstart and a Quantum Computer Company

Also Discussed

BigBear.ai Holdings Inc.

Company Information

Location

What Does BigBear.ai Holdings (BBAI) CEO Summit Appearance And Board Exit Mean?

SoundHound AI vs. BigBear.ai: Revenue Trends Reveal Key Insights About These Artificial Intelligence Companies | The Motley Fool

BigBear.ai vs. Innodata: What Quarterly Revenue Trends Tell Investors About These Artificial Intelligence Companies

BigBear.ai Holdings, Inc. (BBAI) Declines More Than Market: Some Information for Investors

BigBear.ai Targets Mission-Ready AI: Can It Scale Beyond Defense?

BigBear.ai vs. IONQ: Comparing Revenue Trends Between an Artificial Intelligence Upstart and a Quantum Computer Company

Also Discussed

Social

Sep 29

Bullish· Sep 28

Bearish· Sep 29

Earnings· Jul 30

Analysts· May 8

Announcements· Sep 9

Macro· May 18

Technical Analysis· Jun 27

Regulars· Sep 29

Newcomers· Sep 9