BigBear.ai Holdings, Inc.
BBAIBigBear.ai Holdings, Inc. (BBAI) is a technology company specializing in artificial intelligence, machine learning, and data analytics solutions. It focuses on providing innovative software and data-driven insights for government, defense, and commercial sectors to support complex decision-making and operational effectiveness.
Company News
The article compares SoundHound AI and BigBear.ai, two mid-cap AI stocks, analyzing their performance, revenue growth, and potential in the agentic AI market. Despite stock performance differences in 2025, the author suggests SoundHound AI might be the better performer in 2026.
Law firm Johnson Fistel is investigating potential securities fraud and breaches of fiduciary duties for four publicly traded companies, alleging false statements, misleading disclosures, and operational misrepresentations.
H.C. Wainwright analyst maintains a Buy rating on BigBear.ai, highlighting potential revenue growth from the pending Ask Sage acquisition and strong government contract momentum, with projected 2026 revenue of $200 million.
BigBear.ai reported a significant quarterly net loss, primarily due to non-recurring derivative valuation changes. Despite initial stock sell-off, institutional investors like JPMorgan saw potential value, leading to a quick stock rebound and highlighting the company's strong $380 million order backlog.
BigBear.ai is set to report its second-quarter 2024 results on Aug 1. The company is expected to benefit from growing government investments in its AI solutions and partnerships with industry leaders like Autodesk, Amazon, and Palantir. However, its top line may be affected by macroeconomic challenges and losses from the Virgin Orbit bankruptcy.
