News

In the most recent trading session, BigBear.ai Holdings, Inc. (BBAI) closed at $2.8, indicating a -1.41% shift from the previous trading day.

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.

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.

Cerebras has grown revenue 2.5x over eight quarters, while BigBear.ai has stalled — a widening gap that signals very different competitive positions.

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.

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...

BigBear.ai Holdings stock has delivered a strong 74.6% gain over the past three years, yet the broader valuation checks currently flag it as expensive rather than a clear bargain. With the share price at US$2.95 after a steep year to date decline of 49.5%, investors are weighing whether the recent weakness has really improved the entry point. The 74.6% return over three years highlights how volatile BigBear.ai Holdings has been for long term holders and puts extra focus on whether today’s...

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.

Gorilla Technology nearly doubled its revenue, raised guidance twice, and set a 2027 target that towers above Wall Street consensus, yet the stock cratered while every comparable climbed. Something in the fine print spooked investors, and the reason cuts to the heart of the company's entire growth thesis.

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

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

Wall Street's most bullish voice on C3.ai sees 50% upside while the average analyst calls for losses from here, and founder Thomas Siebel just put millions of his own dollars on the line to prove them wrong.

SoundHound's stock has cratered over the past year even as its revenue keeps beating expectations, and one prominent analyst sees that disconnect resolving in a dramatic way that would leave today's sellers looking very wrong.

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...

Wolfspeed, BigBear.ai and Others Face Heavy Short-Seller Pressure

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

BBAI's Q2 results put execution in focus as revenues rise 13%, margins expand and management targets product scaling and accretive M&A.

Fortinet and Ecopetrol have been highlighted as Zacks Bull and Bear of the Day

BigBear.ai beat revenue estimates with 13% sales growth, wider margins and over 20 new contracts while reaffirming guidance.

BigBear.ai (NYSE:BBAI) reported second-quarter 2026 revenue growth and a substantial improvement in gross margin, while management said it is pursuing additional contract wins, product deployments and acquisitions to expand its position in defense, security, trade and travel technology markets. Rev

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...