BigBear.ai (NYSE:BBAI) Price Target Cut to $4.00 by Analysts at Cantor Fitzgerald

BigBear.ai (NYSE:BBAI) had its price objective trimmed by Cantor Fitzgerald from $5.00 to $4.00 in a report released on Friday, Marketbeat.com reports. The firm currently has a neutral rating on the stock.

Several other equities research analysts also recently issued reports on BBAI. Wall Street Zen upgraded BigBear.ai from a “sell” rating to a “hold” rating in a report on Saturday, May 9th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of BigBear.ai in a research report on Friday, July 17th. One analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $5.00.

BigBear.ai Stock Performance

Shares of BigBear.ai stock opened at $2.79 on Friday. The stock’s fifty day simple moving average is $3.67 and its 200 day simple moving average is $4.05. The company has a current ratio of 6.08, a quick ratio of 6.08 and a debt-to-equity ratio of 0.01. The company has a market capitalization of $1.33 billion, a PE ratio of -13.26 and a beta of 3.32. BigBear.ai has a 12 month low of $2.59 and a 12 month high of $9.39.

Insiders Place Their Bets

In related news, Director Dorothy D. Hayes sold 15,000 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $4.11, for a total value of $61,650.00. Following the sale, the director directly owned 204,150 shares of the company’s stock, valued at approximately $839,056.50. The trade was a 6.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Sean Raymond Ricker sold 10,000 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $4.33, for a total transaction of $43,300.00. Following the completion of the transaction, the chief financial officer directly owned 609,256 shares of the company’s stock, valued at approximately $2,638,078.48. The trade was a 1.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.57% of the company’s stock.

Institutional Trading of BigBear.ai

Hedge funds and other institutional investors have recently modified their holdings of the company. A&I Financial Services LLC bought a new stake in shares of BigBear.ai in the second quarter valued at about $37,000. Balefire LLC bought a new position in shares of BigBear.ai during the second quarter worth about $49,000. Empowered Funds LLC bought a new position in shares of BigBear.ai during the first quarter worth about $53,000. DV Trading LLC raised its position in BigBear.ai by 160.8% in the 1st quarter. DV Trading LLC now owns 13,344 shares of the company’s stock valued at $47,000 after buying an additional 8,227 shares during the last quarter. Finally, Amundi acquired a new stake in BigBear.ai in the 1st quarter valued at approximately $74,000. Institutional investors and hedge funds own 7.55% of the company’s stock.

Key Headlines Impacting BigBear.ai

Here are the key news stories impacting BigBear.ai this week:

• Positive Sentiment: Second-quarter revenue rose approximately 13% year over year to $36.7 million, topping estimates. Gross profit increased 48.5% to $12.1 million, indicating margin improvement, while the company secured more than 20 new contracts and reported backlog growth. BigBear.ai Stock Flat Following Q2 Revenue Beat and Backlog Growth
• Positive Sentiment: Management reaffirmed full-year 2026 revenue guidance of $135 million to $165 million, a range that broadly brackets the roughly $143 million analyst consensus. The company also highlighted expanded generative-AI capabilities and strategic growth initiatives. BigBear.ai Announces Second Quarter 2026 Results
• Neutral Sentiment: BigBear.ai reported an adjusted or diluted loss of roughly $0.04-$0.05 per share, compared with a $0.06 loss a year earlier. The result met or modestly exceeded estimates, but the improvement was not enough to offset concerns about profitability. BigBear.ai Reports Q2 Loss, Tops Revenue Estimates
• Negative Sentiment: Operating loss widened to $28.6 million, net loss reached $25.7 million, and operating cash flow was negative $22.2 million. Investors remain focused on whether contract wins can translate into sustainable profits and reduce the company’s substantial cash consumption. BigBear.ai Stock Falls on Q2 2026 Earnings
• Negative Sentiment: Cantor Fitzgerald lowered its price target from $5 to $4 and assigned a neutral rating. Although the revised target implies upside, the reduction signals limited confidence in a near-term rerating while the company remains unprofitable. BigBear.ai Price Target Lowered by Cantor Fitzgerald

About BigBear.ai

BigBear.ai is a provider of artificial intelligence (AI) and data analytics solutions designed to deliver actionable insights for public sector and commercial clients. Headquartered in Columbia, Maryland, the company specializes in advanced analytics, machine learning, predictive modeling and network analysis to support decision-making in complex, data-rich environments. Its clientele spans defense and intelligence agencies, civil government organizations and enterprise businesses seeking to enhance mission outcomes and operational efficiency.

The company’s flagship offerings include an AI-driven analytics platform that integrates data engineering, algorithm development and visualization tools.