Dorothy Hayes Sells 15,000 Shares of BigBear.ai (NYSE:BBAI) Stock

BigBear.ai Holdings, Inc. (NYSE:BBAI) Director Dorothy Hayes sold 15,000 shares of the stock in a transaction that occurred 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 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

BigBear.ai Price Performance

Shares of NYSE:BBAI opened at $4.18 on Friday. The business has a 50 day moving average price of $3.77 and a 200 day moving average price of $5.09. BigBear.ai Holdings, Inc. has a twelve month low of $3.01 and a twelve month high of $9.39. The company has a market cap of $2.00 billion, a price-to-earnings ratio of -4.81 and a beta of 3.25. The company has a quick ratio of 1.78, a current ratio of 6.08 and a debt-to-equity ratio of 0.01.

BigBear.ai (NYSE:BBAI) last announced its earnings results on Monday, March 2nd. The company reported ($0.01) earnings per share for the quarter, beating the consensus estimate of ($0.05) by $0.04. The firm had revenue of $27.30 million during the quarter, compared to the consensus estimate of $33.31 million. BigBear.ai had a negative return on equity of 16.02% and a negative net margin of 226.69%.The firm’s revenue for the quarter was down 37.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($0.43) EPS. Research analysts predict that BigBear.ai Holdings, Inc. will post -0.2 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Wall Street Zen upgraded shares of BigBear.ai from a “sell” rating to a “hold” rating in a research note on Saturday. Cantor Fitzgerald lowered their price target on BigBear.ai from $6.00 to $5.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 3rd. HC Wainwright lowered their price target on BigBear.ai from $8.00 to $6.00 and set a “buy” rating on the stock in a research note on Tuesday, March 3rd. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of BigBear.ai in a research note on Monday, April 20th. One research analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $5.50.

BigBear.ai News Roundup

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

• Positive Sentiment: BigBear.ai’s Q1 2026 report highlighted stronger gross margins, with revenue mix shifting toward higher-margin technology contracts and support from its Ask Sage generative AI platform. BigBear.ai (BBAI) Is Up 14.4% After Stronger Margins And Backlog Growth – Has The Bull Case Changed?
• Positive Sentiment: The company’s backlog increased, helped by a $53 million sole-source prime classified award, which suggests better near-term revenue visibility. BigBear.ai (BBAI) Is Up 14.4% After Stronger Margins And Backlog Growth – Has The Bull Case Changed?
• Positive Sentiment: Several recent articles argue BBAI could have meaningful upside from current levels, with one note assigning a $5.33 target and another suggesting the stock could rise more than 40% over the next year. BigBear.ai Holdings, Inc. (NYSE:BBAI) Just Reported, And Analysts Assigned A US$5.33 Price Target
• Neutral Sentiment: Analysts at Northland Securities slightly lowered earnings estimates for fiscal 2026 and Q4 2026, reflecting caution around profitability rather than a major business deterioration.
• Negative Sentiment: Despite margin improvement, BigBear.ai still posted a sizeable net loss, and higher operating expenses continue to weigh on profitability. Can BigBear.ai’s AI Mix Drive Stronger Margins in 2026?

Institutional Investors Weigh In On BigBear.ai

A number of institutional investors have recently bought and sold shares of BBAI. Root Financial Partners LLC boosted its stake in BigBear.ai by 617.5% during the fourth quarter. Root Financial Partners LLC now owns 5,381 shares of the company’s stock worth $29,000 after buying an additional 4,631 shares in the last quarter. CWM LLC lifted its stake in BigBear.ai by 237.5% during the third quarter. CWM LLC now owns 4,640 shares of the company’s stock worth $30,000 after purchasing an additional 3,265 shares during the period. PNC Financial Services Group Inc. lifted its stake in BigBear.ai by 150.9% during the fourth quarter. PNC Financial Services Group Inc. now owns 5,640 shares of the company’s stock worth $30,000 after purchasing an additional 3,392 shares during the period. Hazlett Burt & Watson Inc. lifted its stake in BigBear.ai by 3,355.6% during the third quarter. Hazlett Burt & Watson Inc. now owns 4,976 shares of the company’s stock worth $32,000 after purchasing an additional 4,832 shares during the period. Finally, HM Payson & Co. lifted its stake in BigBear.ai by 616.9% during the fourth quarter. HM Payson & Co. now owns 7,169 shares of the company’s stock worth $39,000 after purchasing an additional 6,169 shares during the period. Institutional investors and hedge funds own 7.55% of the company’s stock.

BigBear.ai Company Profile

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.