BigBear.ai (NYSE:BBAI) Hits New 1-Year Low – Here’s What Happened

Shares of BigBear.ai Holdings, Inc. (NYSE:BBAI) reached a new 52-week low during trading on Thursday. The stock traded as low as $2.15 and last traded at $2.1750, with a volume of 20,744,902 shares changing hands. The stock had previously closed at $2.39.

More BigBear.ai News

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

• Positive Sentiment: BigBear.ai announced more than $225 million in federal contract awards since July 2026, spanning homeland security, defense, intelligence and federal civilian customers. The awards include both new business and successful recompetes, expanding the company’s presence in its National Security and Trade & Travel markets. BigBear.ai Secures More Than $225 million in Contract Awards Across Homeland Security, Defense, Intelligence and Federal Civilian Agencies
• Positive Sentiment: The reported awards cover more than 25 federal agency contracts, including work associated with agencies such as the FBI and Coast Guard. The wins support the investment case that BigBear.ai can convert its specialized AI capabilities into larger, longer-term government revenue opportunities. BigBear.ai Stacked $225 Million in Federal AI Awards Near the 52-Week Low
• Neutral Sentiment: Industry coverage identifies AI-powered autonomous mission intelligence as a potentially large defense-technology opportunity. This could benefit BigBear.ai’s addressable market, although the article describes a broader sector opportunity rather than a specific new company contract. The Next Billion-Dollar Defense Technology Opportunity: AI-Powered Autonomous Mission Intelligence
• Negative Sentiment: Recent analysis focuses on BigBear.ai’s sharply higher net loss and questions about what comes next for the stock. The profitability risk is notable because the company remains loss-making, despite recent revenue growth and contract momentum. Why BigBear.ai’s Net Loss Soared and What Could Come Next for BBAI Stock

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on BBAI. Wall Street Zen cut shares of BigBear.ai from a “hold” rating to a “sell” rating in a research note on Saturday, August 1st. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of BigBear.ai in a research note on Friday, July 17th. Finally, Cantor Fitzgerald reduced their target price on BigBear.ai from $5.00 to $4.00 and set a “neutral” rating on the stock in a research note on Friday, July 31st. One investment 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 has a consensus rating of “Hold” and a consensus price target of $5.00.

BigBear.ai Price Performance

The company has a debt-to-equity ratio of 0.01, a current ratio of 5.67 and a quick ratio of 5.67. The firm has a market capitalization of $1.04 billion, a PE ratio of -10.36 and a beta of 3.37. The company has a 50-day moving average price of $2.89 and a 200-day moving average price of $3.42.

BigBear.ai (NYSE:BBAI) last posted its quarterly earnings data on Thursday, July 30th. The company reported ($0.05) EPS for the quarter, hitting analysts’ consensus estimates of ($0.05). The firm had revenue of $36.75 million during the quarter, compared to analysts’ expectations of $36.37 million. BigBear.ai had a negative return on equity of 13.44% and a negative net margin of 65.20%. During the same quarter last year, the business posted ($0.71) EPS. The firm’s quarterly revenue was up 12.9% compared to the same quarter last year. Sell-side analysts forecast that BigBear.ai Holdings, Inc. will post -0.22 EPS for the current year.

Institutional Investors Weigh In On BigBear.ai

Hedge funds have recently modified their holdings of the company. Farther Finance Advisors LLC grew its holdings in shares of BigBear.ai by 19.7% during the third quarter. Farther Finance Advisors LLC now owns 59,103 shares of the company’s stock worth $157,000 after buying an additional 9,737 shares in the last quarter. WINTON GROUP Ltd acquired a new position in shares of BigBear.ai in the second quarter valued at approximately $1,362,000. Engineers Gate Manager LP acquired a new position in shares of BigBear.ai in the second quarter valued at approximately $194,000. NewEdge Advisors LLC raised its position in shares of BigBear.ai by 14.4% in the second quarter. NewEdge Advisors LLC now owns 135,886 shares of the company’s stock valued at $499,000 after buying an additional 17,143 shares during the last quarter. Finally, Squarepoint Ops LLC lifted its stake in shares of BigBear.ai by 46.6% during the second quarter. Squarepoint Ops LLC now owns 268,279 shares of the company’s stock valued at $985,000 after buying an additional 85,228 shares during the period. 7.55% of the stock is owned by institutional investors and hedge funds.

About BigBear.ai

BigBear.ai Holdings, Inc provides artificial intelligence, machine learning and data analytics solutions designed to help organizations make decisions in complex, data-intensive environments. The company’s capabilities include predictive analytics, computer vision, data integration, cloud-based systems and decision-support tools that help customers monitor conditions, identify risks, forecast outcomes and coordinate operations.

The company primarily serves the U.S. government, including defense, intelligence, national security, border security and transportation-related agencies.