BigBear.ai (BBAI)
Secure AI for defense, intelligence, travel, trade, and edge operations.
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Deploys secure generative AI, edge orchestration, predictive analytics, digital twins, computer vision, biometrics, and cargo-inspection software for defense, intelligence, travel, and trade operations. Revenue comes mainly from performing U.S. government contracts, with selected commercial and international deployments.
Builds and deploys mission-ready AI for national security, travel, and trade. Its portfolio pairs a secure, model-agnostic generative AI platform built from Ask Sage with ConductorOS edge orchestration, predictive decision support, digital twins, computer vision, biometrics, and CargoSeer shipment inspection.
Most work centers on U.S. defense, intelligence, and federal missions, while Pangiam screening and digital-identity tools and cargo-security software extend into airports, customs, ports, and selected commercial logistics operations across Europe, the Middle East, and Latin America. Security-cleared technical teams integrate models, sensors, mission data, and customer workflows in distributed or disconnected environments.
Revenue is primarily recognized as contract work is performed and remains concentrated in government programs. Execution depends on appropriations and procurement timing, renewals and task orders, required security clearances, export and contracting rules, and integration of recently acquired technology.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 31, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $6 | Target: $4 |
| Jan 7, 2026 | Cantor Fitzgerald | Downgrade | Target: $7 | Target: $6 |
| Nov 11, 2025 | Cantor Fitzgerald | Target | Target: — | Target: $7 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $36.3M · Total debt $22.8M · Total assets $841.3M · Shareholders' equity $770.3M
- Revenue
- $36.7M
- Operating income
- −$27.4M
- Net income
- −$25.7M
No dividends on record.
| Institutions | 39.95% | 191.58M shares | |
|---|---|---|---|
| 361 holders · as of Jun 30, 2026 | |||
| Insiders | 0.83% | 3.99M shares | |
| 10 holders · as of Aug 17, 2026 | |||
| Strategic holders | 13.45% | 64.50M shares | |
| 2 holders · as of Jun 15, 2026 | |||
| Other | 45.77% | 219.42M shares | |
| remainder | |||
479.49M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BBAI Ultimate Holdings, LLCStrategicdirector, 10 percent owner | 13.39% | 64.20M | filed Jan 23, 2025 |
BlackRock, Inc.Institution | 8.46% | 40.57M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.42% | 21.20M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.59% | 12.40M | as of Jun 30, 2026 |
State Street CorpInstitution | 2.54% | 12.19M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 22, 2026 | Sean Raymond Ricker | officer: Chief Financial Officer | −10,000 | $4.33 |
| May 8, 2026 | Dorothy D. Hayes | director | −15,000 | $4.11 |
| Mar 16, 2026 | Pamela Joyce Braden | director | −80,000 | $4.00 |
| Mar 6, 2026 | Dorothy D. Hayes | director | −17,000 | $3.98 |
| Dec 4, 2025 | Sean Raymond Ricker | officer: Chief Financial Officer | −5,000 | $7.06 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BigBear.ai | $2.87 | −0.69% | $1.39B | — | — | 10.5 | +13.2% |
| Palantir Technologies | $188.44 | +1.86% | $424.75B | 156.8 | 99.8 | 69.0 | +92.8% |
| Leidos | $124.92 | +1.31% | $15.51B | 11.5 | 10.4 | 0.9 | +7.2% |
| Booz Allen Hamilton | $77.48 | +1.57% | $9.18B | 12.0 | 12.4 | 0.8 | −4.2% |
| Science Applications International | $133.49 | +2.93% | $5.48B | 15.2 | 13.1 | 0.7 | +6.3% |
| Parsons | $44.45 | +0.82% | $4.71B | 30.4 | 13.4 | 0.7 | −0.5% |
| C3.ai | $10.78 | −0.65% | $1.65B | — | — | 7.1 | −25.5% |
| BlackSky Technology | $22.76 | −1.85% | $949.0M | — | — | 8.7 | +50.1% |
| Clear Secure | $38.43 | −1.55% | $3.93B | 26.4 | 18.0 | 3.9 | +26.6% |
| Median | 20.8 | 13.2 | 2.4 | +6.7% |