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

BigBear.ai Holdings, Inc. (NYSE:BBAI) Director Dorothy Hayes sold 15,000 shares of BigBear.ai stock in a transaction on Friday, May 8th. The shares were sold at an average price of $4.11, for a total transaction of $61,650.00. Following the transaction, the director owned 204,150 shares in the company, valued at approximately $839,056.50. This trade represents a 6.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website.

BigBear.ai Trading Up 0.3%

Shares of BBAI stock opened at $4.18 on Friday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.78 and a current ratio of 6.08. The stock has a fifty day simple moving average of $3.77 and a two-hundred day simple moving average of $5.09. The firm has a market capitalization of $2.00 billion, a PE ratio of -4.81 and a beta of 3.25. BigBear.ai Holdings, Inc. has a 52-week low of $3.01 and a 52-week high of $9.39.

BigBear.ai (NYSE:BBAI) last announced its quarterly earnings data on Monday, March 2nd. The company reported ($0.01) EPS for the quarter, beating the consensus estimate of ($0.05) by $0.04. The business had revenue of $27.30 million for 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 business’s revenue was down 37.7% on a year-over-year basis. During the same period in the previous year, the business earned ($0.43) earnings per share. On average, analysts predict that BigBear.ai Holdings, Inc. will post -0.2 EPS for the current fiscal year.

Hedge Funds Weigh In On BigBear.ai

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Van ECK Associates Corp purchased a new position in BigBear.ai during the 4th quarter valued at approximately $46,675,000. Vanguard Group Inc. raised its holdings in shares of BigBear.ai by 32.6% during the 3rd quarter. Vanguard Group Inc. now owns 27,604,836 shares of the company’s stock worth $179,984,000 after acquiring an additional 6,790,890 shares in the last quarter. UBS Group AG raised its holdings in shares of BigBear.ai by 145.7% during the 4th quarter. UBS Group AG now owns 10,386,833 shares of the company’s stock worth $56,089,000 after acquiring an additional 6,158,665 shares in the last quarter. Two Sigma Investments LP boosted its position in shares of BigBear.ai by 165.5% during the 3rd quarter. Two Sigma Investments LP now owns 4,903,920 shares of the company’s stock valued at $31,974,000 after acquiring an additional 3,056,597 shares during the last quarter. Finally, Geode Capital Management LLC boosted its position in shares of BigBear.ai by 35.9% during the 4th quarter. Geode Capital Management LLC now owns 10,247,877 shares of the company’s stock valued at $55,347,000 after acquiring an additional 2,706,195 shares during the last quarter. 7.55% of the stock is owned by institutional investors.

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?

Wall Street Analysts Forecast Growth

Several research firms have weighed in on BBAI. Wall Street Zen upgraded BigBear.ai from a “sell” rating to a “hold” rating in a research note on Saturday. Weiss Ratings reissued a “sell (d-)” rating on shares of BigBear.ai in a report on Monday, April 20th. HC Wainwright dropped their target price on shares of BigBear.ai from $8.00 to $6.00 and set a “buy” rating for the company in a research report on Tuesday, March 3rd. Finally, Cantor Fitzgerald cut their target price on shares of BigBear.ai from $6.00 to $5.00 and set a “neutral” rating for the company in a research note on Tuesday, March 3rd. One research analyst has rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $5.50.

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.