First Trust Advisors LP Has $8.52 Million Stock Position in BigBear.ai Holdings, Inc. $BBAI

First Trust Advisors LP grew its position in BigBear.ai Holdings, Inc. (NYSE:BBAI) by 18.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,419,242 shares of the company’s stock after acquiring an additional 369,981 shares during the quarter. First Trust Advisors LP’s holdings in BigBear.ai were worth $8,516,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the company. Invesco Ltd. increased its position in shares of BigBear.ai by 26.4% during the first quarter. Invesco Ltd. now owns 26,728 shares of the company’s stock valued at $76,000 after purchasing an additional 5,579 shares during the period. AQR Capital Management LLC bought a new position in BigBear.ai in the first quarter worth $88,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in BigBear.ai by 54.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 456,661 shares of the company’s stock worth $1,306,000 after buying an additional 160,096 shares in the last quarter. NewEdge Advisors LLC boosted its stake in BigBear.ai by 441.1% during the first quarter. NewEdge Advisors LLC now owns 74,318 shares of the company’s stock worth $213,000 after buying an additional 60,583 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its holdings in BigBear.ai by 569.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,340,713 shares of the company’s stock valued at $6,694,000 after buying an additional 1,990,822 shares during the period. Institutional investors and hedge funds own 7.55% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on BBAI shares. Weiss Ratings restated a “sell (d-)” rating on shares of BigBear.ai in a research note on Friday, July 17th. Wall Street Zen lowered shares of BigBear.ai from a “hold” rating to a “sell” rating in a research report on Saturday. Finally, Cantor Fitzgerald lowered their target price on shares of BigBear.ai from $5.00 to $4.00 and set a “neutral” rating on the stock in a research note on Friday. One analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, BigBear.ai presently has a consensus rating of “Hold” and an average price target of $5.00.

Insider Buying and Selling at BigBear.ai

In other news, CFO Sean Raymond Ricker sold 10,000 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $4.33, for a total value of $43,300.00. Following the sale, the chief financial officer owned 609,256 shares in the company, valued at approximately $2,638,078.48. The trade was a 1.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Dorothy D. Hayes sold 15,000 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $4.11, for a total transaction of $61,650.00. Following the completion of the sale, the director directly owned 204,150 shares in the company, valued at approximately $839,056.50. The trade was a 6.84% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is currently owned by insiders.

Key Stories 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

BigBear.ai Trading Down 1.6%

Shares of BBAI opened at $2.79 on Friday. 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 stock has a market cap of $1.33 billion, a PE ratio of -13.26 and a beta of 3.32. BigBear.ai Holdings, Inc. has a 1 year low of $2.59 and a 1 year high of $9.39. The stock has a 50 day simple moving average of $3.67 and a 200-day simple moving average of $4.05.

BigBear.ai 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.