BBAI Archives - Up2info.com

BigBear.ai falls after Q4 revenue misses due to lower volume on military programs

wpadmin — Tue, 03 Mar 2026 13:27:24 +0000

BigBear.ai (BBAI) was down 6% during early trading on Tuesday after its fourth-quarter revenue fell short of expectations due to lower volumes stemming from its U.S. Army programs.

For the quarter ended December 31, the company reported revenue of $27.3M, which was less

The post BigBear.ai falls after Q4 revenue misses due to lower volume on military programs appeared first on Up2info.com.

BigBear.ai outlines 17% revenue growth target and highlights strategic AI acquisitions while expanding global footprint

wpadmin — Mon, 02 Mar 2026 23:18:38 +0000

Earnings Call Insights: BigBear.ai Holdings, Inc. (BBAI) Q4 2025

Management View

CEO Kevin McAleenan stated that “as of year-end 2025, BigBear.ai is in the strongest financial position in the company’s history,” highlighting efforts to rebuild the financial foundation, reduce debt, and achieve record liquidity. He emphasized

The post BigBear.ai outlines 17% revenue growth target and highlights strategic AI acquisitions while expanding global footprint appeared first on Up2info.com.

BigBear.ai GAAP EPS of -$0.01 beats by $0.05, revenue of $27.3M misses by $6.01M

wpadmin — Mon, 02 Mar 2026 21:17:24 +0000

BigBear.ai press release (BBAI): Q4 GAAP EPS of -$0.01 beats by $0.05.
Revenue of $27.3M (-37.7% Y/Y) misses by $6.01M.
Shares -7.8% AH.

The post BigBear.ai GAAP EPS of -$0.01 beats by $0.05, revenue of $27.3M misses by $6.01M appeared first on Up2info.com.

BigBear.ai Q4 Earnings Preview

wpadmin — Fri, 27 Feb 2026 22:35:00 +0000

BigBear.ai (BBAI) is scheduled to announce Q4 earnings results on Monday, March 2nd, after market close.
The consensus EPS Estimate is -$0.06 and the consensus Revenue Estimate is $33.31M (-23.9% Y/Y).
Over the last 1 year, BBAI has beaten EPS estimates 50% of the time and has beaten revenue estimates 25% of the time.

The post BigBear.ai Q4 Earnings Preview appeared first on Up2info.com.

BigBear.ai Q4 Earnings Preview

wpadmin — Fri, 27 Feb 2026 22:35:00 +0000

BigBear.ai (BBAI) is scheduled to announce Q4 earnings results on Monday, March 2nd, after market close.
The consensus EPS Estimate is -$0.06 and the consensus Revenue Estimate is $33.31M (-23.9% Y/Y).
Over the last 1 year, BBAI has beaten EPS estimates 50% of the time and has beaten revenue estimates 25% of the time.

The post BigBear.ai Q4 Earnings Preview appeared first on Up2info.com.

BigBear.ai to acquire assets of CargoSeer

wpadmin — Wed, 21 Jan 2026 21:46:04 +0000

BigBear.ai (BBAI) said on Wednesday it has acquired certain technologies of CargoSeer, a provider of AI cargo scanning and trade risk management software for customs enforcement.
CargoSeer’s AI platform uses computer vision, machine learning, and trade data to enable enhanced non-intrusive cargo inspections and faster threat detection for customs authorities.
Shares -3.87%.

The post BigBear.ai to acquire assets of CargoSeer appeared first on Up2info.com.

Applied Digital most shorted stock in December, NTT DATA sees least interest

wpadmin — Fri, 16 Jan 2026 17:06:51 +0000

The S&P 500 technology sector (XLK) advanced 25.24% in the past year, far outpacing the broader markets, which rose 16.72%. In December, XLK moved 0.56% in the upward direction.

Within the tech sector (excluding application software firms), Applied Digital (APLD) was the most shorted stock in December, while NTT DATA (NTDTY) was the least shorted stock.

Stocks with the largest and least short positions

Ranked by short interest as a percentage of shares out

Seeking Alpha

Applied Digital (APLD), BigBear.ai Holdings (BBAI) and Enphase Energy (ENPH) were the three most shorted stocks in December with short interest of 27.27%, 24.61% and 24.27%, respectively.

Following them were Navitas Semiconductor (NVTS) with a short interest of 22.43% and IonQ (IONQ) at 22.07%.

Microsoft (MSFT) was the second least shorted stock after NTT DATA Group (NTDTY) with an SI of 0.00%. Short interest in the tech giant was 0.71%. Apple (AAPL) was also among the least shorted stocks with an SI of 0.77%.

The post Applied Digital most shorted stock in December, NTT DATA sees least interest appeared first on Up2info.com.

BigBear.ai partners with Kraft Group

wpadmin — Fri, 09 Jan 2026 14:49:37 +0000

BigBear.ai (BBAI) on Friday announced a new partnership with the Kraft Group.
As part of the partnership, BigBear.ai has entered into an agreement with the Kraft Group’s International Forest Products LLC (IFP) to strengthen supply chain transparency.
This work is focused on enhancing IFP’s visibility into global supply chains and identifying where AI-enabled insights can improve operational performance and commercial decision-making.
In addition, BigBear.ai (BBAI) has entered into a marketing partnership as an official sponsor of the New England Patriots.
BigBear.ai (BBAI) shares were up ~4%.

The post BigBear.ai partners with Kraft Group appeared first on Up2info.com.

BigBear.ai downgraded to Neutral following 20% revenue drop: Cantor

wpadmin — Wed, 07 Jan 2026 14:30:21 +0000

BigBear.ai (BBAI) was downgraded to Neutral from Overweight by Cantor following a 20% year-over-year revenue decline in the artificial intelligence and analytics company’s most recent quarterly earnings results.

Cantor also reduced its price target on the stock to $6 from $7.

BigBear shares were down 4% during early Wednesday trading.

“Execution risk remains elevated given reliance on lumpy government contracts, contributing to continued operating losses and margin pressure, with adjusted EBITDA of ($9.4M) in 3Q25 and an operating margin of (66.0%),” said Cantor analysts Jonathan Ruykhaver and Ben Mitchell in a Wednesday investor note.

BigBear draws about one-third of its revenue from government contracts with agencies such as the U.S. Department of Defense and the Department of Homeland Security. Its third-quarter revenue was affected by the prolonged government shutdown.

The company recently acquired Ask Sage, a generative artificial intelligence platform for secure distribution of artificial intelligence models and agentic AI capabilities, built specifically for defense and national security agencies and other regulated sectors.

“While the Ask Sage acquisition strengthens AI positioning in highly regulated environments, the $250M deal at ~10x FY25 ARR introduces integration risk and extends the timeline to meaningful margin expansion,” Ruykhaver noted.

The post BigBear.ai downgraded to Neutral following 20% revenue drop: Cantor appeared first on Up2info.com.

BigBear.ai, C Speed join forces on AI-driven border security; shares rise

wpadmin — Fri, 19 Dec 2025 08:05:28 +0000

BigBear.ai (BBAI) on Thursday announced a strategic partnership with C Speed, LLC, a U.S.-based firm in radar and defense solutions, and a NewSpring Holdings ’platform company.
Together, the companies will integrate BigBear.ai’s ConductorOS AI orchestration platform with C Speed’s software-defined LightWave Radar (LWR) system to deliver autonomous and real-time threat detection and decision support for global defense and homeland security partners.
The partnership is expected to leverage BigBear.ai’s expanding presence across all geographic markets, including the Middle East, from BigBear.ai’s new office in Abu Dhabi, UAE.
BigBear.ai Holdings (BBAI) closed 3.5% higher on Thursday.

The post BigBear.ai, C Speed join forces on AI-driven border security; shares rise appeared first on Up2info.com.