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BigBear.ai Holdings, Inc. · NYSE · Technology
Browse public BBAI signals with their source context and measured market impact. Open any signal for its permanent analysis page.
BigBear.ai reported Q2 revenue of $36.75M, beating estimates, but EPS declined 5 cents versus a 4-cent loss expectation. Margin expanded to 32.8% and backlog rose 9% to $269.6M, with cash and investments totaling $409.8M. Management highlighted accretive M&A as a key catalyst for 2027 topline growth, though shares fell after hours on the mixed results.
View signal analysisBigBear.Ai reports Q1 2026 backlog of $281.9M, up 14% QoQ, including a $53M sole-source military award. The company reorganized to emphasize defense and government work, backing a 17% revenue growth target for 2026 with roughly $75M in new national security contracts. With a $1.43B market cap, the backlog implies potential upside if Pentagon AI spend remains steady.
View signal analysisBigBear.ai surged amid tech-sector AI enthusiasm, supported by improving momentum indicators and a move above near-term moving averages. The stock is testing the 200-day SMA at $5.31, with support around $4.15 as it attempts a sustained recovery. A break above $5.31 could attract new buyers and extend the rally.
View signal analysisBigBear.ai exceeded Q1 revenue expectations at $34.44 million while reaffirming its 2026 revenue guidance, suggesting stability despite a slight year-over-year revenue decline. The 14% increase in backlog provides positive momentum, yet the stock faces challenges near overhead resistance levels.
View signal analysisBigBear.ai is set to report earnings on May 5, with a consensus estimate predicting a 7-cent loss. High short interest and recent positive EPS surprises suggest a potential for volatility and price movement, making this a pivotal moment for the stock.
View signal analysisBigBear.ai (BBAI) is experiencing a notable increase in share price even as the Nasdaq and technology sector are struggling. This divergence could indicate strong investor interest, suggesting potential for continued momentum amidst broader market challenges.
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