BigBear.ai Holdings, Inc. (BBAI) Stock

BigBear.ai Holdings, Inc. (BBAI) is a Technology stock trading at $3.22 (as of 2026-08-21), with a market capitalization of $1.54B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

BigBear.ai Holdings, Inc. provides AI and machine-learning based offerings for decision support through two segments: Cyber & Engineering and Analytics. The former delivers consulting and technology services in areas such as cybersecurity and systems engineering, while the latter focuses on big data computing and predictive/prescriptive analytics to help customers aggregate and interpret data for decision-making.

Understand BigBear.ai Holdings, Inc.: how it makes money

BigBear.ai provides artificial intelligence and machine learning decision support, and makes money by delivering high-end technology and management consulting across its Cyber and Engineering and Analytics services.

Because BigBear.ai’s work is delivered through two consulting-heavy segments (Cyber and Engineering, and Analytics), the path to profit depends on winning new engagements, then staffing and delivering them efficiently.

Revenue by segment (latest quarter)
Analytics$0.0B
CyberEng$0.0B

Business quality (Weak): The company has identified operating traction signals (new federal contracts won, and deployments for its VeriScan offering) but the latest quarter shows reported revenue at roughly zero and a very weak operating margin.

Bull case

  • New Federal Contracts Won: The company reported 11.0 new federal contracts won, which can indicate ongoing demand for its AI and engineering services.
  • VeriScan International Departure Gates Deployed at Denver International Airport: It reported 14.0 VeriScan International departure gates deployed at Denver International Airport, which can support evidence of customer deployments.

Bear case

  • Operating margin: Operating margin was -70.4% in the latest quarter, indicating significant losses at the operating level.
  • Revenue scale: Reported revenue was 0.0B for the latest quarter, which makes it harder to spread costs and improve profitability.
Valuation — source: SEC EDGAR (first-party)
Price$3.22
Market Cap$1.54B
Price / Book2.00
Price / Sales11.73
FCF Yield-4.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$127.67M
Net Margin-230.2%
Revenue Growth (YoY)13.2%
EPS Growth (YoY)-93.0%
FCF Growth (YoY)481.5%
Financial Health — source: SEC EDGAR
Altman Z-Score1.45 (distress)
Piotroski F-Score4/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Technology)34.0
Industry P/E (Business Services)30.2
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($176.55M)
Institutional Holders Tracked10
Congressional Trades (recent)3
Company
SectorTechnology
IndustryBusiness Services
CEOKevin McAleenan
Employees630
CountryUS
IPO Date2021-04-05

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BBAI earnings history · BBAI institutional & insider holders · BBAI KPIs & operating metrics · BBAI financials · BBAI investor presentations & press releases · BBAI SEC filings · BBAI peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.