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Stock impact report

Cantor Raises BigBear.ai (BBAI) Target to $7—Here's What's Driving the Bullish Call [Yahoo! Finance]

BigBear.ai, Inc. (BBAI) 
Company Research Source: Yahoo! Finance
its price target on the stock to $7.00 from $6.00 while maintaining an “Overweight” rating. The firm has cited secular tailwinds and expanding AI investments behind the increased price target. Cantor noted how BBAI has delivered a solid 3Q25, with “revenue declining 20.1% year over year to $33.1 million, yet exceeding FactSet consensus estimates.” The revenue contraction has been largely due to federal program disruptions and government shutdown issues, the firm noted. BBAI has also announced an agreement to acquire AskSage, which is an AI platform that helps safely deploy and manage AI models in highly regulated sectors. “We reiterate our Overweight rating on BigBear.ai and raise our 12-month price target to $7.00 from $6.00 based on long-term secular tailwinds and expanding AI investments. BigBear.ai delivered a solid 3Q25, with revenue declining 20.1% year over year to $33.1 million, yet exceeding FactSet consensus estimates. The top-line contraction was primarily driven by Show less Read more
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