BigBear.Ai: Strategic Shift Emerging, Execution Still Unproven (Rating Upgrade) [Seeking Alpha]
BigBear.ai, Inc. (BBAI)
Company Research
Source: Seeking Alpha
Core revenue growth remains elusive, and profitability issues persist, with Q3 adjusted EBITDA at -$9.4m and no near-term margin inflection. The Ask Sage acquisition could drive a ~20% revenue uptick in 2026, introducing recurring revenues and smoothing BBAI's revenue profile. Execution and integration risks remain, and proof of product-market fit is still lacking, keeping BBAI from a Buy rating. coldsnowstorm/iStock via Getty Images BigBear.ai ( BBAI ) has transitioned from a valuation-excess stage in October 2025, when I issued a Sell call. The share prices are down ~40% since, and I think it is a time to book profits and move to a Hold. The This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Se
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BBAI
News
- BigBear.ai Holdings, Inc. (BBAI) Stock Declines While Market Improves: Some Information for Investors [Yahoo! Finance]Yahoo! Finance
- BigBear.ai to Report Fourth Quarter and Full Year 2025 Results on March 2, 2026 [Yahoo! Finance]Yahoo! Finance
- BigBear.ai to Report Fourth Quarter and Full Year 2025 Results on March 2, 2026Business Wire
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BigBear.ai Holdings, Inc. - BBAIPR Newswire
- Do Airport Biometrics & Travel Tech Add a New Growth Engine for BBAI? [Yahoo! Finance Canada]Yahoo! Finance Canada
BBAI
Earnings
- 11/10/25 - Beat
BBAI
Sec Filings
- 2/4/26 - Form 4
- 1/22/26 - Form DEFA14A
- 1/15/26 - Form DEFA14A
- BBAI's page on the SEC website