BigBear.ai: I Was A Big Skeptic - Now This Is One Of My Highest Upside 2026 Bets [Seeking Alpha]
BigBear.ai, Inc. (BBAI)
Company Research
Source: Seeking Alpha
Since my last coverage, two key developments have changed my opinion about this stock. I believe a proposed 50% U.S. defense budget hike ($1T to $1.5T) in 2027 makes defense (not just AI) the 2026 theme, and BBAI can benefit from both. Upside drivers include scaling VANE ($1.3M) and J-35 ($13.2M/3.5 years), plus winning new SeaPort NxG task orders. The $250M Ask Sage deal ($250M, $140M cash) is accretive to the top line of the company. Despite execution risks, I feel positive about a turnaround in sentiment. Bridgendboy/iStock via Getty Images I was a big skeptic on BigBear.ai Holdings, Inc. ( BBAI ). The revenue guidance cut last year was very disappointing, especially given the fact that some shareholders were seeing this company as a cheaper alternative to This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of BBAI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expres
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BBAI
News
- BigBear.ai (NYSE:BBAI) was downgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=BBAI&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a>MarketBeat
- Down 20%, Should You Buy the Dip on BigBear.ai (BBAI) Stock? [Yahoo! Finance]Yahoo! Finance
- BigBear.ai partners with Kraft Group [Seeking Alpha]Seeking Alpha
- BigBear.ai Partners with the Kraft Group and New England Patriots to Drive Digital Transformation EfficienciesBusiness Wire
- Eli Lilly and JD.com have been highlighted as Zacks Bull and Bear of the Day [Yahoo! Finance]Yahoo! Finance
BBAI
Earnings
- 11/10/25 - Beat
BBAI
Sec Filings
- 1/2/26 - Form 4
- 1/2/26 - Form 4
- 1/2/26 - Form 4
- BBAI's page on the SEC website