BIGBEAR AI HLDGS INC Stock Price, News & Analysis

BigBear.ai (NYSE: BBAI) has partnered with Narval Holding Corp. to launch an AI-powered cargo security management solution in Panama. The initiative, implemented through Narval's subsidiary International Shipping Compliance, S.A. (ISC), aims to enhance global supply chain security and counter illicit trafficking.

The solution features an en route cargo chain-of-custody application utilizing biometric verification to link drivers, transport vehicles, and cargo containers. The system integrates real-time monitoring with a centralized management platform, enabling precise oversight of cargo flows and anomaly detection at the Panama Canal, a crucial gateway for global trade.

BigBear.ai (NYSE: BBAI) has successfully integrated its Pangiam® Threat Detection solution with Smiths Detection's HI-SCAN 6040 CTiX computed tomography screening systems. The integration enables real-time detection of prohibited items in luggage across aviation, port, and border environments.

The integrated solution, currently being trialed at multiple international airports, combines BigBear.ai's AI analytics with Smiths Detection's CT imaging technology. This collaboration advances open architecture solutions in aviation security, allowing operators to customize capabilities for their specific operational needs. The system was developed under the "Project Dartmouth" initiative and supports integration with various third-party scanning hardware, detection algorithms, and decision support tools.

BigBear.ai (NYSE:BBAI) reported Q2 2025 results with declining revenue and increased losses. Revenue decreased 18% to $32.5 million compared to $39.8 million in Q2 2024, primarily due to lower Army program volumes. The company reported a significant net loss of $228.6 million, largely driven by non-cash charges including a $135.8 million derivative liability change and a $70.6 million goodwill impairment.

Despite operational challenges, BBAI achieved a record cash balance of $390.8 million as of June 30, 2025. The company updated its 2025 revenue guidance to $125-140 million and withdrew its previous Adjusted EBITDA guidance due to Army program uncertainties and planned growth investments. Management highlighted new opportunities from government funding initiatives and a strategic partnership in the UAE for international expansion.

BigBear.ai (NYSE: BBAI) has announced a strategic collaboration with DEFCON AI to enhance military force readiness and joint logistics capabilities. The partnership will focus on developing advanced modeling, simulation, and data integration solutions for contested logistics and joint force sustainment.

The collaboration combines BigBear.ai's expertise in AI and data integration with DEFCON AI's capabilities in readiness analytics and logistics planning. Together, they aim to provide enhanced situational awareness and decision-making advantages across multi-domain military operations, from tactical operations at the Southwest border to strategic campaigns in the Indo-Pacific region.

BigBear.ai (NYSE: BBAI), a leader in mission-ready AI for defense and national security, has scheduled its Q2 2025 earnings release for August 11, 2025 at 4:15 PM ET. The company will host an earnings conference call the same evening. Both the earnings release and call details will be available on the company's investor relations website at ir.bigbear.ai.

BigBear.ai (NYSE: BBAI) announced its participation in Project Convergence - Capstone 5 (PC-C5), a multinational military experiment involving forces from Australia, Canada, France, Japan, New Zealand, United Kingdom, and the United States. The company's Virtual Anticipation Network (VANE) platform was utilized to test Next Generation Command Control systems.

During the experiment, VANE demonstrated capabilities in forecasting models, sentiment analysis for detecting adversarial narratives, and metadata tagging for environment navigation. The platform helped multinational forces gain situational awareness and identify emerging threats.

BigBear.ai (NYSE: BBAI) has announced significant deployments of its Enhanced Passenger Processing (EPP) biometric software across major international airports and ports of entry. The technology, developed by Pangiam (now part of BigBear.ai), aims to enhance security and streamline the international arrival process for U.S. citizens. The system has been implemented at 12 key locations, including major U.S. airports like JFK, LAX, and Chicago International, as well as international ports in Canada. CEO Kevin McAleenan emphasized the company's expertise in integrating advanced biometrics, AI, and operational infrastructure to support airports, seaports, and U.S. Customs and Border Protection in improving traveler security and experience.

BigBear.ai (NYSE: BBAI) has announced a strategic partnership with Easy Lease PJSC (ADX: EASYLEASE) and Vigilix Technology Investment L.L.C in the UAE. The collaboration aims to accelerate AI-enabled solutions development and deployment across the UAE and broader region. BigBear.ai will serve as the primary technology and innovation arm, developing and integrating AI tools, while Easy Lease contributes operational expertise and market reach, and Vigilix provides regional insight and strategic guidance. The partnership focuses on advancing AI capabilities in mobility, industrial, and other high-growth sectors, marking BigBear.ai's first major step in international expansion. The collaboration aligns with UAE's digital transformation goals and represents a significant milestone for BigBear.ai's global growth strategy.

BigBear.ai (NYSE: BBAI) has announced a strategic partnership with Analogic to enhance airport security through the integration of AI-powered threat detection capabilities. The collaboration combines BigBear.ai's Pangiam® Threat Detection and Decision Support Platform with Analogic's ConneCTTM Checkpoint Security System, an advanced Computed Tomograph (CT) scanner technology. This integration aims to provide real-time, AI-driven threat detection insights to airport security teams while maximizing passenger throughput and minimizing operational costs. The partnership leverages BigBear.ai's open architecture design, allowing for flexible integration with third-party systems and expanding capabilities across airport security operations worldwide.