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BIGBEAR AI HLDGS INC Stock Price, News & Analysis

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Welcome to our dedicated page for BIGBEAR AI HLDGS news (Ticker: BBAI), a resource for investors and traders seeking the latest updates and insights on BIGBEAR AI HLDGS stock.

BigBear.ai Holdings, Inc. (NYSE: BBAI) is frequently featured in news coverage as a provider of mission-ready artificial intelligence solutions and services for defense, national security, and critical infrastructure. Company press releases highlight how customers and partners rely on its artificial intelligence and predictive analytics capabilities in highly complex, distributed, mission-based operating environments, and how these capabilities support national security and critical infrastructure missions.

News about BigBear.ai often focuses on strategic partnerships, acquisitions, and capital structure developments. For example, the company has announced a strategic partnership with C Speed, LLC to integrate BigBear.ai’s ConductorOS AI orchestration platform with C Speed’s LightWave Radar system for border and homeland security applications. It has also reported a partnership with the Kraft Group and International Forest Products LLC to strengthen supply chain transparency, alongside a marketing partnership as an Official Sponsor of the New England Patriots.

Another recurring theme in BigBear.ai news is corporate transactions and balance sheet actions. The company has disclosed an agreement and plan of merger to acquire Ask Sage, Inc., followed by a press release stating that it completed the acquisition of Ask Sage, a generative AI platform designed for secure deployment and orchestration in defense, intelligence, and other highly regulated environments. Separate releases describe BigBear.ai’s actions to reduce its convertible debt through a combination of voluntary note conversions and redemption, and a subsequent announcement that all outstanding 6.00% Convertible Senior Secured Notes due 2029 were converted into common stock.

Coverage also includes geographic expansion and community initiatives. BigBear.ai has announced the opening of its first Middle East office in Abu Dhabi, United Arab Emirates, as part of a long-term investment in the region, and has highlighted partnerships with local entities there. In the United States, the company has issued releases about supporting the Washington Commanders’ “My Cause, My Cleats” charity campaign and other sponsorship activities. Investors and observers following BBAI news can expect updates on partnerships, acquisitions, regulatory filings, capital structure changes, geographic expansion, and community and sponsorship initiatives tied to the company’s mission-ready AI focus.

Rhea-AI Summary

BigBear.ai (NYSE: BBAI) reported fourth-quarter 2025 results and issued 2026 guidance. The company closed the year with $462 million in total cash and investments and completed acquisitions of Ask Sage and CargoSeer.

Full-year 2025 revenue was $128 million; 2026 revenue is projected at $135–$165 million (≈17% growth at midpoint). Q4 revenue was $27.3 million, down 38% year-over-year; Q4 adjusted EBITDA was $(10.3) million and Q4 net loss was $5.8 million. The company also settled convertible notes and reduced debt materially.

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Hadron Energy (Nasdaq: GIG) announced that the U.S. Nuclear Regulatory Commission will hold a public, hybrid meeting on February 19, 2026 to discuss NRC staff preliminary feedback on Hadron’s Quality Assurance Program Description (QAPD) Topical Report supporting Halo Micro-Modular Reactor licensing.

The QAPD aligns with 10 CFR Part 50, Appendix B and ASME NQA-1 standards, underpins planned 10 MWe Halo MMR FOAK deployment, and supports Hadron’s proposed $1.2 billion public listing via business combination with GigCapital7 Corp.

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BigBear.ai (NYSE: BBAI) will report fourth quarter and full year 2025 results on Monday, March 2, 2026, with an earnings release targeted for approximately 4:15 PM ET and an earnings call the same evening.

The earnings release and call details will be available on the company investor relations website at ir.bigbear.ai.

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BigBear.ai (NYSE: BBAI) announced a strategic partnership with Maqta Technologies, the digital arm of AD Ports Group, to explore co-development and delivery of AI-driven customs and border operations solutions for governments and port operators worldwide.

The initiative, announced at the World Customs Organization Technology Conference in Abu Dhabi on January 28, 2026, follows BigBear.ai opening a regional Abu Dhabi office on December 8, 2025 and a January 20, 2026 memorandum of understanding with EDGE Group.

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BigBear.ai (NYSE: BBAI) announced on January 21, 2026 the acquisition of certain technologies from CargoSeer, an AI software firm focused on cargo scanning enhancement and trade risk management, for an undisclosed amount. CargoSeer’s AI Shipment Inspection Platform combines automated image analysis, computer vision, machine learning, and trade data to support enhanced Non-Intrusive Inspection (NII) and help customs operators identify high-risk shipments, detect threats, and improve inspection efficiency across ports of entry. BigBear.ai said the technologies align with its strategy to support customs modernization, border security, and global trade facilitation.

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BigBear.ai (NYSE: BBAI) announced the full conversion of its outstanding 6.00% Convertible Senior Secured Notes due 2029. The $125 million principal amount of Notes outstanding as of January 2, 2026 was converted into common stock, with no Notes remaining outstanding.

The company said the conversion eliminated approximately $125 million of debt without any material cash outlay and reduced total note-related debt from about $142 million to approximately $17 million as of January 14, 2026, representing the remaining principal balance of convertible notes due December 2026.

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BigBear.ai (NYSE: BBAI) announced a strategic partnership with the Kraft Group and a marketing sponsorship with the New England Patriots on January 9, 2026. The agreement includes work with the Kraft Group’s International Forest Products LLC (IFP) to improve supply chain transparency by applying AI-enabled insights to global supply chains and operational decision-making. The companies describe the initial phase as an assessment to identify where advanced analytics can be integrated to improve visibility and commercial performance over time.

The announcement positions BigBear.ai as a technology partner across Kraft Group businesses while establishing an official sponsorship relationship with the New England Patriots.

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BigBear.ai (NYSE: BBAI) announced a planned redemption of its 6.00% Convertible Senior Secured Notes due 2029, with a Redemption Date of January 16, 2026. The company expects to eliminate approximately $125 million of convertible debt through voluntary conversions and redemption, after $58 million in principal was voluntarily converted in 2025. BigBear.ai expects to reduce total note-related debt from about $142 million to about $17 million (the remaining convertible notes due 2026) and to issue approximately 38 million reserved shares to satisfy conversions. The company expects these transactions to complete with no material cash outlay if most noteholders convert, preserving liquidity while lowering long-term liabilities and interest expense.

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BigBear.ai (NYSE: BBAI) completed its acquisition of Ask Sage for $250 million in cash on December 31, 2025. Ask Sage is a generative AI platform built for secure deployment, orchestration, and agent capabilities across defense, intelligence, and regulated environments.

Ask Sage supports >100,000 users across 16,000 government teams and hundreds of commercial customers. The deal expands BigBear.ai’s secure generative AI workflows and aims to accelerate adoption of mission-ready AI for national security and regulated markets.

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FAQ

What is the current stock price of BIGBEAR AI HLDGS (BBAI)?

The current stock price of BIGBEAR AI HLDGS (BBAI) is $4.1 as of March 2, 2026.

What is the market cap of BIGBEAR AI HLDGS (BBAI)?

The market cap of BIGBEAR AI HLDGS (BBAI) is approximately 1.8B.

BBAI Rankings

BBAI Stock Data

1.81B
433.30M
Information Technology Services
Services-prepackaged Software
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United States
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