BIGBEAR AI HLDGS INC Stock Price, News & Analysis

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.

Hadron Energy (NASDAQ: GIG) appointed Ken Canavan as Chief Operating Officer and Rahul Shukla as Chief Financial Officer, and added Dr. Lander Ibarra and Jason Christensen to technical and regulatory leadership. The company also named Raanan Horowitz to join the post-combination Board as an eighth director and to chair the Nominating and Corporate Governance Committee while joining the Audit Committee. These leadership additions support Hadron’s planned commercialization of the Halo Micro-Modular Reactor (MMR) and its proposed $1.2 billion business combination with GigCapital7, targeting FOAK deployment, licensing, manufacturing readiness, and public-company readiness.

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.

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.

BigBear.ai (NYSE: BBAI) announced a strategic partnership with C Speed to integrate BigBear.ai’s ConductorOS AI orchestration platform with C Speed’s software-defined LightWave Radar (LWR). The collaboration targets intelligent, autonomous, real-time threat detection and decision support for defense, homeland security, and border missions.

The partnership will combine AI-driven sensor fusion, edge AI for faster detection and response, and mode switching across airborne, ground, and maritime threats. C Speed’s LWR is currently deployed across multiple Department of Homeland Security, Department of War and international missions. BigBear.ai plans to leverage expanded geographic presence including a new Abu Dhabi office.

GigCapital Global (Nasdaq: GIG) announced continued expansion of its Private-to-Public Equity (PPE) platforms, citing the October 2025 completion of GigCapital8's IPO and the December 2025 Form S-1 filing for GigCapital9. The company highlights its Mentor-Investor™ methodology and ongoing active support for partner companies.

GigCapital7 noted that Hadron Energy’s Quality Assurance Program Description Topical Report was accepted for formal review by the U.S. Nuclear Regulatory Commission, marking the start of technical NRC review for Hadron’s Halo micro modular reactor.

BigBear.ai (NASDAQ: BBAI) announced the opening of its first Middle East office at the World Trade Center Abu Dhabi on December 8, 2025, signaling a long-term investment in the UAE market. CEO Kevin McAleenan, speaking at the Global AI Show, emphasized the UAE's role in applying AI to frictionless travel and trade and said BigBear.ai will recruit Emirati talent and build a diverse local workforce.

The company noted recent regional partnerships with Vigilix and Easy Lease (both owned by International Holding Company) and framed the expansion as bringing U.S. government and commercial AI experience to UAE public- and private-sector partners.

BigBear.ai (NYSE: BBAI) announced support for the Washington Commanders’ tenth annual “My Cause, My Cleats” charity campaign by sponsoring a custom cleat design. The cleats, created with veteran-owned Passion for Ezra, honor military families and will be auctioned to benefit the Fort Meade Alliance Foundation.

The online auction opened December 1 and will remain open until January 5, 2026. BigBear.ai’s CEO Kevin McAleenan said the company is proud to boost visibility for organizations aiding service members and their families.

Hadron Energy (Nasdaq: GIG) announced on December 3, 2025 that the U.S. Nuclear Regulatory Commission has formally accepted for review Hadron's Quality Assurance Program Description (QAPD) Topical Report for the Halo Micro-Modular Reactor (MMR).

The NRC's completeness determination allows formal docketing and sets an initial review schedule, expected Requests for Additional Information (RAIs) and Regulatory Confirmatory Items (RCIs) timing based on an assumed 30-day response window, and estimated staff-hour allocations; the agency noted the schedule may change if technical issues arise.