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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.

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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.

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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.

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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.

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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.

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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.

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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.
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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.
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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.
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BigBear.ai (NYSE: BBAI) has announced a CFO transition, with Sean Ricker appointed as interim Chief Financial Officer, effective immediately. Ricker, who previously served as Chief Accounting Officer and Corporate Controller, succeeds Julie Peffer in the role. CEO Kevin McAleenan highlighted Ricker's extensive experience with BigBear.ai, particularly noting his involvement since before the company went public. Peffer, who served as CFO since June 2022, is departing to pursue other opportunities. During her tenure, she was instrumental in strengthening the company's balance sheet through capital fundraising and debt restructuring initiatives, while also providing operational leadership to enhance the company's financial foundation.
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BigBear.ai (NYSE: BBAI) has announced a collaboration with Hardy Dynamics to support the U.S. Army's Project Linchpin through a Direct-to-Phase II Small Business Innovation Research (SBIR) contract. The project focuses on developing next-generation AI technologies for secure communication and coordination of unmanned aerial system (UAS) swarms.

Hardy Dynamics will utilize BigBear.ai's ConductorOS platform to enable interoperability between autonomous systems and develop adaptive ML algorithms for dynamic environment response. The initiative aligns with the Army Transformation Initiative, specifically addressing C-sUAS capability gaps and AI integration for accelerated decision-making in command and control nodes.

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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 $3.96 as of February 27, 2026.

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

The market cap of BIGBEAR AI HLDGS (BBAI) is approximately 1.9B.

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BBAI Stock Data

1.90B
433.44M
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