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BBAI is ramping up homeland security AI, landing a $53M classified win as backlog climbs and secure genAI gains new government customers.

Cramer criticizes Clover Health's quarterly results, recommends Amkor for semiconductor packaging, and expresses caution over mortgage stocks.

Wall Street fixates on chipmakers and hyperscalers, but the harder problem in AI is implementation.

BigBear.ai Holdings, Inc. (NYSE:BBAI) shares are moving higher on Friday. But the move may be over.

Shares of BigBear.ai Holdings Inc. (NYSE:BBAI) are trading higher Thursday afternoon as risk appetite stays firm in AI-linked tech names and traders lean into a momentum rebound. Shares of IT service-related companies are trading higher amid possible sympathy with Snowflake following its first-quarter financial results and agentic AI agreement with AWS.

The better buy comes down to which of these AI companies is demonstrating a clear competitive advantage.

BBAI's backlog climbs to roughly $282M on a $53M classified win plus airport, shipbuilding and GenAI deals, putting 2026 revenue conversion in focus.

BBAI rolls out its AI cargo-security platform in Panama via a PTG deal, lifting shares 6.3% and pushing deeper into trade-and-travel security.

BigBear.ai Holdings (BBAI), C3.ai (AI), SoundHound AI (SOUN), and Tempus AI (TEM) are all heavily shorted

BigBear.ai (NYSE: BBAI), a specialized defense technology company providing mission-ready AI for national security and trade and travel customers, announced that

MCLEAN, Va.--(BUSINESS WIRE)---- $BBAI--BigBear.ai (NYSE: BBAI), a specialized defense technology company providing mission-ready AI for national security and trade & travel customers, announced that PTG (Panama Transshipment Group), the country's largest logistics operator, has signed a commercial agreement to be the first to deploy a new AI-powered cargo security management solution – the International Shipping Compliance application – developed by BigBear.ai and Narval. PTG is already using the te.

Artificial intelligence stocks remain among the market's most volatile yet closely watched investment themes in 2026. Investors continue searching for smaller AI companies that could emerge as long-term winners as enterprise AI adoption accelerates across industries.

BigBear.ai and C3.ai aren't worth buying, but Broadcom still has a bright future.

Kevin Warsh has put a fresh frame on the inflation debate, arguing that AI-driven productivity gains could allow the economy to grow faster without triggering inflation. If that supply-side view gains traction at the Fed, patience on rates becomes the base case, and the small-cap AI names that have been left for dead suddenly look... Prediction. Kevin Warsh's Fed View Could Unlock These 4 AI Stocks Under $10 That the Market Has Left for Dead

BigBear.ai Holdings, Inc. BBAI is doubling down on generative AI, and early signs suggest the strategy is beginning to reshape its revenue mix in a meaningful way. While first-quarter 2026 revenues dipped slightly year over year to $34.4 million, the company delivered a sharp improvement in gross margin, which expanded 1,278 basis points to 34%.

BBAI stock jumps 24.7% in a month, considering backlog growth and Ask Sage gains, but losses, valuation and federal reliance keep risks high.

BigBear.ai Holdings, Inc. (BBAI) Q1 2026 Earnings Call Prepared Remarks Transcript

BigBear.ai Holdings Inc (NYSE:BBAI) shares are trading marginally lower Friday afternoon as traders keep reacting to the company's latest quarterly update and guidance. Here's what investors need to know.

BigBear.ai (NYSE:BBAI | BBAI Price Prediction) is a high-volatility AI defense play that delivered a constructive Q1 2026.

BBAI's Q1 2026 gross margin jumps to 34% as Ask Sage GenAI platform revenue grows, but higher R&D and go-to-market spend still pressure EBITDA.

BBAI slids after Q1 results as higher operating expenses and a wider adjusted EBITDA loss offset a revenue beat and margin gains.

BigBear.ai Holdings, Inc. reported flat Q1 revenues at $34.4M, with Army program weakness offsetting Ask Sage gains. BBAI's gross margin improved to 34% due to the Ask Sage acquisition, but overall profitability remains elusive as SG&A outpaces gross profit. The company holds $431.5M in liquidity and no long-term debt, providing a substantial operational runway for BBAI despite persistent losses and share dilution.

BigBear.ai's (NASDAQ: BBAI) latest earnings report has left investors divided. The company said first-quarter revenue came in at $34.4 million, gross margin jumped to 34%, and net loss narrowed to $56.8 million.

BigBear.ai Holdings, Inc. (BBAI) came out with a quarterly loss of $0.08 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.1 per share a year ago.

MCLEAN, Va.--(BUSINESS WIRE)---- $BBAI--BigBear.ai Holdings, Inc. (NYSE: BBAI) (“BigBear.ai” or the “Company”), a specialized defense & security technology company providing mission-ready AI, today announced financial results for the first quarter of 2026 and issued an investor presentation that has been posted to the Investor Relations section of the Company's website. “It is great to report significant wins in Q1 amounting to close to $75 million that prove our thesis that national security, and tr.

Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. BigBear Shares Rebounding - But Still Down 1.3% Today Before Q1 Earnings 32 minutes ago Live... Live: Will BigBear Beat Earnings Tonight?
The Pentagon's accelerating push to embed artificial intelligence across defense and national security operations has put a spotlight on a small group of pure-play federal AI vendors.

BigBear.ai stock has been crushed, but its government AI pipeline and Ask Sage deal could make this speculative story worth watching closely.

BigBear.ai Holdings Inc (NYSE:BBAI) shares are trading marginally higher Friday morning as traders keep repositioning into next week's earnings setup after a burst of options-driven volatility earlier in the week. Here's what investors need to know.

BigBear.ai Holdings, Inc. BBAI is scheduled to report first-quarter 2026 results on May 5, after the closing bell. The quarterly results are likely to reflect early benefits from strategic repositioning, acquisitions and improving demand trends, alongside continued execution and cost-related pressures.

BigBear.ai Holdings, Inc. (BBAI) closed the most recent trading day at $3.82, moving 7.28% from the previous trading session.

BigBear.ai (NYSE: BBAI stock) is back in the spotlight ahead of next week's first-quarter report, and the stock's latest move explains why. BBAI stock jumped over 10% Tuesday, climbing sharply as shares swung from $3.65 to $4.39 and hovered near $4.20–$4.22.

CoStar Group (CSGP) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.14 per share a year ago.

With revenue dependent on government contracts, BigBear.ai's earnings and any updates on program awards or backlog conversion will be key to assessing whether recent trading momentum reflects underlying business traction.

BigBear.ai Inc (NYSE:BBAI) shares are ripping higher on Tuesday. The Nasdaq is firmly lower and Technology is the worst‑performing sector, yet the stock is pushing higher.

BigBear.ai (NYSE: BBAI - Get Free Report) and Evolv Technologies (NASDAQ: EVLV - Get Free Report) are both small-cap computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, risk, analyst recommendations, earnings, dividends and profitability. Analyst Recommendations This is a breakdown

Investors in BigBear.ai (BBAI 0.94%) are hoping it can achieve even a fraction of Palantir's success.

BigBear.ai ends 2025 with $462M cash, cuts debt 90% and buys Ask Sage and CargoSeer to chase 2026 growth in security and trade.

BigBear.ai Holdings, Inc. (BBAI) closed at $3.73 in the latest trading session, marking a -6.52% move from the prior day.

Artificial intelligence is becoming a bigger priority across U.S. defense, intelligence and civilian agencies as governments seek faster decision-making, stronger cybersecurity and mission automation. That trend has increased investor interest in GovTech AI names that combine public-sector relationships with scalable technology capabilities.

MCLEAN, Va.--(BUSINESS WIRE)--BigBear.ai (NYSE: BBAI), a specialized defense technology company, providing mission-ready AI for national security and travel & trade customers, today announced that it will publish its first quarter earnings release on Tuesday, May 5 at approximately 4:15 pm ET and will host an earnings call at 4:30 pm ET. The earnings release will be accessible on the Company's investor relations website: https://ir.bigbear.ai. Additional details on the earnings call will be.

The pick-and-shovel AI money is in the "plumbing," like circuit boards, power systems, and fiber networks. TTM Technologies and Bel Fuse are seeing real growth from AI infrastructure demand.

The latest trading day saw BigBear.ai Holdings, Inc. (BBAI) settling at $3.75, representing a -1.06% change from its previous close.

BBAI is lining up for rising U.S. defense AI spend, backed by Ask Sage/CargoSeer buys, a stronger balance sheet and a 2026 revenue growth outlook.

LOS ANGELES, April 16, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises BigBear.ai Holdings , Inc. (“BigBear" or the "Company") (NYSE: BBAI) investors that the firm has initiated an investigation into possible securities fraud, and may file a class action on behalf of investors. Investors are encouraged to contact attorney Lesley F.

/PRNewswire/ -- The counter-unmanned aircraft system (C-UAS) market is in the middle of a generational expansion. According to a forecast from

BBAI's model-agnostic platform, boosted by the late-2025 Ask Sage deal, targets defense users seeking flexible, secure AI without vendor lock-in.

Investors are hoping these companies follow the success of other AI companies.

BigBear.ai Holdings, Inc. BBAI stock has come under significant pressure in recent months, reflecting both company-specific challenges and a broader pullback in high-growth AI names. With the stock sharply underperforming its industry, investors are now weighing whether the recent correction has created a valuation-driven opportunity or simply reflects deeper execution concerns.

BigBear.ai Holdings (NYSE:BBAI | BBAI Price Prediction) trades at $3.49 as of writing, sitting 43% below its 52-week high of $9.39 and well under its 50-day moving average of $4.18.

BigBear.ai stock is now down more than 35% year to date.

MCLEAN, Va.--(BUSINESS WIRE)--BigBear.ai (NYSE: BBAI), a specialized defense technology company, providing mission-ready AI for national security and travel & trade customers, today announced the appointment of Jo Ann Bjornson as Chief Human Resources Officer (CHRO) and Alex Thompson as Chief Corporate Affairs Officer (CCAO). These additions to the executive leadership team underscore BigBear.ai's commitment to driving growth, fostering innovation, and strengthening its position as a truste.

DXC Technology (NYSE: DXC - Get Free Report) and BigBear.ai (NYSE: BBAI - Get Free Report) are both computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, risk, dividends, profitability, institutional ownership and valuation. Institutional and Insider Ownership 96.2% of DXC

The rising AI tide lifted plenty of boats, but the incoming storm will sink a lot of them.

BigBear.ai is pivoting from government services to a platform-centric AI company, leveraging acquisitions like Ask Sage and CargoSeer for scalable, secure solutions. BBAI's FY25 saw a 38% YoY revenue decline and negative adjusted EBITDA, but a major recapitalization strengthened liquidity to $462M and reduced debt by over 90%. Shareholder dilution was significant, with shares outstanding rising 74%, yet management targets 17% revenue growth in 2026 driven by AI platform expansion.

BigBear.ai Holdings, Inc. (BBAI) closed the most recent trading day at $3.51, moving 1.96% from the previous trading session.

Fujitsu (OTCMKTS:FJTSY - Get Free Report) and BigBear.ai (NYSE: BBAI - Get Free Report) are both computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, analyst recommendations, institutional ownership, dividends, valuation and profitability. Valuation and Earnings This table compares Fujitsu and

Exchange Traded Concepts LLC acquired a new position in shares of BigBear.ai Holdings, Inc. (NYSE: BBAI) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 165,970 shares of the company's stock, valued at approximately $896,000. Other hedge funds have also bought

BigBear.ai (BBAI +15.79%) looks like a failed AI stock, but that may provide for a perfect entry point. A stronger balance sheet, a massive backlog, and a possible new catalyst could just be enough to send the stock soaring once again.

BigBear.ai (BBAI 5.27%) looks like a damaged AI story, but that is exactly what makes this setup so compelling. With a stronger balance sheet, a surging backlog, and real government contracts, the upside could be meaningful if execution finally starts showing up in revenue.
