Rep. Lisa C. McClain Purchases Shares of BigBear.ai Holdings, Inc. (NYSE:BBAI)

Representative Lisa C. McClain (Republican-Michigan) recently bought shares of BigBear.ai Holdings, Inc. (NYSE:BBAI). In a filing disclosed on March 04th, the Representative disclosed that they had bought between $1,001 and $15,000 in BigBear.ai stock on February 4th. The trade occurred in the Representative’s “CHARLES SCHWAB 401K > SCHWAB 824” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of BigBear.ai (NYSE:BBAI) on 2/6/2026.

BigBear.ai Price Performance

NYSE BBAI traded up $0.21 during midday trading on Friday, hitting $4.25. The company had a trading volume of 69,391,597 shares, compared to its average volume of 42,932,164. The firm has a 50-day moving average price of $5.05 and a 200-day moving average price of $5.85. The company has a market capitalization of $2.02 billion, a PE ratio of -4.25 and a beta of 3.49. The company has a current ratio of 1.78, a quick ratio of 3.13 and a debt-to-equity ratio of 0.16. BigBear.ai Holdings, Inc. has a twelve month low of $2.36 and a twelve month high of $9.39.

BigBear.ai (NYSE:BBAI) last released its earnings results on Monday, March 2nd. The company reported ($0.01) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.05) by $0.04. The company had revenue of $27.30 million for the quarter, compared to analyst estimates of $33.31 million. BigBear.ai had a negative return on equity of 18.22% and a negative net margin of 230.21%.BigBear.ai’s quarterly revenue was down 37.7% on a year-over-year basis. During the same period in the prior year, the firm posted ($0.43) EPS. As a group, analysts anticipate that BigBear.ai Holdings, Inc. will post -0.28 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have recently commented on BBAI. HC Wainwright dropped their target price on shares of BigBear.ai from $8.00 to $6.00 and set a “buy” rating for the company in a research report on Tuesday. Cantor Fitzgerald lowered their price objective on shares of BigBear.ai from $6.00 to $5.00 and set a “neutral” rating for the company in a research report on Tuesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of BigBear.ai in a report on Wednesday, January 21st. Finally, Wall Street Zen lowered BigBear.ai from a “hold” rating to a “sell” rating in a research note on Saturday, January 10th. One analyst has rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $5.50.

Trending Headlines about BigBear.ai

Here are the key news stories impacting BigBear.ai this week:

• Positive Sentiment: Large balance-sheet improvement — management completed a debt reset that cut debt ~90% and left the company with record cash, reducing leverage risk and giving BigBear.ai more runway for execution and M&A. BigBear.ai’s Debt Reset And Middle East Push Reframe Growth Prospects
• Positive Sentiment: Strategic M&A and international push — recent acquisitions broaden AI capabilities for government and critical infrastructure, and the company is pursuing Middle East public‑sector/national‑security opportunities that could drive higher-margin contracts. BigBear.ai’s Debt Reset And Middle East Push Reframe Growth Prospects
• Positive Sentiment: Analyst support remains in places — HC Wainwright keeps a Buy rating with a $6 price target despite lowering some FY estimates, signaling some broker confidence in the turnaround potential. HC Wainwright Forecasts BigBear.ai’s Q1 Earnings (NYSE:BBAI)
• Neutral Sentiment: Institutional interest noted — commentary (MarketBeat) suggests speculative retail interest but also that smart money may be quietly buying the improved balance sheet; this supports liquidity but not short‑term revenue visibility. MarketBeat Week in Review – 03/02 – 03/06
• Neutral Sentiment: Ongoing analyst model churn — Northland revised several quarterly EPS estimates (mix of small raises and cuts) and nudged FY outlook slightly, reflecting evolving visibility but continued consensus losses. MarketBeat coverage of analyst estimate changes
• Negative Sentiment: Revenue and contract volatility — Q4 revenue missed expectations and was down sharply year‑over‑year; Zacks highlights weak Q4 revenue and unpredictable contracts as the main reasons investors have punished the stock in recent months. Should You Buy, Sell or Hold BigBear.ai Stock After Q4 Results?
• Negative Sentiment: Execution and valuation concerns — Seeking Alpha notes that defense‑AI potential is real but execution remains uncertain; another piece argues the stock still looks expensive relative to near‑term fundamentals despite the sell‑off. BigBear.ai: Defense AI Potential Is Real, But Execution Remains The Question BigBear.ai: Niche Defense And Border Control Leader Remains Expensive Despite Sell-Off
• Negative Sentiment: Analyst downgrades and negative notes pressured the stock — multiple firms issued bearish or more cautious forecasts, and a downgrade drove a sharp intra‑day drop reported earlier in the week. BigBear.ai (NYSE:BBAI) Trading Down 7.1% After Analyst Downgrade

Institutional Investors Weigh In On BigBear.ai

Several hedge funds and other institutional investors have recently made changes to their positions in BBAI. Wedbush Securities Inc. bought a new position in BigBear.ai during the 2nd quarter worth $1,669,000. Swiss National Bank grew its position in shares of BigBear.ai by 51.1% in the 2nd quarter. Swiss National Bank now owns 552,100 shares of the company’s stock valued at $3,749,000 after buying an additional 186,600 shares during the last quarter. XTX Topco Ltd grew its position in shares of BigBear.ai by 980.7% in the 2nd quarter. XTX Topco Ltd now owns 368,938 shares of the company’s stock valued at $2,505,000 after buying an additional 334,799 shares during the last quarter. PFG Investments LLC acquired a new stake in shares of BigBear.ai in the third quarter valued at about $1,593,000. Finally, JPMorgan Chase & Co. raised its position in shares of BigBear.ai by 3,252.7% during the second quarter. JPMorgan Chase & Co. now owns 2,398,419 shares of the company’s stock worth $16,285,000 after acquiring an additional 2,326,883 shares during the last quarter. 7.55% of the stock is owned by institutional investors.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About BigBear.ai

BigBear.ai is a provider of artificial intelligence (AI) and data analytics solutions designed to deliver actionable insights for public sector and commercial clients. Headquartered in Columbia, Maryland, the company specializes in advanced analytics, machine learning, predictive modeling and network analysis to support decision-making in complex, data-rich environments. Its clientele spans defense and intelligence agencies, civil government organizations and enterprise businesses seeking to enhance mission outcomes and operational efficiency.

The company’s flagship offerings include an AI-driven analytics platform that integrates data engineering, algorithm development and visualization tools.