Insider Selling: BigBear.ai (NYSE:BBAI) Director Sells 15,000 Shares of Stock

BigBear.ai Holdings, Inc. (NYSE:BBAI) Director Dorothy Hayes sold 15,000 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $4.11, for a total value of $61,650.00. Following the sale, the director owned 204,150 shares of the company’s stock, valued at $839,056.50. The trade was a 6.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

BigBear.ai Price Performance

NYSE BBAI traded up $0.01 on Friday, hitting $4.18. 34,911,872 shares of the company’s stock were exchanged, compared to its average volume of 49,512,273. The stock has a 50-day moving average of $3.77 and a 200-day moving average of $5.09. The company has a current ratio of 6.08, a quick ratio of 1.78 and a debt-to-equity ratio of 0.01. BigBear.ai Holdings, Inc. has a 52 week low of $3.01 and a 52 week high of $9.39. The stock has a market cap of $2.00 billion, a price-to-earnings ratio of -4.81 and a beta of 3.25.

BigBear.ai (NYSE:BBAI) last released its earnings results on Monday, March 2nd. The company reported ($0.01) earnings per share for the quarter, topping the consensus estimate of ($0.05) by $0.04. BigBear.ai had a negative return on equity of 16.02% and a negative net margin of 226.69%.The firm had revenue of $27.30 million during the quarter, compared to analysts’ expectations of $33.31 million. During the same period in the prior year, the company earned ($0.43) earnings per share. The company’s quarterly revenue was down 37.7% on a year-over-year basis. Analysts expect that BigBear.ai Holdings, Inc. will post -0.3 earnings per share for the current year.

Hedge Funds Weigh In On BigBear.ai

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Arizona State Retirement System increased its holdings in BigBear.ai by 2.2% in the 3rd quarter. Arizona State Retirement System now owns 86,166 shares of the company’s stock worth $562,000 after purchasing an additional 1,823 shares in the last quarter. Farther Finance Advisors LLC increased its holdings in BigBear.ai by 6.4% in the 4th quarter. Farther Finance Advisors LLC now owns 31,207 shares of the company’s stock worth $169,000 after purchasing an additional 1,865 shares in the last quarter. Wealthspan Partners LLC increased its holdings in BigBear.ai by 16.0% in the 3rd quarter. Wealthspan Partners LLC now owns 16,350 shares of the company’s stock worth $107,000 after purchasing an additional 2,250 shares in the last quarter. Principal Financial Group Inc. increased its holdings in BigBear.ai by 11.8% in the 1st quarter. Principal Financial Group Inc. now owns 22,698 shares of the company’s stock worth $80,000 after purchasing an additional 2,391 shares in the last quarter. Finally, Cornerstone Wealth Management LLC increased its holdings in BigBear.ai by 30.9% in the 3rd quarter. Cornerstone Wealth Management LLC now owns 13,085 shares of the company’s stock worth $85,000 after purchasing an additional 3,085 shares in the last quarter. Institutional investors and hedge funds own 7.55% of the company’s stock.

Key BigBear.ai News

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

• Positive Sentiment: BigBear.ai’s Q1 2026 report highlighted stronger gross margins, with revenue mix shifting toward higher-margin technology contracts and support from its Ask Sage generative AI platform. BigBear.ai (BBAI) Is Up 14.4% After Stronger Margins And Backlog Growth – Has The Bull Case Changed?
• Positive Sentiment: The company’s backlog increased, helped by a $53 million sole-source prime classified award, which suggests better near-term revenue visibility. BigBear.ai (BBAI) Is Up 14.4% After Stronger Margins And Backlog Growth – Has The Bull Case Changed?
• Positive Sentiment: Several recent articles argue BBAI could have meaningful upside from current levels, with one note assigning a $5.33 target and another suggesting the stock could rise more than 40% over the next year. BigBear.ai Holdings, Inc. (NYSE:BBAI) Just Reported, And Analysts Assigned A US$5.33 Price Target
• Neutral Sentiment: Analysts at Northland Securities slightly lowered earnings estimates for fiscal 2026 and Q4 2026, reflecting caution around profitability rather than a major business deterioration.
• Negative Sentiment: Despite margin improvement, BigBear.ai still posted a sizeable net loss, and higher operating expenses continue to weigh on profitability. Can BigBear.ai’s AI Mix Drive Stronger Margins in 2026?

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on BBAI shares. HC Wainwright cut their target price on BigBear.ai from $8.00 to $6.00 and set a “buy” rating for the company in a research note on Tuesday, March 3rd. Cantor Fitzgerald cut their target price on BigBear.ai from $6.00 to $5.00 and set a “neutral” rating for the company in a research note on Tuesday, March 3rd. Wall Street Zen cut BigBear.ai from a “hold” rating to a “sell” rating in a research note on Saturday, January 10th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of BigBear.ai in a report on Monday, April 20th. One investment analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $5.50.

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.