BigBear.ai (NYSE:BBAI) Stock Acquired Rep. Lisa C. McClain

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 Stock Performance

Shares of BigBear.ai stock opened at $4.25 on Friday. BigBear.ai Holdings, Inc. has a 12 month low of $2.36 and a 12 month high of $9.39. The stock’s fifty day moving average price is $5.05 and its 200-day moving average price is $5.85. The firm has a market cap of $2.02 billion, a P/E 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 (NYSE:BBAI) last issued its quarterly earnings data on Monday, March 2nd. The company reported ($0.01) EPS for the quarter, topping analysts’ consensus estimates of ($0.05) by $0.04. The company had revenue of $27.30 million during the quarter, compared to the consensus estimate of $33.31 million. BigBear.ai had a negative net margin of 230.21% and a negative return on equity of 18.22%. BigBear.ai’s revenue for the quarter was down 37.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($0.43) earnings per share. On average, equities research analysts expect that BigBear.ai Holdings, Inc. will post -0.28 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have issued reports on the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of BigBear.ai in a research note on Wednesday, January 21st. Cantor Fitzgerald lowered their price target on shares of BigBear.ai from $6.00 to $5.00 and set a “neutral” rating on the stock in a report on Tuesday. HC Wainwright cut their price objective on shares of BigBear.ai from $8.00 to $6.00 and set a “buy” rating on the stock in a research report on Tuesday. Finally, Wall Street Zen lowered shares of BigBear.ai from a “hold” rating to a “sell” rating in a research note on Saturday, January 10th. One research 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. According to data from MarketBeat.com, BigBear.ai has a consensus rating of “Hold” and a consensus price target of $5.50.

Institutional Investors Weigh In On BigBear.ai

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

Key BigBear.ai News

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

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.