Vanguard Group Inc. Raises Stake in BigBear.ai Holdings, Inc. $BBAI

Vanguard Group Inc. grew its stake in shares of BigBear.ai Holdings, Inc. (NYSE:BBAI) by 18.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 32,695,344 shares of the company’s stock after purchasing an additional 5,090,508 shares during the period. Vanguard Group Inc. owned approximately 0.07% of BigBear.ai worth $176,555,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Cantor Fitzgerald L. P. purchased a new stake in shares of BigBear.ai during the 3rd quarter worth $1,756,000. M&T Bank Corp purchased a new stake in shares of BigBear.ai during the 4th quarter worth $5,576,000. PFG Investments LLC purchased a new stake in shares of BigBear.ai during the 3rd quarter worth $1,593,000. Exchange Traded Concepts LLC purchased a new stake in shares of BigBear.ai during the 4th quarter worth $896,000. Finally, Fiduciary Alliance LLC boosted its position in shares of BigBear.ai by 62.0% during the 4th quarter. Fiduciary Alliance LLC now owns 588,657 shares of the company’s stock worth $3,179,000 after purchasing an additional 225,391 shares in the last quarter. 7.55% of the stock is currently owned by hedge funds and other institutional investors.

BigBear.ai News Roundup

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?

Insider Activity

In related news, Director Dorothy D. Hayes sold 15,000 shares of the business’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $4.11, for a total value of $61,650.00. Following the completion of the transaction, the director owned 204,150 shares of the company’s stock, valued at approximately $839,056.50. The trade was a 6.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Pamela Joyce Braden sold 80,000 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $4.00, for a total transaction of $320,000.00. Following the completion of the transaction, the director directly owned 508,687 shares of the company’s stock, valued at $2,034,748. The trade was a 13.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.57% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on BBAI. Wall Street Zen raised BigBear.ai from a “sell” rating to a “hold” rating in a research note on Saturday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of BigBear.ai in a research note on Monday, April 20th. HC Wainwright cut their price target 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. Finally, Cantor Fitzgerald cut their price target 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. 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 stock. According to data from MarketBeat.com, BigBear.ai currently has an average rating of “Hold” and a consensus target price of $5.50.

BigBear.ai Trading Up 0.1%

NYSE:BBAI opened at $4.18 on Monday. The company has a market capitalization of $2.00 billion, a PE ratio of -4.81 and a beta of 3.25. The company has a quick ratio of 6.08, a current ratio of 6.08 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 fifty day simple moving average of $3.77 and a 200-day simple moving average of $5.09.

BigBear.ai (NYSE:BBAI) last released its quarterly 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. BigBear.ai had a negative return on equity of 16.02% and a negative net margin of 226.69%.The business had revenue of $27.30 million during the quarter, compared to the consensus estimate of $33.31 million. During the same quarter in the previous year, the company posted ($0.43) EPS. The business’s revenue was down 37.7% on a year-over-year basis. On average, equities research analysts expect that BigBear.ai Holdings, Inc. will post -0.2 earnings per share for the current fiscal year.

BigBear.ai Profile

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.