BigBear.ai (NYSE:BBAI) Hits New 52-Week Low – Time to Sell?

BigBear.ai Holdings, Inc. (NYSE:BBAI)’s share price reached a new 52-week low on Thursday . The company traded as low as $2.59 and last traded at $2.6150, with a volume of 24812567 shares trading hands. The stock had previously closed at $2.76.

More BigBear.ai News

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

• Positive Sentiment: Second-quarter revenue rose approximately 13% year over year to $36.7 million, topping estimates. Gross profit increased 48.5% to $12.1 million, indicating margin improvement, while the company secured more than 20 new contracts and reported backlog growth. BigBear.ai Stock Flat Following Q2 Revenue Beat and Backlog Growth
• Positive Sentiment: Management reaffirmed full-year 2026 revenue guidance of $135 million to $165 million, a range that broadly brackets the roughly $143 million analyst consensus. The company also highlighted expanded generative-AI capabilities and strategic growth initiatives. BigBear.ai Announces Second Quarter 2026 Results
• Neutral Sentiment: BigBear.ai reported an adjusted or diluted loss of roughly $0.04-$0.05 per share, compared with a $0.06 loss a year earlier. The result met or modestly exceeded estimates, but the improvement was not enough to offset concerns about profitability. BigBear.ai Reports Q2 Loss, Tops Revenue Estimates
• Negative Sentiment: Operating loss widened to $28.6 million, net loss reached $25.7 million, and operating cash flow was negative $22.2 million. Investors remain focused on whether contract wins can translate into sustainable profits and reduce the company’s substantial cash consumption. BigBear.ai Stock Falls on Q2 2026 Earnings
• Negative Sentiment: Cantor Fitzgerald lowered its price target from $5 to $4 and assigned a neutral rating. Although the revised target implies upside, the reduction signals limited confidence in a near-term rerating while the company remains unprofitable. BigBear.ai Price Target Lowered by Cantor Fitzgerald

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on BBAI shares. Wall Street Zen cut shares of BigBear.ai from a “hold” rating to a “sell” rating in a report on Saturday. Cantor Fitzgerald reduced their price objective on BigBear.ai from $5.00 to $4.00 and set a “neutral” rating for the company in a report on Friday. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of BigBear.ai in a research report on Friday, July 17th. One equities research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, BigBear.ai currently has an average rating of “Hold” and an average target price of $5.00.

BigBear.ai Price Performance

The company has a quick ratio of 6.08, a current ratio of 6.08 and a debt-to-equity ratio of 0.01. The stock has a market cap of $1.33 billion, a P/E ratio of -13.26 and a beta of 3.32. The business’s 50-day simple moving average is $3.67 and its two-hundred day simple moving average is $4.05.

Insider Buying and Selling

In other BigBear.ai news, CFO Sean Raymond Ricker sold 10,000 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $4.33, for a total transaction of $43,300.00. Following the sale, the chief financial officer owned 609,256 shares of the company’s stock, valued at $2,638,078.48. The trade was a 1.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Dorothy D. Hayes sold 15,000 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $4.11, for a total transaction of $61,650.00. Following the sale, the director directly owned 204,150 shares in the company, valued at $839,056.50. The trade was a 6.84% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On BigBear.ai

Large investors have recently made changes to their positions in the stock. Farther Finance Advisors LLC raised its stake in shares of BigBear.ai by 6.4% during the 4th quarter. Farther Finance Advisors LLC now owns 31,207 shares of the company’s stock valued at $169,000 after purchasing an additional 1,865 shares during the period. Principal Financial Group Inc. boosted its stake 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 during the period. PNC Financial Services Group Inc. boosted its stake in BigBear.ai by 150.9% in the 4th quarter. PNC Financial Services Group Inc. now owns 5,640 shares of the company’s stock worth $30,000 after purchasing an additional 3,392 shares during the period. NewEdge Advisors LLC grew its holdings in BigBear.ai by 3.4% during the 4th quarter. NewEdge Advisors LLC now owns 124,239 shares of the company’s stock valued at $671,000 after buying an additional 4,073 shares in the last quarter. Finally, Kestra Advisory Services LLC grew its holdings in BigBear.ai by 29.2% during the 1st quarter. Kestra Advisory Services LLC now owns 18,424 shares of the company’s stock valued at $65,000 after buying an additional 4,159 shares in the last quarter. 7.55% of the stock is owned by institutional investors.

BigBear.ai Company 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.