Business overview

AI/battle management for defense.

Watch: Market capitalization still modest relative to backlog.

Valuation
Loading valuation…
View open tenders in Artificial intelligence & autonomy +1

Update log

DateNewsImpact
10/29/2026PR Newswire
10/29/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/2026PR Newswire
10/28/20268-K/A — Results of operations released · Financial statements and exhibits
10/28/2026EX-99.1 — Results of operations released · Financial statements and exhibits
10/28/2026Yahoo Finance
10/28/2026Yahoo Finance
10/28/2026EX-31.2 — Period: 2026-09-30
10/28/2026PR Newswire
10/28/202610-Q — Period: 2026-09-30
10/28/2026PR Newswire
10/28/2026Yahoo Finance
10/28/2026PR Newswire
10/28/2026Yahoo Finance
10/28/2026Yahoo Finance
10/28/2026
Event outcome: Unknown
event_outcome
Third quarter 2026 earnings release — No reliable public confirmation of this event was found.
10/28/2026
Event outcome: Unknown
event_outcome
BigBear.ai — quarterly earnings release — No reliable public confirmation of this event was found.
10/27/2026PR Newswire
10/27/2026Yahoo Finance
10/27/2026Yahoo Finance
10/27/2026Yahoo Finance
10/27/20268-K — Results of operations released
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/27/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/26/2026PR Newswire
10/24/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026PR Newswire
10/23/2026Yahoo Finance
10/22/2026PR Newswire
10/22/2026PR Newswire
10/22/2026PR Newswire
10/22/2026PR Newswire
10/22/2026PR Newswire
10/22/2026PR Newswire
10/22/2026Yahoo Finance
10/22/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/21/2026PR Newswire
10/20/2026Yahoo Finance
10/20/2026Yahoo Finance
10/16/2026Yahoo Finance
10/16/2026Yahoo Finance
10/14/2026Yahoo Finance
10/14/2026Yahoo Finance
10/13/2026Yahoo Finance
10/13/2026Yahoo Finance
10/13/2026Yahoo Finance
10/13/2026Yahoo Finance
10/11/2026
Timing score improves due to impending Q3 2026 earnings catalyst
AI review
The 10-point increase in the timing score is driven by the formal announcement of the Q3 2026 earnings release date scheduled for October 27, 2026, which substantially elevates the 'Catalysts' pillar. While the conviction score remained flat due to ongoing concerns regarding profitability and customer concentration noted in sector comparison reports, the proximity of the earnings event provides a concrete short-term trigger for market attention.
10/10/2026Yahoo Finance
10/10/2026Yahoo Finance
10/9/2026Yahoo Finance
10/9/2026Yahoo Finance
10/9/2026Yahoo Finance
10/9/2026Yahoo Finance
10/9/2026BigBear.ai is compared to Nebius as a potential stock investment in the context of defense software versus GPU cloud infrastructure.
10/8/2026Yahoo Finance
10/8/2026Yahoo Finance
10/7/2026BigBear.ai is noted as having a turnaround in revenue driven by new contract wins, though it remains heavily dependent on a single customer.
10/5/2026Yahoo Finance
10/4/2026The article compares the financial position and market prospects of BigBear.ai against Airship AI in the security AI sector.
10/2/2026Yahoo Finance
9/30/2026Yahoo Finance
9/29/2026Yahoo Finance
9/29/2026Yahoo Finance
9/28/2026Yahoo Finance
9/28/2026Yahoo Finance
9/25/2026Yahoo Finance
9/24/2026Yahoo Finance
9/24/2026Yahoo Finance
9/19/2026Yahoo Finance
9/15/20268-K — Officer / director departure or appointment
9/15/2026Yahoo Finance
9/12/2026Yahoo Finance
9/11/2026Yahoo Finance
9/10/2026Yahoo Finance
9/9/2026Yahoo Finance
9/7/2026Yahoo Finance
9/6/2026Yahoo Finance
9/4/2026Yahoo Finance
9/3/2026Yahoo Finance
9/3/2026Yahoo Finance
9/3/2026Yahoo Finance
9/2/2026Yahoo Finance
8/31/2026Yahoo Finance
8/28/2026Yahoo Finance
8/21/2026Yahoo Finance
8/20/2026Yahoo Finance
8/18/2026Yahoo Finance
8/17/2026EXHIBIT 10.1 — Officer / director departure or appointment · Financial statements and exhibits
8/17/2026FORM 8-K — Officer / director departure or appointment · Financial statements and exhibits
8/14/2026Yahoo Finance
8/14/2026Yahoo Finance
8/13/2026Yahoo Finance
8/13/2026Yahoo Finance
8/12/2026Yahoo Finance
8/12/2026Yahoo Finance
8/12/2026Yahoo Finance
8/12/2026Yahoo Finance
8/11/2026Yahoo Finance
8/10/2026Yahoo Finance
8/5/2026Yahoo Finance
8/4/2026Yahoo Finance
8/2/2026Yahoo Finance
7/31/2026EX-1.1 — Other material events · Financial statements and exhibits
7/31/2026EX-5.1 — Other material events · Financial statements and exhibits
7/31/20268-K — Other material events · Financial statements and exhibits
7/31/2026Yahoo Finance
7/31/2026Yahoo Finance
7/31/2026Yahoo Finance
7/31/2026
Rating revision: Rating 3 → Rating 2
AI review
BigBear.ai has demonstrated consistent operational improvement, evidenced by narrowing net losses and exceeding revenue estimates in their latest earnings report. Given the addition of over 20 new contract wins and improved margins, the company is maturing beyond a purely speculative stage. Therefore, moving to a rating of 2 reflects this increased stability and execution capability.
7/31/2026Yahoo Finance
7/31/2026Yahoo Finance
7/30/2026Yahoo Finance
7/30/2026Yahoo Finance
7/30/20268-K — Results of operations released · Financial statements and exhibits
7/30/2026Yahoo Finance
7/30/2026EX-31.2 — Period: 2026-06-30
7/30/2026EX-31.1 — Period: 2026-06-30
7/30/202610-Q — Period: 2026-06-30
7/30/2026EX-99.1 — Results of operations released · Financial statements and exhibits
7/30/2026Yahoo Finance
7/29/2026Yahoo Finance
7/28/2026Yahoo Finance
7/28/2026
Rating revision: Rating 4 → Rating 3
AI review
The company has demonstrated consistent growth in its contract backlog and successfully secured a significant sole-source classified award. Given this improved visibility and operational momentum, moving the company from a weak rating to a speculative rating is justified. This change reflects the shift from purely speculative status to a company showing more stable business fundamentals.
7/28/2026Yahoo Finance
7/23/2026Yahoo Finance
7/22/2026Yahoo Finance
7/21/2026FinanceFeeds
7/20/2026Yahoo Finance
7/17/2026Yahoo Finance
7/16/2026Yahoo Finance
7/16/2026Investing.com France
7/15/2026Yahoo Finance
7/15/2026
7/14/2026Yahoo Finance
7/13/2026Yahoo Finance
7/11/2026Yahoo Finance
7/10/2026BigBear.ai shares recorded a 1.51% decline to close at $3.27 during the last trading session.
7/9/2026Investing.com France
5/22/2026S - Sale transaction of -10,000 shares at $4.33
5/16/2026TIKR.com
5/8/2026S - Sale transaction of -15,000 shares at $4.11
3/16/2026S - Sale transaction of -80,000 shares at $4.00
3/6/2026S - Sale transaction of -17,000 shares at $3.98
12/4/2025S - Sale transaction of -5,000 shares at $7.06
10/9/2025TIKR.com
9/24/2025
3/3/2025COMMERICAL SOLUTIONS OPENING (CSO) FROM TRADEWINDS SOLUTIONS MARKETPLACE FOR THE ORION DECISION SUPPORT PLATFORM (DSP)
1/16/2025EX-10.1 — Officer / director departure or appointment · Regulation FD disclosure
9/30/2024GLOBAL FORCE INFORMATION MANAGEMENT FOLLOW-ON PRODUCTION CONTORACT FOLLOWING SUCESSFUL OTA PROTOTYPE.
8/1/2024EX-99.2 — Results of operations released · Regulation FD disclosure · Financial statements and exhibits
3/27/2024EX-99.2 — Financial statements and exhibits
2/12/2024PROMODEL SOFTWARE
9/23/2023extraETF
5/9/2023EX-10.1 — Results of operations released · Officer / director departure or appointment · Financial statements and exhibits
12/9/2022CAPABILITY REPORT SATISFYING THE IDIQ MINIMUM.
11/9/2022EX-99.1 — Results of operations released · Financial statements and exhibits
6/20/2022BUSINESS REQUIREMENT SUPPORT