Business overview
AI/battle management for defense.
Watch: Market capitalization still modest relative to backlog.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 10/29/2026 | PR Newswire | |
| 10/29/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | Army Chooses HAVIK PR Newswire | PR Newswire |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | JetZero Awarded $5.3M in FAA CLEEN IV PR Newswire | PR Newswire |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | 8-K/A — Results of operations released · Financial statements and exhibits | |
| 10/28/2026 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 10/28/2026 | BigBear.ai: 3 Key Takeaways for Long-Term Investors Yahoo Finance | Yahoo Finance |
| 10/28/2026 | Yahoo Finance | |
| 10/28/2026 | EX-31.2 — Period: 2026-09-30 | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | 10-Q — Period: 2026-09-30 | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | Yahoo Finance | |
| 10/28/2026 | PR Newswire | |
| 10/28/2026 | Yahoo Finance | |
| 10/28/2026 | BigBear.ai (BBAI) Q3 2026 Earnings Call Transcript Yahoo Finance | Yahoo 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. |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | Yahoo Finance | |
| 10/27/2026 | Yahoo Finance | |
| 10/27/2026 | BigBear.ai Q3 Earnings Call Highlights Yahoo Finance | Yahoo Finance |
| 10/27/2026 | 8-K — Results of operations released | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
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| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/27/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | CAE to sell Flightscape to SITA PR Newswire | PR Newswire |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/24/2026 | PR Newswire | |
| 10/23/2026 | Amy Johnson Appointed President of GDIT PR Newswire | PR Newswire |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | AUSA: BigBear.ai's Ryan Legge Yahoo Finance | Yahoo Finance |
| 10/22/2026 | PR Newswire | |
| 10/22/2026 | PR Newswire | |
| 10/22/2026 | PR Newswire | |
| 10/22/2026 | PR Newswire | |
| 10/22/2026 | PR Newswire | |
| 10/22/2026 | PR Newswire | |
| 10/22/2026 | Yahoo Finance | |
| 10/22/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/21/2026 | PR Newswire | |
| 10/20/2026 | Yahoo Finance | |
| 10/20/2026 | Yahoo Finance | |
| 10/16/2026 | Yahoo Finance | |
| 10/16/2026 | Yahoo Finance | |
| 10/14/2026 | Yahoo Finance | |
| 10/14/2026 | Yahoo Finance | |
| 10/13/2026 | Why BigBear.ai Stock Soared as Much as 11.7% Today Yahoo Finance | Yahoo Finance |
| 10/13/2026 | Yahoo Finance | |
| 10/13/2026 | Yahoo Finance | |
| 10/13/2026 | Yahoo 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. |
| 10/10/2026 | Yahoo Finance | |
| 10/10/2026 | Yahoo Finance | |
| 10/9/2026 | Yahoo Finance | |
| 10/9/2026 | Yahoo Finance | |
| 10/9/2026 | Yahoo Finance | |
| 10/9/2026 | Yahoo Finance | |
| 10/9/2026 | BigBear.ai is compared to Nebius as a potential stock investment in the context of defense software versus GPU cloud infrastructure. | |
| 10/8/2026 | Yahoo Finance | |
| 10/8/2026 | Yahoo Finance | |
| 10/7/2026 | BigBear.ai is noted as having a turnaround in revenue driven by new contract wins, though it remains heavily dependent on a single customer. | |
| 10/5/2026 | Yahoo Finance | |
| 10/4/2026 | The article compares the financial position and market prospects of BigBear.ai against Airship AI in the security AI sector. | |
| 10/2/2026 | Yahoo Finance | |
| 9/30/2026 | Yahoo Finance | |
| 9/29/2026 | Yahoo Finance | |
| 9/29/2026 | Yahoo Finance | |
| 9/28/2026 | Yahoo Finance | |
| 9/28/2026 | Yahoo Finance | |
| 9/25/2026 | Yahoo Finance | |
| 9/24/2026 | Yahoo Finance | |
| 9/24/2026 | Yahoo Finance | |
| 9/19/2026 | Yahoo Finance | |
| 9/15/2026 | 8-K — Officer / director departure or appointment | |
| 9/15/2026 | Yahoo Finance | |
| 9/12/2026 | Yahoo Finance | |
| 9/11/2026 | Yahoo Finance | |
| 9/10/2026 | Yahoo Finance | |
| 9/9/2026 | Yahoo Finance | |
| 9/7/2026 | Yahoo Finance | |
| 9/6/2026 | Yahoo Finance | |
| 9/4/2026 | Yahoo Finance | |
| 9/3/2026 | Yahoo Finance | |
| 9/3/2026 | Yahoo Finance | |
| 9/3/2026 | Yahoo Finance | |
| 9/2/2026 | Yahoo Finance | |
| 8/31/2026 | Yahoo Finance | |
| 8/28/2026 | Yahoo Finance | |
| 8/21/2026 | Yahoo Finance | |
| 8/20/2026 | Yahoo Finance | |
| 8/18/2026 | Yahoo Finance | |
| 8/17/2026 | EXHIBIT 10.1 — Officer / director departure or appointment · Financial statements and exhibits | |
| 8/17/2026 | FORM 8-K — Officer / director departure or appointment · Financial statements and exhibits | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Yahoo Finance | |
| 8/13/2026 | Yahoo Finance | |
| 8/13/2026 | Yahoo Finance | |
| 8/12/2026 | Yahoo Finance | |
| 8/12/2026 | Yahoo Finance | |
| 8/12/2026 | Yahoo Finance | |
| 8/12/2026 | Yahoo Finance | |
| 8/11/2026 | Yahoo Finance | |
| 8/10/2026 | Yahoo Finance | |
| 8/5/2026 | Yahoo Finance | |
| 8/4/2026 | Yahoo Finance | |
| 8/2/2026 | Yahoo Finance | |
| 7/31/2026 | EX-1.1 — Other material events · Financial statements and exhibits | |
| 7/31/2026 | EX-5.1 — Other material events · Financial statements and exhibits | |
| 7/31/2026 | 8-K — Other material events · Financial statements and exhibits | |
| 7/31/2026 | Yahoo Finance | |
| 7/31/2026 | Yahoo Finance | |
| 7/31/2026 | Yahoo 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. |
| 7/31/2026 | BigBear.ai Q2 Earnings Call Highlights Yahoo Finance | Yahoo Finance |
| 7/31/2026 | Yahoo Finance | |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | 8-K — Results of operations released · Financial statements and exhibits | |
| 7/30/2026 | Yahoo Finance | |
| 7/30/2026 | EX-31.2 — Period: 2026-06-30 | |
| 7/30/2026 | EX-31.1 — Period: 2026-06-30 | |
| 7/30/2026 | 10-Q — Period: 2026-06-30 | |
| 7/30/2026 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 7/30/2026 | Yahoo Finance | |
| 7/29/2026 | Yahoo Finance | |
| 7/28/2026 | Yahoo 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. |
| 7/28/2026 | Yahoo Finance | |
| 7/23/2026 | Yahoo Finance | |
| 7/22/2026 | Yahoo Finance | |
| 7/21/2026 | FinanceFeeds | |
| 7/20/2026 | Yahoo Finance | |
| 7/17/2026 | Yahoo Finance | |
| 7/16/2026 | Yahoo Finance | |
| 7/16/2026 | Investing.com France | |
| 7/15/2026 | Yahoo Finance | |
| 7/15/2026 | ||
| 7/14/2026 | Yahoo Finance | |
| 7/13/2026 | Yahoo Finance | |
| 7/11/2026 | Yahoo Finance | |
| 7/10/2026 | BigBear.ai shares recorded a 1.51% decline to close at $3.27 during the last trading session. | |
| 7/9/2026 | Investing.com France | |
| 5/22/2026 | Ricker Sean Raymond (CFO) — Sell -$43,300 Insider Form 4 | S - Sale transaction of -10,000 shares at $4.33 |
| 5/16/2026 | TIKR.com | |
| 5/8/2026 | Hayes Dorothy D (Dir) — Sell -$61,575 Insider Form 4 | S - Sale transaction of -15,000 shares at $4.11 |
| 3/16/2026 | Braden Pamela Joyce (Dir) — Sell -$320,000 Insider Form 4 | S - Sale transaction of -80,000 shares at $4.00 |
| 3/6/2026 | Hayes Dorothy D (Dir) — Sell -$67,660 Insider Form 4 | S - Sale transaction of -17,000 shares at $3.98 |
| 12/4/2025 | Ricker Sean Raymond (CFO) — Sell -$35,296 Insider Form 4 | S - Sale transaction of -5,000 shares at $7.06 |
| 10/9/2025 | TIKR.com | |
| 9/24/2025 | ||
| 3/3/2025 | COMMERICAL SOLUTIONS OPENING (CSO) FROM TRADEWINDS SOLUTIONS MARKETPLACE FOR THE ORION DECISION SUPPORT PLATFORM (DSP) | |
| 1/16/2025 | EX-10.1 — Officer / director departure or appointment · Regulation FD disclosure | |
| 9/30/2024 | GLOBAL FORCE INFORMATION MANAGEMENT FOLLOW-ON PRODUCTION CONTORACT FOLLOWING SUCESSFUL OTA PROTOTYPE. | |
| 8/1/2024 | EX-99.2 — Results of operations released · Regulation FD disclosure · Financial statements and exhibits | |
| 3/27/2024 | EX-99.2 — Financial statements and exhibits | |
| 2/12/2024 | PROMODEL SOFTWARE | |
| 9/23/2023 | extraETF | |
| 5/9/2023 | EX-10.1 — Results of operations released · Officer / director departure or appointment · Financial statements and exhibits | |
| 12/9/2022 | CAPABILITY REPORT SATISFYING THE IDIQ MINIMUM. | |
| 11/9/2022 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 6/20/2022 | BUSINESS REQUIREMENT SUPPORT |