BigBear.ai, Inc. Common Stock (BBAI)

BigBear.ai Holdings (NYSE: BBAI) shares are edging down Friday afternoon as traders keep reacting to its latest quarterly update and guidance.

BigBear.ai (BBAI) Q1 2026 Earnings Transcript

BigBear.ai Holdings, Inc. (NYSE: BBAI) (“BigBear.ai” or the “Company”), a specialized defense & security technology company providing mission-ready AI, today announced financial results for the first quarter of 2026 and issued an investor presentation that has been posted to the Investor Relations section of the Company’s website.

BigBear.ai stock has been crushed, but its government AI pipeline and Ask Sage deal could make this speculative story worth watching closely.

With revenue dependent on government contracts, BigBear.ai’s earnings and any updates on program awards or backlog conversion will be key to assessing whether recent trading momentum reflects underlying business traction.

The company is struggling to generate organic revenue growth.

BigBear.ai (NYSE: BBAI), a specialized defense technology company, providing mission-ready AI for national security and travel & trade customers, today announced that it will publish its first quarter earnings release on Tuesday, May 5 at approximately 4:15 pm ET and will host an earnings call at 4:30 pm ET. The earnings release will be accessible on the Company’s investor relations website: https://ir.bigbear.ai. Additional details on the earnings call will be made available on the investor relations website on May 5, 2026.

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BigBear.ai stock is now down more than 35% year to date.

BigBear.ai (NYSE: BBAI), a specialized defense technology company, providing mission-ready AI for national security and travel & trade customers, today announced the appointment of Jo Ann Bjornson as Chief Human Resources Officer (CHRO) and Alex Thompson as Chief Corporate Affairs Officer (CCAO). These additions to the executive leadership team underscore BigBear.ai’s commitment to driving growth, fostering innovation, and strengthening its position as a trusted partner in mission-critical environments.

The rising AI tide lifted plenty of boats, but the incoming storm will sink a lot of them.

BigBear.ai looks broken, but this deep dive reveals why policy, backlog, and balance sheet strength could make the sell-off more important than it first appears.

BigBear.ai looks broken on the surface, but this deep dive reveals why the market may still be underestimating what happens if backlog finally turns into real revenue.

Investors are hoping BigBear.ai can achieve the same success as its larger rival, Palantir.

BigBear.ai and SoundHound AI stocks are both down more than 30% in 2026. Which is the better buy?

Palantir and BigBear.ai may operate in the same world, but once you see where the money, momentum, and risk really sit, this comparison gets a lot more interesting.

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BigBear.ai is expanding in defense AI while the stock remains under pressure. Does that make its recent volatility an opportunity?

War, rising oil prices, and a negative jobs report were a powerful drag on stocks. All the major indexes were down for the week as uncertainty overtook investor confidence. It's uncomfortable to see stocks falling, but as a percentage, U.S. stocks are holding up well, and earnings season has been, on average, quite strong. 

BigBear.ai Holdings posted a 38% decline in Q4 revenue to $27.3 million earlier this week, compared to Wall Street’s estimates of $33.3 million, according to data from Fiscal.ai.