BigBear.ai Holdings, Inc. (BBAI)
NYSE · Services-Prepackaged Software · Services · CIK 1836981 · fiscal year ends in Dec
Closing price $2.67 on 29 Oct 2026; 52-week range $2.12 to $7.17.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $142.1M
- Revenue growth
- -1.5%
- Net income, last twelve months
- -$180.2M
- Earnings per share
- -$0.37
- Gross margin
- 30.2%
- Operating margin
- -164.2%
- Net margin
- -126.8%
- Free cash flow
- -$72.7M
- Return on equity
- -26.4%
- Market value
- $1.3B
- Cash
- $77.1M
- Debt
- $16.7M
- Debt to equity
- 0.02
- Shares outstanding
- 480.4M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $127.7M | -$213.9M | -$293.9M | -$0.82 | -$42.5M | 10-K filed 2 Mar 2026 |
| FY2024 | 31 Dec 2024 | $158.2M | -$133.4M | -$295.5M | -$1.27 | -$38.6M | 10-K filed 25 Mar 2025 |
| FY2023 | 31 Dec 2023 | $155.2M | -$39.0M | -$70.7M | -$0.47 | -$18.3M | 10-K filed 15 Mar 2024 |
| FY2022 | 31 Dec 2022 | $155.0M | -$110.5M | -$111.4M | -$0.87 | -$49.7M | 10-K filed 31 Mar 2023 |
| FY2021 | 31 Dec 2021 | $145.6M | -$78.5M | -$123.6M | -$1.15 | -$20.4M | 10-K filed 31 Mar 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q3 FY2026 | 30 Sep 2026 | $43.6M | -$91.9M | -$0.19 |
| Q2 FY2026 | 30 Jun 2026 | $36.7M | -$25.7M | -$0.05 |
| Q1 FY2026 | 31 Mar 2026 | $34.4M | -$56.8M | -$0.12 |
| Q4 FY2025 | 31 Dec 2025 | $27.3M | -$5.8M | -$0.01 |
| Q3 FY2025 | 30 Sep 2025 | $33.1M | $2.5M | -$0.03 |
| Q2 FY2025 | 30 Jun 2025 | $32.5M | -$228.6M | -$0.71 |
| Q1 FY2025 | 31 Mar 2025 | $34.8M | -$62.0M | -$0.25 |
| Q4 FY2024 | 31 Dec 2024 | $43.8M | -$138.2M | -$0.50 |
Company events
The newest 8-K filings of 84 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 28 Oct 2026 | 8-K/A | Results | 2.02, 9.01 |
| 27 Oct 2026 | 8-K | Results | 2.02 |
| 15 Sep 2026 | 8-K | Leadership change | 5.02 |
| 17 Aug 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 31 Jul 2026 | 8-K | Other events | 8.01, 9.01 |
| 30 Jul 2026 | 8-K | Results | 2.02, 9.01 |
| 12 Jun 2026 | 8-K | Shareholder vote, Bylaws or fiscal year change | 5.03, 5.07, 9.01 |
| 5 May 2026 | 8-K | Results | 2.02, 9.01 |
| 22 Apr 2026 | 8-K | Shareholder vote | 5.07 |
| 2 Mar 2026 | 8-K | Results | 2.02, 9.01 |
| 2 Jan 2026 | 8-K | Investor update, Other events | 7.01, 8.01, 9.01 |
| 1 Dec 2025 | 8-K | Shareholder vote, Bylaws or fiscal year change | 5.03, 5.07, 9.01 |
Every filing
The newest filings with the SEC of 243 held.
| Filed | Form | Period |
|---|---|---|
| 28 Oct 2026 | 10-Q | 30 Sep 2026 |
| 28 Oct 2026 | 8-K/A | 27 Oct 2026 |
| 27 Oct 2026 | 8-K | 27 Oct 2026 |
| 15 Sep 2026 | 8-K | 15 Sep 2026 |
| 17 Aug 2026 | 8-K | 13 Aug 2026 |
| 31 Jul 2026 | 8-K | 31 Jul 2026 |
| 30 Jul 2026 | 10-Q | 30 Jun 2026 |
| 30 Jul 2026 | 8-K | 30 Jul 2026 |
| 12 Jun 2026 | 8-K | 9 Jun 2026 |
| 5 May 2026 | 10-Q | 31 Mar 2026 |
| 5 May 2026 | 8-K | 5 May 2026 |
| 30 Apr 2026 | DEFR14A | – |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 22 May 2026 | Ricker Sean Raymond, Chief Financial Officer | Sale outside a trading plan | 10,000 | $4.33 | $43.3K | 609,256 | 26 May 2026 |
| 8 May 2026 | Hayes Dorothy D, Director | Sale outside a trading plan | 15,000 | $4.11 | $61.6K | 204,150 | 8 May 2026 |
| 16 Mar 2026 | Braden Pamela Joyce, Director | Sale outside a trading plan | 80,000 | $4.00 | $320.0K | 508,687 | 16 Mar 2026 |
| 6 Mar 2026 | Hayes Dorothy D, Director | Sale outside a trading plan | 17,000 | $3.98 | $67.7K | 219,150 | 6 Mar 2026 |
| 4 Dec 2025 | Ricker Sean Raymond, Chief Financial Officer | Sale outside a trading plan | 5,000 | $7.06 | $35.3K | 488,716 | 8 Dec 2025 |
| 18 Nov 2025 | Hayes Dorothy D, Director | Sale outside a trading plan | 22,000 | $6.08 | $133.9K | 236,150 | 19 Nov 2025 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 22 May 2026 | SEAN RICKER, Officer | 10,000 | $43.3K | 22 May 2026 |
| 8 May 2026 | DOROTHY HAYES, Director | 15,000 | $61.6K | 8 May 2026 |
| 12 Mar 2026 | Braden Pamela Joyce, Director | 80,000 | $328.8K | 12 Mar 2026 |
| 6 Mar 2026 | DOROTHY HAYES, Director | 17,000 | $67.7K | 6 Mar 2026 |
| 16 Dec 2025 | Braden Pamela Joyce, Director | 50,000 | $291.0K | 16 Dec 2025 |
| 4 Dec 2025 | SEAN RICKER, Officer | 5,000 | $35.3K | 4 Dec 2025 |
| 18 Nov 2025 | DOROTHY HAYES, Director | 22,000 | $133.9K | 18 Nov 2025 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 31 Jul 2026 | Vanguard Capital Management | 13G | 5.18% | 24.8M |
| 27 Jul 2026 | BlackRock, Inc. | 13G amended | 8.2% | 39.2M |
| 26 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
Trades by members of the House
From each member's periodic transaction report.
| Traded | Member | Type | Amount | Disclosed |
|---|---|---|---|---|
| 4 Feb 2026 | Lisa McClain (MI09) | Purchase | $1,001 - $15,000 | 4 Mar 2026 |
| 6 Feb 2026 | Lisa McClain (MI09) | Purchase | $15,001 - $50,000 | 4 Mar 2026 |
| 7 Aug 2025 | Lisa McClain (MI09) | Purchase | $15,001 - $50,000 | 12 Sep 2025 |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 136.5M | -3.1% | 6.76 |
| 30 Sep 2026 | 140.9M | -6.17% | 10.29 |
| 15 Sep 2026 | 150.1M | +3.23% | 9.98 |
| 31 Aug 2026 | 145.4M | -0.63% | 8.05 |
| 14 Aug 2026 | 146.3M | -0.75% | 6.4 |
| 31 Jul 2026 | 147.5M | +1.13% | 5.67 |
| 15 Jul 2026 | 145.8M | +4.57% | 5.76 |
| 30 Jun 2026 | 139.4M | +0.94% | 4.33 |
Funds that hold it
From each fund's latest Form 13F.
377 funds held it at 30 Jun 2026: 175 added and 88 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| BlackRock, Inc. | 40,571,630 | $148.9M | +4,617,576 |
| Vanguard Capital Management LLC | 21,201,689 | $77.8M | +1,944,133 |
| Geode Capital Management, LLC | 12,396,241 | $45.5M | +1,802,219 |
| State Street Corp. | 12,186,162 | $44.7M | +1,683,488 |
| Vanguard Portfolio Management LLC | 10,774,316 | $39.5M | +820,579 |
| UBS Group AG | 9,691,775 | $35.6M | -469,469 |
| Van Eck Associates Corp. | 8,178,320 | $30.0M | -1,305,704 |
| Mirae Asset Global ETFS Holdings Ltd. | 5,779,715 | $21.2M | -499,480 |
| Citadel Advisors LLC | 5,379,946 | $19.7M | -1,944,270 |
| Northern Trust Corp. | 4,331,092 | $15.9M | +622,618 |
Peers
Companies in the same industry.
- Microsoft Corp. (MSFT): revenue $346.4B, market value $3.94T
- Palantir Technologies Inc. (PLTR): revenue $6.2B, market value $471.9B
- Oracle Corp. (ORCL): revenue $71.8B, market value $422.1B
- SAP SE (SAP): revenue $41.6B, market value $273.2B
- CrowdStrike Holdings, Inc. (CRWD): revenue $5.4B, market value $267.5B
- Shopify Inc. (SHOP): revenue $13.3B, market value $216.7B
- Salesforce, Inc. (CRM): revenue $43.9B, market value $190.0B
- Snowflake Inc. (SNOW): revenue $5.4B, market value $116.3B
- ServiceNow, Inc. (NOW): revenue $15.4B, market value $113.8B
- Cloudflare, Inc. (NET): revenue $2.5B, market value $110.0B