BigBear.ai Stock (BBAI) Opinions on AI Defense Contracts and Platform Upgrades - Quiver Quantitative

AI Defense Focus: Social media chatter around BigBear.ai highlights its positioning as a key player in defense-related artificial intelligence infrastructure, with observers noting potential growth from generative AI platform enhancements amid government contract opportunities.

Market Pressures: Discussions also touch on recent price action challenges, including vulnerability from broader economic factors like rate hikes, prompting some to flag critical support levels while others draw comparisons to established tech peers in the sector.

Contract Execution Key: Analysts on social media emphasize that sustained momentum hinges on successful contract wins and execution, with recent mentions underscoring the firm's role in AI-themed growth cycles despite fluctuating revenue outlooks.

Note: This discussion summary was generated from an AI condensation of post data.

BigBear.ai Insider Trading Activity

BigBear.ai insiders have traded $BBAI stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $BBAI stock by insiders over the last 6 months:

- PAMELA JOYCE BRADEN sold 80,000 shares for an estimated $320,000

- DOROTHY D HAYES sold 17,000 shares for an estimated $67,660

- SEAN RAYMOND RICKER (Chief Financial Officer) sold 10,000 shares for an estimated $43,300

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

BigBear.ai Revenue

BigBear.ai had revenues of $34.4M in Q1 2026. This is a decrease of -0.93% from the same period in the prior year.

You can track BBAI financials on Quiver Quantitative's BBAI stock page.

You can access data on BBAI stock through the Quiver Quantitative API.

BigBear.ai Congressional Stock Trading

Members of Congress have traded $BBAI stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $BBAI stock by members of Congress over the last 6 months:

- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 2 purchases worth up to $65,000 on 02/06, 02/04 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

BigBear.ai Hedge Fund Activity

We have seen 149 institutional investors add shares of BigBear.ai stock to their portfolio, and 162 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

- JANE STREET GROUP, LLC removed 3,803,644 shares (-96.4%) from their portfolio in Q1 2026, for an estimated $13,388,826

- JUMP FINANCIAL, LLC removed 2,466,354 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $8,681,566

- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 1,892,513 shares (+43.1%) to their portfolio in Q1 2026, for an estimated $6,661,645

- TREXQUANT INVESTMENT LP removed 1,861,901 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $6,553,891

- MORGAN STANLEY removed 1,846,648 shares (-49.7%) from their portfolio in Q1 2026, for an estimated $6,500,200

- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 1,677,232 shares (+1819.1%) to their portfolio in Q1 2026, for an estimated $5,903,856

- GRAHAM CAPITAL MANAGEMENT, L.P. added 1,627,417 shares (+inf%) to their portfolio in Q1 2026, for an estimated $5,728,507

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

BigBear.ai Government Contracts

We have seen $4,343,504 of award payments to $BBAI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

- COMMERICAL SOLUTIONS OPENING (CSO) FROM TRADEWINDS SOLUTIONS MARKETPLACE FOR THE ORION DECISION SUPPORT PLA...: $3,643,683

- BUSINESS REQUIREMENT SUPPORT: $699,820

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

BigBear.ai Price Targets

Multiple analysts have issued price targets for $BBAI recently. We have seen 2 analysts offer price targets for $BBAI in the last 6 months, with a median target of $5.5.

Here are some recent targets:

- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $5.0 on 03/03/2026

- Scott Buck from HC Wainwright & Co. set a target price of $6.0 on 03/03/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.