BigBear.ai (NYSE:BBAI) Stock Gets Price Target Trim from Cantor Fitzgerald

Key Points

• Cantor Fitzgerald cut BigBear.ai’s price target from $4.00 to $3.00 while maintaining a “neutral” rating, implying roughly 28% upside from the prior close.
• Analyst sentiment remains mixed: one analyst rates the stock Buy, one Hold and one Sell, resulting in a consensus “Hold” rating and a $4.50 consensus target price.
• BigBear.ai reported strong quarterly revenue of $43.58 million, up 31.5% year over year and above expectations, but its $0.19-per-share loss exceeded the expected $0.06 loss. Shares opened at $2.35 and remained below both their 50-day and 200-day moving averages.

BigBear.ai (NYSE:BBAI - Get Free Report) had its price objective cut by Cantor Fitzgerald from $4.00 to $3.00 in a research note issued to investors on Wednesday, Benzinga reports. The firm presently has a "neutral" rating on the stock. Cantor Fitzgerald's price objective suggests a potential upside of 27.93% from the stock's previous close.

Several other brokerages also recently issued reports on BBAI. Wall Street Zen downgraded shares of BigBear.ai from a "hold" rating to a "sell" rating in a report on Saturday, August 1st. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of BigBear.ai in a report on Thursday, October 15th. One research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus target price of $4.50.

BigBear.ai Price Performance

NYSE:BBAI opened at $2.35 on Wednesday. BigBear.ai has a 12-month low of $2.07 and a 12-month high of $7.40. The firm has a market capitalization of $1.12 billion, a P/E ratio of -11.17 and a beta of 3.37. The business has a 50 day simple moving average of $2.71 and a 200 day simple moving average of $3.68.

BigBear.ai (NYSE:BBAI - Get Free Report) last issued its quarterly earnings data on Tuesday, October 27th. The company reported ($0.19) EPS for the quarter, missing analysts' consensus estimates of ($0.06) by ($0.13). The company had revenue of $43.58 million during the quarter, compared to analysts' expectations of $29.93 million. During the same period in the prior year, the firm posted ($0.03) EPS. BigBear.ai's revenue was up 31.5% compared to the same quarter last year. Research analysts anticipate that BigBear.ai will post -0.22 EPS for the current fiscal year.

Institutional Trading of BigBear.ai

Several large investors have recently added to or reduced their stakes in the business. A&I Financial Services LLC bought a new stake in BigBear.ai during the 2nd quarter valued at $37,000. Krilogy Financial LLC bought a new position in shares of BigBear.ai in the first quarter worth $43,000. Hollencrest Capital Management bought a new position in shares of BigBear.ai in the first quarter worth $41,000. Park Avenue Securities LLC acquired a new position in shares of BigBear.ai during the third quarter valued at $34,000. Finally, GTS Securities LLC acquired a new position in shares of BigBear.ai during the second quarter valued at $49,000. 7.55% of the stock is currently owned by institutional investors and hedge funds.

BigBear.ai News Roundup

Here are the key news stories impacting BigBear.ai this week:

• Positive Sentiment: BigBear.ai reported third-quarter revenue of approximately $43.6 million, up 31.5% year over year and well above analyst expectations near $29.9 million. Growth was supported by defense contracts and expanding AI offerings. BigBear.ai Q3 revenue report
• Positive Sentiment: The company raised its fiscal 2026 revenue outlook to $150 million–$165 million, substantially above the roughly $112.9 million FactSet consensus. The upgraded forecast is the clearest bullish catalyst in the latest announcements. BigBear.ai raises fiscal 2026 revenue guidance
• Positive Sentiment: The earnings presentation and call highlighted continued demand for mission-ready AI and security and defense applications, potentially supporting future contract growth. BigBear.ai Q3 earnings presentation
• Neutral Sentiment: Unusual options activity preceded the report, with traders purchasing 39,656 call options—59% above typical daily call volume—but this reflects positioning rather than confirmed fundamental improvement.
• Negative Sentiment: BigBear.ai posted a quarterly loss of $0.19 per share, missing the approximately $0.06-per-share consensus loss estimate by $0.13. The result was weaker than the prior-year loss and reportedly included impairment pressure. BigBear.ai earnings results
• Negative Sentiment: Investors remain concerned about rising costs, government-funding risks and the company’s lack of profitability. BBAI trades below its 50-day and 200-day moving averages, reinforcing the cautious reaction to the earnings miss.

About BigBear.ai

BigBear.ai Holdings, Inc NYSE: BBAI is an artificial intelligence company that develops decision-intelligence solutions for government and commercial organizations. Its technologies are designed to help customers analyze complex data, identify risks and opportunities, and support planning and operational decision-making.

The company provides artificial intelligence and machine-learning capabilities across areas such as supply-chain management, cyber operations, logistics, autonomous systems, predictive analytics, and computer vision.

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