Dorothy Hayes Sells 15,000 Shares of BigBear.ai (NYSE:BBAI) Stock

Key Points

• Director Dorothy Hayes sold 15,000 BigBear.ai shares at an average price of $4.11, trimming her stake by 6.84%. The sale was disclosed in an SEC filing.
• BigBear.ai’s latest earnings showed mixed results: it beat EPS estimates with a loss of $0.01 per share, but revenue came in below expectations and fell 37.7% year over year. The company remains unprofitable, with analysts projecting a full-year loss.
• Recent business updates were more upbeat, with Q1 2026 highlights pointing to stronger gross margins, backlog growth, and support from its Ask Sage AI platform. Some analysts and articles suggest the stock could have meaningful upside, though overall Wall Street sentiment remains a Hold.

BigBear.ai Holdings, Inc. (NYSE:BBAI - Get Free Report) Director Dorothy Hayes sold 15,000 shares of the business's stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $4.11, for a total value of $61,650.00. Following the transaction, the director directly owned 204,150 shares in the company, valued at approximately $839,056.50. This trade represents a 6.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

BigBear.ai Stock Performance

NYSE BBAI traded up $0.01 during trading on Friday, reaching $4.18. 34,911,872 shares of the company's stock were exchanged, compared to its average volume of 49,512,273. The business has a 50 day moving average price of $3.77 and a 200-day moving average price of $5.09. The stock has a market capitalization of $2.00 billion, a P/E ratio of -4.81 and a beta of 3.25. The company has a debt-to-equity ratio of 0.01, a current ratio of 6.08 and a quick ratio of 1.78. BigBear.ai Holdings, Inc. has a fifty-two week low of $3.01 and a fifty-two week high of $9.39.

BigBear.ai (NYSE:BBAI - Get Free Report) last announced its quarterly earnings results on Monday, March 2nd. The company reported ($0.01) earnings per share for the quarter, topping analysts' consensus estimates of ($0.05) by $0.04. The firm had revenue of $27.30 million for the quarter, compared to the consensus estimate of $33.31 million. BigBear.ai had a negative return on equity of 16.02% and a negative net margin of 226.69%.The business's revenue was down 37.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.43) earnings per share. Sell-side analysts forecast that BigBear.ai Holdings, Inc. will post -0.3 earnings per share for the current fiscal year.

BigBear.ai News Roundup

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

• Positive Sentiment: BigBear.ai’s Q1 2026 report highlighted stronger gross margins, with revenue mix shifting toward higher-margin technology contracts and support from its Ask Sage generative AI platform. BigBear.ai (BBAI) Is Up 14.4% After Stronger Margins And Backlog Growth - Has The Bull Case Changed?
• Positive Sentiment: The company’s backlog increased, helped by a $53 million sole-source prime classified award, which suggests better near-term revenue visibility. BigBear.ai (BBAI) Is Up 14.4% After Stronger Margins And Backlog Growth - Has The Bull Case Changed?
• Positive Sentiment: Several recent articles argue BBAI could have meaningful upside from current levels, with one note assigning a $5.33 target and another suggesting the stock could rise more than 40% over the next year. BigBear.ai Holdings, Inc. NYSE: BBAI Just Reported, And Analysts Assigned A US$5.33 Price Target
• Neutral Sentiment: Analysts at Northland Securities slightly lowered earnings estimates for fiscal 2026 and Q4 2026, reflecting caution around profitability rather than a major business deterioration.
• Negative Sentiment: Despite margin improvement, BigBear.ai still posted a sizeable net loss, and higher operating expenses continue to weigh on profitability. Can BigBear.ai's AI Mix Drive Stronger Margins in 2026?

Institutional Investors Weigh In On BigBear.ai

Large investors have recently added to or reduced their stakes in the stock. Cantor Fitzgerald L. P. acquired a new stake in BigBear.ai during the third quarter worth approximately $1,756,000. M&T Bank Corp acquired a new stake in BigBear.ai during the fourth quarter worth approximately $5,576,000. PFG Investments LLC acquired a new stake in BigBear.ai during the third quarter worth approximately $1,593,000. Vanguard Group Inc. lifted its stake in BigBear.ai by 32.6% during the third quarter. Vanguard Group Inc. now owns 27,604,836 shares of the company's stock worth $179,984,000 after purchasing an additional 6,790,890 shares during the last quarter. Finally, UBS Group AG lifted its stake in BigBear.ai by 145.7% during the fourth quarter. UBS Group AG now owns 10,386,833 shares of the company's stock worth $56,089,000 after purchasing an additional 6,158,665 shares during the last quarter. Institutional investors and hedge funds own 7.55% of the company's stock.

Wall Street Analyst Weigh In

BBAI has been the topic of several research reports. HC Wainwright decreased their target price on BigBear.ai from $8.00 to $6.00 and set a "buy" rating on the stock in a research report on Tuesday, March 3rd. Wall Street Zen downgraded BigBear.ai from a "hold" rating to a "sell" rating in a research report on Saturday, January 10th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of BigBear.ai in a research report on Monday, April 20th. Finally, Cantor Fitzgerald decreased their target price on BigBear.ai from $6.00 to $5.00 and set a "neutral" rating on the stock in a research report on Tuesday, March 3rd. One analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $5.50.

About BigBear.ai

BigBear.ai is a provider of artificial intelligence (AI) and data analytics solutions designed to deliver actionable insights for public sector and commercial clients. Headquartered in Columbia, Maryland, the company specializes in advanced analytics, machine learning, predictive modeling and network analysis to support decision-making in complex, data-rich environments. Its clientele spans defense and intelligence agencies, civil government organizations and enterprise businesses seeking to enhance mission outcomes and operational efficiency.

The company’s flagship offerings include an AI-driven analytics platform that integrates data engineering, algorithm development and visualization tools.

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