Rep. Lisa C. McClain Buys BigBear.ai Holdings, Inc. (NYSE:BBAI) Shares

Key Points

• Representative Lisa C. McClain disclosed a purchase of between $15,001 and $50,000 of BigBear.ai (NYSE:BBAI) shares on Feb. 6 in her Charles Schwab 401(k) account, and also bought $1,001–$15,000 on Feb. 4.
• BigBear.ai beat Q4 EPS estimates (reported a $0.01 loss vs. $0.05 expected) but revenue fell 37.7% year‑over‑year and margins remain deeply negative, while the stock is volatile (52‑week range $2.36–$9.39) and was up about 5.2% recently.
• Institutional buyers (VanEck, Vanguard, UBS, Two Sigma) have added large stakes and management completed a ~90% debt reset improving cash and leverage, but analysts are mixed—average "Hold" with lowered price targets and several downgrades over execution and valuation risks.

Representative Lisa C. McClain (Republican-Michigan) recently bought shares of BigBear.ai Holdings, Inc. (NYSE:BBAI). In a filing disclosed on March 04th, the Representative disclosed that they had bought between $15,001 and $50,000 in BigBear.ai stock on February 6th. The trade occurred in the Representative's "CHARLES SCHWAB 401K > SCHWAB 824" account.

Representative Lisa C. McClain also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of BigBear.ai NYSE: BBAI on 2/4/2026.

BigBear.ai Stock Up 5.2%

BBAI stock opened at $4.25 on Friday. BigBear.ai Holdings, Inc. has a fifty-two week low of $2.36 and a fifty-two week high of $9.39. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.78 and a quick ratio of 3.13. The stock has a market capitalization of $2.02 billion, a price-to-earnings ratio of -4.25 and a beta of 3.49. The business's fifty day moving average price is $5.05 and its two-hundred day moving average price is $5.85.

BigBear.ai (NYSE:BBAI - Get Free Report) last released its quarterly earnings results on Monday, March 2nd. The company reported ($0.01) EPS for the quarter, beating the consensus estimate of ($0.05) by $0.04. BigBear.ai had a negative net margin of 230.21% and a negative return on equity of 18.22%. The business had revenue of $27.30 million for the quarter, compared to the consensus estimate of $33.31 million. During the same period in the prior year, the company posted ($0.43) earnings per share. BigBear.ai's revenue was down 37.7% compared to the same quarter last year. On average, equities analysts anticipate that BigBear.ai Holdings, Inc. will post -0.28 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the stock. HC Wainwright cut their price objective on shares of BigBear.ai from $8.00 to $6.00 and set a "buy" rating for the company in a report on Tuesday. Cantor Fitzgerald lowered their target price on shares of BigBear.ai from $6.00 to $5.00 and set a "neutral" rating on the stock in a report on Tuesday. Wall Street Zen downgraded shares of BigBear.ai from a "hold" rating to a "sell" rating in a research report on Saturday, January 10th. Finally, Weiss Ratings reiterated a "sell (d-)" rating on shares of BigBear.ai in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and an average target price of $5.50.

Institutional Investors Weigh In On BigBear.ai

Institutional investors have recently added to or reduced their stakes in the business. Van ECK Associates Corp bought a new position in shares of BigBear.ai during the fourth quarter valued at $46,675,000. Vanguard Group Inc. grew its stake in shares of BigBear.ai by 32.6% in 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. UBS Group AG grew its stake in shares of BigBear.ai by 145.7% in 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. Jump Financial LLC acquired a new stake in BigBear.ai in the second quarter valued at $37,407,000. Finally, Two Sigma Investments LP raised its position in BigBear.ai by 165.5% during the 3rd quarter. Two Sigma Investments LP now owns 4,903,920 shares of the company's stock worth $31,974,000 after purchasing an additional 3,056,597 shares during the last quarter. 7.55% of the stock is owned by institutional investors.

BigBear.ai News Roundup

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

• Positive Sentiment: Large balance-sheet improvement — management completed a debt reset that cut debt ~90% and left the company with record cash, reducing leverage risk and giving BigBear.ai more runway for execution and M&A. BigBear.ai’s Debt Reset And Middle East Push Reframe Growth Prospects
• Positive Sentiment: Strategic M&A and international push — recent acquisitions broaden AI capabilities for government and critical infrastructure, and the company is pursuing Middle East public‑sector/national‑security opportunities that could drive higher-margin contracts. BigBear.ai’s Debt Reset And Middle East Push Reframe Growth Prospects
• Positive Sentiment: Analyst support remains in places — HC Wainwright keeps a Buy rating with a $6 price target despite lowering some FY estimates, signaling some broker confidence in the turnaround potential. HC Wainwright Forecasts BigBear.ai's Q1 Earnings NYSE: BBAI
• Neutral Sentiment: Institutional interest noted — commentary (MarketBeat) suggests speculative retail interest but also that smart money may be quietly buying the improved balance sheet; this supports liquidity but not short‑term revenue visibility. MarketBeat Week in Review – 03/02 - 03/06
• Neutral Sentiment: Ongoing analyst model churn — Northland revised several quarterly EPS estimates (mix of small raises and cuts) and nudged FY outlook slightly, reflecting evolving visibility but continued consensus losses. MarketBeat coverage of analyst estimate changes
• Negative Sentiment: Revenue and contract volatility — Q4 revenue missed expectations and was down sharply year‑over‑year; Zacks highlights weak Q4 revenue and unpredictable contracts as the main reasons investors have punished the stock in recent months. Should You Buy, Sell or Hold BigBear.ai Stock After Q4 Results?
• Negative Sentiment: Execution and valuation concerns — Seeking Alpha notes that defense‑AI potential is real but execution remains uncertain; another piece argues the stock still looks expensive relative to near‑term fundamentals despite the sell‑off. BigBear.ai: Defense AI Potential Is Real, But Execution Remains The Question BigBear.ai: Niche Defense And Border Control Leader Remains Expensive Despite Sell-Off
• Negative Sentiment: Analyst downgrades and negative notes pressured the stock — multiple firms issued bearish or more cautious forecasts, and a downgrade drove a sharp intra‑day drop reported earlier in the week. BigBear.ai NYSE: BBAI Trading Down 7.1% After Analyst Downgrade

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan's 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan's 9th Congressional District. She declared candidacy for the 2026 election. Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor's degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

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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