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BBAI Stock Forecast: BigBear.ai Holdings, Inc. Price Predictions for 2026-2027

Last close, 11 Sept 2026
$2.87
+1.77% on the day

The 2 Wall Street analysts covering BigBear.ai Holdings, Inc. hold a median 12-month price target of $4 — +39.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 12 of 100 as at 12 Sept 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$1.4B
Ticker Nerd rank
12 / 100
Median analyst target
$4.00
Analysts covering
2
Revenue$36.7M+13.2% y/y
Operating income−$27.4M
Net income−$25.7M
Free cash flow−$22.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.7%
1M
−13.8%
YTD
−46.9%
1Y
−41.1%
From 52W high
−67.8%
From 52W low
+10.8%
$2.59
$8.91
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

BBAI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores BigBear.ai Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 12 Sept 2026
12 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
63
Growth
42
Size
41
Revisions
37
Quality
35
Accruals
29
Value
14
Momentum
13
Volatility
9

Issuance (63): The share count has been shrinking and the company is not leaning on new borrowing.

Volatility (9): The share price moves around a lot.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

BBAI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on BBAI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$2.00$3.00$4.00$5.00$6.00$7.00$8.00Oct 25Jan 26Apr 26Jul 26BBAIHigh $4.00Median $4.00Low $4.00

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says2 analysts
0 Buy2 Hold0 Sell
Low $4.00Median $4.00High $4.00

The green dot is the last close — the median target sits +39.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
31 July 2026Cantor FitzgeraldMaintainsNeutral$5.00 → $4.00
31 July 2026Cantor FitzgeraldMaintainsNeutral—
3 Mar 2026Cantor FitzgeraldMaintainsNeutral—
3 Mar 2026Cantor FitzgeraldMaintainsNeutral$6.00 → $5.00
3 Mar 2026HC Wainwright & Co.MaintainsBuy—
3 Mar 2026HC Wainwright & Co.MaintainsBuy$8.00 → $6.00
7 Jan 2026Cantor FitzgeraldDowngradeNeutral—
11 Nov 2025HC Wainwright & Co.ReiteratesBuy—
12 Aug 2025HC Wainwright & Co.MaintainsBuy—
1 July 2025HC Wainwright & Co.MaintainsBuy—
7 Mar 2025Cantor FitzgeraldMaintainsOverweight—
7 Mar 2025HC Wainwright & Co.MaintainsBuy—
30 Dec 2024HC Wainwright & Co.MaintainsBuy—
6 Nov 2024Cantor FitzgeraldAssumesOverweight$3.50
6 Nov 2024HC Wainwright & Co.ReiteratesBuy—
15 Oct 2024HC Wainwright & Co.ReiteratesBuy—
21 Aug 2024Cantor FitzgeraldReiteratesOverweight—
2 Aug 2024HC Wainwright & Co.MaintainsBuy—
3 May 2024HC Wainwright & Co.ReiteratesBuy—
12 Mar 2024Cantor FitzgeraldReiteratesOverweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BBAI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

BBAI vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, BigBear.ai Holdings, Inc. returned −41.1% against +17.5% for the S&P 500, dividends included.

BBAI vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120140160Oct 25Jan 26Apr 26Jul 26BBAIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

BBAI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
2
Fundamentals

BigBear.ai Holdings, Inc. (BBAI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−3.5×

Cheaper than 88% of US stocks

Price / sales
10.5×

Cheaper than 14% of US stocks

Price / book
1.8×

Cheaper than 49% of US stocks

EV / EBITDA
−15.1×

Cheaper than 87% of US stocks

Growth & margins
Revenue growth (YoY)
13.2%

Higher than 59% of US stocks

Earnings growth (YoY)
—
Gross margin
32.8%

Higher than 38% of US stocks

Operating margin
−74.4%

Higher than 15% of US stocks

Net margin
−65.2%

Higher than 8% of US stocks

Returns & dividend
Return on equity
−16.6%

Higher than 32% of US stocks

Return on assets
−7.6%

Higher than 29% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

BigBear.ai Holdings, Inc. (BBAI) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • BigBear.ai Holdings, Inc. has a market value of $1.4B and an enterprise value of $1.1B.

  • Revenue in the twelve months to 30 June 2026: $131.6M. The latest quarter grew 13.2% year on year.

  • Net income over the same four quarters: −$85.8M, a −65.2% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.21.

  • Free cash flow in the twelve months to 30 June 2026: −$73.8M, after $1.1M of capital spending.

  • Shares outstanding: 479.5M.

  • Trailing P/E: −3.5×; forward P/E: −14.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • BigBear.ai Holdings, Inc. employs 579 people — $227K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 13 Sept 2026

Data provided by Twelve Data

Peers

BBAI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInformation Technology Services
CompanyMarket capTKN rank
BBAIBigBear.ai Holdings, Inc.$1.4B
12
EFOREverforth, Inc.$1.3B
63
CLVTClarivate Plc$1.2B
64
VYXNCR Voyix Corp.$1.2B
82
GLOBGlobant SA$1.6B
52
MGRTMega Fortune Co., Ltd.$1.7B
17
CNXCConcentrix Corp.$1.8B
56

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own BigBear.ai Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest BBAI news & analysis

BigBear.ai vs. Cerebras Systems: What Quarterly Revenue Trends for These Artificial Intelligence Companies Tell Investors

The Motley Fool · 14 Sept 2026neutral

A Motley Fool article compares quarterly revenue trends between BigBear.ai and Cerebras Systems across eight observed reporting periods. Cerebras reported consistently higher totals with a fluctuating but upward quarter-over-quarter trend, while BigBear.ai showed a stable but flat revenue trajectory.

Why it matters — BBAI watchers would note that the comparison highlights the company's relatively flat revenue performance versus a competitor's stronger and growing revenue totals.

BigBear.ai vs. IonQ: Weighing Whether to Invest in the Artificial Intelligence Company or the Quantum Computing Giant

The Motley Fool · 13 Sept 2026negative

A Motley Fool article compares BigBear.ai with IonQ, examining the two companies as investment options. It notes that BigBear.ai focuses on decision intelligence software for government and defense agencies but faces declining revenue, while IonQ is scaling its trapped-ion quantum computing hardware with significant triple-digit revenue growth.

Why it matters — The comparison highlights BigBear.ai's declining revenue against a quantum computing competitor showing strong growth, giving BBAI watchers context on its current business challenges.

BigBear.ai vs. D-Wave Quantum: Which Technology Stock Is a Better Buy in 2026?

The Motley Fool · 12 Sept 2026neutral

The Motley Fool published an article comparing BigBear.ai and D-Wave Quantum as potential technology stock investments in 2026. The piece notes that BigBear.ai supplies decision intelligence and AI solutions to U.S. defense and intelligence communities, while D-Wave Quantum focuses on commercial quantum computing with hardware and cloud access for global enterprises.

Why it matters — A BBAI watcher would care because the article frames BigBear.ai's positioning in the defense and intelligence AI market against a competitor in a widely covered emerging technology sector.

BigBear.ai Stock Dives 29% in the Past 3 Months: Hold or Fold?

Zacks Investment Research · 11 Sept 2026negative

BigBear.ai's stock has fallen 29% over the past three months. The company's AI demand and growing backlog offer growth potential, but persistent losses, modest growth, and government-contract risks weigh on its outlook.

Why it matters — Investors watching BBAI will want to weigh its potential AI-driven growth against ongoing losses and government-contract exposure that continue to pressure the stock.

BigBear.ai vs. Cerebras Systems: Which Tech Stock Is a Better Buy in 2026?

The Motley Fool · 11 Sept 2026neutral

The Motley Fool compares BigBear.ai and Cerebras Systems as potential tech stock investments for 2026, noting that BigBear.ai provides mission-ready AI and decision intelligence for government and defense logistics, while Cerebras offers wafer-scale processors for AI training and inference.

Why it matters — A BBAI watcher would care because this comparative analysis highlights how BigBear.ai's government and defense-focused AI offerings stack up against an AI hardware competitor in the broader market.

FAQ

Frequently asked questions about BBAI stock

What is the BBAI stock price forecast for 2026-2027?

The 2 Wall Street analysts covering BigBear.ai Holdings, Inc. have a median 12-month price target of $4, with estimates ranging from $4 to $4. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is BBAI stock a buy right now?

Of the 2 analysts covering BigBear.ai Holdings, Inc., 0 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks BigBear.ai Holdings, Inc. 12 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank BBAI?

As at 12 Sept 2026, BigBear.ai Holdings, Inc. ranks 12 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (63 of 100).

Will BBAI stock go up?

No one can know that. What the data says: the median 12-month target from 2 analysts implies +39.4% from the last close, and Ticker Nerd's factor model ranks BigBear.ai Holdings, Inc. 12 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the BBAI stock forecast for 2030?

No analyst covering BigBear.ai Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BBAI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $4 to $4 over the next 12 months.

How has BBAI stock performed over the past year?

BigBear.ai Holdings, Inc. returned -41.1% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does BigBear.ai Holdings, Inc. do?

BigBear.ai Holdings, Inc. is an artificial intelligence and data analytics company focused on decision intelligence for government and commercial users.

What is the latest news on BBAI?

The most recent item we track (The Motley Fool, 14 Sept 2026): "BigBear.ai vs. Cerebras Systems: What Quarterly Revenue Trends for These Artificial Intelligence Companies Tell Investors". A Motley Fool article compares quarterly revenue trends between BigBear.ai and Cerebras Systems across eight observed reporting periods. Cerebras reported consistently higher totals with a fluctuating but upward quarter-over-quarter trend, while BigBear.ai showed a stable but flat revenue trajectory.

Company

About BigBear.ai Holdings, Inc.

BigBear.ai Holdings, Inc. is an artificial intelligence and data analytics company focused on decision intelligence for government and commercial users. BigBear.ai provides software and services across supply chain and logistics, cybersecurity, autonomous systems, and digital identity. Its offerings include AI-powered analytics, predictive modeling, computer vision, biometrics, machine learning orchestration, and systems integration designed to support mission-critical operations and complex data environments. The company also serves defense, intelligence, homeland security, travel, trade, and industrial customers with tools for situational awareness, identity verification, and operational optimization. Headquartered in McLean, Virginia, BigBear.ai Holdings, Inc. positions itself as a specialized provider of mission-ready AI solutions that help organizations process data, automate workflows, and improve decision-making across regulated and high-security markets.

CEO Mr. Kevin McAleenan · 579 employees · United States · https://bigbear.ai