Q3 Earnings Estimate for BigBear.ai Issued By HC Wainwright

BigBear.ai Holdings, Inc. (NYSE:BBAI) – Analysts at HC Wainwright issued their Q3 2026 EPS estimates for shares of BigBear.ai in a research note issued on Tuesday, March 3rd. HC Wainwright analyst S. Buck expects that the company will earn ($0.05) per share for the quarter. HC Wainwright currently has a “Buy” rating and a $6.00 target price on the stock. The consensus estimate for BigBear.ai’s current full-year earnings is ($0.28) per share. HC Wainwright also issued estimates for BigBear.ai’s Q4 2026 earnings at ($0.05) EPS and FY2026 earnings at ($0.21) EPS.

A number of other research firms also recently issued reports on BBAI. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of BigBear.ai in a research report on Wednesday, January 21st. Cantor Fitzgerald reduced their price target on BigBear.ai from $6.00 to $5.00 and set a “neutral” rating for the company in a research report on Tuesday. Finally, Wall Street Zen downgraded BigBear.ai from a “hold” rating to a “sell” rating in a research note on Saturday, January 10th. One analyst has rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $5.00.

BigBear.ai Stock Performance

Shares of BBAI opened at $4.04 on Thursday. The firm has a market cap of $1.92 billion, a P/E ratio of -4.04 and a beta of 3.49. BigBear.ai has a twelve month low of $2.36 and a twelve month high of $9.39. The company has a debt-to-equity ratio of 0.16, a quick ratio of 3.13 and a current ratio of 1.78. The firm’s 50 day moving average price is $5.08 and its two-hundred day moving average price is $5.86.

BigBear.ai (NYSE:BBAI) last announced its earnings results on Monday, March 2nd. The company reported ($0.01) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.05) by $0.04. BigBear.ai had a negative return on equity of 18.22% and a negative net margin of 230.21%.The company had revenue of $27.30 million during the quarter, compared to analyst estimates of $33.31 million. During the same period last year, the company posted ($0.43) earnings per share. The firm’s quarterly revenue was down 37.7% compared to the same quarter last year.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of BBAI. Root Financial Partners LLC increased its stake in BigBear.ai by 617.5% in the 4th quarter. Root Financial Partners LLC now owns 5,381 shares of the company’s stock valued at $29,000 after buying an additional 4,631 shares during the last quarter. CWM LLC grew its holdings in shares of BigBear.ai by 237.5% in the third quarter. CWM LLC now owns 4,640 shares of the company’s stock valued at $30,000 after acquiring an additional 3,265 shares in the last quarter. PNC Financial Services Group Inc. increased its position in shares of BigBear.ai by 150.9% during the fourth quarter. PNC Financial Services Group Inc. now owns 5,640 shares of the company’s stock valued at $30,000 after acquiring an additional 3,392 shares during the last quarter. Hazlett Burt & Watson Inc. lifted its holdings in BigBear.ai by 3,355.6% during the third quarter. Hazlett Burt & Watson Inc. now owns 4,976 shares of the company’s stock worth $32,000 after acquiring an additional 4,832 shares during the period. Finally, HM Payson & Co. boosted its position in BigBear.ai by 616.9% in the fourth quarter. HM Payson & Co. now owns 7,169 shares of the company’s stock worth $39,000 after purchasing an additional 6,169 shares during the last quarter. Hedge funds and other institutional investors own 7.55% of the company’s stock.

More BigBear.ai News

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

• Positive Sentiment: Company reported a large cash build and dramatic debt reduction (reported $462M cash & investments and ~90% debt cut), improving near-term solvency and reducing near-term financing risk. BigBear.ai Strengthens Balance Sheet
• Positive Sentiment: Strategic acquisitions (Ask Sage, Cargo Seer) add FedRAMP access, recurring revenue potential and border-control/computer-vision capabilities that support longer-term government contract growth. MarketBeat: Smart Money Buying
• Positive Sentiment: Some analysts raised near-term estimates or maintained bullish views: Northland nudged several FY/Q estimates modestly higher, and HC Wainwright still carries a Buy rating with a $6 target — evidence of at least some street confidence in recovery potential. HC Wainwright Note
• Neutral Sentiment: Institutional accumulation and reduced short seller headwinds were flagged by market commentary — could support rallies but also leaves the stock vulnerable to volatile squeezes. MarketBeat Institutional Notes
• Neutral Sentiment: Analyst model churn: some firms trimmed FY estimates while keeping higher price targets, producing mixed bench of guidance changes rather than a clear consensus. Forbes: What’s Happening With BBAI
• Negative Sentiment: Q4 revenue missed expectations sharply — $27.3M vs. ~$33.3M consensus and a ~37.7% YoY decline — driven by lower Army program volume; investors sold on the top-line miss despite an EPS beat. Yahoo Finance: Revenues Slump
• Negative Sentiment: Analyst downgrades and pessimistic forecasts (Cantor Fitzgerald and others) amplified the sell-off and increased near-term downside risk; coverage remains thin and mixed. Cantor Fitzgerald Forecast Trading Down After Downgrade
• Negative Sentiment: Valuation and execution doubts remain: some analysts and commentary (Seeking Alpha) argue the stock still trades at a premium to achievable fundamentals, keeping upside conditional on revenue recovery and contract execution. Seeking Alpha: Remains Expensive

BigBear.ai Company Profile

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.