Bridger Aerospace Group (NASDAQ:BAER) Rating Lowered to Hold at Wall Street Zen

Bridger Aerospace Group (NASDAQ:BAER) was downgraded by equities research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report issued on Saturday.

A number of other equities analysts have also weighed in on BAER. Canaccord Genuity Group reaffirmed a “buy” rating and issued a $5.25 price objective on shares of Bridger Aerospace Group in a research note on Tuesday, November 25th. Weiss Ratings upgraded shares of Bridger Aerospace Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. One analyst has rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Bridger Aerospace Group currently has an average rating of “Moderate Buy” and a consensus price target of $5.25.

Bridger Aerospace Group Trading Down 6.0%

Bridger Aerospace Group stock opened at $2.20 on Friday. Bridger Aerospace Group has a 12 month low of $1.02 and a 12 month high of $3.44. The stock has a fifty day simple moving average of $2.56 and a two-hundred day simple moving average of $2.06. The firm has a market cap of $122.19 million, a price-to-earnings ratio of -3.93 and a beta of 0.18.

Bridger Aerospace Group (NASDAQ:BAER) last announced its earnings results on Thursday, March 5th. The company reported ($0.40) EPS for the quarter, missing analysts’ consensus estimates of ($0.30) by ($0.10). Bridger Aerospace Group had a net margin of 3.37% and a negative return on equity of 1.22%. The business had revenue of $8.55 million for the quarter, compared to analysts’ expectations of $6.50 million.

Hedge Funds Weigh In On Bridger Aerospace Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BAER. First Manhattan CO. LLC. grew its position in Bridger Aerospace Group by 43.5% during the 4th quarter. First Manhattan CO. LLC. now owns 5,513,555 shares of the company’s stock worth $10,090,000 after purchasing an additional 1,671,375 shares during the period. Marshall Wace LLP grew its stake in shares of Bridger Aerospace Group by 530.0% during the 4th quarter. Marshall Wace LLP now owns 965,091 shares of the company’s stock worth $1,766,000 after purchasing an additional 811,899 shares during the period. Goldman Sachs Group Inc. increased its holdings in shares of Bridger Aerospace Group by 50.1% during the 4th quarter. Goldman Sachs Group Inc. now owns 332,042 shares of the company’s stock valued at $608,000 after purchasing an additional 110,788 shares in the last quarter. Kieckhefer Group LLC raised its position in shares of Bridger Aerospace Group by 63.0% in the third quarter. Kieckhefer Group LLC now owns 284,500 shares of the company’s stock worth $526,000 after acquiring an additional 110,000 shares during the period. Finally, Bridgeway Capital Management LLC boosted its stake in shares of Bridger Aerospace Group by 555.6% during the 2nd quarter. Bridgeway Capital Management LLC now owns 76,700 shares of the company’s stock worth $148,000 after acquiring an additional 65,000 shares in the last quarter. Hedge funds and other institutional investors own 48.94% of the company’s stock.

More Bridger Aerospace Group News

Here are the key news stories impacting Bridger Aerospace Group this week:

• Positive Sentiment: Company reported record 2025 results — revenue +25%, adjusted EBITDA +21% year-over-year and delivered positive net income for the full year. This supports the company’s growth narrative and helps justify higher forward revenue targets. GlobeNewswire: Record 2025 Results
• Positive Sentiment: FY2026 revenue guidance was raised to $135M–$145M, above Street consensus (~$132.6M), signaling management expects continued top-line growth driven by new fleet assets and expanding contracts. MarketBeat: Earnings / Guidance
• Positive Sentiment: Management is targeting over 25% revenue growth in 2026 and cites fleet additions and new contracts as the growth drivers — a bullish operational story if execution continues. MSN: Targets >25% Revenue Growth
• Neutral Sentiment: Earnings call transcript and highlights published — useful for details on contract cadence, capital spend for fleet expansion, and margin outlook; investors should review management commentary for cadence on EPS guidance. Seeking Alpha: Q4 2025 Call Transcript
• Neutral Sentiment: Short interest data in early March shows effectively zero reported short interest (statistical/formatting anomalies noted), so short-covering dynamics are unlikely to be a driver in the near term. (Data appears inconsistent/naN; treat with caution.)
• Negative Sentiment: Q4 EPS missed expectations: reported ($0.40) vs. consensus ($0.30) — the EPS shortfall is pressuring the stock despite revenue beats and strong annual results. MarketBeat: Q4 EPS Miss

About Bridger Aerospace Group

Bridger Aerospace Group, Inc operates as an aerial services company specializing in wildfire management and aviation support. The company’s core business activities include aerial wildfire suppression, providing rapid-response water and fire-retardant drops from fixed-wing air tankers. In addition to firefighting, Bridger Aerospace offers aviation services such as cloud seeding for weather modification, aerial inspection and mapping, environmental monitoring, and logistics support for remote sites.

Founded in 2014 and headquartered in Heber City, Utah, Bridger Aerospace Group deploys a fleet of both fixed-wing and rotary-wing aircraft under contract to federal, state and local government agencies as well as commercial customers.