BIGBEAR.AI HOLDINGS INC (BBAI)
Information Technology · Defense AI and national security technology · NYSE
BigBear.ai delivers FedRAMP-authorized generative AI and tactical edge computing solutions purpose-built for U.S. defense, intelligence, and national security operations.
What BIGBEAR.AI HOLDINGS INC does
BigBear.ai is a specialized provider of mission-ready artificial intelligence technology primarily serving defense, national security, and select commercial customers. The company develops and deploys cutting-edge AI solutions including generative AI for defense and intelligence, computer vision, predictive analytics, biometrics, and autonomous systems. It operates across national security, travel, and trade sectors, with a focus on delivering secure, government-certified AI platforms and tactical edge computing capabilities for defense and intelligence operations.
Themes: ["AI for defense and national security","Generative AI / large language models for government","Government-certified cloud AI (FedRAMP)","Computer vision and object detection","Tactical edge AI and autonomous systems","Supply chain visibility"]
Fundamentals
- Price$3.32 as of 2026-07-09 close
- Market cap$1.6B as of 2026-07-10
- 1-year return-55.0% as of 2026-07-09 close
- Net margin-226.7% as of 2026-07-10
- Gross margin+25.8% as of 2026-07-10
- ROE-50.7% as of 2026-07-10
- Debt / equity0.02 as of 2026-07-10
- Revenue growth (YoY)-20.3% as of 2026-07-10
- Revenue CAGR (3y)-6.3% SEC XBRL
- Beta3.17 as of 2026-07-10
Key risks (from latest filing)
["Significant operating losses and negative net margins (-226.69%) with recurring quarterly net losses; company is unprofitable with accumulated deficit of $922.3 million as of Q1 2026","Heavy dependence on U.S. government defense and intelligence customers creating concentrated customer risk and exposure to government budget cycles, policy changes, and procurement decisions","Substantial debt obligations ($16.6 million current, plus recent debt extinguishment losses of $15.8 million in Q1 2026) and derivative liabilities of $10 million, indicating financial stress and leverage risk"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.