BigBear.ai Holdings, Inc.(BBAI)Stock Analysis
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Rank #2,823 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BBAI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for BigBear.ai Holdings, Inc. (BBAI), a Technology sector company. 13F Pro's AI-powered ranking engine scores BBAI at 17.6/100 on a 32-signal composite quality model, placing it at rank #2,823 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (6.6) and free cash flow (8.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), BigBear.ai Holdings, Inc. reports quarterly revenue of $36.7M, net income of $-25.7M, free cash flow of $-22.5M. Top institutional holders of BBAI by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, GEODE CAPITAL MANAGEMENT, based on the most recent SEC filings. BBAI trades on the NYSE exchange and files with the SEC under CIK 1836981. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BBAI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BigBear.ai Holdings, Inc. directly from SEC EDGAR. BigBear.ai Holdings, Inc.'s 13F Pro composite quality score has ranged between 13 and 24 since 2024, currently 17.6 — a stable long-term trajectory across 55 quarterly and live scoring snapshots.
Revenue
Q2 2026
$36.7M
Net Income
Q2 2026
$-25.7M
Free Cash Flow
Q2 2026
$-22.5M
ROIC
Q2 2026
-14.2%
D/E Ratio
Q2 2026
0.04
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-19.3% YoYNet Income
+0.6% YoYOperating Income
-60.3% YoYEPS (Diluted)
+35.4% YoYTotal Assets
+160.2% YoYTotal Debt
+1.7% YoYOp. Cash Flow
-10.1% YoYFree Cash Flow
-10.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $127.7M -19.3% | $158.2M +2.0% | $155.2M +0.1% | $155.0M +6.5% | $145.6M | — |
| Net Income | $-293.9M +0.6% | $-295.5M -318.3% | $-70.7M +41.9% | $-121.7M +1.5% | $-123.6M | — |
| Operating Income | $-213.9M -60.3% | $-133.4M -241.8% | $-39.0M +64.7% | $-110.5M -40.8% | $-78.5M | — |
| EPS (Diluted) | $-0.82 +35.4% | $-1.27 -170.2% | $-0.47 +50.5% | $-0.95 +17.4% | $-1.15 | — |
| Total Assets | $894.5M +160.2% | $343.8M +72.0% | $199.9M +2.4% | $195.3M -49.0% | $383.3M +100601.2% | $380.7K |
| Total Debt | $140.2M +1.7% | $137.9M -13.8% | $159.8M -19.5% | $198.5M -2.2% | $203.1M +86.0% | $109.2M |
| Operating Cash Flow | $-42.0M -10.1% | $-38.1M -108.2% | $-18.3M +62.6% | $-48.9M -147.3% | $-19.8M | — |
| Free Cash Flow | $-42.5M -10.0% | $-38.6M -110.8% | $-18.3M +63.2% | $-49.7M -143.2% | $-20.4M | — |
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Top Institutional Holders of BBAI
BlackRock, Inc.
$148.9M40,571,630 shVANGUARD CAPITAL MANAGEMENT LLC
$77.8M21,201,689 shGEODE CAPITAL MANAGEMENT, LLC
$45.5M12,396,241 shSTATE STREET CORP
$44.7M12,186,162 shVANGUARD PORTFOLIO MANAGEMENT LLC
$39.5M10,774,316 shUBS Group AG
$35.6M9,691,775 shVAN ECK ASSOCIATES CORP
$30.0M8,178,320 shMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$21.2M5,779,715 shCITADEL ADVISORS LLC
$19.7M5,379,946 shNORTHERN TRUST CORP
$15.9M4,331,092 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $148.9M | 40,571,630 |
| VANGUARD CAPITAL MANAGEMENT LLC | $77.8M | 21,201,689 |
| GEODE CAPITAL MANAGEMENT, LLC | $45.5M | 12,396,241 |
| STATE STREET CORP | $44.7M | 12,186,162 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $39.5M | 10,774,316 |
| UBS Group AG | $35.6M | 9,691,775 |
| VAN ECK ASSOCIATES CORP | $30.0M | 8,178,320 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $21.2M | 5,779,715 |
| CITADEL ADVISORS LLC | $19.7M | 5,379,946 |
| NORTHERN TRUST CORP | $15.9M | 4,331,092 |
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Popular Research
Is BBAI a good stock to buy?
13F Pro's AI-powered analysis of BigBear.ai Holdings, Inc. (BBAI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BBAI are available on the BBAI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BBAI is classified as a small company.
Which hedge funds own BBAI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BBAI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BigBear.ai Holdings, Inc.'s investment landscape.