Bridger Aerospace Group (NASDAQ:BAER) Downgraded to Hold Rating by Wall Street Zen

Wall Street Zen downgraded shares of Bridger Aerospace Group (NASDAQ:BAER) from a buy rating to a hold rating in a report published on Saturday morning.

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

Bridger Aerospace Group Price Performance

BAER stock opened at $2.20 on Friday. The stock has a market capitalization of $122.19 million, a PE ratio of -3.93 and a beta of 0.18. The company’s 50-day moving average is $2.56 and its 200-day moving average is $2.06. Bridger Aerospace Group has a 1 year low of $1.02 and a 1 year high of $3.44.

Bridger Aerospace Group (NASDAQ:BAER) last issued 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 firm had revenue of $8.55 million during the quarter, compared to the consensus estimate of $6.50 million.

Hedge Funds Weigh In On Bridger Aerospace Group

A number of hedge funds have recently added to or reduced their stakes in BAER. State Street Corp raised its stake in shares of Bridger Aerospace Group by 32.1% in the fourth quarter. State Street Corp now owns 101,280 shares of the company’s stock worth $185,000 after purchasing an additional 24,600 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new position in shares of Bridger Aerospace Group during the fourth quarter valued at approximately $48,000. Jane Street Group LLC bought a new stake in Bridger Aerospace Group during the fourth quarter worth $84,000. Centiva Capital LP bought a new stake in Bridger Aerospace Group during the third quarter worth $53,000. Finally, Bridgeway Capital Management LLC raised its position in Bridger Aerospace Group by 555.6% in the 2nd quarter. Bridgeway Capital Management LLC now owns 76,700 shares of the company’s stock valued at $148,000 after buying an additional 65,000 shares during the last quarter. Institutional investors and hedge funds own 48.94% of the company’s stock.

Key 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.