Cantor Fitzgerald Has Lowered Expectations for BigBear.ai (NYSE:BBAI) Stock Price

BigBear.ai (NYSE:BBAI) had its price target lowered by stock analysts at Cantor Fitzgerald from $4.00 to $3.00 in a note issued to investors on Wednesday, Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Cantor Fitzgerald‘s price target points to a potential upside of 27.93% from the company’s previous close.

Other equities research analysts also recently issued reports about the company. Weiss Ratings restated a “sell (d-)” rating on shares of BigBear.ai in a research report on Thursday, October 15th. Wall Street Zen cut BigBear.ai from a “hold” rating to a “sell” rating in a research report on Saturday, August 1st. One analyst has rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $4.50.

BigBear.ai Trading Up 10.6%

Shares of NYSE:BBAI opened at $2.35 on Wednesday. The company has a 50 day moving average of $2.71 and a 200-day moving average of $3.68. The firm has a market cap of $1.12 billion, a P/E ratio of -11.17 and a beta of 3.37. BigBear.ai has a twelve month low of $2.07 and a twelve month high of $7.40.

BigBear.ai (NYSE:BBAI) last posted its quarterly earnings data on Tuesday, October 27th. The company reported ($0.19) EPS for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.13). The company had revenue of $43.58 million for the quarter, compared to analyst estimates of $29.93 million. During the same quarter in the previous year, the company earned ($0.03) EPS. BigBear.ai’s revenue for the quarter was up 31.5% on a year-over-year basis. Equities research analysts forecast that BigBear.ai will post -0.22 EPS for the current year.

Institutional Investors Weigh In On BigBear.ai

A number of institutional investors and hedge funds have recently modified their holdings of BBAI. First Trust Advisors LP boosted its stake in shares of BigBear.ai by 18.1% during the 1st quarter. First Trust Advisors LP now owns 2,419,242 shares of the company’s stock worth $8,516,000 after acquiring an additional 369,981 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in shares of BigBear.ai in the 2nd quarter worth $5,243,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of BigBear.ai by 6.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,295,272 shares of the company’s stock worth $4,754,000 after acquiring an additional 76,451 shares during the last quarter. California State Teachers Retirement System raised its position in shares of BigBear.ai by 30.4% during the first quarter. California State Teachers Retirement System now owns 541,731 shares of the company’s stock worth $1,907,000 after purchasing an additional 126,303 shares during the period. Finally, Headlands Technologies LLC raised its position in shares of BigBear.ai by 351.8% during the second quarter. Headlands Technologies LLC now owns 512,339 shares of the company’s stock worth $1,880,000 after purchasing an additional 398,936 shares during the period. Institutional investors and hedge funds own 7.55% of the company’s stock.

Key BigBear.ai News

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

• Positive Sentiment: BigBear.ai reported third-quarter revenue of approximately $43.6 million, up 31.5% year over year and well above analyst expectations near $29.9 million. Growth was supported by defense contracts and expanding AI offerings. BigBear.ai Q3 revenue report
• Positive Sentiment: The company raised its fiscal 2026 revenue outlook to $150 million–$165 million, substantially above the roughly $112.9 million FactSet consensus. The upgraded forecast is the clearest bullish catalyst in the latest announcements. BigBear.ai raises fiscal 2026 revenue guidance
• Positive Sentiment: The earnings presentation and call highlighted continued demand for mission-ready AI and security and defense applications, potentially supporting future contract growth. BigBear.ai Q3 earnings presentation
• Neutral Sentiment: Unusual options activity preceded the report, with traders purchasing 39,656 call options—59% above typical daily call volume—but this reflects positioning rather than confirmed fundamental improvement.
• Negative Sentiment: BigBear.ai posted a quarterly loss of $0.19 per share, missing the approximately $0.06-per-share consensus loss estimate by $0.13. The result was weaker than the prior-year loss and reportedly included impairment pressure. BigBear.ai earnings results
• Negative Sentiment: Investors remain concerned about rising costs, government-funding risks and the company’s lack of profitability. BBAI trades below its 50-day and 200-day moving averages, reinforcing the cautious reaction to the earnings miss.

BigBear.ai Company Profile

BigBear.ai Holdings, Inc (NYSE: BBAI) is an artificial intelligence company that develops decision-intelligence solutions for government and commercial organizations. Its technologies are designed to help customers analyze complex data, identify risks and opportunities, and support planning and operational decision-making.

The company provides artificial intelligence and machine-learning capabilities across areas such as supply-chain management, cyber operations, logistics, autonomous systems, predictive analytics, and computer vision.