BigBear.ai Holdings, Inc.(BBAI)
NASDAQ

BBAI Stock Analysis — September 2026

$2.98
0.03 (1.02%)

BBAI Stock Price Today (September 2026) — BigBear.ai Holdings, Inc. Analysis & Key Metrics 2026-09-03

BigBear.ai Holdings, Inc. (BBAI) is trading at $2.98, up 1.02% today (as of September 2026). The stock continues to show pressure below major moving averages, attracting attention from investors looking for Technology growth opportunities.

  • According to consensus analyst estimates, the 1-year price target is $4.00 (34.2% upside).
  • Volatility remains elevated (44.71% annualized), implying wide price swings for short-term traders.
  • The fundamental picture, based on the latest financial filings, is nuanced: solid revenue growth (13.20% YoY) alongside significant competitive pressures.

BBAI Stock Analysis: Key Metrics & Valuation (September 2026)

Concise, actionable data for investors

Trend posture
Short-term pullback in long-term uptrend
Analyst 1Y target434.2%
Volatility (30d ann.)44.7118High
RSI (14-day)
43.49 (Neutral)
Debt$22.75M (2.95 D/E)

BigBear.ai Holdings, Inc. - Historical Price & Volume

$2.98
+1.63 (+120.74%)
Price
Volume
Current Price Line
Range: 2Y

Market Cap

$1.50B

Enterprise Value: $1.17B

P/E Ratio

-149.00

Forward P/E: -15.65

Revenue Growth

+13.20%

Year over Year

Analyst Target

$4.00

+34.2% upside potential

Key Investor Questions About BBAI

What investors need to know before buying

Is it a good time to buy BBAI stock?

Based on current market data, BBAI presents a neutral technical setup with caution warranted fundamentals.

  • Technicals say: Neutral (RSI 43.49)
  • Fundamentals say: Caution warranted (high leverage concerns)
Can BBAI sustain revenue growth in the Information Technology Services market?

BBAI's growth trajectory depends on its ability to expand within the Information Technology Services sector while managing margin pressures.

  • Future growth will depend on performance in core Information Technology Services operations.
  • The ability to manage competitive pressures will be crucial for sustained growth.
What are the biggest risks facing BBAI stock?

The primary risks for BBAI investors include debt exposure and competitive dynamics in the Information Technology Services industry.

  • $22.75M in debt could be a headwind in a high-rate environment.
  • Fierce competition from established players in Information Technology Services.

52-Week Trading Range

52-Week Low$2.59
52-Week High$9.39
Current Price$2.98

Over the past year, BBAI stock traded between $2.59 and $9.39—recovering meaningfully from lows and currently near the higher end. Big swings are likely unless a major catalyst emerges.

Volatility & Risk Profile

30-Day Volatility44.71%
Beta2.64
RSI (14-day)43.49

With 44.71% annualized volatility and β=2.64, the stock exhibits high sensitivity to market moves—making BBAI suitable for investors comfortable with active risk management.

Institutional & Insider Ownership

Insider Ownership69.30%
Institutional Ownership42.31%
Shares Short145.81M

Lower institutional support combined with high short selling points to negative sentiment.

Analyst Sentiment & Price Targets

Mean Target
$4.00
Upside Potential
34.2%
Recommendation
Hold
Analysts see strong upside potential with a target of $4.00. The 34.2% upside suggests optimistic growth expectations.

Latest News & Headlines

Recent headlines and coverage

Simply Wall St.Sep 3, 2026

Is Backlog Growth And Higher-Margin AI Shift Altering The Investment Case For BigBear.ai (BBAI)?

In the past quarter, BigBear.ai Holdings reported a US$270 million backlog, up 9% from year-end, fueled by over 20 new contracts and a 13% year-on-year revenue increase driven by generative AI platforms and products. The company’s shift toward higher-margin AI offerings not only lifted gross margin in the quarter but also gave management greater visibility into future revenue, supporting its 2026 guidance. We’ll now examine how the expanded US$270 million backlog and contract momentum might...

Simply Wall St.Sep 3, 2026

BigBear.ai Holdings (BBAI) Could Be 26% Undervalued After Backlog Growth And Contract Wins

Backlog growth and contract wins reshape the outlook BigBear.ai Holdings (BBAI) recently reported a second quarter backlog of US$270 million, up 9% from year end, supported by more than 20 new contracts and tied to its 2026 revenue guidance. Against that operational backdrop, BigBear.ai Holdings’ share price has come under pressure, with the stock down sharply over the year to date and over the past three months, even though the 3 year total shareholder return remains strongly positive while...

Simply Wall St.Sep 3, 2026

BigBear.ai (BBAI) Stock Looks Pricey As AI Growth Hopes Build

BigBear.ai Holdings stock has delivered a strong 74.6% gain over the past three years, yet the broader valuation checks currently flag it as expensive rather than a clear bargain. With the share price at US$2.95 after a steep year to date decline of 49.5%, investors are weighing whether the recent weakness has really improved the entry point. The 74.6% return over three years highlights how volatile BigBear.ai Holdings has been for long term holders and puts extra focus on whether today’s...

24/7 Wall St.Sep 2, 2026

Snowflake Drops 4% Before Its Earnings Report, Datadog Falls 6%: Is the Software Selloff the Real Story?

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.

ZacksSep 2, 2026

Can BigBear.ai's $270M Backlog Translate Into Stronger Revenue Growth?

Can BBAI's $270M backlog drive stronger revenue growth as new contract wins expand visibility and Gen AI boosts sales?

ZacksAug 31, 2026

BigBear.ai vs. Palantir: Which Defense AI Stock Is the Better Choice?

PLTR emerges as the stronger defense AI pick than BBAI, backed by faster growth, U.S. government demand, profitability and robust cash generation.

ZacksAug 28, 2026

BigBear.ai's New AI Deployments Gain Traction: Can Growth Broaden?

BBAI's AI deployments and new contracts are gaining traction, but turning them into sustained revenue will be key to broadening growth.

24/7 Wall St.Aug 25, 2026

Gorilla Sinks 11% Despite Guiding 2027 Revenue Up to 29% Above Consensus, Evolv Technologies and Ambarella Tick Up

Gorilla Technology just posted revenue that nearly doubled and raised its full-year guidance for the second time, yet the stock is sinking while every comparable is green. Something in the numbers is spooking investors, and it is not the top line.

24/7 Wall St.Aug 21, 2026

Palantir Climbs 4% Through $180, BigBear.ai Rises 4%, ServiceNow Holds Flat: How Are Traders Picking the Software Winners?

Government AI stocks and enterprise software names are trading on the same tape Friday, yet they are telling completely different stories about where traders think the real money flows next.

ZacksAug 20, 2026

Could Global Trade Trends Drive BigBear.ai's Next Growth Phase?

BBAI sees global trade complexity fueling CargoSeer demand as its El Salvador rollout draws interest from customs agencies elsewhere.

Frequently Asked Questions

Common investor questions about BigBear.ai Holdings, Inc.

BigBear.ai Holdings, Inc. (BBAI) is currently trading at $2.98. The RSI (14-day) is at 43.5, indicating neutral territory. Wall Street analysts have a consensus "Hold" recommendation. The mean analyst price target of $4.00 implies 34.2% upside from current levels. Volatility is high at 44.7% annualized, meaning significant price swings are common. Investors should consider their risk tolerance, investment horizon, and portfolio diversification before making a decision.

Based on current valuation metrics for BigBear.ai Holdings, Inc. (BBAI): The trailing P/E ratio is -149.00, which is below the market average of ~20-22, suggesting the stock may be undervalued relative to peers. The forward P/E is -15.65. Price-to-Book is 1.85. Price-to-Sales is 10.86. Valuation should be compared to Information Technology Services industry peers for context, as different sectors trade at different multiples.

Based on 2 analysts covering BBAI, the consensus price target is $4.00. This represents a 34.2% upside from the current price of $2.98. The range spans from a low target of $4.00 to a high target of $4.00, reflecting varying levels of optimism among analysts. The consensus recommendation is "Hold". Note: Analyst price targets are forward-looking estimates and not guarantees of future performance.

BigBear.ai Holdings, Inc. (BBAI) does not currently pay a regular dividend. The company may be reinvesting profits into growth initiatives, or may not yet be profitable enough to distribute earnings to shareholders.

Key risks for BigBear.ai Holdings, Inc. (BBAI) investors include: 1. High volatility (44.7% annualized)—the stock can experience significant daily price swings. 2. Elevated short interest (30.6% of float) suggests significant bearish sentiment. 3. Broader market and macroeconomic risks (interest rates, inflation, geopolitical events). 4. Information Technology Services sector-specific competitive pressures. Investors should diversify and consider their risk tolerance before investing.

Here is BigBear.ai Holdings, Inc.'s (BBAI) current debt and financial health profile: Total debt stands at $22.75M. The debt-to-equity ratio is 2.95, which is conservative and indicates a strong balance sheet with low leverage. The current ratio is 5.67, indicating strong short-term liquidity. The quick ratio is 5.39. The company holds $319.19M in cash and equivalents. Free cash flow is negative at $-208,401,120, which could limit the company's ability to manage debt obligations.