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DEFA14A ·Filed Mar 19, 2026

BBAI

BigBear.ai Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed7mo ago SEC0001140361-26-010459
Proxy solicitation materials
Actionable Insight • Neutral

Monitor for future announcements regarding the use of the additional authorized shares, which could signal upcoming financing, acquisitions, or equity grants that may impact share price and dilution.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
BBAI ▲ +13.13% at T+60d
NEUTRAL call +13.13% · α vs SPY -1.29% · entry $3.58 → $4.05
Entry = T+0 close
Mar 19, 2026
via day close
T+1d
+2.79%
call +2.79% · α +1.69%
$3.68
settled 7mo ago
T+5d
-12.29%
call -12.29% · α -10.14%
$3.14
settled 7mo ago
T+20d
+7.26%
call +7.26% · α -2.06%
$3.84
settled 6mo ago
T+60d
+13.13%
call +13.13% · α -1.29%
$4.05
settled 5mo ago

Price Chart

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Executive Summary

BigBear.ai Holdings, Inc. is holding an adjourned special meeting of stockholders on April 21, 2026, to vote on a proposal to increase its authorized shares of common stock from 500 million to 1 billion. This is a routine corporate action typically done to provide flexibility for future capital raising, stock-based compensation, or potential acquisitions.

Key Facts

  • Company: BigBear.ai Holdings, Inc. (BBAI-WT)
  • Filing Type: DEFA14A (Definitive Additional Materials for Proxy Statement)
  • Meeting Date: April 21, 2026
  • Proposal: Increase authorized common shares from 500,000,000 to 1,000,000,000
  • Record Date for Voting: March 30, 2026
  • Filed by: The Registrant (Company Management)

Financial Impact

No immediate financial impact. Increases authorized share count by 500 million shares.

authorized sharespotential dilutionshareholder equity structure

Risk Factors

  • Potential future dilution of existing shareholders if new shares are issued
  • Market perception that the company may conduct a dilutive offering

Market Snapshot

Exchange
NYSE

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001140361-26-010459
Document: 0001140361-26-010459-index-headers.html0001140361-26-010459
Document: 0001140361-26-010459-index.html0001140361-26-010459
Document: 0001140361-26-010459.txt0001140361-26-010459
8 reports for BBAI
Performance horizon
Filters
Rows
Reports for BBAI — sortable, filterable
TypeNow
Oct 27, 2026
today
8-K
NEUTRAL ★ 4/10
$2.37awaiting T+20—$2.35 (−0.84%)
Aug 12, 2026
10w ago
Institutional Cluster
MIXED ★ 4/10
$3.26 $2.82▼ −13.50%▼ −11.60%$2.35 (−27.91%)
Jun 11, 2026
19w ago
Institutional Cluster
NEUTRAL ★ 3/10
$4.14 $3.32▼ −19.81%▼ −21.70%$2.35 (−43.24%)
May 8, 2026
24w ago
144
NEUTRAL ★ 2/10
—awaiting T+20——
May 5, 2026
25w ago
8-K
NEUTRAL ★ 4/10
—awaiting T+20——
Apr 10, 2026
28w ago
DEFA14A
NEUTRAL ★ 2/10
—awaiting T+20——
Mar 20, 2026
31w ago
DEFA14A
NEUTRAL ★ 3/10
$3.68 $3.79▲ +2.99%▼ −4.43%$2.35 (−36.14%)
Mar 19, 2026
31w ago
DEFA14A
NEUTRAL ★ 3/10
$3.58 $3.84▲ +7.26%▼ −2.06%$2.35 (−34.36%)
Showing 8 of 8

US Market Status

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Report published Mar 20, 2026