BAER
Bridger Aerospace Group Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Mar 5 Bridger Aerospace reported record 2025 results with revenue up 25% t…
- A May 20 Lake Street initiates
- S Aug 4 to Aug 11 2 days of insider sells: $12.2M by 2 insiders, avg $1.31
- R Aug 6 Blackstone entities, as 10% owners, sold an aggregate ~3.7M shares o…
- R Aug 13 Blackstone entities, a 10% owner of Bridger Aerospace, sold ~2.72M s…
- B Aug 19 to Aug 20 2 days of insider buys: $233.7K by 1 insider, avg $1.17
- X Aug 31 Short interest jumps 25.0% to 1.49M
- B Sep 1 1 insider buy $219.1K at $1.10
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $452.9K at an average $1.13. 2 insiders sold $12.2M. Price is 56% below their cost.
- InstitutionsBEARISH
Q2 2026: 3 added (0 new), 8 trimmed or exited.
- AnalystsBULLISH
8 of 9 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.630 → $0.607 over 90 days. 3 up, 0 down in 30 days.
- Short sellersSTEADY
Short interest −14.6% to 1.57M shares. 1.4 days to cover, ≈2.7% of shares.
- TrendDOWNTREND
42% below its 50-day average. New closing low $0.4710 on Oct 22.
- SocialQUIET
No Reddit mentions this week. Last mention Sep 29.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| ROYAL BANK OF CANADA | NEAR_EXIT | — |
| Cerity Partners LLC | DOUBLED | $4.7M |
| Squarepoint Ops LLC | TRIM | $69.9K |
| UBS Group AG | TRIM | $56.1K |
| Centiva Capital, LP | TRIM | $53.5K |
| DIMENSIONAL FUND ADVISORS LP | TRIM | $43.5K |
| JONES FINANCIAL COMPANIES LLLP | DOUBLED | $43.3K |
| Point72 Asset Management, L.P. | TRIM | $31.3K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
9 analystsPrice is below the lowest target. Median implies +700%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 10, 2026 | Canaccord Genuity MAINTAIN | Buy |
| May 20, 2026 | Lake Street INITIATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | Drohan Dan Director | AWARD | 31,708 sh |
| Sep 30, 2026 | Heller Dean Director | AWARD | 31,708 sh |
| Sep 30, 2026 | FASCITELLI ELIZABETH C Director | AWARD | 31,708 sh |
| Sep 30, 2026 | FREEDMAN ERNEST MICHAEL Director | AWARD | 31,708 sh |
| Sep 30, 2026 | Pasricha Meghan Director | AWARD | 31,708 sh |
| Sep 30, 2026 | SAVAGE ROBERT F JR Director | AWARD | 31,708 sh |
| Sep 30, 2026 | Schellenberg David Director | AWARD | 31,708 sh |
| Sep 18, 2026 | Gerleman Rebecca SVP, Chief Accounting Officer | AWARD | 115,000 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.61 | $0.42–$0.95 | +9.6% | $82.0M |
| Next Q | -$0.44 | -$0.52–-$0.40 | +9.5% | $13.7M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | -$0.26 | -$0.35–-$0.16 | -240.0% | $156.6M |
Short side
FINRA· Sep 30, 2026SecBot reports
7 filings · 5 press releases · 1 bullish · 6 bearish- NEUTRAL PRESS RELEASEOct 15, 2026
Bridger Aerospace was awarded a 220-day task order by the U.S. Department of the Interior with a…
Monitor future DOI and Forest Service task order awards for additional revenue visibility into 2027. The $5.3 million minimum guarantee provides a base but is small; incremental task orders or…
- NEUTRAL PRESS RELEASESep 3, 2026
Bridger Aerospace announced a partnership with OroraTech USA to integrate satellite-based thermal…
This is a non-binding technology partnership with no disclosed financial terms — no immediate revenue or earnings impact. Monitor for future contract awards or government procurement wins that could…
- BEARISH 144Aug 25, 2026
Blackstone Tactical Opportunities Fund - FD L.P., a former 10% owner of Bridger Aerospace, filed a…
The continued distribution by Blackstone, a former 10% holder, is a strong bearish signal. Traders should monitor for further Form 144 filings or a potential large block trade.
- BEARISH 144Aug 17, 2026
Blackstone Tactical Opportunities Fund (a former 10% owner) filed Form 144 on 8/17/2026 signaling…
The persistent insider selling, especially by a former 10% holder like Blackstone, signals reduced confidence. Though the Form 144 amount is small, the broader insider selling trend is consistent…
All BAER filing & press-release reports (12)
- PRESS-RELEASE reportOct 15, 2026
- PRESS-RELEASE reportSep 3, 2026
- 144 reportAug 25, 2026
- 144 reportAug 17, 2026
- CLUSTER reportAug 13, 2026
- 144 reportAug 11, 2026
- CLUSTER reportAug 6, 2026
- 144 reportAug 4, 2026
- PRESS-RELEASE reportJul 20, 2026
- 8-K reportMar 5, 2026
- PRESS-RELEASE reportMar 5, 2026
- PRESS-RELEASE reportMar 3, 2026