SecBot SecBot

BBAI

BigBear.ai Holdings, Inc.
NYSE· Services-Prepackaged Software· Inc. DE· CIK 0001836981 Artificial IntelligenceDefense Tech
$2.35 +0.23 (+10.85%)
Oct 27 4:00 PM ET · prev $2.12
Market cap
$1.0B
Small cap
Consensus
Buy
67% Buy or better · 9 analysts
Median target
$4.00
+70% · range $4.00–4.00
1 year
−65.3%
from $6.78 · Oct 28
30 days
−11.7%
from $2.66
52-week range
$2.12–7.17
−67% from high · low Oct 19
Avg volume 20D
18.08M
shares / day
Short interest
136.50M
≈28.5% of shares · −3.1%
Days to cover
6.8
at average volume
Insider net
−$492.5K
0 buyers · 3 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
Reddit crowd
50°
Neutral · 1 mention this week
SecBot read MIXED 2 reports · 90 days
Balance 0 bearish · 0 bullish · 1 mixed · 1 neutral oldest → newest, height = score
Avg score
Strongest MIXED A mixed institutional cluster in BBAI for 2026-Q2 shows 9 buyers adding $9.0M in net new positions (led by…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    3 insiders sold $492.5K.

  • InstitutionsBULLISH

    Q2 2026: 29 added (0 new), 16 trimmed or exited.

  • AnalystsBULLISH

    6 of 9 rate it Buy or better. Every target is above the price.

  • Short sellersSTEADY

    Short interest −3.1% to 136.50M shares. 6.8 days to cover, ≈28.5% of shares.

  • TrendDOWNTREND

    13% below its 50-day average. New closing low $2.12 on Oct 26.

  • SocialQUIET

    Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call. Excludes 1 subscriber-only day.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
CITADEL ADVISORS LLCTRIM5,379,946$19.7M
CAPTRUST FINANCIAL ADVISORSADD2,525,722$9.3M
MORGAN STANLEYADD2,394,175$8.8M
NATIONAL BANK OF CANADA /FI/DOUBLED2,148,780$7.9M
IMC-Chicago, LLCDOUBLED1,178,130$4.3M
JPMORGAN CHASE & COTRIM959,201$3.5M
Clear Street Group Inc.ADD791,368$2.9M
PRICE T ROWE ASSOCIATES INC /MD/ADD641,258$2.4M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

9 analysts
Buy 67% rate it Buy or better
Strong Buy2Buy4Hold3Sell0Strong Sell0
12-month targets · 2 analysts

Price is below the lowest target. Median implies +70%.Targets as of Oct 28, 2026.

Recent actions
DateFirmActionRating
Jul 31, 2026Cantor Fitzgerald
MAINTAIN
MAINTAINNeutral
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 27, 2026 SEC
🔒 Fresh report (last 24h), subscribers only
Oct 27, 2026 Earnings result
BBAI Q3 2026 Earnings: EPS $-0.06 (-7.0% vs est)
Oct 14, 2026 Insider
Ricker Sean Raymond surrendered for taxes 34,050 shares
Chief Financial Officer @ $2.39 ($81.4K)
Sep 30, 2026 Insider
McAleenan Kevin surrendered for taxes 21,523 shares
Chief Executive Officer @ $2.65 ($57.0K)
Sep 30, 2026 Insider
Blankenship Carolyn surrendered for taxes 9,020 shares
General Counsel and Secretary @ $2.65 ($23.9K)
Aug 12, 2026 SEC
A mixed institutional cluster in BBAI for 2026-Q2 shows 9 buyers adding $9.0M in net new positions (led by National…
INST-CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — TRIM
5,379,946 shares ($19.7M)
Jun 30, 2026 Inst.
CAPTRUST FINANCIAL ADVISORS — ADD
2,525,722 shares ($9.3M)

Insider ledger

Form 4
$0
bought · 0 insiders
$492.5K
sold · 3 insiders
DateInsiderTypeValue
Oct 14, 2026
Ricker Sean Raymond
Chief Financial Officer
TAX W/H$81.4K
Sep 30, 2026
McAleenan Kevin
Chief Executive Officer
TAX W/H$57.0K
Sep 30, 2026
Blankenship Carolyn
General Counsel and Secretary
TAX W/H$23.9K
Sep 30, 2026
Ricker Sean Raymond
Chief Financial Officer
TAX W/H$18.5K
Aug 13, 2026
Gainey Sean Alexander
Director
AWARD32,776 sh
Jun 30, 2026
Blankenship Carolyn
General Counsel and Secretary
TAX W/H$32.5K
Jun 30, 2026
McAleenan Kevin
Chief Executive Officer
TAX W/H$84.8K
Jun 30, 2026
Ricker Sean Raymond
Chief Financial Officer
TAX W/H$36.2K

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY-$0.27-$0.28–-$0.26-8.0%$145.3M
Next FY🔒 Fresh data, subscribers only
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Oct 27, 2026
Earnings result
BBAI Q3 2026 Earnings: EPS $-0.06 (-7.0% vs est)
Jul 30, 2026
Earnings date
BBAI Q2 2026 Earnings Scheduled — 2026-07-30
May 14, 2026
Short interest
FTD: BBAI — 212,032 shares ($0.9M) failed to deliver
Settlement: 20260514, Price: $4.21, FTD Value: $892,654.72, BIGBEAR AI HLDGS INC
May 13, 2026
Short interest
FTD: BBAI — 1,928,452 shares ($8.1M) failed to deliver
Settlement: 20260513, Price: $4.19, FTD Value: $8,080,213.88, BIGBEAR AI HLDGS INC
May 12, 2026
Short interest
FTD: BBAI — 1,220,514 shares ($5.3M) failed to deliver
Settlement: 20260512, Price: $4.32, FTD Value: $5,272,620.48, BIGBEAR AI HLDGS INC

Short side

FINRA· Oct 15, 2026
136,497,137
shares short
-3.1%
vs prior settlement
6.8
days to cover
≈28.5%
of shares outstanding
Reddit mentions per day, 14 days
Crowd this week 50° Neutral 0 bullish · 0 bearish
Mentions, 7 days 1 0 in posts · 1 in comments
Recent posts
r/Shortsqueeze Bullish 13d ago
$BBAI: Heavily Shorted, Newly Catalyzed
1 upvotes · 0 comments
r/pennystocks Bullish 14d ago
BBAI might be about to spike
1 upvotes · 5 comments
r/wallstreetbets Bullish 15d ago
BBAI landed $225M in New contracts with the government since July
1 upvotes · 5 comments
r/Shortsqueeze Bullish 15d ago
$BBAI: Massive 29.5% Short Float and AI Defense Backlog: Is a Squeeze Inevitable? 🚨
23 upvotes · 18 comments
r/pennystocks Neutral 26d ago
BigBear.ai: What’s Really Changing?
0 upvotes · 1 comments
Recent comments
r/pennystocks1d ago
Fresh comment, for subscribers
r/pennystocks1d ago
Fresh comment, for subscribers
r/pennystocks1d ago
Fresh comment, for subscribers
r/pennystocks1d ago
Fresh comment, for subscribers
All social signals and their track records
Congressional trades
BBAI trades disclosed by members of Congress, with disclosure delay.
1 members · 2 buys / 0 sells
DateMemberType AmountDisclosed
Feb 6, 2026 Lisa McClainRHouse Spouse account · BIGBEAR.AI HOLDINGS INC BUY $15K–$50K Mar 4, 2026 +26d
Feb 4, 2026 Lisa McClainRHouse Spouse account · BIGBEAR.AI HOLDINGS INC BUY $1K–$15K Mar 4, 2026 +28d

SecBot reports

8 filings · 0 bullish · 0 bearish · 1 mixed · 7 neutral
All BBAI filing & press-release reports (8)