BigBear.ai: There Is Potential, But Lacking Execution (Q3 Review)

BigBear.ai Holdings, Inc. delivered strong Q3 revenue growth and backlog wins but remains unprofitable, with execution lagging potential. Q3 revenue rose 31.5% y/y to $43.58m, but GAAP EPS missed due to a $76.7m goodwill impairment; adjusted EBITDA remains negative. Gross margin improved to 31.2%, driven by the Ask Sage generative AI platform, yet cash flow and profitability are still weak.

Seeking Alpha • 9 hours ago

BigBear.ai vs. Booz Allen: Which Government AI Stock is Better Now?

BBAI's contract wins and accelerating revenue contrast with BAH's stronger profitability, rising earnings estimates and 75% ROE in the government AI race.

Zacks Investment Research • 5 hours ago

BigBear.ai: 3 Key Takeaways for Long-Term Investors

Full-year 2026 revenue guidance increased to $150 million to $165 million. Third-quarter revenue rose 31% year over year to $43.6 million.

The Motley Fool • Oct 28, 2026

Gorilla Rallies 5% as Rebound Extends and Bottom Case Builds; Palantir and BigBear.ai Slip

A rebound in Gorilla Technology Group (NASDAQ:GRRR) is stretching into another session, strengthening the case that the stock may have bottomed while artificial intelligence (AI) software peers slip. Gorilla stock is at $9.66 in afternoon trading, up 5%.

24/7 Wall Street • Oct 28, 2026

BigBear.ai Tops Expectations in Q3 on Generative AI Platform Strength

BigBear.AI Inc (NYSE:BBAI) posted financial results for the third quarter after the market close on Tuesday. Here's a rundown of the report.

Benzinga • Oct 27, 2026

BigBear.ai Q3 Earnings Call Highlights

BigBear.ai NYSE: BBAI reported third-quarter revenue growth of 31% year over year and raised its full-year 2026 revenue outlook, citing momentum in generative AI, national security and border-security contracts.

MarketBeat • Oct 27, 2026

BigBear.ai Holdings, Inc. (BBAI) Q3 2026 Earnings Call Prepared Remarks Transcript

BigBear.ai Holdings, Inc. (BBAI) Q3 2026 Earnings Call Prepared Remarks Transcript

Seeking Alpha • Oct 27, 2026

BigBear.ai Announces Third Quarter 2026 Results and Raises FY 2026 Revenue Guidance

MCLEAN, Va.--(BUSINESS WIRE)--BigBear.ai Holdings, Inc. (NYSE: BBAI) (“BigBear.ai” or the “Company”), a specialized security & defense technology company providing mission-ready AI, today reported financial results for the third quarter of 2026. A new investor presentation is also available on the Investor Relations section of the Company's website. The earnings call is scheduled for 4:30 p.m. ET today. Participation details are included in this release. “We're raising our full-year revenue.

Business Wire • Oct 27, 2026

BigBear.ai Holdings, Inc. (BBAI) Reports Q3 Loss, Tops Revenue Estimates

BigBear.ai Holdings, Inc. (BBAI) came out with a quarterly loss of $0.06 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.07 per share a year ago.

Zacks Investment Research • Oct 27, 2026

Here's What Investors Must Know Ahead of BigBear.ai's Q3 Earnings

BBAI heads into Q3 earnings with revenue growth expected from AI contract wins and product expansion, while rising costs and government funding risks weigh on prospects.

Zacks Investment Research • Oct 26, 2026