BigBear.ai (NYSE:BBAI) Stock Acquired Rep. Lisa C. McClain

Representative Lisa C. McClain (Republican-Michigan) recently bought shares of BigBear.ai Holdings, Inc. (NYSE:BBAI). In a filing disclosed on March 04th, the Representative disclosed that they had bought between $1,001 and $15,000 in BigBear.ai stock on February 4th. The trade occurred in the Representative’s “CHARLES SCHWAB 401K > SCHWAB 824” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of BigBear.ai (NYSE:BBAI) on 2/6/2026.

BigBear.ai Stock Performance

NYSE BBAI traded up $0.21 during trading hours on Friday, hitting $4.25. 69,391,597 shares of the company’s stock traded hands, compared to its average volume of 42,932,164. BigBear.ai Holdings, Inc. has a 52 week low of $2.36 and a 52 week high of $9.39. The firm has a market capitalization of $2.02 billion, a P/E ratio of -4.25 and a beta of 3.49. The company has a current ratio of 1.78, a quick ratio of 3.13 and a debt-to-equity ratio of 0.16. The business’s fifty day moving average price is $5.05 and its two-hundred day moving average price is $5.85.

BigBear.ai (NYSE:BBAI) last announced its quarterly earnings data on Monday, March 2nd. The company reported ($0.01) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.05) by $0.04. BigBear.ai had a negative net margin of 230.21% and a negative return on equity of 18.22%. The firm had revenue of $27.30 million during the quarter, compared to analysts’ expectations of $33.31 million. During the same period in the prior year, the company posted ($0.43) earnings per share. The company’s revenue for the quarter was down 37.7% compared to the same quarter last year. Equities research analysts predict that BigBear.ai Holdings, Inc. will post -0.28 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Invesco Ltd. lifted its holdings in shares of BigBear.ai by 26.4% in the 1st quarter. Invesco Ltd. now owns 26,728 shares of the company’s stock worth $76,000 after acquiring an additional 5,579 shares during the last quarter. AQR Capital Management LLC bought a new position in BigBear.ai during the 1st quarter valued at about $88,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in BigBear.ai by 54.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 456,661 shares of the company’s stock worth $1,306,000 after purchasing an additional 160,096 shares during the period. NewEdge Advisors LLC raised its position in BigBear.ai by 441.1% in the 1st quarter. NewEdge Advisors LLC now owns 74,318 shares of the company’s stock worth $213,000 after purchasing an additional 60,583 shares during the period. Finally, Goldman Sachs Group Inc. lifted its stake in BigBear.ai by 569.0% in the first quarter. Goldman Sachs Group Inc. now owns 2,340,713 shares of the company’s stock worth $6,694,000 after purchasing an additional 1,990,822 shares during the last quarter. Hedge funds and other institutional investors own 7.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on BBAI. Cantor Fitzgerald dropped their price objective on BigBear.ai from $6.00 to $5.00 and set a “neutral” rating for the company in a research note on Tuesday. Weiss Ratings reissued a “sell (d-)” rating on shares of BigBear.ai in a report on Wednesday, January 21st. Wall Street Zen cut BigBear.ai from a “hold” rating to a “sell” rating in a report on Saturday, January 10th. Finally, HC Wainwright lowered their target price on BigBear.ai from $8.00 to $6.00 and set a “buy” rating for the company in a research report on Tuesday. One equities research analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, BigBear.ai presently has an average rating of “Hold” and a consensus price target of $5.50.

Key Headlines Impacting BigBear.ai

Here are the key news stories impacting BigBear.ai this week:

• Positive Sentiment: Large balance-sheet improvement — management completed a debt reset that cut debt ~90% and left the company with record cash, reducing leverage risk and giving BigBear.ai more runway for execution and M&A. BigBear.ai’s Debt Reset And Middle East Push Reframe Growth Prospects
• Positive Sentiment: Strategic M&A and international push — recent acquisitions broaden AI capabilities for government and critical infrastructure, and the company is pursuing Middle East public?sector/national?security opportunities that could drive higher-margin contracts. BigBear.ai’s Debt Reset And Middle East Push Reframe Growth Prospects
• Positive Sentiment: Analyst support remains in places — HC Wainwright keeps a Buy rating with a $6 price target despite lowering some FY estimates, signaling some broker confidence in the turnaround potential. HC Wainwright Forecasts BigBear.ai’s Q1 Earnings (NYSE:BBAI)
• Neutral Sentiment: Institutional interest noted — commentary (MarketBeat) suggests speculative retail interest but also that smart money may be quietly buying the improved balance sheet; this supports liquidity but not short?term revenue visibility. MarketBeat Week in Review – 03/02 – 03/06
• Neutral Sentiment: Ongoing analyst model churn — Northland revised several quarterly EPS estimates (mix of small raises and cuts) and nudged FY outlook slightly, reflecting evolving visibility but continued consensus losses. MarketBeat coverage of analyst estimate changes
• Negative Sentiment: Revenue and contract volatility — Q4 revenue missed expectations and was down sharply year?over?year; Zacks highlights weak Q4 revenue and unpredictable contracts as the main reasons investors have punished the stock in recent months. Should You Buy, Sell or Hold BigBear.ai Stock After Q4 Results?
• Negative Sentiment: Execution and valuation concerns — Seeking Alpha notes that defense?AI potential is real but execution remains uncertain; another piece argues the stock still looks expensive relative to near?term fundamentals despite the sell?off. BigBear.ai: Defense AI Potential Is Real, But Execution Remains The Question BigBear.ai: Niche Defense And Border Control Leader Remains Expensive Despite Sell-Off
• Negative Sentiment: Analyst downgrades and negative notes pressured the stock — multiple firms issued bearish or more cautious forecasts, and a downgrade drove a sharp intra?day drop reported earlier in the week. BigBear.ai (NYSE:BBAI) Trading Down 7.1% After Analyst Downgrade

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About BigBear.ai

BigBear.ai is a provider of artificial intelligence (AI) and data analytics solutions designed to deliver actionable insights for public sector and commercial clients. Headquartered in Columbia, Maryland, the company specializes in advanced analytics, machine learning, predictive modeling and network analysis to support decision-making in complex, data-rich environments. Its clientele spans defense and intelligence agencies, civil government organizations and enterprise businesses seeking to enhance mission outcomes and operational efficiency.

The company’s flagship offerings include an AI-driven analytics platform that integrates data engineering, algorithm development and visualization tools.