BigBear.ai Holdings Inc
NYSE:BBAI
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BigBear.ai Holdings Inc
NYSE:BBAI
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BigBear.ai Holdings Inc
BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provides its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The company is headquartered in Columbia, Maryland and currently employs 665 full-time employees. The company went IPO on 2021-02-09. The firm operationalizes artificial intelligence and machine learning through its end-to-end data analytics platform. The firm uses its AI/ML technology to support its customers in decision-making processes and deliver practical solutions in data environments. Its composable AI-powered platform solutions include Observe (data ingestion and conflation), Orient (composable machine learning at scale), and Dominate (visual anticipatory intelligence and optimization). The Company’s software products and technology helps to analyze information, identify, and manage risk, and support mission-critical decision making. The firm deploys its Observe, Orient and Dominate products to customers throughout the defense, intelligence, and commercial markets.
BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provides its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The company is headquartered in Columbia, Maryland and currently employs 665 full-time employees. The company went IPO on 2021-02-09. The firm operationalizes artificial intelligence and machine learning through its end-to-end data analytics platform. The firm uses its AI/ML technology to support its customers in decision-making processes and deliver practical solutions in data environments. Its composable AI-powered platform solutions include Observe (data ingestion and conflation), Orient (composable machine learning at scale), and Dominate (visual anticipatory intelligence and optimization). The Company’s software products and technology helps to analyze information, identify, and manage risk, and support mission-critical decision making. The firm deploys its Observe, Orient and Dominate products to customers throughout the defense, intelligence, and commercial markets.
Revenue: Q4 revenue was $27.3 million, down $16.5 million year-over-year, driven mainly by lower Army program volume.
Profitability: Q4 net loss narrowed to $5.8 million from $138.2 million a year earlier; adjusted EBITDA was negative $10.3 million versus +$2.0 million prior year.
Margins: Q4 gross margin fell to 20.4% from 37.4% a year ago, primarily because the company did not repeat certain one-time, high-margin items from 2024.
Balance sheet: Management says the company is in its strongest financial position ever after raising $693 million in 2025 and reducing debt (including forced conversion of 2029 notes).
M&A / product strategy: Completed Ask Sage (Dec 31) and CargoSeer (Q1 2026) acquisitions to accelerate secure, model-agnostic frontier AI and cargo inspection capabilities.
Guidance: FY 2026 revenue guidance of $135 million to $155 million (about 17% growth vs FY 2025); no adjusted EBITDA guidance provided.
Controls & governance: Transitioned out of EGC status, received a clean auditor opinion on internal controls and remediated a previously disclosed material weakness as of Dec 31, 2025.
