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BigBear.AI Analysts Cut Their Forecasts After Q4 Results

Benzinga·03/03/2026 14:27:04
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BigBear.AI Inc (NYSE:BBAI) reported mixed financial results for the fourth quarter Monday after the close.

BigBear.AI reported fourth-quarter revenue of $27.3 million, missing analyst estimates of $33.31 million, according to Benzinga Pro. The company reported a quarterly loss of one cent per share, beating expectations for a loss of six cents per share.

"At the start of 2025, we set out to transform our financial foundations to establish a base from which to accelerate in 2026. We have delivered exactly that," said Kevin McAleenan, CEO of BigBear.AI.

BigBear.AI expects full-year 2026 revenue to be in the range of $135 million to $165 million versus estimates of $164.29 million.

BigBear.AI shares dipped 7.3% to $3.80 in pre-market trading.

These analysts made changes to their price targets on BigBear.AI following earnings announcement.

  • HC Wainwright & Co. analyst Scott Buck maintained BigBear.ai with a Buy and lowered the price target from $8 to $6.
  • Cantor Fitzgerald analyst Jonathan Ruykhaver maintained the stock with a Neutral and cut the price target from $6 to $5.

Considering buying BBAI stock? Here’s what analysts think:

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