BigBear.ai (NYSE:BBAI) Shares 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 $15,001 and $50,000 in BigBear.ai stock on February 6th. 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 $1,001 – $15,000 in shares of BigBear.ai (NYSE:BBAI) on 2/4/2026.

BigBear.ai Stock Up 5.2%

BigBear.ai stock traded up $0.21 during midday trading on Friday, hitting $4.25. 69,391,597 shares of the company’s stock were exchanged, compared to its average volume of 42,932,164. The company has a debt-to-equity ratio of 0.16, a quick ratio of 3.13 and a current ratio of 1.78. The company has a market cap of $2.02 billion, a PE ratio of -4.25 and a beta of 3.49. The firm has a 50-day moving average of $5.05 and a two-hundred day moving average of $5.85. BigBear.ai Holdings, Inc. has a 12 month low of $2.36 and a 12 month high of $9.39.

BigBear.ai (NYSE:BBAI) last posted its quarterly earnings results on Monday, March 2nd. The company reported ($0.01) EPS for the quarter, beating the consensus estimate 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 business had revenue of $27.30 million during the quarter, compared to analyst estimates of $33.31 million. During the same quarter in the previous year, the business posted ($0.43) EPS. The company’s quarterly revenue was down 37.7% compared to the same quarter last year. As a group, analysts expect that BigBear.ai Holdings, Inc. will post -0.28 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in shares of BigBear.ai by 18.4% during the fourth quarter. Vanguard Group Inc. now owns 32,695,344 shares of the company’s stock worth $176,555,000 after buying an additional 5,090,508 shares during the period. UBS Group AG increased its position in shares of BigBear.ai by 145.7% in the 4th quarter. UBS Group AG now owns 10,386,833 shares of the company’s stock valued at $56,089,000 after acquiring an additional 6,158,665 shares during the period. State Street Corp increased its position in shares of BigBear.ai by 33.6% in the 4th quarter. State Street Corp now owns 10,279,145 shares of the company’s stock valued at $55,507,000 after acquiring an additional 2,584,278 shares during the period. Geode Capital Management LLC raised its stake in BigBear.ai by 35.9% in the 4th quarter. Geode Capital Management LLC now owns 10,247,877 shares of the company’s stock worth $55,347,000 after acquiring an additional 2,706,195 shares during the last quarter. Finally, Van ECK Associates Corp purchased a new position in BigBear.ai in the 4th quarter worth $46,675,000. Institutional investors own 7.55% of the company’s stock.

Wall Street Analyst Weigh In

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

Key Stories 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.

BigBear.ai Company Profile

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.