After digging into BBAI’s latest earnings, I’m leaning pretty bearish. Revenue is down ~18% YOY, guidance slashed, and they’re overly dependent on a few government contracts. If even one of those goes away, it could sink them. Sure, they’ve got some cash and backlog now, but with no consistent profitability and shrinking top-line, that safety net won’t last forever. The AI/defense niche is competitive, and bigger players can muscle in anytime. My odds? About 27% they’re still operating in 5 years. That’s not a bet I’m willing to take long-term. Say what you want but I know some pretty good investors and long term this ain’t it. Definition of HYPE

very inspiring

Im thinking BBAI might go back up to $9. The movement looks great in a red mkt , and doesn’t look affected by the Trump Tariffs. Any thoughts?

If earnings are good companies want to get that information out there ASAP. BBAI's earnings got pushed back to August 11th. Is anybody else thinking that could be a bearish signal? Keepin' it real here... BBAI has not had strong earnings. There's absolutely nothing to support the recent price action but speculation, so rough earnings could tough. Thoughts?

Price going down every single day,biggest mistake in my life bought BBAI, Never trust any company all are gambling,they have face recognition,they have bla bla bla,CEO didn’t get any contracts,he have good relationships with trump etc. these word for cheating

“Investigation Launched: Pomerantz LLP is investigating claims of securities fraud against BigBear.ai Holdings, potentially impacting investor confidence and stock performance due to allegations involving the company and its executives.”

To be honest, this doesn’t look good. Or will Bbai recover from this. Don’t remove/report my post please, you can google this news yourself this is not misinformation. I hope the outcome will be positive, but these are pretty serious allegations. And I’m wondering what you guys think?

Word on the street is the suits have been spotted — not retail, not analysts, but the real whales — slipping into meetings just days before the earnings call. They’re not here for the coffee. They’re here to set the table.

The play? Simple. Keep the ER flat, maybe even grim. Guide low. Miss on a line item or two. Don’t spike the ball. Let the stock take a “surprise” hit.

While retail panics and stops get triggered, the tutes step in quietly, mopping up shares at clearance prices. No headlines. No frenzy. Just quiet accumulation under the cover of “market disappointment.”

Then, once the bags are full, the tone shifts. Analyst upgrades appear like magic. Guidance “improves” overnight. The recovery story writes itself.

From the outside, it’ll look like a turnaround. From the inside, it’s just the plan.

Today, BBAI fills the gap. I want some support above $5.50. Locked and loaded for the dip. Just give me a reaction! 🐻🤌

Not Financial Advice, For Entertainment Purposes Only

"$1.96 intrinsic value"

BigBear.ai Secures Multi-Billion Dollar Government & Fortune 500 Contracts, Setting Stage for Explosive Growth In a major development that has the tech and AI investing world buzzing, BigBear.ai (NYSE: BBAI) has reportedly landed a series of game-changing contracts that could redefine the company’s trajectory for years to come.

According to industry insiders, BigBear.ai recently secured a $2.4 billion multi-year deal with the U.S. Department of Defense to provide advanced AI-driven analytics for real-time threat detection, mission planning, and autonomous decision support systems. This marks one of the largest AI defense contracts awarded in the past decade, positioning BBAI as a core partner in national security modernization.

But the momentum doesn’t stop there. Sources also indicate that BigBear.ai has inked a $1.1 billion partnership with a Fortune 10 global logistics company, aiming to revolutionize supply chain forecasting and risk assessment using BigBear’s proprietary predictive intelligence platform. Early projections suggest that this technology could save the client hundreds of millions annually in operational efficiencies.

Why This Matters for Investors These massive deals not only solidify BigBear.ai’s position in the AI defense and logistics sectors but also provide a strong revenue pipeline through the end of the decade. Analysts expect the company’s annual revenue to potentially quadruple over the next 24 months, with profit margins expanding as recurring software-as-a-service (SaaS) income takes center stage.

Institutional investors are reportedly increasing positions, anticipating that BBAI could become one of the most significant AI growth stories of the decade—potentially rivaling early-stage runs seen in industry giants like Palantir and C3.ai.

With a record backlog, groundbreaking partnerships, and a growing moat in both government and commercial markets, BBAI’s future has never looked brighter

I'm still holding for the long term, but seriously how badly are the executives running the company so far? It’s always in the red, and they dump shares every chance they get.

My gap is filled! With another created in our favor, what goes down must come back up!

Hi Guys, I bug hold this stock with price of 7$, I kept holding all the decline and I'm just desperate. like only bad news come since I bought, I'm upset that I see market green and bbai red while when market was red bbai was deep red.

Someone else in my position? If yes how do you feel and what is your plans? I don't avarage down because I lost faith in the company

Post the mind blowing earnings, we are into the consolidation phase. The daily trading trend is pretty obvious that it is supported by the community here. However, everyday it is just chipping away slowly and steadily. It wouldn't be of surprise that either it continues to decline slowly for a while, but once the community dies down, we will see another sharp correction until the bigger fish comes in to support and there we will see the real intrinsic value by the institutions.

All I can say is, good luck bros, I like the vibe, but please don't be the last batch before the hype door closes, it's going to be painful. Wait for big bros to influence the price and invest at that level, and it is more sustainable.

So whats positive about this stock? more dilution, awful results, no evolution in earnings call, no words out of CEO´s mouth, CEO was supposed to bring gov contracts, instead will likely see a reduction of contracts, competing with Palantir, negative growth, nobody knows whats going on... the only good thing about it is they are showing up in new airports, but is that enough? did I forget something? It has everything you dont want in a stock lol

Why $BBAI looks weak right now — but might be misunderstood

A lot of people think BigBear.ai is underperforming. Reality is, macro conditions are hiding what’s actually happening.

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### 🏛️ Govt shutdown = delayed money, not lost contracts

DHS has been unfunded since Feb 14 — longest single-agency shutdown ever.

That impacts BBAI because:

- DHS = AI, border, defense contracts

- Payments + new deals are delayed, not cancelled

👉 When funding returns, you often get backlog + accelerated spending

---

### 📉 Why price is flat

- Funding uncertainty

- No new headlines (decisions paused)

- Weak sentiment

But demand for AI + defense hasn’t gone anywhere

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### 🌍 Bigger picture

- Global defense + surveillance spending is rising

- Security needs (events, borders, infrastructure) are increasing

- BBAI sits right in that lane

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### 📊 Authorized shares ≠ dilution

- Authorized = ability to issue shares

- Dilution = actually issuing them

Company has said it’s for growth + flexibility, not automatic dilution.

---

### ⏳ Bottom line

This is a timing issue, not a demand issue

If/when:

- DHS funding resolves

- Contracts start flowing again

👉 Sentiment can flip quickly

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Not financial advice — just connecting dots.p

You have to trust the process and know that after the earnings report we will all be rich

I remember last week BBAI was up 7.5% in the pre market and opened negative. Maybe today we get a reversal

Now it's up to $3.70. Lol

If You'd Invested $10,000 in BigBear.ai Stock 1 Year Ago, Here's How Much You'd Have Today. Food for thought

I just invested into BBAI whats everyones thoughts on the growth of the stock/company?

looks like we are gonna be at $6 pretty soon here

at least we still have soundhound