BigBear.ai Holdings, Inc. (BBAI)

BigBear.ai Holdings, Inc. (NYSE: BBAI) is a leading provider of AI-driven decision intelligence solutions for national security, supply chain management, and digital identity. Led by CEO Kevin McAleenan, the company’s strategic mission is to deliver actionable insights through advanced computer vision, simulation, and predictive modeling. BigBear.ai envisions a future where autonomous decision-making is integrated into every critical government and commercial workflow. As a vital partner to the Department of Homeland Security and the U.S. Army, the company holds a significant position in the burgeoning defense-tech sector. For investors tracking BBAI stock, the company represents a high-growth play on the "Agentic AI" revolution within the federal government and global logistics industries.

The business operations of BigBear.ai are currently centered on the successful integration of Ask Sage and Pangiam, expanding its footprint into biometric security and generative AI for government agencies. In late 2025, BBAI stock investors closely monitored the company’s 2025 revenue guidance of $125 million to $140 million, as well as its massive $376 million backlog. The future business strategy for BBAI stock involves shifting from professional services to high-margin SaaS subscriptions for its vision and identity platforms. Throughout 2025, the company successfully stabilized its balance sheet with a $450 million-plus cash reserve, providing the capital needed for further strategic acquisitions. As defense budgets increasingly prioritize AI and autonomous systems, the specialized intelligence tools provided by BBAI stock have become mission-critical for modernizing the U.S. digital defense infrastructure.

BigBear.ai stock is listed on the New York Stock Exchange under the ticker symbol BBAI. It is one of the most volatile names in the AI sector, attracting significant interest from retail investors and defense-tech enthusiasts. The BBAI stock price has seen intense fluctuations in late 2025, recently trading in a range that reflects the market’s wait-and-see approach to its path toward GAAP profitability. Analysts following the BBAI stock price highlight the company’s "Deep State" connections and its ability to secure multi-year federal contracts as its primary competitive moat. For those tracking the BBAI stock price today, the key catalysts include new contract awards from the DHS and the scaling of its AI-driven "Digital Identity" products. As AI moves from training to real-world deployment, BBAI stock remains a high-beta vehicle for exposure to the intersection of national security and machine learning.