BigBear.ai Forecasts $135M-$165M 2026 Revenue While Accelerating Hunt for Accretive M&A (NYSE:BBAI)

BigBear.ai forecasts $135M-$165M 2026 revenue while accelerating hunt for accretive M&A (NYSE:BBAI)

BigBear.ai (BBAI) Q2 2026 earnings call recap: revenue +13%, margin gains, $270M backlog and M&A plans.

BigBear.ai Announces Second Quarter 2026 Results; Delivers 13% Growth, 20+ New Contract Wins, and Expanded Margins; Affirms Full Year Revenue Guidance

BigBear.ai (NYSE:BBAI) rises 8% ahead of earnings as outlook signals need for improved second-half revenue

NEW YORK, July 30, 2026, 15:57 EDT — Shares of BigBear.ai (NYSE:BBAI) climbed 8% in early trade before its earnings report, with revenue projections indicating the second half must show greater strength to meet the company’s full-year guidance. BigBear.ai was last seen trading around $2.80, an increase of 8.1%, in the closing minutes of the…

BigBear.ai Earnings: Bull $4.38 vs Bear $2.37

The comfortable story about BigBear.ai is that the market has stopped believing in defence AI. The evidence says something narrower and more awkward. In its last reported quarter the company grew backlog 14% sequentially to $281.9 million, lifted gross margin from 21.3% to 34%, landed roughly $75 million in new wins and sits on $431.5 million in cash and investments — and revenue still came in at $34.4 million, flat year on year. That combinatio…