What is HC Wainwright’s Forecast for BigBear.ai Q3 Earnings?

BigBear.ai Holdings, Inc. (NYSE:BBAI) – Equities researchers at HC Wainwright issued their Q3 2026 earnings estimates for shares of BigBear.ai in a research note issued to investors on Tuesday, March 3rd. HC Wainwright analyst S. Buck anticipates that the company will post earnings of ($0.05) per share for the quarter. HC Wainwright currently has a “Buy” rating and a $6.00 price objective on the stock. The consensus estimate for BigBear.ai’s current full-year earnings is ($0.28) per share. HC Wainwright also issued estimates for BigBear.ai’s Q4 2026 earnings at ($0.05) EPS and FY2026 earnings at ($0.21) EPS.

Other research analysts have also recently issued reports about the stock. Wall Street Zen cut shares of BigBear.ai from a “hold” rating to a “sell” rating in a report on Saturday, January 10th. Weiss Ratings reiterated a “sell (d-)” rating on shares of BigBear.ai in a research report on Wednesday, January 21st. Finally, Cantor Fitzgerald dropped their price target on BigBear.ai from $6.00 to $5.00 and set a “neutral” rating for the company in a research report on Tuesday. One analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $5.50.

BigBear.ai Stock Up 5.2%

BBAI stock opened at $4.25 on Thursday. The company has a current ratio of 1.78, a quick ratio of 3.13 and a debt-to-equity ratio of 0.16. The company’s 50-day moving average price is $5.05 and its 200 day moving average price is $5.85. BigBear.ai has a 52 week low of $2.36 and a 52 week high of $9.39. The company has a market cap of $2.02 billion, a P/E ratio of -4.25 and a beta of 3.49.

BigBear.ai (NYSE:BBAI) last announced its quarterly earnings results on Monday, March 2nd. The company reported ($0.01) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $33.31 million. During the same quarter last year, the firm posted ($0.43) EPS. The business’s revenue was down 37.7% compared to the same quarter last year.

Institutional Investors Weigh In On BigBear.ai

A number of large investors have recently bought and sold shares of BBAI. Root Financial Partners LLC raised its holdings in shares of BigBear.ai by 617.5% in the fourth quarter. Root Financial Partners LLC now owns 5,381 shares of the company’s stock worth $29,000 after acquiring an additional 4,631 shares during the last quarter. CWM LLC raised its stake in BigBear.ai by 237.5% in the 3rd quarter. CWM LLC now owns 4,640 shares of the company’s stock valued at $30,000 after purchasing an additional 3,265 shares during the last quarter. PNC Financial Services Group Inc. lifted its holdings in BigBear.ai by 150.9% in the 4th quarter. PNC Financial Services Group Inc. now owns 5,640 shares of the company’s stock valued at $30,000 after purchasing an additional 3,392 shares in the last quarter. Hazlett Burt & Watson Inc. lifted its holdings in BigBear.ai by 3,355.6% in the 3rd quarter. Hazlett Burt & Watson Inc. now owns 4,976 shares of the company’s stock valued at $32,000 after purchasing an additional 4,832 shares in the last quarter. Finally, HM Payson & Co. boosted its stake in shares of BigBear.ai by 616.9% during the 4th quarter. HM Payson & Co. now owns 7,169 shares of the company’s stock worth $39,000 after purchasing an additional 6,169 shares during the last quarter. Institutional investors and hedge funds own 7.55% of the company’s stock.

More BigBear.ai News

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

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.