BigBear.ai (BBAI) Gets a Price Target Hike-But Q2 Results Tell Another Story

BigBear.ai Holdings, Inc. (NYSE:BBAI) ) is one of the Trending AI Stocks on Wall Street. On August 12, Cantor Fitzgerald analyst Jonathan Ruykhaver raised the price target on the stock to $6.00 (from $5.00) while maintaining an Overweight rating.

Even though BigBear.ai is facing “near-term execution issues,” the rating affirmation is a reflection of “secular tailwinds and improved financial flexibility” for the company. According to the firm, second-quarter results have been underwhelming, with top-line miss largely attributed to federal program disruptions related to the U.S. Army’s efforts to consolidate its data architecture.

“BigBear.ai delivered an underwhelming 2Q25, with revenues declining 18.4% to $32.5 million, and falling short of FactSet consensus estimates. The top-line miss was largely driven by federal program disruptions related to the U.S. Army’s efforts to consolidate its data architecture. However, the quarter demonstrated solid progress on key initiatives, including core product development and balance sheet improvements. The ending backlog of $380 million represents a 42.9% y/y increase. The firm also lowered its full-year 2025 revenue guidance to a range of $125 million to $140 million and withdrew its prior Adjusted EBITDA guidance, which had projected a negative single-digit million range.”

BigBear.ai Holdings, Inc. (NYSE:BBAI) is an artificial intelligence specialist that provides decision intelligence solutions for national security, digital identity, supply chain and logistics, enterprise operations, and manned-unmanned teaming in autonomous systems.

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