Cantor Fitzgerald Lowers BigBear.ai Holdings, Inc. (BBAI) Price Target to $5

On March 3, Cantor Fitzgerald lowered the firm’s price target on BigBear.ai Holdings, Inc. (NYSE:BBAI) to $5 from $6 while maintaining a Neutral rating following the company’s fourth-quarter results. Despite reporting revenue of $27.3 million, representing a 37.7% year-over-year decline largely due to disruptions in certain U.S. Army contracts and broader federal program headwinds, analysts noted that the company still delivered a relatively solid quarter under challenging conditions. The firm also highlighted that fiscal 2026 revenue guidance of $135 million to $165 million implies approximately 17% growth at the midpoint, including an estimated $25 million contribution from the company’s Ask Sage acquisition.

The same day, H.C. Wainwright lowered its price target on BigBear.ai Holdings, Inc. (NYSE:BBAI) to $6 from $8 but maintained a Buy rating, citing improvements in the company’s balance sheet that provide greater flexibility to fund growth initiatives.

BigBear.ai Holdings, Inc. (NYSE:BBAI) reported fourth-quarter earnings per share of negative $0.01, outperforming consensus expectations of negative $0.06. While revenue missed estimates and adjusted EBITDA declined to negative $10.3 million due to lower margins and higher operating expenses, management emphasized that 2025 represented a transformational year. Chief Executive Officer Kevin McAleenan noted that the company significantly strengthened its financial position by reducing debt by more than 90%, expanding internationally, completing two strategic acquisitions, and raising approximately $693 million through at-the-market facilities and warrants. Management also highlighted supportive tailwinds from the U.S. government’s AI Acceleration Strategy, which could drive future demand for secure, mission-focused artificial intelligence solutions.

BigBear.ai Holdings, Inc. (NYSE:BBAI) focuses on delivering advanced analytics and data-driven decision intelligence solutions for enterprise and government customers. The company develops and deploys artificial intelligence and machine learning capabilities through an end-to-end data analytics platform designed to operationalize insights at scale.

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