BigBear.ai Holdings (BBAI) Down More Than 23% Since Q4 2025 Earnings, Here’s What You Need to Know

​Management noted that the gross diminution was chiefly owed to a little Army programme volume. In addition, gross margins for the twelvemonth came successful astatine 20.4%, down from 37.4% successful 2024, chiefly owed to nonrecurring high-margin licence deliveries and an overhead true-up that lone benefited 2024. The institution expects 2026 gross successful the scope of $135 cardinal to $165 million.

​Following the release, H.C. Wainwright lowered its terms people connected the banal from $8 to $6, portion maintaining a Buy rating. The steadfast noted that the fiscal 2026 guidance scope fell abbreviated of the firm’s anticipation of $200 million. Wainwright highlighted that the year-over-year gross diminution was impacted by the authorities shutdown during the 4th and noted that contributions from Ask Sage tin assistance gross margins for the company. Moreover, the steadfast besides finds BigBear to payment from the existent administration’s policies related to nationalist security.

BigBear.ai Holdings Inc. (NYSE:BBAI) provides AI-powered determination quality solutions. It offers nationalist security, proviso concatenation management, and integer individuality and biometrics solutions.

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