BigBear.ai Holdings, Inc. (BBAI)

In December 2025, BigBear.ai announced the opening of its first Middle East office in Abu Dhabi. In March 2026, the company reported its fourth-quarter and full-year earnings and reduced its convertible debt. In April 2026, Jo Ann Bjornson and Alex Thompson were appointed as Chief Human Resources Officer and Chief Corporate Affairs Officer, respectively. In May 2026, BigBear.ai announced its first-quarter 2026 results, reporting revenue of $34.4 million and a gross margin of 34.0%, and the stock saw an increase of 5.43%.

Information directly detailing the demand seasonality for BigBear.ai's specific products and services is limited. Historically, implied volatility for BBAI stock has tended to rise most in April and decline to its lowest levels in December. Given BigBear.ai's focus on government and defense contracts, demand for its services may be influenced by government fiscal cycles, budget allocations, and the timing of large-scale projects.

BigBear.ai Holdings, Inc. is a technology-led solutions organization specializing in AI-powered decision intelligence solutions, operationalizing AI and machine learning at scale through its end-to-end data analytics platform. The company operates in the Technology sector, providing solutions for global supply chains & logistics, autonomous systems, and cybersecurity. Its customer base includes the U.S. Intelligence Community, Department of Defense, the U.S. Federal Government, allied nations' defense and intelligence agencies, and commercial clients.

BigBear.ai is headquartered in McLean, Virginia, with additional operating locations in the United States, including Ann Arbor, Michigan; Charlottesville, Virginia; and Chantilly, Virginia. Internationally, it has an office in Abu Dhabi, United Arab Emirates, and serves customers globally, including the U.S. Intelligence Community, Department of Defense, U.S. Federal Government, allied nations' defense and intelligence agencies, and commercial customers worldwide.

BigBear.ai has enhanced its brand reputation through strategic partnerships, acquisitions, and community engagement. It formed partnerships to integrate its AI orchestration platform and improve supply chain transparency. The company acquired Ask Sage, Inc. and CargoSeer to strengthen its AI capabilities. BigBear.ai has also engaged in marketing partnerships, becoming an Official Sponsor of the New England Patriots and supporting the Washington Commanders' charity campaign. These activities reflect a positive brand reputation, focusing on innovation and industry leadership.

BigBear.ai Holdings, Inc. has a diverse ownership structure, with a significant portion held by institutional investors, representing 43.9% of outstanding shares as of December 2025. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and State Street Corp. Individual investors hold the majority at 56% as of September 2025, with BBAI Ultimate Holdings, LLC holding the largest stake at 17.32%.