BigBear.ai Holdings' stock plummeted 8.91% during intraday trading on Tuesday. The sharp decline continues a negative trend for the AI solutions provider following the release of its latest financial results.
The sell-off was triggered by the company's fourth-quarter 2025 earnings report, which revealed a significant revenue shortfall. BigBear.ai reported quarterly revenue of $27.3 million, missing analyst consensus estimates of approximately $33.3 million by about 18%. Revenue fell 38% compared to the same period last year, which the company attributed primarily to lower volume on Army programs.
Adding to investor concerns, the company's full-year 2026 revenue guidance of $135 million to $165 million came in below the consensus estimate. In response to the disappointing results and outlook, multiple analysts cut their price targets on the stock, including Cantor Fitzgerald lowering its target to $5 from $6 and H.C. Wainwright reducing its target to $6 from $8.
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