Why BigBear.ai (BBAI) Stock Soared At The Open Today

BigBear.ai shares rose on Wednesday, continuing a multi-day rally driven by strong third-quarter financial results and a strategic expansion.

Company Performance Highlights

BigBear.ai Holdings Inc (NYSE:BBAI) reported third-quarter revenues of $33.14 million, exceeding analyst expectations of $31.82 million. The company posted a smaller-than-expected loss of three cents per share, outperforming the anticipated seven-cent loss.

Although revenue declined 20% year-over-year due to reduced Army program volumes, BigBear.ai reaffirmed its full-year 2025 revenue guidance between $125 million and $140 million.

Strategic Expansion and Analyst Outlook

Investor confidence is boosted by BigBear.ai's acquisition of Ask Sage, a generative AI platform focused on secure government environments.

Wainwright analyst Scott Buck said the deal is a “swing factor” for 2026, expecting it to help push 2026 revenue to $200 million and enhance margins through SaaS-like recurring revenue.

Market Sentiment and Stock Performance

Benzinga Edge assigned a momentum score of 96.45 to BigBear.ai’s stock, reflecting strong market enthusiasm.
As of Wednesday, BBAI shares were up 16.09%, trading at $7.03 according to Benzinga Pro data.

Author's summary: BigBear.ai’s solid earnings, strategic acquisition, and optimistic forecasts fueled a robust stock rally, highlighting positive investor sentiment and growth potential.

Benzinga — 2025-11-12