BigBear.ai Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
2analysts covering
FY EPS (est.)
-$0.27next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly34.4MTarget: 135000000 to 165000000 (Full-Year 2026 Guidance)
Gross Margin Quarterly3,400.0%Target: Expansion driven by high-margin GenAI Platforms
Backlog Quarterly281.9MTarget: Sequential growth through national security awards
Watch Items
- Execution of 2026 Revenue GuidanceTrigger: Revenue falling below the lower bound of $135 millionAction: Re-evaluate growth bets, sales pipeline conversion, and government contract award timelines.
- Shareholder DilutionTrigger: Utilization of the newly approved authorized common stock capacity (doubled to 1 billion shares)Action: Assess the impact of equity issuance on EPS and evaluate the capital allocation efficiency of subsequent M&A.
Research as of 19 Jun 2026