BigBear.ai Holdings, Inc. (BBAI)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
$2.92-2.01%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BBAI
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Director — Ret. Lt. Gen. Sean Gainey: The filing discloses the election of a new independent director to the board, which is a standard governance event and not an executive management change.
Other Events. On July 31, 2026, BigBear.ai Holdings, Inc. (the “Company”) entered into an Open Market Sale Agreement TM (the “Sales Agreement”) with Jefferies LLC, as sales agent (the “sales agent”), pursuant to which the Company may, from time to time, sell up to an aggregate of 100,000,000 shares (the “Shares”) of its common stock, par value $0.0001 per share (the “Common Stock”), through the sales agent. The offer and sales under the Sales Agreement will be made pursuant to the Company’s r…
disclosure. The Company will hold a conference call on Thursday, July 30, 2026 at 4:30 p.m. to discuss the financial results. The information provided in this Item 2.02, including Exhibit 99.1 of this Current Report, is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be incorporated by reference into any of the Company's fili…
disclosure. The information provided in this Item 2.02, including Exhibit 99.1 of this Current Report, is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be incorporated by reference into any of the Company's filings under the Securities Act of 1933, as amended, or the Exchange Act, unless expressly set forth as being incorpo…
Results of Operations and Financial Condition. On March 2, 2026, BigBear.ai Holdings, Inc. (the “Company”) announced its financial results of operations for the quarter and year ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. The information provided in this
Other Events. On January 2, 2026, the Company issued a notice (the “Redemption Notice”) to holders of the Company’s 6.00% Convertible Senior Secured Notes due 2029 (the “Notes”) calling for redemption (the “Redemption”) all outstanding Notes. On January 16, 2026 (the “Redemption Date”), all then-outstanding Notes that are called for Redemption and have not been submitted for conversion will be repurchased for cash at a price (the “Redemption Price”) equal to the principal amount of such Notes…
Entry into a Material Definitive Agreement On November 10, 2025, BigBear.ai Holdings, Inc. (“BigBear.ai” or the “Company”) entered into an agreement and plan of merger (the “Merger Agreement”) with Ask Sage, Inc., a Delaware corporation (“Ask Sage”), Atlas 2025 Merger Sub Inc., a Delaware corporation and a direct wholly-owned subsidiary of the Company (“Merger Sub”), and Shareholder Representative Services LLC, as the representative of the securityholders of Ask Sage, pursuant to which, among…
Results of Operations and Financial Condition. On November 10, 2025, the Company announced its financial results of operations for the quarter ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. The information provided in this
by reference. If elected by the Company, the Share Issuance will be made in reliance on an exemption from the registration requirements of the Securities Act of 1933, as amended, provided by Section 4(a)(2) thereof, as a transaction by an issuer not involving a public offering
Chief Financial Officer — Sean R. Ricker: Mr. Ricker was promoted from interim Chief Financial Officer to the permanent role of Chief Financial Officer.
Results of Operations and Financial Condition. On August 11, 2025, BigBear.ai Holdings, Inc. (the “Company”) announced its financial results of operations for the quarter ended June 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. The information provided in this
Director — Jeffrey Hart: Mr. Hart resigned from his position as Director of BigBear.ai Holdings, Inc.
Chief Financial Officer — Julie Peffer: The CFO is leaving to pursue other opportunities, and an interim replacement has been appointed.
Other Events. As previously reported, on May 10, 2024, BigBear.ai Holdings, Inc. (the “Company”) entered into a Controlled Equity Offering sales agreement (the “Sales Agreement”) with Cantor Fitzgerald & Co., as sales agent (the “sales agent”), pursuant to which the Company may, from time to time, sell shares of its common stock through the sales agent. The issuances and sales under the Sales Agreement have been made pursuant to the Company’s registration statement on Form S-3 (File No. 333-2…
Results of Operations and Financial Condition. On May 1, 2025, BigBear.ai Holdings, Inc. (the “Company”) announced its financial results of operations for the quarter ended March 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. The information provided in this
Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review On March 17, 2025, the Company’s Board of Directors (the “Board”), after discussion with the Audit Committee of the Board (the “Audit Committee”) and with management of the Company and, following the Company’s dialogue with the Company’s independent registered public accounting firm, Grant Thornton LLP (“Grant Thornton”), concluded that the Company will need to restate its audited cons…
of a Current Report on Form 8-K dated March 6, 2025, are set forth below. Preliminary Estimated Results of Operations for Fiscal Years Ended December 31, 2022, 2023 and 2024 (Unaudited) $ thousands For the year ended December 31, 2022 As Reported Correction (E) 1 As Restated (E) 1 Revenues $ 155,011 $ — $ 155,011 Cost of revenues 112,018 — 112,018 Gross margin 42,993 — 42,993 Total operating expenses 153,520 — 153,520 Operating (loss) income (110,527 ) — (110,527 ) Interest expense 14,436 10,…
Results of Operations and Financial Condition. On March 6, 2025, BigBear.ai Holdings, Inc. (the “Company”) announced its financial results of operations for the quarter and the year ended December 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. The information provided in this
Unregistered Sales of Equity Securities. The information in
Entry into a Material Definitive Agreement. Warrant Exercise Agreement On February 5, 2025, BigBear.ai Holdings, Inc. (the “Company”) entered into a warrant exercise agreement (the “Warrant Exercise Agreement”) with an existing accredited investor (the “Investor”) to exercise in full an outstanding Common Stock Purchase Warrant (the “Exercise”) to purchase up to an aggregate of 5,800,000 shares of the Company’s common stock (the “Existing Warrant”). In consideration for the immediate and full…
CEO — Amanda Long: Amanda Long is stepping down as CEO and from the Board of Directors, transitioning to serve as a Company advisor.
Entry Into or Amendment of a Material Definitive Agreement. Exchange Agreements On December 19, 2024, BigBear.ai Holdings, Inc. (the “Company”) announced it has entered into privately negotiated exchange agreements (each, an “Exchange Agreement”) with a limited number of holders of the Company’s existing 6.00% Convertible Senior Notes due 2026 (the “2026 Notes”), to exchange approximately $182.3 million principal amount of the 2026 Notes for $182.3 million in aggregate principal amount of the…
Termination of a Material Definitive Agreement. In connection with the Exchange Transaction, the Company entered into an agreement to terminate the existing senior secured revolving credit facility established under the credit agreement entered into on December 7, 2021, as amended from time to time, by and among the Company, the other borrowers party thereto from time to time, the lenders from time to time party thereto and Bank of America N.A. as administrative agent and collateral agent for…
Unregistered Sales of Equity Securities. The information set forth under
Entry Into a Material Definitive Agreement. On December 19, 2024, BigBear.ai Holdings, Inc. (the “Company”) entered into separate, privately negotiated exchange agreements (the “Exchange Agreements”) with a limited number of holders of the Company’s existing 6.00% Convertible Senior Notes due 2026 (the “2026 Notes”), to exchange approximately $182.3 million in aggregate principal amount of the 2026 Notes for $182.3 million in aggregate principal amount of the Company’s new 6.00% Convertible S…
General market headlines, full earnings-call transcripts, and macro and sector developments flagged when they directly affect this stock are on the way. Today this tab covers SEC filings.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.