Investors Purchase Large Volume of Call Options on BigBear.ai (NYSE:BBAI)

Posted by Brenda Bartman on Oct 27th, 2026

BigBear.ai Holdings, Inc. (NYSE:BBAI – Get Free Report) was the target of unusually large options trading on Tuesday. Stock traders acquired 39,656 call options on the company. This is an increase of 59% compared to the typical daily volume of 24,944 call options.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BBAI. First Trust Advisors LP grew its stake in shares of BigBear.ai by 18.1% in the 1st quarter. First Trust Advisors LP now owns 2,419,242 shares of the company’s stock valued at $8,516,000 after purchasing an additional 369,981 shares during the period. Bank of New York Mellon Corp acquired a new position in BigBear.ai during the second quarter worth $5,243,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in BigBear.ai by 6.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,295,272 shares of the company’s stock worth $4,754,000 after acquiring an additional 76,451 shares in the last quarter. California State Teachers Retirement System raised its stake in BigBear.ai by 30.4% during the first quarter. California State Teachers Retirement System now owns 541,731 shares of the company’s stock worth $1,907,000 after acquiring an additional 126,303 shares in the last quarter. Finally, Headlands Technologies LLC lifted its holdings in shares of BigBear.ai by 351.8% during the second quarter. Headlands Technologies LLC now owns 512,339 shares of the company’s stock valued at $1,880,000 after acquiring an additional 398,936 shares during the period. Institutional investors own 7.55% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on BBAI shares. Weiss Ratings restated a “sell (d-)” rating on shares of BigBear.ai in a research note on Thursday, October 15th. Cantor Fitzgerald reduced their price objective on BigBear.ai from $5.00 to $4.00 and set a “neutral” rating for the company in a research report on Friday, July 31st. Finally, Wall Street Zen lowered BigBear.ai from a “hold” rating to a “sell” rating in a report on Saturday, August 1st. One research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $5.00.

Check Out Our Latest Stock Analysis on BBAI

BigBear.ai Price Performance

Shares of BBAI stock traded up $0.21 during mid-day trading on Tuesday, reaching $2.33. The company’s stock had a trading volume of 23,664,735 shares, compared to its average volume of 36,215,414. The firm’s 50-day moving average is $2.72 and its two-hundred day moving average is $3.70. The company has a market cap of $1.12 billion, a P/E ratio of -11.12 and a beta of 3.37. BigBear.ai has a 1-year low of $2.07 and a 1-year high of $7.40. The company has a debt-to-equity ratio of 0.01, a quick ratio of 5.67 and a current ratio of 5.67.

BigBear.ai (NYSE:BBAI – Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported ($0.05) earnings per share for the quarter, meeting the consensus estimate of ($0.05). The business had revenue of $36.75 million for the quarter, compared to analyst estimates of $36.37 million. BigBear.ai had a negative net margin of 65.20% and a negative return on equity of 13.44%. The firm’s revenue was up 12.9% on a year-over-year basis. During the same period in the previous year, the business earned ($0.71) EPS. On average, research analysts predict that BigBear.ai will post -0.22 earnings per share for the current year.

BigBear.ai Company Profile

(Get Free Report)

BigBear.ai Holdings, Inc (NYSE: BBAI) is an artificial intelligence company that develops decision-intelligence solutions for government and commercial organizations. Its technologies are designed to help customers analyze complex data, identify risks and opportunities, and support planning and operational decision-making.

The company provides artificial intelligence and machine-learning capabilities across areas such as supply-chain management, cyber operations, logistics, autonomous systems, predictive analytics, and computer vision.