BigBear.ai (BBAI) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- -$0.19
- Estimate
- -$0.05
- Surprise
- -245.4%
- Score today
- 4.8/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
BigBear.ai (BBAI) reported a wider loss than forecast — adjusted EPS of -$0.19 against the -$0.05 estimate (a 245.4% shortfall).
Coverage in the report window
- Cantor Fitzgerald Maintains Neutral on BigBear.ai Holdings, Lowers Price Target to $3 — benzinga, 2026-10-28
- ‘Far Fewer Resources, Far Less Time:' BBAI CEO Warns AI Is Supercharging Attackers, Pitches Private Sector to Help Gover — benzinga, 2026-10-28
- BigBear.ai Reports Q3 2026 Financial Results and Raises Full-Year Revenue Guidance — fiscal.ai, 2026-10-27
Where TrendMatrix's rating stands now
TrendMatrix currently rates BBAI Sell at 4.8/10; no pre/post engine snapshot brackets this report.
1 of the last 4 quarters beat the estimate; this quarter's -245.4% surprise compares with a -55.8% four-quarter average.
What argues against it
- Concentration risk — Customer: customers contributing in excess of 10% of revenues (51.0%)
- Quality below floor (2.1 < 4.0)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $2.35
- Price target
- $3.40
- Stop
- $2.19
- Upside to target
- +44.7%
- Reward-to-risk
- 3.4:1
Risk check: trading volume is running 2.2× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-28 — shown for context, not personalized investment advice.
BBAI at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Information Technology Services
- Market cap
- $1.13B
- P/E (fwd)
- -11.7
- 52-week range
- $2.07–$7.40
- Off 52-week high
- 68.2%
- RSI (14)
- 44
- Volume vs avg
- 2.23×
- Score today
- 4.8/10