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BigBear.ai Extends Rally After Q3 Beat and $250 Million Ask Sage Acquisition

Investors are betting the Ask Sage purchase bolsters BigBear.ai’s government-focused generative AI push.

Overview

  • Shares rose as much as 22% intraday and were recently up about 16% at $7.03, extending gains since the week’s report.
  • Third-quarter revenue reached $33.14 million with a loss of $0.03 per share, topping Wall Street expectations.
  • The company reaffirmed its 2025 revenue outlook of $125 million to $140 million despite near-term softness.
  • Sales declined 20% year over year in Q3, which management linked to lower U.S. Army program volumes.
  • H.C. Wainwright’s Scott Buck reiterated a Buy with an $8 target and said the Ask Sage deal could lift 2026 revenue toward $200 million.