Overview

• Shares logged a ninth straight gain on Tuesday, rising 12.85% to close at $7.99, as investors reacted to the UNITAS showcase.
• BigBear.ai said it has deployed AI capabilities in support of U.S. Naval Forces Southern Command and the U.S. 4th Fleet during UNITAS 2025, which runs Sept. 15–Oct. 6 with about 8,000 personnel from 26 nations.
• The company plans to demonstrate ConductorOS, its platform for integrating AI, data, and sensor orchestration across challenging maritime environments, in collaboration with partner SMX.
• Reporting highlighted institutional interest, with BlackRock cited as buying shares of BigBear.ai as part of an ongoing focus on the AI theme.
• Despite the market rebound, BigBear.ai previously reported Q2 revenue of $32.5 million, cut its 2025 revenue outlook to $125–$140 million, and withdrew adjusted EBITDA guidance, and it remains unclear if the exercise will translate into new contracts.