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BigBear.ai Jumps on Malaysia Pact as Market Watches Ask Sage-Driven Shift to Secure Generative AI

Recent results showed a smaller loss with guidance unchanged despite lower federal spending.

Overview

  • Shares closed up 16% at $6.26 on Monday after BigBear.ai outlined a partnership to support Malaysia’s Pahang Aerospace City.
  • BigBear.ai signed an MoU with Pahang Aerospace City, Easy Lease and Vigilik Technology Investment to integrate AI and security across transit and a planned regional spaceport.
  • Third-quarter results showed $33.14 million in revenue and a 3-cent loss per share, and management reaffirmed its full-year 2025 sales outlook.
  • The company announced plans to acquire Ask Sage, a secure generative‑AI platform for government users, though reports differ on timing, with some citing a recent closing and others an early‑2026 completion.
  • Ask Sage is described as supporting roughly 160,000 government teams and tracking toward $25 million in annual recurring revenue, and H.C. Wainwright reiterated a Buy with an $8 target, calling it a 2026 growth catalyst.