BBAI

Global technology solution provider Gorilla Technology Group Inc. GRRR is set to report first-quarter 2026 results on May 27, 2026, after the closing bell. The Zacks Consensus Estimate for first-quarter 2026 adjusted earnings is currently pegged at 11 cents per share on revenues of $25.02 million. The Zacks Consensus Estimate for first-quarter 2026 earnings has remained stable over the past 60 days. However, the bottom-line projection indicates a year-over-year decrease of 52.2%. Nevertheless, the Zacks Consensus Estimate for quarterly revenues implies year-over-year growth of 37%. Image Source: Zacks Investment Research The full-year 2026 earningsestimate is currently pegged at 87 cents per share, indicating a 1.1% year-over-year decline. However, the same for revenues is pegged at $141.57 million, marking a 39.7% increase from a year ago. Gorilla Technology Group Inc. price-eps-surprise | Gorilla Technology Group Inc. Quote Our proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. That’s not the case here. For the March quarter, GRRR has an Earnings ESP of 0.00% and currently has a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. You can see the complete list of today’s Zacks #1 Rank stocks here. London-based Gorilla Technology is likely to have benefited from steady global demand for its AI-powered security and analytics offerings. Growth across AI infrastructure, smart public safety and enterprise deployments spanning Asia, the Middle East, Europe and the Americas probably supported top-line expansion, signaling stronger execution capabilities and widening commercial adoption. Ongoing investments in product development may have further strengthened the company’s positioning in government and enterprise markets. The company also appeared to benefit from the completion and billing of certain project milestones during the first quarter. Notably, GRRR received more than $22 million from its largest customers during the first two months of 2026 alone, reflecting collections tied to solutions delivered and invoiced in 2025. Companies like Palantir Technologies PLTR and BigBear.ai Holdings, Inc. BBAI have also posted ear...

Palantir Technologies (NASDAQ:PLTR) builds and deploys data integration and analysis software platforms primarily for government intelligence agencies and commercial enterprises. It secured a major defense agreement and faced a formal investor investigation, while reporting about 53% net income margin for the quarter ended March 31, 2026. BigBear.ai (NYSE:BBAI) provides high-end technology consulting and predictive analytics services to help enterprise customers interpret data for decision support. It announced new national security contracts and expanded its executive leadership team, while recording approximately -165% net income margin for the quarter ended March 31, 2026. Revenue serves as the fundamental starting point for evaluating how well a company generates sales before operating costs are deducted. It helps investors gauge raw business scale and growth. Image source: The Motley Fool. Data source: Company filings. Data as of May 10, 2026. Both Palantir and BigBear.ai deliver technology services to the federal government, specializing in artificial intelligence. Examining the revenue trajectories for these companies provides insight into how their businesses are faring. The chart above shows Palantir’s sales have been soaring. For instance, in the first quarter of 2026, it delivered a whopping 85% year-over-year revenue increase to $1.6 billion. Palantir’s trend of consistent quarter-over-quarter growth is set to continue in Q2. The company forecasts sales to come in around $1.8 billion. Its impressive ability to maintain rising revenue illustrates the success of its AI products in attracting commercial customers, and bodes well for Palantir’s business growth. BigBear.ai’s sales have not shown the same kind of consistency despite also operating in the hot field of AI. In fact, the company experienced year-over-year sales declines throughout 2025. This trend extended into Q1 of 2026 as revenue dipped 1% year over year to $34.4 million. The lack of sales growth is concerning, since demand for AI tech is high right now. BigBear.ai’s revenue performance reveals it isn’t capturing customer spending with its current offerings, suggesting its stock is not a good one to invest in. Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to...

Performance was driven by a significant shift in revenue mix toward high-margin technology contracts, specifically following the integration of the Ask Sage generative AI platform. Management implemented a major organizational realignment in Q2, decentralizing growth, technology, and delivery teams to align them directly with specific mission needs in national security and trade and travel. The company is addressing 'threat-system asymmetry' by prioritizing 'mission-ready AI' developed by former operators to match the rapid pace of modern adversarial threats. Backlog increased 14% to $281.9 million, supported by a $53 million sole-source intelligence contract and new generative AI wins with NASA and the U.S. Navy. Gross margin expanded by approximately 1,300 basis points due to the higher concentration of software and platform-based revenue versus legacy services. Strategic hiring of federal veterans, including the former Acting CBP Commissioner, is intended to deepen trust and accelerate procurement cycles within the Department of Homeland Security. Management affirmed full-year 2026 revenue guidance of $135 million to $165 million, assuming continued momentum in generative AI adoption. The confirmation of the new DHS Secretary and the signing of the FY2026 budget are expected to 'unlock' new project starts and technology procurements previously delayed by funding uncertainty. The company expects the launch of a new commercial generative AI offering to expand its reach beyond government users to the broader defense industrial base and international partners. Future growth assumes the successful cross-selling of recently acquired CargoSphere and Ask Sage capabilities into the existing established customer base. A new automated fraud detection capability for shipping invoices is scheduled to go live with its first customer in the coming week. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. The $56.8 million net loss included approximately $36 million in non-cash charges related to fair value changes in derivatives and debt extinguishment from converting 2029 notes to equity. The company launched a first-of-its-kind retail voting program to simplify proxy participation for its large retail shareholder base by allowing automatic alignment with Board recommen...

BigBear.ai Holdings, Inc. BBAI reported first-quarter 2026 results, with earnings meeting the Zacks Consensus Estimate and revenues surpassing the same. The company’s top line declined slightly year over year, while margins improved on higher contributions from generative AI offerings. Despite the mixed quarterly performance, the company’s shares declined 3.6% in the after-hours trading session yesterday. Nonetheless, management reaffirmed its 2026 revenue outlook, supported by continued momentum in national security and generative AI programs. In the first quarter of 2026, BigBear.ai reported a loss per share of 8 cents, in line with the Zacks Consensus Estimate. In the prior-year quarter, the company reported a loss per share of 25 cents. BigBear.ai Holdings, Inc. price-consensus-eps-surprise-chart | BigBear.ai Holdings, Inc. Quote Quarterly revenues came in at $34.4 million, beating the Zacks Consensus Estimate of $33.6 million by 2.5%. The figure declined 1% from $34.8 million reported in the year-ago quarter. The downside primarily reflected lower volume on Army programs, partially offset by contributions from the Ask Sage acquisition. Management highlighted that national security and trade & travel remain the company’s key growth markets. The company stated that recent contract wins totaling nearly $75 million reinforce its strategy of focusing on mission-critical artificial intelligence solutions for defense and government customers. BigBear.ai also launched an internal realignment initiative during the quarter. The move is intended to align sales, technology, delivery and customer success teams more closely with high-priority growth areas and evolving customer requirements. BigBear.ai exited the quarter with a backlog of $281.9 million, up 14% sequentially, supported by more than $60 million in national security contracts. The backlog increase during the quarter was largely due to a sole-source classified prime award valued at $53 million. Gross profit totaled $11.7 million in the first quarter compared with $7.4 million reported in the prior-year quarter. Gross margin expanded significantly to 34% from 21.3% a year ago. The improvement was driven by higher-margin revenues from Ask Sage’s generative AI platform and product offerings. Management noted that generative AI revenues contributed meaningfully to margin expansion during the quarter. Selling,...

BigBear.ai is doubling down on two core markets—national security and travel & trade—and reported several recent wins including a classified sole‑source contract with a ceiling of about $53 million and airport deployments at O'Hare and DFW totaling roughly $7 million, helping backlog rise 14% to $281.9 million. Financially, Q1 revenue was $34.4 million (flat year‑over‑year) with gross margin improving to 34% (up ~1,300 bps); net loss narrowed to $56.8 million, adjusted EBITDA was -$9.9 million, and the company reaffirmed its full‑year revenue outlook of $135–$165 million. Management says integrations of the Ask Sage and CargoSeer acquisitions are on track (Ask Sage launched a simpler UI and a new commercial offering; CargoSeer is rolling out invoice‑fraud detection), and the company added DHS-focused leadership including Troy Miller plus new CHRO and corporate affairs hires to accelerate go‑to‑market efforts. Interested in BigBear.ai Holdings, Inc.? Here are five stocks we like better. 5 April Buys With Double-Digit Year-End Targets BigBear.ai (NYSE:BBAI) executives highlighted stronger gross margins, growing backlog and recent contract wins in national security and travel and trade markets during the company’s first-quarter 2026 earnings call, while maintaining its full-year revenue outlook. CEO Kevin McAleenan said the company remains focused on two “core markets that are growing, national security and trade and travel,” built on “deep mission understanding,” applied AI expertise and what he described as a combination of “scale and agility.” He added that BigBear.ai is implementing an “enhanced go-to-market approach” to align talent, technology development and delivery teams with “emerging customer needs where we see the greatest growth potential.” → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Members of Congress Bought These 5 Stocks—Should You? McAleenan also referenced heightened operational demand tied to geopolitical developments, saying BigBear.ai teams supported government and commercial customers involved with the Iran conflict, including “augmenting the capabilities of warfighters,” helping businesses adjust to supply chain disruptions and supporting the Homeland Security community as threat conditions change. McAleenan outlined several customer wins during the quarter as examples of progress against the company’s top-...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 4:30 p.m. ET Chief Executive Officer — Kevin McAleenan Chief Financial Officer — Sean Ricker Need a quote from a Motley Fool analyst? Email [email protected] Kevin McAleenan: Thanks, Sean. I would like to start by expressing appreciation again for our servicemen and women who have been executing missions both overseas and here at home since our last call. We are proud to provide technology that supports their efforts, and we continue to develop solutions that will strengthen our national security posture and capabilities. We also send our well wishes to our allies and partners who have been in harm’s way in the Middle East. In critical moments like these, BigBear.ai Holdings, Inc. teams excel. It is a privilege to work alongside colleagues who have the operational experience and mission insight customers value and expect. Our teams have stepped forward for government and commercial customers involved in the Iran conflict, augmenting the capabilities of warfighters, helping businesses adjust to supply chain disruptions, and supporting the homeland security community as it prepares for a rapidly changing threat landscape here in the United States. On our last earnings call, I underscored that the BigBear.ai Holdings, Inc. growth strategy builds upon our strengths as a specialized defense and security technology company delivering mission-ready AI. We are focused on two core markets that are growing: national security and trade and travel. And we are bringing together three capabilities that make us different: deep mission understanding, expert command of applied AI, and a unique combination of scale and agility that is vital for adapting and delivering as mission needs evolve rapidly. The strategy is working. We are on a path to grow and transform as a business. On our last call, I shared that we finished 2025 in the strongest financial position in the company’s history. We closed 2026 with $131 million of cash and investments. We entered the second quarter showing clear progress on key metrics in Q1, and we are armed with a strong balance sheet and clear strategic focus, growth priorities, and target customers. We are currently implementing an enhanced go-to-market approach that aligns talent, technology development, and customer delivery teams directly against emerging customer needs where we see the greatest...

1Q 26 revenue of $34.4 million; gross margins expanded 1,278 basis points from 21.3% to 34.0% year-over-year Backlog increased 14% from the fourth quarter to $281.9 million, primarily driven by a sole-source prime classified award in the first quarter for $53 million. Settled the remaining $124.6 million of 2029 Convertible notes, primarily through the Company’s exercise of debt-to-equity conversion features in January 2026; interest expense reduced by $4.8 million in 1Q 26 vs. 1Q 25 Total available cash and investments of $431.5 million as of March 31, 2026 Launched a retail shareholder voting program to broaden participation in the Company's annual meeting and ensure retail shareholders have a simple, accessible way to make their voices heard Affirming full-year 2026 revenue guidance of $135 million - $165 million MCLEAN, Va., May 05, 2026--(BUSINESS WIRE)--BigBear.ai Holdings, Inc. (NYSE: BBAI) ("BigBear.ai" or the "Company"), a specialized defense & security technology company providing mission-ready AI, today announced financial results for the first quarter of 2026 and issued an investor presentation that has been posted to the Investor Relations section of the Company’s website. "It is great to report significant wins in Q1 amounting to close to $75 million that prove our thesis that national security, and trade & travel are two markets that we are right to stay laser-focused on serving. These wins keep us on track to meet our topline revenue target for 2026 and we are pleased to see our pipeline strengthening at this stage of the year," said Kevin McAleenan, CEO of BigBear.ai. "This quarter, we also launched an internal realignment initiative so that sales, technology, delivery and customer success teams each line up against the highest priority growth areas, bringing everyone closer to operators’ realities. This will both increase our pace and ability to flex to changing customer demands. BigBear.ai has a clear strategy, strong balance sheet, and structure to deliver exactly what our mission customers need most in a moment of extraordinary global disruption." "We’ve started off this year on a solid footing. The redemption of the 2029 Notes in January marked the culmination of efforts we began last year to improve our liquidity profile and deleverage the balance sheet. As we focus on operational execution and performance in 2026, we’re already seeing...

BigBear.ai Holdings, Inc. BBAI is scheduled to report first-quarter 2026 results on May 5, after the closing bell. The quarterly results are likely to reflect early benefits from strategic repositioning, acquisitions and improving demand trends, alongside continued execution and cost-related pressures. BigBear.ai’s fourth-quarter 2025 results were mixed, with weak operating performance but improved reported losses. Revenues fell sharply to $27.3 million from a year ago and also missed the Zacks Consensus Estimate by 15.8% due to lower volumes on Army programs, while gross margin dropped to 20.3% from 37.4% amid the absence of high-margin contracts. Despite this, net loss narrowed significantly to $5.8 million from $138.2 million, mainly due to non-cash gains and tax benefits rather than core operations. Adjusted EBITDA turned negative at $10.3 million, reflecting margin pressure, and higher R&D and SG&A spending. The company reported a loss of 4 cents per share, narrower than the consensus mark of a loss of 5 cents per share, but flat year over year. This artificial intelligence (AI) provider surpassed earnings estimates in two of the trailing four quarters and missed on the other two occasions, with an average negative surprise of 12.3%, as shown below. Image Source: Zacks Investment Research The Zacks Consensus Estimate for the first-quarter bottom line has widened to a loss of 6 cents from a 5-cent loss over the past 30 days. The estimated figure indicates a narrower loss from the year-ago reported loss of 10 cents per share. The consensus mark for revenues is pegged at $31.3 million, suggesting a 10% year-over-year decrease. For 2026, BigBear.ai is expected to register a 12.5% increase in revenues from a year ago. Its bottom line is expected to witness a loss of 30 cents per share, which is narrower than the 2025 figure of an 82-cent loss. BBAI’s Earnings Estimate Image Source: Zacks Investment Research BBAI’s Revenue Estimate Image Source: Zacks Investment Research Demand Momentum Across National Security & AI Programs: BigBear.ai’s first-quarter revenues are expected to have benefited from stronger demand across its core national security, travel and trade markets. The company is seeing increasing traction from government-focused AI programs, supported by evolving U.S. defense and AI acceleration strategies that emphasize rapid deployment of advanced t...

BigBear.ai (NYSE:BBAI), an AI-focused company serving defense and digital identity sectors, closed Tuesday at $4.12, up 10.46%. The stock advanced as investors responded to increased trading activity and anticipated the upcoming fiscal first-quarter earnings report, with attention shifting toward demand trends in defense-related artificial intelligence. The company’s trading volume reached 64.9 million shares, which is about 54% above compared with its three-month average of 41.9 million shares. BigBear.ai went public in 2021 and has fallen 58% since its IPO. S&P 500 (SNPINDEX:^GSPC) slipped 0.48% to 7,138.8, while the Nasdaq Composite (NASDAQINDEX:^IXIC) fell 0.90% to 24,663.80 as broader tech names faced pressure. Among information technology services peers, Leidos (NYSE:LDOS) closed at $146.15 (+1.32%) and Science Applications International (NASDAQ:SAIC) finished at $94.88 (+1.16%), both posting steadier gains than BigBear.ai’s move. BigBear.ai shares rose alongside increased trading activity in AI-focused defense and government analytics names, with the move occurring on elevated volume ahead of the company’s upcoming fiscal first-quarter earnings report. The stock’s gains also reflect renewed interest in smaller-cap companies tied to federal AI and data programs, rather than a single company-specific catalyst. BigBear.ai’s business remains tied to contract-based work in areas such as defense intelligence, logistics, and decision-support systems, where revenue depends on securing government programs and turning its backlog into sales. Future contract announcements, backlog conversion, and updates tied to federal spending cycles will be the key market-moving signals for whether recent gains translate into sustained financial performance. Before you buy stock in BigBear.ai, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BigBear.ai wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $492,752!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,327,935!* Now, it’s worth noting Stock Advisor’s total average return...

CoStar Group (CSGP) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +30.16%. A quarter ago, it was expected that this commercial real estate information and marketing provider would post earnings of $0.27 per share when it actually produced earnings of $0.31, delivering a surprise of +14.81%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. CoStar, which belongs to the Zacks Computers - IT Services industry, posted revenues of $897 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.06%. This compares to year-ago revenues of $732.2 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. CoStar shares have lost about 46.1% since the beginning of the year versus the S&P 500's gain of 4.8%. While CoStar has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for CoStar was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's...

MCLEAN, Va., April 21, 2026--(BUSINESS WIRE)--BigBear.ai (NYSE: BBAI), a specialized defense technology company, providing mission-ready AI for national security and travel & trade customers, today announced that it will publish its first quarter earnings release on Tuesday, May 5 at approximately 4:15 pm ET and will host an earnings call at 4:30 pm ET. The earnings release will be accessible on the Company’s investor relations website: https://ir.bigbear.ai. Additional details on the earnings call will be made available on the investor relations website on May 5, 2026. About BigBear.ai BigBear.ai is a specialized defense technology company, developing and deploying mission-ready AI solutions and services. Customers and partners rely on BigBear.ai’s artificial intelligence and predictive analytics capabilities in highly complex, distributed, mission-based operating environments. Headquartered in McLean, Virginia, BigBear.ai is a public company traded on the NYSE under the symbol BBAI. For more information, visit https://bigbear.ai and follow BigBear.ai on LinkedIn: @BigBear.ai and X: @BigBearai. To receive email communications from BigBear.ai, register here. Forward-Looking Statements This press release contains "forward-looking statements." Such statements include, but are not limited to, statements regarding the intended use of proceeds from the private placement and may be preceded by the words "intends," "may," "will," "plans," "expects," "anticipates," "projects," "predicts," "estimates," "aims," "believes," "hopes," "potential" or similar words. Forward-looking statements are not guarantees of future performance, are based on certain assumptions and are subject to various known and unknown risks and uncertainties, many of which are beyond the Company’s control, and cannot be predicted or quantified and consequently, actual results may differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are subject to a number of risks and uncertainties, including changes in domestic and foreign business, market, financial, political, and legal conditions; risks related to the uncertainty of the projected financial information (including on a segment reporting basis); risks related to delays caused by factors outside of our control, including changes in fiscal or contracting policies or decreases in avai...