BigBear.ai (BBAI) Q2 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
- -$0.05
- Estimate
- -$0.04
- Surprise
- -11.1%
- Revenue (period 2026-06-30)
- $36.7M
- Score today
- 5.5/10
Revenue source: xbrl.
How the report landed
BigBear.ai (BBAI) reported a wider loss than forecast — adjusted EPS of -$0.05 against the -$0.04 estimate (a 11.1% shortfall).
Where TrendMatrix's rating stands now
TrendMatrix currently rates BBAI Sell at 5.5/10; no pre/post engine snapshot brackets this report.
1 of the last 4 quarters beat the estimate; this quarter's -11.1% surprise compares with a -55.8% four-quarter average. Next scheduled report: 2027-03-02.
What argues against it
- Concentration risk — Customer: customers contributing in excess of 10% of revenues (51.0%)
- Quality below floor (3.2 < 4.0)
- Reward/Risk 0.4:1 at current price — below 1.5:1 minimum
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
- $2.60
- Price target
- $2.76
- Stop
- $2.42
- Upside to target
- +6.0%
- Reward-to-risk
- 0.4:1
Model outputs from TrendMatrix’s engine as of 2026-10-30 — 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
- $1.28B
- P/E (fwd)
- -13.3
- 52-week range
- $2.07–$7.40
- Off 52-week high
- 64.8%
- RSI (14)
- 61
- Volume vs avg
- 0.18×
- Score today
- 5.5/10