BigBear.ai to Release Q1 Earnings on May 5
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 8 hours ago
0mins
Should l Buy BBAI?
Source: Newsfilter
- Earnings Release Schedule: BigBear.ai will publish its Q1 earnings on May 5 at 4:15 PM ET, followed by an earnings call at 4:30 PM, showcasing its latest advancements in defense technology.
- Investor Relations Website: The earnings report will be accessible via the company's investor relations website, ensuring timely access to critical information for investors, thereby enhancing transparency and trust.
- Company Background: BigBear.ai is a specialized defense technology firm focused on developing and deploying mission-ready AI solutions for national security and travel & trade customers, demonstrating its competitive edge in complex environments.
- Forward-Looking Statements: The company’s statements regarding future performance are subject to various known and unknown risks, which investors should consider when evaluating the feasibility of projected outcomes.
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Analyst Views on BBAI
Wall Street analysts forecast BBAI stock price to rise
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 3.840
Low
6.00
Averages
6.00
High
6.00
Current: 3.840
Low
6.00
Averages
6.00
High
6.00
About BBAI
BigBear.ai Holdings, Inc. is a provider of artificial intelligence (AI)-powered decision intelligence solutions for national security, supply chain management and digital identity. The Company is a technology-led solutions organization, providing both software and services to its customers. It combines subject-matter expertise with technology to connect the enterprise, provide insights on process performance and recommendations for managing risk. It offers computer vision, anomaly/event detection, and descriptive and predictive analytics to support operations and break down silos between vendors and systems. The Company’s customers span the public and private sector, including the United States defense and intelligence agencies, border protection, transportation security, manufacturing, distribution and logistics, as well as travel, entertainment and tourism. It also offers software assets that are tailored for digital identity and biometrics, leveraging advanced vision AI technology.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BigBear.ai to Release Q1 Earnings on May 5
- Earnings Release Schedule: BigBear.ai will publish its Q1 earnings on May 5 at 4:15 PM ET, followed by an earnings call at 4:30 PM, showcasing its latest advancements in defense technology.
- Investor Relations Website: The earnings report will be accessible via the company's investor relations website, ensuring timely access to critical information for investors, thereby enhancing transparency and trust.
- Company Background: BigBear.ai is a specialized defense technology firm focused on developing and deploying mission-ready AI solutions for national security and travel & trade customers, demonstrating its competitive edge in complex environments.
- Forward-Looking Statements: The company’s statements regarding future performance are subject to various known and unknown risks, which investors should consider when evaluating the feasibility of projected outcomes.
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BigBear.ai to Release Q1 Earnings on May 5
- Earnings Release Schedule: BigBear.ai will publish its Q1 earnings on May 5 at 4:15 PM ET, followed by an earnings call at 4:30 PM, showcasing its latest advancements in defense technology.
- Investor Relations Website: The earnings report will be accessible via the company's investor relations website, ensuring timely access to critical information for investors, thereby enhancing transparency and trust.
- Company Background: BigBear.ai is a specialized defense technology firm focused on developing and deploying mission-ready AI solutions for national security and travel & trade customers, demonstrating its competitive edge in complex environments.
- Forward-Looking Statements: The company’s statements regarding future performance are subject to various known and unknown risks, which investors should consider when evaluating the feasibility of projected outcomes.
See More
Hidden AI Infrastructure Companies Present Significant Opportunities
- TTM Technologies Growth: TTM Technologies (TTMI) reported a 57% year-over-year growth in its data center computing segment by late 2025, with a projected 66% increase in Q1 2026, highlighting its critical role in AI servers and defense systems, alongside a $1.61 billion defense backlog indicating strong market demand.
- Bel Fuse Reorganization and Acquisition: Bel Fuse (BELF) has reorganized into two business units and acquired Methode Electronics' data transceiver business, enhancing its position in high-density data center power delivery, reflecting its growing importance in AI infrastructure.
- Calix's AI Investment: Calix (CALX) has invested over $100 million in AI capabilities since 2023 and launched a new platform built on Google Cloud in 2025, expected to benefit from federal broadband deployment funding, further solidifying its market position in fiber networks.
- Clearfield's Market Outlook: Clearfield (CLFD) launched the NOVA platform designed for hyperscale data centers, with its market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, at a CAGR of 13.1%, despite execution risks, as its core community broadband providers are expected to deploy funds more rapidly.
See More
AI Infrastructure Companies Show Significant Growth Potential
- TTM Technologies Growth: TTM Technologies reported a 57% year-over-year growth in its data center computing segment in late 2025, with a projected additional 66% increase in Q1 2026, indicating strong demand and market positioning in AI infrastructure.
- Bel Fuse Strategic Reorganization: Bel Fuse has reorganized into Aerospace, Defense & Industrial Technology units, reflecting revenue shifts, and acquired Methode Electronics' dataMate business to enhance its competitive edge in high-density data center power delivery.
- Calix Platform Upgrade: Calix launched a next-generation platform in October 2025, built on Alphabet's Google Cloud, investing over $100 million in AI capabilities, and is expected to benefit from federal broadband deployment funding, solidifying its market position among broadband service providers.
- Clearfield Market Outlook: Clearfield's new NOVA platform offers high-density modular fiber solutions for hyperscale data centers, with the market projected to grow from $19.1 billion in 2022 to $29.7 billion by 2026, reflecting a robust compound annual growth rate of 13.1%, showcasing significant growth potential.
See More
New Video-as-Sensor Platforms Enhance Defense Capabilities
- Market Growth Potential: According to MarketsandMarkets, the global Counter-Unmanned Aircraft System (C-UAS) market is projected to grow from $6.64 billion in 2025 to $20.31 billion by 2030, reflecting a robust compound annual growth rate of approximately 25.1%, indicating strong market demand and investment potential.
- Strategic Acquisition: On April 13, 2026, VisionWave completed the acquisition of xClibre™ AI video intelligence platform intellectual property, valued at around $60 million, aimed at enhancing its existing RF detection capabilities to improve operational efficiency in contested environments.
- Integrated Architecture Advantage: By combining video intelligence with RF detection, VisionWave's new platform is expected to reduce false positive rates and provide more accurate threat identification, significantly enhancing the operational capabilities of its Argus™ counter-UAS platform to meet modern air defense needs.
- Future Development Plans: VisionWave plans to complete a proof-of-concept evaluation with an industry partner in H2 2026, with successful outcomes triggering the release of the remaining 3.5 million shares, further advancing its commercialization efforts and solidifying its market position.
See More
New Generation Video-as-Sensor Platforms Enhance Defense Architectures
- Market Growth Potential: According to MarketsandMarkets, the global Counter-Unmanned Aircraft System (C-UAS) market is projected to grow from $6.64 billion in 2025 to $20.31 billion by 2030, reflecting a robust CAGR of approximately 25.1%, indicating strong market demand and investment opportunities.
- Strategic Acquisition: VisionWave completed the acquisition of xClibre™ AI video intelligence platform IP on April 13, 2026, valued at approximately $60 million, aiming to enhance existing RF detection capabilities by adding a visual perception layer, thereby addressing long-standing operational complaints in modern air defense.
- Integrated Architecture Advantage: By integrating xClibre into its Argus™ and WaveStrike™ systems, VisionWave plans to achieve automated threat detection and rapid response, which is expected to significantly reduce false positive rates and enhance operational efficiency, strengthening its position in the competitive defense market.
- Future Development Direction: VisionWave aims to complete a proof-of-concept evaluation with an industry partner in H2 2026, with successful validation triggering the release of remaining shares, further advancing its commercialization efforts and showcasing the company's forward-looking strategy in defense technology.
See More
Investors Anticipate Success of AI Companies
- Investor Confidence Boost: As successful cases of AI companies increase, investor confidence in related firms has significantly risen, driving market attention towards these companies.
- Stock Price Volatility: As of the afternoon of April 7, 2026, stock prices of relevant companies showed notable fluctuations, reflecting optimistic market expectations for the AI industry's future.
- Market Trend Analysis: Analysts indicate that the rapid development of AI technology may lead to a new wave of investment enthusiasm, attracting more capital into this sector.
- Positive Future Outlook: With the continuous expansion of AI application scenarios, investors generally believe that these companies will achieve higher growth potential in the future, further driving stock price increases.
See More
