BBAI Earnings

BBAI reported its FY2025Q3 earnings on 2025-11-10, showcasing a revenue of 33.00M against an estimate of 32.00M, resulting in a 4.16% surprise. The EPS was -0.03, surpassing the expected -0.06 by 50% . The stock experienced a 6.13% price change on the earnings day and a 6.13% change over the next five days, reflecting market reactions to the results.

Following BBAI's FY2025Q3 earnings announcement on 2025-11-10, the stock price moved by 6.13% on the day of the release. Over the subsequent five days, it saw a 6.13% change. Historically, BBAI's stock price tends to shift by an average of +1.56% in the 10 days leading up to earnings and -9.34% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate BBAI’s annual revenue to reach 33.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.13% and EPS estimates Revise Downward by -3.39% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BBAI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.13%, while EPS estimates moved Revise Downward by -3.39% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BBAI's stock price typically moves by +1.56% in the 10 days before its earnings and -9.34% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 33.00M.

The earnings call summary indicates significant financial challenges: a revenue decline, reduced gross margins, increased SG&A expenses, and negative adjusted EBITDA. The company's reliance on federal contracts poses risks, especially given the government shutdown impact. Although the Ask Sage acquisition could support future growth, it presents integration risks. The absence of shareholder return discussion and competitive market pressures further weigh negatively. Despite a strong cash position, these factors suggest a negative stock price reaction in the short term.