Cantor Fitzgerald lowered the firm's price target on BigBear.ai to $5 from $6 and keeps a Neutral rating on the shares. BigBear.ai reported a solid Q4 despite a 37.7% year over year revenue decline to $27.3M, driven largely by federal program disruptions on select Army contracts and ongoing shutdown-related headwinds, the analyst tells investors in a research note. FY26 revenue guidance of $135M-$165M implies roughly 17% growth at the midpoint, including an estimated $25M contribution from the Ask Sage acquisition, the firm says.
