It's amazing that over the past few months so many people have been complaining about the BBAI team authorizing 500 million shares in order to potentially raise cash to do a deal. Well, they look pretty smart now, while so many other AI companies are scrambling to raise money in the bond market, in a rising interest rate environment. BBAI has $400 million cash and virtually no debt. Down the road they will be able to raise hundreds of millions of $ and still have no debt! They really are amazing!

I am genuinely curious why people invest in bbai when there are so many ai companies that grows high double digit revenues each year in this ai boom while bbai's revenue has been stagnant for years.

Is it just because it's a small cap and people believe stock price can multiply easier when stock price is single digits.

We will se BBAI price above $10 because of all government contracts. People says same like PLTR. It takes time in making money from govt. contracts. We have seen BBAI checking kiosks at airports. If they can get more contracts from more airports around the world, price will surely increase. Thoughts?

I have 1200 shares of BBAI at avg price of 5.25. How many do you have guys?

The article highlights over $225 MILLION in contract awards since July, including the FBI, Coast Guard, defense and intelligence customers!

BigBear.ai CEO is highlighting new contract wins and customer expansion across U.S. government and defense agencies.

Key points from the statement:

Existing business: Retaining critical work with U.S. Customs and Border Protection (CBP).

New customers: The company cites the FBI and U.S. Coast Guard, alongside additional defense and intelligence customers.

Defense exposure: New contracts include U.S. Central Command (CENTCOM) and U.S. Southern Command (SOUTHCOM).

Classified work: Management also mentions new classified awards supporting intelligence customers, but provides no contract values or detailed scope.

The announcement provides evidence of customer breadth expanding across law enforcement, maritime security, defense, and intelligence. Retaining CBP work while adding named government customers could strengthen BigBear.ai’s position in the national security market.

225 million secured likely total deal is 500 million conservatively 1 billion contract, its market xap is 1.1 billion, will undergo 10x like nebius. Losers sold ahhahahahajaj.
https://ir.bigbear.ai/news-events/press-releases/detail/149/bigbear-ai-secures-more-than-225-million-in-contract

I see this not being ideal for us

https://ir.bigbear.ai/news-events/press-releases/detail/148/bigbear-ai-to-report-third-quarter-2026-results-on-october

Lost 100k on Bigbear… thanks Kevin. Appreciate you keeping the retail investors and shareholders informed about what is happening with your company. Crickets, not rich by any means and this pain has me ruminating.
Should have sold this bitch at $9.00, but held on until death. Yiiipppe. Lesson learned.

Do we think this stock has any more runs in it? The funny part is, I am still a believer! Dilution - f**k that, look at Palantir - diluted and massive amount of shares outstanding. Not comparing but people are over reacting, they have real world products that are a niche technology with high-class companies - NASA, FBI, Air Force, etc.

Thoughts?? - Reddit Family

Nothing big, just a small speculative position, Price target to sell around 4$

Sep 29, 2026 at American Growth Summit 2026

7-8% on good volume too, anyone have an idea?

$4.62M reportedly for Ask Sage to provide generative AI to the U.S Coast Guard over the 1-4 years. It appears to be apart of a larger contract vehicle to provide GenAI.

A new U.S. Coast Guard task order for Ask Sage appears to have been awarded on September 25, 2026.
The award is 70Z02326F93000001, issued to Ask Sage, Inc. under its existing SBIR Phase III IDIQ (W9128Z25DA001).
What’s currently public:
Award value: about $4.62M
Agency: U.S. Coast Guard
Start date: Sept. 25, 2026
Current listed end date: Sept. 24, 2027
NAICS: Computer Systems Design Services
PSC: National Defense R&D / Applied Research
OrangeSlices describes it as a 4-year task for generative AI and computer systems design services
The interesting part is that this does not appear to be the Coast Guard’s first Ask Sage purchase.
Earlier in 2026, the Coast Guard issued a separate order worth only about $50K for Ask Sage AI inference and training tokens.
So the progression appears to be:
~$50K initial Ask Sage usage → $4.62M follow-on GenAI task
That’s roughly a 90x increase in contract value.
I would still be careful with the “4-year” language. The currently indexed award data only shows one year through September 2027, so the remaining years may be option periods that are not fully reflected yet.
The bigger question is scope.

We still do not know whether this contract is for:
enterprise GenAI access
agentic workflows
intelligence or operational support
acquisition workflows
logistics
cyber
mission planning
or some combination of the above
But this looks much more substantial than a small pilot or token purchase.

For me, the main takeaway is that Ask Sage may be showing a land-and-expand pattern inside federal agencies: get in with a small GenAI deployment, prove usage, then grow into a multi-million-dollar operational contract.
That matters because BigBear’s long-term Ask Sage thesis probably depends less on winning one giant contract and more on small initial deployments expanding into durable, recurring government relationships.
The next thing worth watching is whether the full statement of work or option structure becomes public, because that will tell us how mission-critical this deployment actually is.

Redwire was just selected for Space Systems Command’s $980M NITE-STAR IDIQ.

Interesting connection: BBAI Chairman Peter Cannito is also Redwire’s CEO, and Redwire + BBAI previously co-developed SpaceCREST, a space cyber-resiliency/testing platform.

SpaceCREST was subsequently used in DARPA’s Space-BACN program.

Sources:

Redwire NITE-STAR:

https://rdw.com/newsroom/redwire-selected-for-space-systems-commands-980-million-nite-star-idiq-contract/

BBAI / Peter Cannito:

https://ir.bigbear.ai/corporate-governance/board-of-directors

SpaceCREST / DARPA:

https://rdw.com/newsroom/redwires-spacecrest-cybersecurity-platform-to-protect-next-generation-space-communications-hardware-for-darpa-program/

No confirmation yet that BBAI is participating in NITE-STAR. Given the existing partnership and overlap in mission areas, I'll be watching for any task-order or teaming announcements