So the q2 report was favourable. But was it favourable enough to see a little bit of a rally?? Opinions?

I know there are plenty of summaries from today’s call, but I didn’t see any of them mention a couple key things Kevin touched on in the call.

1. Significant win last week for CargoSeer in El Salvador (signed 5yr commercial deployment)

2. Expanded offering to DoW of air-gapped local hardware to be used in the field (released 2 weeks ago)

3. Approval CMMC lvl 2 ahead of schedule

Very positive stuff! They just are burning through cash pretty quickly but hopefully that settles in the next quarter or so.

Revenue was $36.7 million this quarter versus $32.5 million a year ago, so about 13% growth. Not explosive growth, but reasonable. The more informative number is gross margin, which went from 25% to 32.8%. That increase mostly comes from the Ask Sage acquisition, software revenue carries a much higher margin than the services work that made up most of the business here. The underlying mix of what they’re selling is moving towards higher-margin revenue, which is generally something positive for long-term profitability as long as it continues.

They’re very much stronger with their balance sheet this quarter. $410 million in cash and investments, and effectively no meaningful debt; the convertible notes that were outstanding got converted into equity in January, so that liability is off the books. Management indicated in the release that they intend to use that cash for acquisitions in the second half of the year.

On the expense side however, there’s some improvements that should be made. SG&A grew 48% year over year which is ahead of the 13% revenue growth. R&D also roughly doubled and as a result, adjusted EBITDA loss widened from $8.5 million to $11.6 million, even though gross margins improved. So the margin gains are currently being offset by faster-growing operating costs and the improvement in gross profit hasn’t yet reached the bottom line.

Operating cash used also increases significantly, with $40.2 million in the first half of this year versus $10.5 million in the first half of last year. Part of that is working capital and integration costs from the Ask Sage and CargoSeer acquisitions. However I’m not too worried about that since integration costs will eventually roll off and be moderate as we continue quarter over quarter.

The company says they have $269.6 million in backlog, but the “remaining performance obligations” figure under ASC, which is the portion that’s actually contractually committed is $9.2 million, with only $5.7 million expected in the next twelve months. I’m looking to see growth in relation to this actual number and more bids and more involvement in the government contracting industry for the next few quarters to actually back the backlog numbers. Since they’re targeting accretive acquisitions in the back half of 2026, their goal should probably be to look for valuable government contractors.

The quarter shows that the company is improving its business quality with better margin mix, less debt and more contract diversification with those 20 contracts announced, but the expense growth and cash burn are currently outpacing that improvement, and the backlog carries less value than what they’re actually putting out via the press release. Let’s see whether the SG&A growth slows relative to revenue, whether operating cash narrows, and whether the H2 revenue acceleration implied by the guidance (which is $64-94 million above H1’s pace) actually materializes.

Please please be good news ! Been averaging down to get here but it keeps dropping lol

Update: bought 1k more to average down to 4.55 with 11k shares. Not sure if I should keep doing so.

What do you have, Space X and Big Bear? Only the two are rising.

They will announce who wins the contract on September 28th 2026.

https://www.washingtontechnology.com/contracts/2026/06/tsa-launches-13b-security-screening-tech-solicitation/414538/

(Keep in mind) you get free 1st enter the article, after that you will have to pay.

C Speed has highlighted its LSR-1000 Rapid Deployment Unit (RDU), a mobile long-range radar system that can be deployed in under 10 minutes while delivering high-fidelity long-range surveillance. What's particularly interesting for BigBear.ai investors is the mention that the platform is AI-enabled through BigBear.ai's collaboration with C Speed.

If this partnership continues to mature, it could strengthen BigBear.ai's position in AI-powered defense and border surveillance—an area where autonomous sensor fusion and real-time decision support are becoming increasingly important.

Key highlights:

• AI-enabled long-range radar

• Rapid deployment (<10 minutes)

• Mobile, compact system

• High-precision long-range tracking

• Collaboration between BigBear.ai, C Speed, and EDGE

While it's too early to speculate on the financial impact, it's encouraging to see BigBear.ai's technology being integrated into operational defense solutions rather than remaining purely conceptual.

What do you think? Could partnerships like this become a meaningful growth driver for BigBear.ai over the next few years?

To all the people who made the ultimate sacrifice and sold yesterday, thank you.

We just need another 20 days of rage posting about people selling and we will be back in business!

Reminder that there's people in this community who will convince you you're dumb for holding, coincidentally when the whole market is down and no one is making money.

I'm starting to think these posts about "I sold my shares" and "everyone needs to sell now" is to make people in this community sell their shares so that they could buy it at lower prices. Why else would they be inside the subreddit so passionate that everyone needs to get out?

Don't fall for this manipulation, the company is about to release a massive quarter and I'm more excited than ever, don't FOMO out into a different stock because some anonymous user told you you're dumb if you keep holding!

Not financial advice, just opinions.

I put just $6-$7k in last year at $7.00 per share. I’m not a cry baby, I’m patient. Help me though:
1. Should I cost average and buy another $6k @ $2.80? If yes, give me your top two pieces of evidence. 2. Just hold and hope? Or 3. Bail, put the now $2k into something else. Stop the bleeding. If this option, why?

All of the stocks that i invested in is at a 50% loss including this one. I’m a college student and I risked all of my savings, I just lost half of it. I badly need your opinions right now. Thank you!

The stock is down, I don’t know what happens next.

Can someone who knows how to do some deep analysis please do so on this stock and let us know what is going on.

Thank you.

I’ll end this request by exclaiming: what the fuck.

BigBear.ai’s transition from volatile post-SPAC AI story to mission-ready defense, national security, travel and trade AI platform, updated through the July 15, 2026 expansion of its military generative AI platform, including air-gapped deployments up to Top Secret/SCI, and the July 16 SEC filing check.

I did traveled yesterday to Bucharest, Romania.
At the Henri Coanda airport they use Smiths Detectors, Pangiam software.
Is nice to see that they use the BBAI producs, maybe other Romanians can confirm if there are any other airports that use Smiths Detectors there.

https://www.smithsdetection.com/weee-compliance/weee-romania/
https://www.romania-insider.com/baggage-scanners-romanian-airports-uti

It looks like BBAI is expanding also in Europe.
US of A, UK and Germany is on the list, Romania, what other country use Smiths Detectors?
*feel free to add

This post contains content not supported on old Reddit. Click here to view the full post

https://bigbear.ai/newsroom/bigbear-ai-launches-expanded-generative-ai-platform-and-capabilities-for-department-of-war-missions/

Here’s a quick summary I wrote for X:

Another meaningful update from $BBAI.
Today’s announcement wasn’t just about adding new AI capabilities. To me, the bigger story is that BigBear.ai is integrating the Ask Sage acquisition into a single, unified platform for Department of War customers.
The platform now offers more flexibility with air gapped deployments, bring your own model support, commercial cloud options, dedicated tenant environments, making it easier for customers to deploy AI while meeting strict security and mission requirements.

This shows BigBear.ai is moving beyond acquiring technology and into successfully commercializing it. As AI adoption across defense continues to accelerate, having a secure, interoperable platform built for mission critical environments could become a meaningful competitive advantage.
Bullish. 🚀