Rep. Lisa McClain Buys BigBear.ai (NYSE:BBAI) Stock

Rep. Lisa McClain Buys BigBear.ai (NYSE:BBAI) Stock

Representative Lisa McClain, a Republican, disclosed the purchase of $15,001-$50,000 in shares of BigBear.ai Holdings, Inc. (NYSE:BBAI) in a filing made on March 05th, 2026. The transaction, dated February 06th, 2026, was reported for a spouse-owned account; the filing described the asset as BIGBEAR.AI HOLDINGS INC stock.

Lisa McClain's Recent Trades

• 10/31/2025: Sold $15,001 - $50,000 of AAPL stock
• 10/31/2025: Sold $1,001 - $15,000 of APPF stock
• 10/31/2025: Sold $1,001 - $15,000 of GOOGL stock
• 10/31/2025: Sold $1,001 - $15,000 of GOOGL stock
• 10/31/2025: Sold $1,001 - $15,000 of ALLE stock
• 10/31/2025: Sold $1,001 - $15,000 of AKAM stock
• 10/31/2025: Sold $1,001 - $15,000 of AMD stock
• 10/31/2025: Sold $1,001 - $15,000 of ACIW stock
• 10/31/2025: Sold $1,001 - $15,000 of ABBV stock
• 10/31/2025: Sold $1,001 - $15,000 of BABA stock

BBAI Stock Performance

Shares of BBAI opened at $3.81 on Friday, up 5.48%. The 50-day moving average was $5.18 and the 200-day moving average was $5.83. The 52-week low was $2.36 and the 52-week high was $9.39.

Since the transaction date (February 06th, 2026), BBAI shares have fallen 5.16%, opening at $4.26 on the transaction date. The stock fell 4.23% in the first week and fell 9.39% over two weeks.

The company reported a debt-to-equity ratio of 0.04, a current ratio of 1.78 and a quick ratio of 1.78. Market capitalization was $1.45 billion and the trailing P/E was -4.93. Beta was 3.25. Return on equity was -69.72% and net profit margin was -2.30%. Fiscal 2025 EPS was -$0.82 and analysts' 2027 EPS consensus averaged -0.375.

Key Stories Impacting BBAI

• (Neutral) Mar 2, 2026 — BigBear.ai reported fourth-quarter and full-year 2025 results, including Q4 revenue of $27.3 million and issued 2026 revenue guidance while disclosing convertible debt paydown and stronger cash balances.
• (Positive) Nov 9, 2025 — BigBear.ai signed a definitive agreement to acquire Ask Sage, a secure generative-AI platform for defense and regulated customers, described as the company's largest acquisition.
• (Positive) Jan 2026 — BigBear.ai completed the acquisition of CargoSeer (assets), adding cargo-risk analytics and trade-security capabilities to its travel & trade business.
• (Positive) Aug 20, 2025 — BigBear.ai entered a multi-year partnership with the Washington Commanders, securing naming rights for the team's training facility.
• (Negative) Mar 3, 2026 — Cantor Fitzgerald and other analysts adjusted coverage and price targets on BBAI after recent results, with Cantor Fitzgerald lowering its price target.
• (Negative) Early March 2026 — Reports noted notable intramonth declines and volatility in BBAI shares around the company's Q4 earnings announcement.

Analyst Ratings for BBAI

Cantor Fitzgerald maintained a 'Neutral' rating on BBAI on 2026-03-03. HC Wainwright & Co. maintained a 'Buy' rating on 2026-03-03. Cantor Fitzgerald downgraded to 'Neutral' on 2026-01-07. HC Wainwright & Co. maintained a 'Buy' rating on 2025-11-11. HC Wainwright & Co. maintained a 'Buy' rating on 2025-08-12.

Presently, 19 analysts have rated BBAI with a buy recommendation, 3 have issued a hold, and 0 have given a sell rating. The average rating is 'Strong Buy' with an average price target of $6.00.

Institutional Investors Weigh In On BBAI

BlackRock, Inc. holds 35,596,226 shares worth $143,808,753.04. Vanguard Group Inc holds 32,695,344 shares worth $132,089,189.76. UBS Group AG holds 10,386,833 shares worth $41,962,805.32. State Street Corp holds 10,279,145 shares worth $41,527,745.80. Geode Capital Management, LLC holds 10,247,877 shares worth $41,401,423.08. Currently, 49.38% of the stock is owned by institutional investors.

About Lisa McClain

Representative Lisa McClain is a Republican member of the U.S. House representing Michigan's 9th congressional district. She has served in the House since 2021 and is the Republican Conference Chairwoman. McClain was born in 1966 and is 60 years old.

About BBAI

BigBear.ai Holdings, Inc. is an Information Technology Services company that provides artificial intelligence and machine learning for decision support across Cyber & Engineering and Analytics segments. The company is headquartered in Columbia, Maryland. Carl Napoletano is listed as CEO and the company completed its IPO in 2021.