Why is BBAI stock down today?

BBAI is up 4.1% over five trading days, closing at $2.56 on Nov. 4, 2026. When a stock drops like this, the first question is whether the problem is the company or the whole group it trades with.

To answer that, we compare BBAI with its closest peers, check the calendar for earnings and Fed dates, and go through BigBear.ai Holdings, Inc.'s latest SEC filings and insider trades.

The chart below tracks BBAI's daily closing price from May 11, 2026 to Nov. 4, 2026. Over that stretch it is down 40.7%, from $4.32 to $2.56, with a high of $5.34 on June 1, 2026 and a low of $2.12 on Oct. 19, 2026. Each red circle marks a week in which company insiders sold shares on the open market (1 week in this period; bigger circles mean more money). There are no green diamonds: no insider bought on the open market in this window.

BBAI vs peers this week

The table below shows how BBAI stacks up against its peers this week. Over 5 days, MSFT did best (+4.7%) and AMD worst (-15.5%). BBAI ranks 2 of 7.

What could be behind the BBAI move

The company reported earnings 9 days ago (Oct. 27, 2026).

Across the broader market, the backdrop is an uptrend under stress, with the VIX volatility index at 16.61. The Federal Reserve's next rate decision is on Dec. 9, 2026, 34 days away; market pricing puts the odds at 20% for a hold, 79% for a hike and 2% for a cut.

Also worth knowing about BBAI

Live BBAI data, updated every 30 minutes: BBAI insider trades, ownership and filings →

In BigBear.ai Holdings, Inc.'s own words

“We’re raising our full-year revenue guidance after another strong quarter of revenue growth, a series of contract wins, and improved margins”

— Kevin McAleenan, CEO of BigBear · SEC filing

From the company's earnings release filed with the SEC on 2026-10-28 (Form 8-K).

What would change the picture for BBAI

These are the specific events and levels to watch. None of them is a prediction.

• Insider buying: none on the open market in 90 days. A purchase by an executive or director would be the first in at least three months, and it would show up on SEC Form 4 within two business days.
• Price levels: a close above $7.17 would be a new 52-week high, 180.1% above the latest close of $2.56; a close below $2.12 would be a new 52-week low, 17.2% below it.
• Growth: revenue fell 1.5% year over year in the quarter ending Sep 2026 (trend: accelerating).
• New shares: dilution risk is high now. A new shelf registration (S-3) or a prospectus supplement (424B) for an offering would raise it.

How BBAI compares with its peers

Over the past month BBAI ranks 2 of 4 in this group (-0.8%); the best was AI (+6.4%) and the weakest SOUN (-24.5%).

A dash in the P/E column means the company lost money over the last 12 months, so it has no P/E.

BBAI history: what happened after similar moves

Since 2023, BBAI fell 10% or more in a month 21 times (separate episodes, not counting the current one). Three months later it was higher in 8 of 20 cases; the median change was -8.1%.

Past moves don't predict the next one; they show how volatile the stock has been.

Questions people also ask

What is BBAI's 52-week high and low?

Over the past year BBAI closed as high as $7.17 and as low as $2.12. At $2.56 (Nov. 4, 2026) it is down 64.3% from the high and 20.8% above the low. More →

Are BBAI insiders buying or selling?

No BigBear.ai Holdings, Inc. insider bought or sold BBAI on the open market in the last 90 days, according to SEC Form 4 filings.

Does BBAI pay a dividend?

BigBear.ai Holdings, Inc. reported no dividend payments over the last 12 months in its SEC filings.

Is BigBear.ai Holdings, Inc. issuing new shares?

Dilution risk reads high (95/100); the share count rose 10.3% in a year. That is based on 3 offering-related filing(s) in 12 months.

Is BigBear.ai Holdings, Inc. profitable?

Not over the last 12 months: BigBear.ai Holdings, Inc. had $142.1 million of revenue but a net loss (net margin -126.8%). More →

Who is the largest shareholder of BBAI?

Among investment managers that file Form 13F, BlackRock Inc. reported the largest BBAI position ($148.9 million). 327 institutions reported holding BBAI for Q2 2026.

Dates to watch for BBAI

Insider trades can come any day: they must be filed on Form 4 within two business days.

Key terms on this page

P/E ratio

Price divided by the last 12 months of earnings per share. A P/E of 20 means investors pay $20 for each $1 of yearly profit. It is only defined when the company is profitable.

Form 4

The SEC form a company's officers, directors and 10% owners must file within two business days of buying or selling its stock.

Open-market trade

A purchase or sale on the exchange at the market price, paid with the insider's own money (code P or S on Form 4), as opposed to option exercises, grants or gifts.

Form 13F

A quarterly SEC report listing the U.S. stock holdings of every investment manager with more than $100 million. It is due 45 days after each quarter ends, so it shows positions with a delay.

Dilution

When a company issues new shares, each existing share owns a smaller piece of the company. Common sources: stock offerings, convertible debt and large stock-based pay.

Form 8-K

The SEC form for material events between quarterly reports: earnings releases, deals, executive changes, stock offerings and similar news.

52-week high / low

The highest and lowest daily closing price over the past year (about 252 trading days).

Where these numbers come from

Every number on this page is computed from the data when the page is refreshed (usually daily); nothing is typed in by hand. This is information, not investment advice.

• Price: daily closing prices through Nov. 4, 2026; changes use 5, 21 and 63 trading days; the 52-week range uses the last 252 closes.
• Insider trades: SEC Form 4 filings for the last 90 days, counting only open-market purchases (code P) and sales (code S); option exercises, grants, gifts and filings with data errors are left out.
• Earnings dates and estimates: a market-data calendar; reported vs expected EPS for the last 4 quarters.
• Valuation and growth: revenue, earnings, margins and share counts from the company's SEC filings (XBRL data, latest quarter Sep 2026); P/E and price/sales use the latest close.
• Fund ownership: SEC Form 13F filings for Q2 2026.
• Dilution: share-count changes and offering-related SEC filings (shelf registrations, prospectus supplements, convertible notes) over two years, scored 0-100.
• History: 21-trading-day moves over about three years of daily closes, counted once per episode.