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BBAI Unclassified Latest YouTube: Q2 2026 Published 2026-07-31

BBAI

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

BigBear.ai (BBAI): Revenue +13%, Margins +781bps — and Revenue Per Share −77% | Q2 2026

Published 2026-07-31

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 2026
2026-07-31
Podcast available
Yes
Current price
$2.79
-0.06 (-2.11%)
Trailing / Forward P/E
Forward: -13.95x
Market cap / Volume
Volume:
Revenue / Earnings Growth
13.2%
Earnings: —
Margins
-74.4% op
Gross: 27.9% · Net: -65.2%
Balance sheet
5.67x current
Debt / Equity: 3.0
52-week range / Beta
$2.59 - $9.39
Beta: —
Analyst target
$5.00
Upside: 79.2%
Cash / shareholder return
-15.33% FCF yield
Dividend yield: —

Company context

Industry: Information Technology Services
Country: United States
Employees:
Price to book: 1.68x
Return on equity: -16.6%
BigBear.ai Holdings, Inc. provides artificial intelligence-powered decision intelligence solutions for national security, supply chain management, and digital identity markets. It offers supply chain and logistics solutions, such as Data Conflation at Scale, which offers a view of operations enabling real-time tracking of inventory and facilitating predictive analytics to optimize functions, including routes and delivery times; Discrete Event Simulation, a course of action analysis and digital twin solution; and Next-Gen Decision Support solution for macroeconomic and geopolitical forecasting. The company also provides cybersecurity solutions, such as artificial intelligence (AI)-powered/machine-accelerated binary analysis, cyber-physical systems vulnerability testing and evaluation, vulnerability assessment as a service, and specialized services for the department of defense and intelligence community; and autonomous systems solutions, AI/machine learning (ML) decision intelligence solutions, and AI orchestration as a service, as well as specialized consulting services. In addition, it offers digital identity services comprising security solutions specializing in customized digital identity, biometrics, AI/ML, and advanced analytics software and solutions for global trade, travel, and digital identity industries; and Ask Sage Platform, a generative AI platform for secure AI deployment, orchestration, and agentic capabilities across defense, intelligence, and other highly regulated environments. The company was founded in 1988 and is headquartered in McLean, Virginia.

Price chart

Market context for BBAI

Competitive view

BBAI vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

BBAI latest YouTube video thumbnail YouTube
BBAI
BBAI
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
BBAI
$1.34B
BBAI
SSNC
$18.56B
SS&C Technologies Holdings Inc.
DHR
$137.07B
Danaher Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
BBAI
BBAI
SSNC
22.1x
SS&C Technologies Holdings Inc.
DHR
34.8x
Danaher Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
BBAI
-13.9x
BBAI
SSNC
10.0x
SS&C Technologies Holdings Inc.
DHR
21.0x
Danaher Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
BBAI
13.2%
BBAI
SSNC
10.3%
SS&C Technologies Holdings Inc.
DHR
5.5%
Danaher Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
BBAI
BBAI
SSNC
34.7%
SS&C Technologies Holdings Inc.
DHR
59.7%
Danaher Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
BBAI
-74.4%
BBAI
SSNC
24.6%
SS&C Technologies Holdings Inc.
DHR
19.8%
Danaher Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
BBAI
27.9%
BBAI
SSNC
48.1%
SS&C Technologies Holdings Inc.
DHR
58.8%
Danaher Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
BBAI
-65.2%
BBAI
SSNC
13.2%
SS&C Technologies Holdings Inc.
DHR
15.9%
Danaher Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
BBAI
-16.6%
BBAI
SSNC
12.6%
SS&C Technologies Holdings Inc.
DHR
7.6%
Danaher Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
BBAI
-15.3%
BBAI
SSNC
7.0%
SS&C Technologies Holdings Inc.
DHR
3.2%
Danaher Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
BBAI
2.95x
BBAI
SSNC
115.90x
SS&C Technologies Holdings Inc.
DHR
52.97x
Danaher Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
BBAI
5.67x
BBAI
SSNC
1.06x
SS&C Technologies Holdings Inc.
DHR
1.65x
Danaher Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
BBAI
BBAI
SSNC
1.11
SS&C Technologies Holdings Inc.
DHR
0.82
Danaher Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
BBAI
BBAI
SSNC
0.7%
SS&C Technologies Holdings Inc.
DHR
0.7%
Danaher Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
BBAI
79.2%
BBAI
SSNC
19.8%
SS&C Technologies Holdings Inc.
DHR
16.9%
Danaher Corporation

Related research

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Shorts and Clips 2026-07-31

BigBear.ai (BBAI): Margins Up 781bps, Ownership Down 77% #shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for BBAI

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-31
Published youtube podcast complete
BigBear.ai (BBAI): Revenue +13%, Margins +781bps — and Revenue Per Share −77% | Q2 2026
Quarterly earnings-analysis entry for BBAI. Use the links on the right to open the video or podcast episode.