BigBear.ai (BBAI) is set to release its Q2 2025 financial results on August 11. The stock has surged 51% year-to-date, driven by rising investor interest in defense-linked AI applications. With a growing contract backlog and strong momentum tied to government demand, BigBear.ai appears to be gaining ground at a critical time. Still, continuous operating losses and shareholder dilution continue to cloud the outlook. Wall Street analysts expect BBAI to report a loss per share of $0.06 for Q2 compared to a loss of $0.05 in the same quarter last year.
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However, revenue is expected to grow by about 2% year-over-year to $40.59 million, according to the TipRanks Analyst Forecasts Page.
Key Factors to Consider Ahead of Q2
TipRanks’ Bulls Say, Bears Say tool helps investors by offering a well-rounded snapshot of analyst sentiment, highlighting both the bullish and bearish perspectives.
Ahead of the Q2 print, bullish analysts pointed to BigBear.ai’s improved balance sheet, with a cash balance of $107.6 million at the end of Q1 2025. Bulls also highlighted the company’s major $165 million contract with the U.S. Army and its exclusive analytics partnership with L3Harris (LHX).
On the flip side, bears remain concerned about rising operating expenses and soft revenue performance. Its 2025 revenue guidance of $160 million–$180 million signals only modest growth, falling short of Street expectations ($193.9 million).
Options Traders Anticipate a Large Move
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry; the Options tool does this for you.
Indeed, it currently says that options traders are expecting an 18.15% move in either direction.
Is BBAI Stock a Good Buy?
BBAI stock currently holds a Moderate Buy rating, based on a single analyst recommendation in the past three months. The analyst set a price target of $9.00, implying about 33.93% upside from the current levels.
