BigBear.ai Holdings (BBAI) stock is up about 16% today. The upside can be attributed to the Swiss National Bank boosting its stake in the AI company during the second quarter of 2025, signaling optimism about its long-term growth prospects.
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According to the SEC filings, the Swiss National Bank increased its stake in BigBear.ai by 51.1% in Q2 2025, adding 186,600 shares and bringing its total holdings to 552,100.
Importantly, other large investors also expanded their positions this year. Vanguard Group acquired an additional 6.79 million shares in Q3, while BlackRock (BLK) added more than 3.6 million shares.
Rising institutional ownership signals a stronger belief in BigBear.ai’s growth prospects in the AI and defense sectors.
BBAI Key Growth Drivers
BigBear.ai has emerged as a standout small‑cap AI stock in 2025, with shares up more than 86% over the past six months. The rally has been fueled by:
- Ask Sage acquisition: A $250 million deal for the secure generative AI platform, already in use across government networks. Analysts estimate Ask Sage contributes about $25 million in annual recurring revenue, helping BigBear.ai shift toward more predictable subscription income.
- Improving financials: Despite reporting a quarterly loss, the company beat Q3 revenue expectations and reported a record $391 million cash position.
Further, the company’s focus on subscription revenue and government‑backed AI solutions could provide more stability and growth in the quarters ahead.
Is BBAI Stock a Good Buy?
Turning to Wall Street, BBAI stock has a Moderate Buy consensus rating based on two Buys assigned in the last three months. At $6.50, the average BigBear.ai price target implies 7.41% downside risk.
