{"filings":[{"id":1029356,"accession_number":"0001193125-26-269639","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2026-06-12T20:58:12+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"BigBear.ai shareholders approve doubling authorized shares to 1 billion","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment increases authorized common shares from 500M to 1B, effective June 9, 2026.","Proposal passed with 241.6M votes for, 27.1M against, 3.1M abstentions.","Kevin McAleenan and Pamela Braden elected Class II directors through 2029 with 89.4M and 81.0M votes for, respectively.","Non-binding say-on-pay approved (86.6M for, 9.6M against); 1-year frequency selected.","Grant Thornton LLP ratified as auditor for FY 2026 with 265.6M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96042,"accession_number":"0001836981-26-000047","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigBear.ai Q1 revenue $34.4M; gross margin expands to 34%; backlog $281.9M; affirms FY26 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $34.4M; gross margin 34.0% vs 21.3% YoY (1,278 bps expansion).","Backlog rose 14% QoQ to $281.9M, driven by $53M sole-source classified award.","Settled remaining $124.6M of 2029 convertible notes; interest expense down $4.8M vs Q1 25.","Cash and investments $431.5M; FY2026 revenue guidance reaffirmed at $135M-$165M.","Launched retail shareholder voting program; CEO cites internal realignment for growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":34435000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96041,"accession_number":"0001140361-26-016118","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BigBear.ai shareholders approve doubling authorized shares to 1 billion","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposal to increase authorized common stock from 500M to 1B shares passed with 231M votes for (81.5% of cast votes).","Quorum of 60.61% of outstanding shares was present at the special meeting reconvened April 21, 2026.","The amendment provides flexibility for future capital-raising, acquisitions, or strategic transactions.","Vote resulted in 53M against and 5M abstentions; no broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109564,"accession_number":"0001836981-26-000016","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigBear.ai Q4 revenue down 38% to $27.3M; 2026 revenue guidance $135-$165M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $27.3M, down 38% YoY; gross margin 20.3% vs 37.4% in Q4 2024 due to non-recurring high-margin contracts.","Full-year 2025 revenue $128M; FY 2026 guidance $135-$165M (~17% growth at midpoint).","Ended 2025 with $462M cash/investments; settled remaining $125M of 2029 convertible notes in Jan 2026 via debt-to-equity.","Closed acquisitions of Ask Sage (Dec 2025) and CargoSeer (Jan 2026); expanded into Middle East.","Raised $693M from ATM facilities and warrants in 2025; reduced debt by over 90%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109563,"accession_number":"0001193125-26-000952","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2026-01-02T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"BigBear.ai calls redemption of 2029 convertible notes; expects to eliminate ~$125M debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption date Jan. 16, 2026; all outstanding 6.00% Notes due 2029 called for redemption or conversion.","Expects to reduce total note debt from ~$142M to ~$17M, eliminating ~$125M of debt.","Approximately 38M shares of common stock to be issued; shares were previously reserved.","~$58M in principal already voluntarily converted by noteholders in 2025.","Company expects no material cash outlay; preserves liquidity while strengthening balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126091,"accession_number":"0001193125-25-303945","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"BigBear.ai shareholders approve doubling authorized shares to 1 billion, adopt bylaw amendments","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved increase in authorized common shares from 500M to 1B; vote: 191.6M for, 44.5M against, 3.5M abstain.","Bylaws amended: voting standard for non-director matters changed to majority of votes cast (excluding abstentions/broker non-votes).","New universal proxy rules compliance: prohibits proxy solicitations for director nominees unless Rule 14a-19 notice given.","Enhanced disclosure requirements for stockholder nominations and proposals; limits number of nominees to board slots available.","Special meeting adjourned to Dec 5, 2025 to solicit additional proxies if needed; quorum was 54.9% of voting power."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126090,"accession_number":"0001836981-25-000025","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["1.01","2.02","3.02","9.01"],"status":"ready","headline":"BigBear.ai acquires Ask Sage for $250M; reaffirms FY2025 revenue guidance $125M-$140M","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Definitive agreement to acquire Ask Sage, a GenAI platform for defense/national security, for $250M total: $140M cash plus $110M cash or stock at BigBear.ai's option.","Ask Sage expected to generate ~$25M ARR in 2025, up ~6x from 2024; currently supports 100K+ users across 16K government teams.","Record cash balance of $456.6M as of Sept 30, 2025, up sequentially; balance sheet strengthened to support growth.","Full-year 2025 revenue guidance reaffirmed at $125M-$140M; Q3 2025 detailed earnings not provided in the excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126089,"accession_number":"0001836981-25-000015","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BigBear.ai appoints Sean Ricker as permanent CFO, effective Oct 14, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sean R. Ricker appointed permanent CFO, previously interim CFO since June 6, 2025.","Base salary of $420,000 with annual bonus target of 100% of base compensation.","Retention award: 200,000 RSUs vesting 50% on first anniversary, 50% on second.","Eligible for recurring annual LTI grant valued at 100% of base (subject to Compensation Committee).","Mr. Ricker will continue as principal accounting officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142823,"accession_number":"0001836981-25-000010","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BigBear.ai elects Anthony Evangelista to Board and Audit/Compensation Committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elected August 12, 2025; serves on Audit and Compensation Committees.","Mr. Evangelista is a retired PwC financial services partner (1985-2019) and former SEC Assistant Chief Accountant (1993-1996).","Compensation follows standard non-employee director policy per 2025 proxy, including prorated RSU award.","No family relationships or transactions requiring disclosure with any director or executive officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142822,"accession_number":"0001628280-25-039572","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigBear.ai Q2 revenue down 18% to $32.5M; cuts 2025 revenue outlook to $125M-$140M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $32.5M Q2 2025, down 18% YoY from $39.8M; gross margin 25.0% vs 27.8%.","Full-year 2025 revenue guidance lowered to $125M-$140M; Army program disruptions blamed.","Record cash balance of $390.8M as of June 30, 2025, enabling growth investments.","Partnership with UAE companies under IHC umbrella to accelerate AI development globally.","CEO cites $320B supplemental funding for DHS and DoD from 'One Big Beautiful Bill' as opportunity."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":67229000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142821,"accession_number":"0001836981-25-000007","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-07-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Jeffrey Hart resigns from BigBear.ai Board effective July 14, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey Hart resigned as Director effective July 14, 2025.","Resignation not due to any disagreement with the Company on operations, policies, or practices.","Company thanked Mr. Hart for his service; no successor named."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160903,"accession_number":"0001628280-25-030042","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"BigBear.ai CFO Julie Peffer departs; Sean Ricker named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Julie Peffer notified departure June 6, 2025; not related to any accounting or disagreement.","Sean Ricker appointed interim CFO; previously Chief Accounting Officer since August 2022.","Ricker receives annual base salary of $378,298.72 and $150k retention RSU award (50% vest June 2026, 50% June 2027).","Peffer entitled to severance of $840k (12 months salary plus one times target bonus) and ~$7,351 for health premiums.","CEO Kevin McAleenan thanked Peffer for capital fundraising and debt restructuring contributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160902,"accession_number":"0001628280-25-028831","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BigBear.ai annual meeting elects Class I directors and ratifies auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders elected Sean Battle, Paul Fulchino, and Dorothy D. Hayes as Class I directors, each with a majority of votes for.","Ratified Grant Thornton LLP as independent auditor for FY2025; 130.2M votes for, 2.3M against, 0.8M abstain.","Quorum of 133.3M shares (45.7% of outstanding) present at June 2, 2025 meeting.","All proposals passed; no changes to board composition or auditor beyond routine annual vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160901,"accession_number":"0001193125-25-133431","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BigBear.ai files new $150M ATM prospectus supplement; prior $150M exhausted","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["As of May 30, 2025, Company had sold ~$150M aggregate gross proceeds under prior ATM program with Cantor Fitzgerald.","On June 2, 2025, filed new prospectus supplement for up to $150M additional sales under same Sales Agreement.","New ATM allows continuous stock issuance, increasing potential shareholder dilution.","Legal opinion of Latham & Watkins LLP filed as Exhibit 5.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160900,"accession_number":"0001193125-25-120781","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"BigBear.ai elects to pay June 2025 interest on 6.0% convertible notes in stock instead of cash","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Interest Payment Date June 15, 2025; Regular Record Date June 1, 2025.","6.0% Convertible Senior Secured Notes Due 2029; interest payable in shares of common stock.","Election made per Indenture dated Dec 27, 2024; preserves cash but dilutes equity.","Notes governed by Indenture with Wilmington Trust as trustee and collateral agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160899,"accession_number":"0001628280-25-021537","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigBear.ai Q1 revenue $34.8M, net loss $62.0M; affirms 2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $34.8M (+5% YoY); net loss $62.0M improved from $127.8M loss in Q1 2024.","Non-GAAP adjusted EBITDA -$7.0M vs -$1.6M in Q1 2024.","Reduced long-term debt by $58M via voluntary conversions of 2029 Notes.","Raised $64.7M from warrant exercises; cash balance $107.6M as of Mar 31, 2025.","Affirms 2025 outlook; CEO cites early signs of strategic focus resonating."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":34757000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160898,"accession_number":"0001628280-25-017699","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-04-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BigBear.ai stockholders approve issuance of shares for 6.00% convertible notes due 2029","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Special meeting reconvened April 11, 2025; quorum of 97,913,204 shares present after initial lack of quorum.","Proposal 1 approved: issuance of common stock upon conversion of 6.00% Convertible Senior Secured Notes due 2029 and for cash interest payments.","Proposal 1 votes: 93,541,244 for, 3,748,875 against, 623,085 abstentions; no broker non-votes.","Proposal 2 (adjournment) approved 94,397,954 for, 2,550,889 against, 964,361 abstentions; not needed after Proposal 1 passed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179107,"accession_number":"0001628280-25-015164","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"BigBear.ai amends bylaws to lower stockholder meeting quorum to 33.33%","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved Amendment No. 1 to Amended and Restated Bylaws on March 27, 2025.","Quorum reduced from prior requirement to one-third (33.33%) of voting power.","Amendment applies to all future stockholder meetings; no other bylaw changes disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179106,"accession_number":"0001193125-25-056086","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-03-18T23:59:59+00:00","items":["2.02","4.02"],"status":"ready","headline":"BigBear.ai restates 2022-2024 financials; prior statements no longer reliable","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board concludes 2022-2023 audited and 2023-2024 interim financials should not be relied upon due to accounting for convertible notes.","Preliminary restated loss before taxes: 2022 $113.4M ($10M improvement), 2023 $71.3M ($11M worse), 2024 $296.1M ($39M worse).","Adjustments relate to embedded conversion option on 2026 Notes; 90% of principal retired in Dec 2024 via 2029 Notes.","Revenues, gross margin, Adjusted EBITDA, operating cash flows, and 2025 guidance are unaffected.","Audit by Grant Thornton ongoing; final amounts may change."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179105,"accession_number":"0001628280-25-010934","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"BigBear.ai Q4 revenue $43.8M (+8% YoY); 2025 outlook $160-180M; 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Mandy Long steps down as CEO, transitions to advisor.","McAleenan compensation: $500K base, 125% bonus target, $4M initial equity (50/50 RSU/options), annual grants 200% of base.","Long severance: $1.125M (12 mo salary + target bonus) plus ~$170K health premiums, subject to release.","McAleenan previously President, co-founded Pangiam (acquired 2024); former Acting DHS Secretary under Trump."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179102,"accession_number":"0001193125-25-007065","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"BigBear.ai files updated pro forma financials for Pangiam acquisition; combined 2023 rev $195.8M, net loss $82M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Pro forma combined 2023 revenue $195.8M, net loss $82.0M, EPS –$0.38.","Pro forma combined 9M 2024 revenue $120.8M, net loss $155.0M, EPS –$0.64.","Acquisition consideration of $210.8M allocated to Pangiam assets and liabilities.","Pro forma adjustments include $9K incremental amortization for 2023 and $2K for 2M 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195784,"accession_number":"0001193125-24-286239","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-12-30T23:59:59+00:00","items":["1.01","1.02","3.02","9.01"],"status":"ready","headline":"BigBear.ai exchanges $182.3M of 2026 convertible notes for new secured notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged ~$182.3M of 6% Convertible Senior Notes due 2026 for same principal of 6% Convertible Senior Secured Notes due 2029 plus $0.4M accrued interest.","New notes accrue 6.00% (cash) or 7.00% (PIK) annually; rate can rise to 9.00%/10.00% if liquidity condition not met.","Initial conversion price set at $3.5530 per share (281.4491 shares per $1,000 principal); settlement limited until NYSE stockholder approval obtained.","Existing $0 drawn senior secured revolving credit facility terminated concurrently with the exchange.","Notes are senior secured obligations with first-priority liens on substantially all assets; callable after Dec 27, 2025 under certain conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195783,"accession_number":"0001193125-24-281673","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"BigBear.ai exchanges $182.3M convertible notes for new secured notes due 2029 and wins GSA OASIS+ contract","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Exchanged $182.3M of 6% convertible notes due 2026 for new 6% senior secured notes due 2029; $0.4M cash for accrued interest.","New notes maturing Dec 2029; initial conversion price at 115% of VWAP; interest 6% cash or 7% PIK; shares limited until NYSE approval.","Existing $17.7M of 2026 notes remain outstanding; senior secured revolver terminated with no borrowings.","Awarded GSA OASIS+ IDIQ contract with no ceiling, 10-year ordering period, covering 5 domains and 75 CLINs.","CEO Mandy Long says award expands reach across federal missions and strengthens customer partnerships."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195782,"accession_number":"0001628280-24-045295","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BigBear.ai Q3 revenue up 22% to $41.5M, net loss $12.2M, awards $165M Army contract","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $41.5M (up 22.1% YoY); net loss $12.2M vs net income $4.0M in Q3 2023.","Non-GAAP adjusted EBITDA positive $0.9M; cash $65.6M; full-year revenue guidance $165-180M affirmed.","Gross margin improved to 25.9% from 24.7%; SG&A reduced 25% QoQ.","Awarded 5-year $165M sole-source prime contract with U.S. Army for GFIM-OE production.","Appointed Carl Napoletano as COO; ConductorOS recognized as Tier 1 tech by DoD."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":114409000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195781,"accession_number":"0001628280-24-042317","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-10-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BigBear.ai appoints Carl Napoletano as COO effective October 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Napoletano will report directly to CEO Mandy Long; effective Oct 1, 2024.","Previously VP of Special Projects since Jan 2024, leading integration of acquisitions including Pangiam.","Prior role: led BigBear.ai's Integrated Defense Systems Portfolio serving over 300,000 users across Army and DOD.","No family relationships or material transactions exceeding $120,000 with the company.","Napoletano holds a BSEE from RIT; previously Principal/SVP at ProModel Corp and leadership at General Dynamics Electric Boat."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212053,"accession_number":"0001628280-24-034155","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BigBear.ai Q2 revenue up 3.4% to $39.8M; FY2024 guidance cut to $165-$180M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $39.8M (+3.4% YoY); gross margin improved to 27.8% from 23.3%.","Net loss narrowed to $11.7M from $16.9M in Q2 2023; cash $72.3M at June 30.","Signed MSA with London Heathrow Airport for advanced AI technology deployment.","FY2024 revenue guidance reduced to $165-$180M, citing timing of awards and regulatory approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":72904000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230908,"accession_number":"0001628280-24-026339","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-06-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BigBear.ai shareholders elect all three Class III directors and ratify Grant Thornton as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["At June 3, 2024 annual meeting, 188,855,896 shares present (quorum) out of 246,076,078 outstanding.","Peter Cannito, Jeffrey Hart, Kirk Konert each elected with >148.8M votes for; 36.8M broker non-votes.","Ratification of Grant Thornton LLP as independent auditor for FY 2024 passed with 186.4M for vs 1.0M against.","No proposal received less than a majority of votes cast; all items approved with no material dissent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230907,"accession_number":"0001628280-24-020018","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BigBear.ai Q1 revenue down 21% to $33.1M; net loss $125.1M includes $85M goodwill impairment; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $33.1M, down 21.4% YoY from $42.2M; driven by wind-down of Air Force EPASS program ($6.8M) and Virgin Orbit bankruptcy.","Net loss $125.1M vs $26.2M a year ago; includes $85M non-cash goodwill impairment from Pangiam acquisition and $52.9M loss on warrant fair value change.","Adjusted EBITDA improved to ($1.6M) from ($3.8M) in Q1 2023; breakeven revenue lowered to $38.7M.","Closed all-stock acquisition of Pangiam on Feb 29; cash balance $81.4M; reaffirms FY 2024 revenue guidance of $195M-$215M.","Notable contract wins: U.S. Army $8.3M extension, MWAA veriScan at 127 gates, Denver Airport, Tradewinds 'Awardable' status."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":33121000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249308,"accession_number":"0001193125-24-080588","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-03-28T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BigBear.ai directors Avi Katz and Raluca Dinu step down effective March 27, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Avi Katz resigned as Director and Compensation Committee member.","Dr. Raluca Dinu resigned as Director and Audit Committee member.","Both departures are not due to any disagreement with the company.","No replacements or successors named in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249307,"accession_number":"0001193125-24-078258","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-03-27T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"BigBear.ai files Pangiam FY2023 financials; revenue $40.6M, net loss $26.7M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Pangiam revenue $40.6M in 2023, up 18% from $34.5M in 2022.","Net loss $26.7M in 2023, improved from $53.0M loss in 2022 which included $33.0M goodwill impairment.","Operating loss $20.1M vs $50.1M; R&D expense rose to $9.8M from $5.7M.","Total liabilities $105.2M exceed total assets $76.5M; members' deficit $(28.7M).","Merger closed Feb 29, 2024; Pangiam's debt repaid via $109.4M equity infusion from majority investor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249306,"accession_number":"0001628280-24-009650","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BigBear.ai closes Pangiam acquisition, reports Q4 net loss improvement and positive adjusted EBITDA","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $21.3M in Q4 2023, an improvement from $29.9M in Q4 2022.","Second consecutive quarter of positive adjusted EBITDA at $3.7M; 2H 2023 cash flow positive.","Announced close of all-stock Pangiam acquisition; Kevin McAleenan named President.","Received approximately $54M in cash from warrants exercised in Q1 2024.","FY 2024 revenue guidance of $195M-$215M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249305,"accession_number":"0001193125-24-058263","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-03-05T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"BigBear.ai raises ~$33.2M via warrant exercise; 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company states it believes claims are without merit.","Merger with Pangiam remains pending; shareholder vote and regulatory approvals still required."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249299,"accession_number":"0001193125-24-025383","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"BigBear.ai holds investor presentation for Pangiam acquisition; proxy filed Jan 29","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Investor presentation on Feb 6, 2024, for proposed acquisition of Pangiam (Vision AI firm) per Merger Agreement dated Nov 4, 2023.","Definitive proxy filed Jan 29, 2024, provides full details; no new financial figures in this filing.","Acquisition pending stockholder vote; presentation highlights strategic benefits and market opportunity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266775,"accession_number":"0001628280-23-037362","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BigBear.ai to acquire Pangiam in all-stock deal; reports first positive net income and EBITDA in Q3","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Definitive merger agreement to acquire Pangiam in all-stock transaction, combining facial recognition and biometrics with computer vision.","Q3 revenue $34.0M (-16.4% YoY) due to planned wind-down of Air Force programs and Virgin Orbit bankruptcy.","First quarter of positive net income, positive adjusted EBITDA, and positive cash flows from operations since December 2021 debut.","FY 2023 guidance reaffirmed: revenue $155-$170M and single-digit negative adjusted EBITDA.","SG&A reduced 23% YoY to $15.5M; 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unable to extract any specific figures or strategy.","Filing under Item 7.01 Regulation FD; information is furnished, not filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":2093008933.4090908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303643,"accession_number":"0001628280-23-018727","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2023-05-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Raanan Horowitz resigns from BigBear.ai board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Raanan I. 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