BBAI isn’t projected to start having positive income until 2028 at the moment. With the lack of insights into the company the leadership gives (outside of quarterly earnings calls), I am assuming that 2028 is going to be the year we start seeing consistency in the green.

I’m a long term holder and believe where the organization is going, so 2028 is fine by me. However, with a growing profit margin I could see the potential for them to achieve profitability prior to 2028.

I doubt we will get over $6 at the end of the year, even with a contract or two. I think what will really get the price moving will be 2Q and 3Q reports showing expanding margins and anything above 0.00 EPS. Thoughts?

We have some support but I don’t know if it’ll ultimately hold.

If we can’t bounce back and clear $3.80, we could definitely test $3.00 again.

The price action has been brutal, not sure I trust this minuscule “pump”.

Hopefully some macro improves, but even then, I still think we’re a dead stock until a meaningful contract, which could potentially not happen. I’m starting to wonder!

Still in for 1500 shares.

With the 2nd quarter coming to a close, I’m looking forward to the earnings call, hopefully in August.

I know it would be awesome to have a contract announcement and everything, but I think it would be equally as nice to have another positive bump in margins and EPS moving in a positive direction. Maybe even bumping up their annual revenue guidance?

Also, they have a big backlog right? Is that a product of having too many projects and not enough size to keep up with it? Genuinely curious. Thanks guys!

Hello my fellow big beautiful big bears,

Did you loose sight? I didn't. I'm still here with laser eyes like an American Bald Eagle. Since you need more Hopium I will give you some. We're ALL waiting for a contract, and a lot of people are crying because the wait is excruciating. NOTHING CHANGED. In fact, The Strait of Hormuz conflict only BENEFITS BBAI. The slide down is because of the market, anyone tapping out now is a cry baby. Oh not another meme pumper. Nah, I'm not into memes, I have interesting facts to show you my beautiful heterosexuals and homosexuals of all kinds big bears small bears big dick small dick no dick community members you name it. Sadly, even with all this fucking AI slop you all STILL failed to notice this detail I am about to present to you. Yes, I can beat AI, that's because I don't hallucinate.

In January of 2023 BBAI released this article on their Website. https://bigbear.ai/newsroom/bigbear-ai-and-drone-boats-inside-the-u-s-navys-unmanned-ai-tech/

Digital Horizon:

If Big Bear has security foothold at Panama Canal. Who do you think will be handling port security when America made Iran agree to the terms or forcefully die by the war mongering bully of the world, The United States of America? Let's face it, the entire George Bush Era was merely the beginning of this Iran conflict. Afghanistan and Iraq, what country sits between them? please take a moment and LOOK AT THE FUCKING MAP. Beyond the gaslighting by the government, what the fuck do you think was the real purpose of invading those countries? Oh! right, to surround Iran so we can weaken them for future conflicts and control the oil because, Bush family is in the what business? Oh oil! And whoever owns the oil controls the world because, war machines fighter jets reliant on battery is as Lizard man Mark Zuckerberg as a man who is proud to drive a Tesla. Hey, I don't care about the politics, don't shoot me, I'm just the messenger.

This is just speculation! Okay then idiot, then tell me what the fuck was BigBear was doing IN THE STRAIGHT OF HORMUZ in 2022 with the US Navy on a three-week unmanned artificial intelligence integration event in Bahrain labeled Digital Horizon? (Bahrain is located: LOOK AT THE FUCKING MAP at to the LEFT of the straight of Hormuz) (Source: BBAI website news link: https://www.azorobotics.com/News.aspx?newsID=13471 and https://www.middleeastainews.com/p/a-testbed-for-naval-innovation).

Without Further Ado, Please watch:

https://www.youtube.com/watch?v=P2tSwngihp0

In the Video Take note of:

• At 1:13 - Navy Says they're using AI
• At 1:35 - Straight of Hormuz, Suez Canal, Bab Al-Mandab
• At 1:44 - Navy says they seen record numbers of smuggling from Iran to Yemen: Explosives, Ammunition, Rocket Fuses, AK47s.
• At 4:40 - Big Bear Ai
• At 8:05 - "Drones from sea to space"

Questions I pose to you:

1. If the military is using AI, do you have any idea how many are the legally required MOSA (Modular Open Systems Approach) type? Are you aware in 2025, the Army’s chief technology officer warned in an internal memo that the system was “very high risk” due to Lack of access controls, No user activity logging, and Third-party app vulnerabilities? Who would you trust, Nazi loving paypal loser Alex Karp, or the former Acting Secretary of the U.S. Department of Homeland Security?
2. If BBAI was already in Straight of Hormuz. Why the fuck would the Navy choose another product that doesn't have experience, in the Straight of Hormuz? You can't answer that can you?
3. When Iran agrees to allow the US to not murder them, who's going to secure the port? Who can screen for the items in 1:44 (Think Panama Canal), plus anything related to uranium?
4. Ah drones. What that Naval officer said is exactly ConductorOS. Do you Project Linchpin? That's necessary to keep these drones from being hacked. Do you know Navy's SeaPort Next Generation (NxG)? That's the IDIQ contract that allows BBAI ongoing initatives to advance AI for autonomous surface vessels (ASV) as you see here in this video.
5. Why are you selling? Was there any negative news? No, it's just the whole market you idiot. I'm loading the re-boat.

Contracts Potentials:

Big Beautiful Bill:

• $450,000,000 for the application of autonomy and artificial intelligence to naval shipbuilding
  • ShipYard AI
• $1.5 Billion for autonomous vessel initiatives to expand unmanned surface vessel production.
  • Arcas & L3Harris ASView™ Integration
• $75 Million for the Coast Guard to acquire robotic surface vessels, alongside nearly $350 million overall to completely transform the service's use of unmanned and autonomous systems.
  • ConductorOS + Sensor Fusion
• $906 Million Defense Innovation Unit scaling of commercial technology for military use
  • ConductorOS, Observe, VANE
• $500 Million Cyber Command artificial intelligence lines of effort
  • ConductorOS, Observe, VANE, Arcas
• $282 Million Joint Fires Network, joint battle management capabilities
  • SpaceCrest
• 1 Billion Classified Cyber
  • SpaceCrest, Troy, Pangiam Threat Detection, Trueface
• 3.75 Billion Army depot modernization and capacity enhancement, Navy Depot and shipyard modernization and capacity enhancement, Air Force depot modernization and capacity enhancement
  • ProModel, Dominate
• 2 Billion Border Security
  • TrueFace, veriScan

Questions I pose to you:

1. How the fuck is BBAI not going to get 1 contract here?

The Strait of Hormuz

The L3Harris Partnership: BigBear has a direct cooperative agreement with defense giant L3Harris. L3Harris operates the Arabian Fox MAST-13, an unmanned surface vessel (USV) heavily deployed by U.S. Naval Forces Central Command’s Task Force 59 to patrol and escort manned ships through the Strait of Hormuz.

The Software Link: BigBear’s computer vision and predictive analytics platforms are integrated into L3Harris’s ASView control system. When these drone boats patrol the Strait, BigBear's software is actively processing the maritime data to detect, track, and classify foreign or hostile vessels in real-time.

Facts:

What we know? Big Bear is involved with Task Force 59. Task Force 59 Rescues American Apache June 29th 2026. The US Navy uses Big Bear Ai's Ursa Minor product (now Arcas). Task Force 59 is still active.

Do you recall the Apache rescue about 2 weeks ago? Well, Big Bear Ai was involved with that rescue from Task Force 59. If you read my previous post it, it's about Big Bear Ai involved in the Strait of Hormuz, via Task Force 59, in Project Digital Horizon. Task Force 59 is not over, they're actively in the Strait of Hormuz, involved in the ongoing Iran War.

Iran's Mosquito Fleet is their current naval strategy. However, they're at a major disadvantage. With the United States now equipped with Drones and Artificial Intelligence, no part of the Strait goes unseen. Speculation? Fuck no. Here is the proof: Big Bear Ai Article: March 1 2023:

• https://ir.bigbear.ai/news-events/press-releases/detail/60/bigbear-ai-to-showcase-aiml-situational-awareness-and
• https://bigbear.ai/newsroom/ai-ml-situational-awareness-predictive-forecasting-solution-imx-23/

>"BigBear.ai will demo its AI/ML-powered decision support solution, Ursa Minor, which identifies potential threats using ML-augmented algorithms and analytics, at IMX 23. Ursa Minor provides analysts and decision-makers with real-time situational awareness, predictive forecasts, and computer vision capabilities."

>“We’re elated to continue our partnership with Task Force 59 and showcase innovation in AI/ML-based forecasting and computer vision capabilities,” said Mandy Long, CEO of BigBear.ai. “We’re committed to helping the U.S. Navy gather, interpret, and act upon intelligence critical to maintaining security across international waters in vast maritime environments that have historically been challenging to monitor.”

How did the United States rescue the two down pilots before they were captured by Iran? Easy answer. It's fact the Navy is using Big Bear's computer vision, of course we know where the fuck our war fighters are at all times. But why isn't this well known? Because everyone is reliant on AI slop and that's pandering to your ass to make you like it and want to use it more. It's obvious, that shit is from Northern California so, of course it's going to hallucinate and pander to you like sociopathic Gavin Newsom who by the way, can't read. I'm not AI, I can give you the answer even straighter than the Strait of Hormuz, and I can read which is how I got this publically available and verifiable information which I gave you the source.

Ursa Minor

During TF-59's Digital Horizon event, BigBear.ai's Ursa Minor delivered five critical successes:

• Ingested, parsed, and fused disparate data sources into a common and open format
• Implemented AI/ML-powered capabilities to understand the normal Pattern of Life for the exercise region
• Generated rapid alerts to flag suspicious behavior
• Deployed computer vision models that accurately classified, labeled, and identified weapons systems aboard vessels
• Incorporated analytics and computer vision models into the AFS Common Operating System, allowing users to observe relevant data from multiple sources on one screen.

Source: https://bigbear.ai/wp-content/uploads/2023/03/Ursa-Minor-Solution-Brief.pdf

That was 2022, Ursa Minor was the precursor and proven to be effective. Now in 2026 the Iran war is actually happening in the Strait of Hormuz, and the updated Ursa Minor is: Arcas

Arcas:

BigBear.ai’s integration of computer vision, predictive analytics, and event alerting technology revolutionizes data analysis at the edge. Leveraging AI and machine learning, our advanced systems sift through vast datasets to uncover insights beyond human reach, effectively eliminating blind spots and augmenting situational awareness.

Arcas™ synthesizes millions of data points to enhance situational awareness and powers predictive forecasts with artificial intelligence and machine learning. It intelligently processes video streams and generates real-time alerts upon detecting anomalies

Through our adaptable analytics framework, Arcas™ not only monitors past events but also projects future trends, empowering leaders to make informed decisions with confidence.

Source: https://bigbear.ai/solutions/national-security/arcas/

Bigbear.ai is pissing me off. In a time of generational wealth in AI this stock can’t grab momentum like it had in 2025. Contracts are coming in, quarterly report was solid - margins increasing from 20%-34% and revenue back up to 34.4M versus previous Quarter at 27M. GenAI looks bright with the Asksage acquisition, commercial deal with the Panama Transshipment Group (PTG) and a lot of positive news, momentum and sentiment. So what is going on with this stock!!?

I made over 55k in Bigbear.ai. And then bought back in on FOMO, and now down 75k, 20k with the swing profits. It’s driving me mad and I believe in this stock, the potential and there technology.

Reddit family, what are your thoughts, prediction, progressing news, and where do we think the stock will be in the next 6-12 months!?

I’ve noticed that a lot of the discussion around BBAI lately has been focused on the stock price, dilution concerns, and speculation. Those are valid things to discuss, but I think they’re causing some people to overlook the underlying business.

Personally, I’m still bullish, and here’s why:

1. BBAI continues to operate in the AI and national defense space, which I believe will remain a priority for U.S. government spending for years to come.

2. The company has real-world deployments, including AI-powered security screening technology at airports.

3. They’ve continued to build partnerships and expand their government presence rather than remaining just a “story stock.”

4. Financial performance has been improving compared to where the company was a couple of years ago, even though profitability is still a work in progress.

5. The company has a sizable backlog, giving some visibility into future revenue.

6. I also think it’s worth paying attention to the broader trend of government and congressional interest in AI and defense technologies.

That said, I’m not saying BBAI is risk-free.

The company is still speculative, execution matters, and investors should understand the risks before investing. It’s definitely not a stock for everyone.

I’m simply saying that I think there’s a legitimate bullish case that often gets drowned out by the negative sentiment surrounding the share price.

Curious to hear both sides.

If you’re bearish, what’s your biggest concern? If you’re bullish, what’s the strongest part of your thesis?

Just wondering.

BigBear.ai’s first-quarter report did not deliver a clean revenue breakout, but it did give the market a clearer “prove it” setup: higher backlog, improved gross margin, confirmed 2026 revenue guidance and early evidence that Ask Sage can change the company’s business mix.

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