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Here's What Investors Must Know Ahead of BigBear.ai's Q3 Earnings
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Key Takeaways
BigBear.ai's Q3 revenues are forecast to rise 17.5% year over year to $38.9 million.
Ask Sage, CargoSeer & ConductorOS could drive growth across defense, border operations and other markets.
Higher-margin GenAI products may narrow losses, but rising R&D and costs could pressure profitability.
BigBear.ai Holdings, Inc. (BBAI - Free Report) is scheduled to report its third-quarter 2026 results on Oct. 27, after the closing bell.
In the last reported quarter, the company reported a loss per share that was narrower than the Zacks Consensus Estimate of loss per share by 20% and down from a loss of six cents per share reported a year ago. Revenues topped the consensus mark by 1% and grew 13% from the year-ago quarter.
This Artificial Intelligence (AI) provider surpassed earnings estimates in two of the trailing four quarters, missed on one occasion and met on the other, with an average surprise of 5.8%.
How Are Estimates Placed for BBAI Stock?
The Zacks Consensus Estimate for the third-quarter bottom line has broadened to a loss of six cents from five cents over the past 30 days. However, the estimated figure indicates a narrower loss from the year-ago reported loss of seven cents per share by 14.3%.
The consensus mark for revenues is pegged at $38.9 million, suggesting 17.5% year-over-year growth.
Factors Likely to Have Shaped BigBear.ai’s Q3 Performance
The top line of BigBear.ai is expected to have increased year over year because of the strong flow of contracts as the demand for specialized AI solutions is growing across the market. BBAI’s portfolio of AI solutions, including Ask Sage, CargoSeer and ConductorOS, is likely to have been expanding AI opportunities across national security, customs and border operations, and autonomous systems. These developments could create opportunities for additional deployments and repeatable software sales, while extending the company’s reach across defense, government and trade-related markets. New wins from existing and new customers in the United States and international markets provide opportunities to convert demand into future revenues.
Moreover, the company’s strategic deployment of product enhancements and capabilities is likely to have increased its ability to drive mission performance across cargo inspection, generative AI and drone swarm orchestration.
Meanwhile, BBAI’s bottom line is expected to reflect a narrower loss year over year in the third quarter because of increased volume from Ask Sage’s higher-margin GenAI platforms and products, alongside increased top-line leverage.
However, rising research and development expenses, along with significant investments in sales, marketing and other initiatives, are expected to have pulled down bottom-line growth in the third quarter. Also, BigBear.ai’s reliance on government customers exposes it to changes in federal budgets, procurement priorities, funding delays and contract timing, thus creating revenue generation risks.
What the Zacks Model Unveils for BigBear.ai Stock
Our proven model does not conclusively predict an earnings beat for BigBear.ai for the quarter to be reported. This is because a stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) for this to happen, which is not the case here, as you will see below.
Earnings ESP: BBAI has an Earnings ESP of -9.09%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Here are some companies in the Zacks Computer and Technology sector, which according to our model, have the right combination of elements to post an earnings beat.
Shopify Inc. (SHOP - Free Report) has an Earnings ESP of +10.11% and a Zacks Rank of 1 at present.
Shopify’s earnings beat estimates in two of the trailing four quarters, missed on one occasion and met on the other, with an average surprise of 3.1%. The company’s earnings for the third quarter of 2026 are expected to grow 32.4% year over year.
NVIDIA Corporation (NVDA - Free Report) has an Earnings ESP of +3.46% and a Zacks Rank of 1.
NVIDIA’s earnings beat estimates in each of the last four quarters, the average surprise being 5.8%. The company’s earnings for the third quarter of fiscal 2027 are expected to surge 91.5% year over year.
Snowflake Inc. (SNOW - Free Report) currently has an Earnings ESP of +7.84% and a Zacks Rank of 2.
Snowflake’s earnings beat estimates in each of the last four quarters, the average surprise being 22.8%. The company’s earnings for the third quarter of fiscal 2027 are expected to increase 71.4% year over year.
View the Zacks #1 Rank List
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Here's What Investors Must Know Ahead of BigBear.ai's Q3 Earnings
Key Takeaways
BigBear.ai Holdings, Inc. (BBAI - Free Report) is scheduled to report its third-quarter 2026 results on Oct. 27, after the closing bell.
In the last reported quarter, the company reported a loss per share that was narrower than the Zacks Consensus Estimate of loss per share by 20% and down from a loss of six cents per share reported a year ago. Revenues topped the consensus mark by 1% and grew 13% from the year-ago quarter.
This Artificial Intelligence (AI) provider surpassed earnings estimates in two of the trailing four quarters, missed on one occasion and met on the other, with an average surprise of 5.8%.
How Are Estimates Placed for BBAI Stock?
The Zacks Consensus Estimate for the third-quarter bottom line has broadened to a loss of six cents from five cents over the past 30 days. However, the estimated figure indicates a narrower loss from the year-ago reported loss of seven cents per share by 14.3%.
The consensus mark for revenues is pegged at $38.9 million, suggesting 17.5% year-over-year growth.
BigBear.ai Holdings, Inc. Price and EPS Surprise
BigBear.ai Holdings, Inc. price-eps-surprise | BigBear.ai Holdings, Inc. Quote
Factors Likely to Have Shaped BigBear.ai’s Q3 Performance
The top line of BigBear.ai is expected to have increased year over year because of the strong flow of contracts as the demand for specialized AI solutions is growing across the market. BBAI’s portfolio of AI solutions, including Ask Sage, CargoSeer and ConductorOS, is likely to have been expanding AI opportunities across national security, customs and border operations, and autonomous systems. These developments could create opportunities for additional deployments and repeatable software sales, while extending the company’s reach across defense, government and trade-related markets. New wins from existing and new customers in the United States and international markets provide opportunities to convert demand into future revenues.
Moreover, the company’s strategic deployment of product enhancements and capabilities is likely to have increased its ability to drive mission performance across cargo inspection, generative AI and drone swarm orchestration.
Meanwhile, BBAI’s bottom line is expected to reflect a narrower loss year over year in the third quarter because of increased volume from Ask Sage’s higher-margin GenAI platforms and products, alongside increased top-line leverage.
However, rising research and development expenses, along with significant investments in sales, marketing and other initiatives, are expected to have pulled down bottom-line growth in the third quarter. Also, BigBear.ai’s reliance on government customers exposes it to changes in federal budgets, procurement priorities, funding delays and contract timing, thus creating revenue generation risks.
What the Zacks Model Unveils for BigBear.ai Stock
Our proven model does not conclusively predict an earnings beat for BigBear.ai for the quarter to be reported. This is because a stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) for this to happen, which is not the case here, as you will see below.
Earnings ESP: BBAI has an Earnings ESP of -9.09%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks Poised to Beat Earnings
Here are some companies in the Zacks Computer and Technology sector, which according to our model, have the right combination of elements to post an earnings beat.
Shopify Inc. (SHOP - Free Report) has an Earnings ESP of +10.11% and a Zacks Rank of 1 at present.
Shopify’s earnings beat estimates in two of the trailing four quarters, missed on one occasion and met on the other, with an average surprise of 3.1%. The company’s earnings for the third quarter of 2026 are expected to grow 32.4% year over year.
NVIDIA Corporation (NVDA - Free Report) has an Earnings ESP of +3.46% and a Zacks Rank of 1.
NVIDIA’s earnings beat estimates in each of the last four quarters, the average surprise being 5.8%. The company’s earnings for the third quarter of fiscal 2027 are expected to surge 91.5% year over year.
Snowflake Inc. (SNOW - Free Report) currently has an Earnings ESP of +7.84% and a Zacks Rank of 2.
Snowflake’s earnings beat estimates in each of the last four quarters, the average surprise being 22.8%. The company’s earnings for the third quarter of fiscal 2027 are expected to increase 71.4% year over year.