BBAI trades 58.2% below Wall Street's consensus target of $4.50.
Last 12 months price action with 12-month analyst target path
The base valuation assumes BBAI achieves its forward estimates and maintains a stable P/E multiple of historical averagesx. This scenario reflects the blended consensus of 4 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of September 23, 2026, BigBear.ai Holdings, Inc. (BBAI) has a Wall Street consensus price target of $4.50, based on estimates from 4 covering analysts. With the stock currently trading at $2.85, this represents a potential upside of +58.2%. The company has a market capitalization of $13.46B.
Analyst price targets range from a low of $3.00 to a high of $6.00, representing a 67% spread in expectations. The median target of $4.50 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Hold, with 1 analysts rating the stock as a Buy or Strong Buy,3 rating it Hold, and 0 rating it Sell or Strong Sell. The bearish sentiment suggests caution about the stock at current levels.
From a valuation perspective, BBAI trades at a trailing P/E of -3.5x. Analysts expect EPS to grow -309.8% over the next year.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 PLTRPalantir Technologies Inc. | $280.0B | $122.21 | $185.36 | +51.7% | Buy | 84.0x | 26 |
 KTOSKratos Defense & Security Solutions, Inc. | $8.7B | $46.17 | $99.00 | +114.4% | Buy | 60.4x | 24 |
 SPIRSpire Global, Inc. | $381M | $11.36 | $20.50 | +80.5% | Buy | — | 12 |
 AIOTPowerFleet, Inc. | $525M | $3.91 | $7.00 | +79.0% | Buy | — | 5 |
 GOVXGeoVax Labs, Inc. | $673420 | $0.70 | — | — | — | — | — |
 SAICScience Applications International Corporation | $4.9B | $115.72 | $111.75 | -3.4% | Hold | 11.5x | 18 |
 CACICACI International Inc | $10.5B | $477.35 | $578.33 | +21.2% | Buy | 16.9x | 29 |
 LDOSLeidos Holdings, Inc. | $14.1B | $112.41 | $165.88 | +47.6% | Buy | 9.5x | 27 |
 BAHBooz Allen Hamilton Holding Corporation | $8.2B | $68.31 | $89.25 | +30.7% | Buy | 11.2x | 22 |
 MSFTMicrosoft Corporation | $3.4T | $451.10 | $549.08 | +21.7% | Buy | 26.5x | 82 |
Quick answers to the most common questions about buying BBAI stock.
The consensus Wall Street price target for BBAI is $4.5, representing 58.2% upside from the current price of $2.845. With 4 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
BBAI has a consensus rating of "Hold" based on 4 Wall Street analysts. The rating breakdown is mixed, with 3 Hold ratings making up the largest segment. The consensus 12-month price target of $4.5 implies 58.2% upside from current levels.
BBAI's current price is $2.845 with a consensus target of $4.5 (58.2% implied move). Analyst estimates suggest the stock is undervalued at current levels.
The most bullish Wall Street analyst has a price target of $6 for BBAI, while the most conservative target is $3. The consensus of $4.5 represents the median expectation. These targets typically reflect 12-month expectations.
BBAI is lightly followed, with 4 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 1 have Buy ratings, 3 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month BBAI stock forecast based on 4 Wall Street analysts shows a consensus price target of $4.5, with estimates ranging from $3 (bear case) to $6 (bull case). The median consensus rating is "Hold".
Wall Street analysts are very optimistic on BBAI, with a "Hold" consensus rating and $4.5 price target (58.2% upside). 1 of 4 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
BBAI analyst price targets range from $3 to $6, a 67% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $4.5 consensus represents the middle ground.
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