Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Sales comps and Analyst consensus.
ACCE opinionBigBear.ai Inc. Common Stock (BBAI)
Fair value
Not available
ACCE price target
$2.40
Rating
Not rated
Horizon
12 months
ACCE price target published on 3 Oct 2026, 00:00 CEST.
Price used: $2.14 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
27
out of 100
Analysts
0% buy
2 covering
P/E
0.0x
forward 0.0x
1-year return
-68.4%
Dividend yield
0.00%
BigBear.ai Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
BigBear.ai sells AI-driven decision-support software, chiefly its BigBear.ai platform and the Pangiam biometrics and identity products it acquired, into defense, intelligence and border-security customers. The moat is the security clearance and accreditation that keeps most of its work inside government procurement, where incumbents rarely get displaced quickly. The main near-term catalyst is whether revenue growth of 13.2% can convert into operating leverage, since the operating margin of -74.5% shows the business is still far from covering its costs. The stock is interesting now only as a test of that conversion: a 27/100 score and a negative return on equity of -16.6% mean the case rests on margin repair that has not yet shown up in the numbers. Without positive earnings to anchor a multiple (P/E reads 0.0 here, meaning not meaningful), the valuation discussion has to be built from revenue quality and contract visibility, which warrants a deeper look at backlog and cash burn before anything else.