BBAI
Guest preview — showing qualitative direction only.
BBAI Analysis Summary
BigBear.ai (BBAI) operates in Layer 6: Foundation Models & AI Services, in the Ai Agents sub-sector. With a $1.5B market cap and 85% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bearish with none conviction, driven primarily by weekly factors.
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 11, 2026 07:02 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 11, 2026 07:02 UTC (0.1h ago)
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Signal Snapshot
Current model view is bearish with none conviction. Based on the latest quarterly run.
Primary driver appears to be weekly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on BigBear.ai (Foundation Models & AI Services, 85% AI revenue). Signal: -0.23.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $1,500M (1.5B)
- Avg Daily Volume
- $25.0M
- AI Revenue %
- 85%
- Liquid Options
- No
- Layer
- 6 — Foundation Models & AI Services
- Sub-Sector
- Ai Agents
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About BBAI
- Company: BigBear.ai
- Supply Chain Position: Foundation Models & AI Services (Layer 6 of 10)
- Market Cap: $1.5B
- AI Revenue: 85%
- Sub-sector: Ai Agents
- Tier: Midstream
- Supply Chain Partners: 0 companies
BBAI FAQ
What does BigBear.ai do in AI?
BigBear.ai (BBAI) operates in the Foundation Models & AI Services layer of the AI supply chain, in the Ai Agents sub-sector.
Is BBAI a buy or sell?
Full signal analysis for BBAI is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is BBAI in?
BBAI is in Layer 6: Foundation Models & AI Services. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is BigBear.ai's AI revenue exposure?
BigBear.ai derives approximately 85% of its revenue from AI-related activities. It has a market capitalization of $1.5B and sits in the midstream tier of the AI supply chain.
Who are BBAI's AI supply chain partners?
BBAI does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.