Key Takeaways BBAI plans to acquire Ask Sage for $250M to boost its generative AI presence in the defense sector.Ask Sage supports 100K users and 16K U.S. government teams with secure, cloud-agnostic AI tools.BBAI aims to cross-sell ConductorOS and VeriScan while leveraging Ask Sage's projected ARR growth.BigBear.ai Holdings, Inc. (BBAI) is taking a transformative leap with its planned $250 million acquisition of Ask Sage, a fast-growing generative AI platform purpose-built for defense and national security ...

BigBear.ai Holdings, Inc. (NYSE:BBAI) shares have rallied following its third-quarter earnings release and acquisition update, with the stock posting strong one-week gains that highlight strengthening investor sentiment.H.C. Wainwright & Co. reiterated its Buy rating on BigBear.ai, with analyst Scott Buck maintaining an $8 price forecast, citing resilient topline performance and growth catalysts from recent acquisitions and federal contract momentum.The business posted revenue ahead of the analyst's expecta ...

财务概况 - 截至2025年第三季度，公司的现金和投资总额达到7.15亿美元[34] - 净现金和投资余额接近5.75亿美元[34] - 2025年第三季度的收入为33,143千美元，较2024年第三季度的41,505千美元下降约20%[43] - 2025年第三季度的毛利率为22.4%，较2024年第三季度的25.9%下降[43] - 调整后的毛利率为27.7%，较2024年第三季度的29.1%下降[43] - 2025年第三季度的EBITDA为6,963千美元，而2024年第三季度为-5,803千美元[40] - 2025年第三季度的净亏损为2,521千美元，较2024年第三季度的净亏损15,135千美元有所改善[40] - 2025年第三季度的调整后EBITDA为-9,401千美元，较2024年第三季度的-4,358千美元有所恶化[40] - 2025年第三季度的股权基础补偿费用为5,321千美元，较2024年第三季度的5,168千美元略有增加[40] - 2025年第三季度的总债务为143千美元，较2024年第三季度的108千美元有所增加[33] - 2025年第三季度的利息支出为4,604千美元，较2024年第三季度的6,552千美元有所减少[40]