What top creators are saying about BigBear.ai Holdings Inc.(BBAI)

A provider of AI-powered analytics and cyber engineering solutions.

24 AI-extracted insights from 5 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 3 scored insights about BigBear.ai Holdings Inc..

Bearish
avg -0.23
0 bullish1 neutral2 bearish
Investment Summary
Updated 6 days ago
Summary of insights about BigBear.ai Holdings Inc. in the last 30 days

The Take

Recent coverage of BigBear.ai (BBAI) was mostly cautious: two of three insights were slightly bearish, citing weak chart action and a larger-than-expected loss despite revenue growth.

Bull Case

  • Revenue growth: The company reported positive revenue growth, though this did not offset concerns about its loss. (per Amit Kukreja)
  • Near-term bounce: A short-term bounce was considered possible. (per Krown)

Bear Case

  • Weak technical picture: The chart was described as weak, with caution until BBAI reclaimed roughly $3.40. (per Krown)
  • Earnings disappointment: The reported loss was substantially larger than expected, and shares fell after hours. (per Amit Kukreja)
  • Peer distinction: Coverage cautioned against treating BBAI as interchangeable with Palantir. (per Amit Kukreja)

Catalysts & Targets

  • $3.40: Approximate level BBAI would need to reclaim to ease technical caution.
  • An upcoming earnings report was mentioned, without a specific forecast or recommendation.

AI-generated summary. Not investment advice. Learn more.

Top creators covering BigBear.ai Holdings Inc. (BBAI)

The 5 sources with the most insights about BigBear.ai Holdings Inc. on Kazuha.

Latest insights about BigBear.ai Holdings Inc. (BBAI)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Friday, October 30, 2026

Bearish
Target: Possible rebound toward $3; about $3.40 needed to improve the outlook

A near-term bounce was possible, but the host described the chart as weak overall and remained cautious unless the stock reclaimed roughly $3.40.

Tuesday, October 27, 2026

Bearish

Revenue growth was positive, but the reported loss was substantially larger than expected and the stock fell after hours. The discussion cautioned against treating it as interchangeable with Palantir.

Monday, October 26, 2026

Neutral

Mentioned as an upcoming earnings report; no company-specific forecast or investment recommendation was provided.

Tuesday, July 7, 2026

Very Bearish

Described explicitly as a 'shitty company'.

Martin Shkreli
7/7/26 -2.9%
Martin ShkreliYouTube121 days ago

Sunday, June 28, 2026

Very Bearish

Retail trap with 43% dilution and zero meaningful growth.

Friday, March 6, 2026

Bullish

Viewed as a defensive growth play with government contract exposure.

Thursday, November 20, 2025

Neutral

Was 'hit hard' in the sell-off, down 4%, as part of a broader de-risking in AI-related stocks. The commentary is neutral and observational, without a specific buy or sell signal.

Monday, November 17, 2025

Very Bearish

The speaker is short the stock and holds a very negative view, calling it a 'clown show' and a 'joke'.

Martin Shkreli
11/17/25 +550%
Martin ShkreliYouTube353 days ago

Wednesday, November 12, 2025

Very Bearish

The speaker is actively shorting the stock, calls the company a 'joke', and this opinion is partly based on an interview with a former employee who was reportedly dismissive.

Martin Shkreli
11/12/25 +516%
Martin ShkreliYouTube359 days ago

Tuesday, November 11, 2025

Very Bearish

The speaker has a short position on the stock, considers it a 'good short,' and believes its price will fall further.

Martin Shkreli
11/11/25 +523%
Martin ShkreliYouTube359 days ago

Monday, November 10, 2025

Bullish

Stock jumped over 15% after beating EPS and revenue estimates, despite a 20% year-over-year revenue decline. Investors are optimistic about its expensive acquisition of AskSage to pivot towards growth.

Tuesday, October 21, 2025

Very Bearish

Down 21% and is guiding for negative 5% growth, despite being in the high-growth AI sector. This contrasts its narrative with poor financial performance.

Bearish

Experienced a significant pullback of 10% to 29% over the past week, raising questions about whether the dip is a buying opportunity or a more sustained downtrend.

Sunday, October 12, 2025

Very Bullish

Mentioned as part of the core long-term AI investment thesis, showing recovery after the dip, which is viewed as an opportunity to increase exposure to this theme.

Tuesday, September 23, 2025

Very Bearish

Mentioned as another example of a stock in the rally of highly shorted names, viewed by the speaker as a 'wild mania' that is at or near its peak.

Wednesday, August 13, 2025

Very Bearish

Mentioned as a competitor to Palantir that is guiding for negative growth, used to justify Palantir's premium valuation.

Monday, August 11, 2025

Very Bearish

Reported 'ugly' and 'nasty' earnings, with a massive 1,083% EPS miss and a 20% revenue miss, and lowered full-year guidance, causing the stock to fall over 25%.

Very Bearish

The stock dropped 28.81% after-hours following a substantial earnings miss and reduced revenue guidance, with the company citing disruptions in federal contracting and failure to win expected contracts.

Monday, July 21, 2025

Neutral

Mentioned as one of the heavily shorted, smaller-cap stocks that saw significant gains due to a 'risk-on' appetite and speculative fervor in the market.

Tuesday, July 8, 2025

Very Bullish

Mentioned as a potential short squeeze play that was running hard, up 9%, with a high short float of 27%.

Thursday, July 3, 2025

Bearish

Described as a speculative momentum play that has seen a huge run. The host is personally cautious and skeptical, suggesting the move is driven by hype and advises against 'chasing' the stock.

Tuesday, July 1, 2025

Very Bearish

The speaker noted the stock has been 'popping' and is 'probably a good short'.

Martin Shkreli
7/1/2025 - 0%
Martin ShkreliYouTube477 days ago

Monday, June 30, 2025

Bullish
Target: $7.50

While the host is not investing, options traders are noted as very bullish, with heavy buying of call options at the $7.50 strike price.

Thursday, June 26, 2025

Very Bearish

The speaker is extremely bearish, explicitly advises shorting the stock, and believes it is a low-quality 'scam' company.

Martin Shkreli
6/26/25 -35%
Martin ShkreliYouTube477 days ago

Discussed alongside BigBear.ai Holdings Inc. (BBAI)

Other assets that creators frequently mention in the same content as BigBear.ai Holdings Inc..

Frequently asked

Are top creators bullish or bearish on BigBear.ai Holdings Inc. (BBAI) right now?

Mostly bearish. In the last 30 days, 0 insights were bullish, 2 bearish, and 1 neutral about BigBear.ai Holdings Inc. (BBAI) across 5 financial sources indexed on Kazuha.

Which podcasters and creators cover BigBear.ai Holdings Inc. (BBAI) the most?

The most active sources covering BigBear.ai Holdings Inc. (BBAI) on Kazuha are @amitinvesting, @realmartinshkreli, amitisinvesting, @eckrown, @investanswers. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about BigBear.ai Holdings Inc. (BBAI) are on Kazuha?

Kazuha has indexed 24 AI-extracted insights about BigBear.ai Holdings Inc. (BBAI) from 5 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside BigBear.ai Holdings Inc. (BBAI)?

Creators covering BigBear.ai Holdings Inc. (BBAI) most frequently also discuss NVDA, HOOD, BTC, ETH, PLTR. See the "Discussed alongside" section above for full asset pages.