BigBear.ai: Cash Rich, Contract Ready, And Oversold (Rating Upgrade)

BigBear.ai Holdings, Inc. (NYSE: BBAI ) Q2 2025 earnings are out, and investors weren't at all pleased. The stock had been on quite the run this quarter, hitting the top side of the $8 range. After earnings, theI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d lik ...