BigBear.ai Holdings, Inc. (BBAI)

BigBear.ai Holdings, Inc. is a provider of mission-ready artificial intelligence technology, founded originally to serve defense and national security customers. It combines AI, computer vision, predictive analytics and biometrics with human expertise, with the stated aim of delivering lasting strategic advantage for the U.S., its allies and select commercial partners. The company focuses on national security, travel and trade, which it describes as interdependent industries.

Its offerings fall into two areas. National security capabilities include generative AI for defense and intelligence through Ask Sage, acquired on December 31, 2025. Ask Sage is a platform-agnostic, FedRAMP-authorized generative AI solution that the company says is used by more than 16,000 government teams, 100,000 Department of War users and 2,500 companies. They also include autonomy at the edge, such as ConductorOS, an AI, data and sensor orchestration platform that runs AI models on connected devices in distributed or disconnected environments, and operational readiness tools for forecasting manpower, equipment and supply chain data and supporting course-of-action decisions. Travel and trade capabilities include identity verification and biometrics software built on vision AI, and modeling and simulation tools for manufacturing, logistics and other operational systems. They also include logistics and supply chain management offerings, notably the CargoSeer AI Shipment Inspection Platform, whose assets were acquired in January 2026. It combines image analysis, computer vision and machine learning with trade and cargo data to help customs authorities identify high-risk shipments.

Its principal customers are U.S. government military, intelligence and federal agencies, along with select commercial partners. The company works with commercial partners on supply chain transparency and the optimization of processes and technical workflows. Its digital identity offerings are expanding beyond national security into other settings where identity verification is valuable. Revenue timing is seasonal, since many contracts are executed in the third and fourth quarters because of customers' fiscal year ends and procurement cycles. Federal budgeting delays, continuing resolutions and government shutdowns can also affect new awards and growth on existing contracts.

BigBear.ai is headquartered in McLean, Virginia, with offices in Ann Arbor, Michigan; Chantilly, Virginia; Columbia, Maryland; Charlottesville, Virginia; London, U.K.; and Abu Dhabi, UAE. Many employees work at secure customer facilities. As of December 31, 2025, it had 579 employees, mostly in the U.S. and mostly holding active security clearances, and about 67% of the workforce are engineers, data scientists, analysts and cyber experts. None are union-affiliated. Competitors include system integrators building custom software, agency or corporate IT organizations developing in-house solutions, commercial enterprise and point-solution software providers, and public cloud providers offering AI and analytics tools. It protects its intellectual property through patents, copyrights, trademarks, trade secrets and contractual provisions, and says it is not dependent on any single patent.