BigBear.ai stock rockets nearly 90% in 30 days on new deals and tech wins
BigBear.ai (NYSE: BBAI) is on a serious run, with shares climbing almost 90% in the last month. Investors are zeroing in on the company’s recent momentum after years of struggles.
BigBear.ai just locked a key partnership with Easy Lease PJSC and Vigilix Technology to bring its AI solutions to the UAE, targeting logistics and fleet maintenance. The move marks a major step into Middle Eastern markets. 
At the same time, BigBear.ai teamed up with Analogic to embed its "Pro-Detect" AI tech into airport CT scanners, boosting threat detection capabilities for aviation security.
On the defense front, BigBear.ai nailed advanced forecasting at the U.S. Army’s Project Convergence, strengthening its hold with government clients.
Strong government AI spending is fueling BigBear.ai’s growth tailwinds as the company expands internationally and deepens commercial footprint.
Wall Street is noticing. H.C. Wainwright kept a Buy rating on BBAI on July 1 and hiked its price target to $9 from $6. The stock currently trades around $6.98.
BigBear.ai also holds heavy short interest — nearly 28% of shares are shorted — setting the stage for a potential short squeeze as positive news piles up.
Despite a rocky past — including a March 2025 financial restatement and internal control issues — BigBear.ai is moving past those hurdles. Investors are focusing on its operational wins and scaling potential.
BigBear.ai is still the underdog, building on concrete contract wins and tech advances. Its surge could be just getting started.
“BigBear.ai’s explosive growth signals a potential market awakening to a company that is consistently delivering on strategic goals.”
“These wins are happening as governments worldwide increase their spending on AI capabilities. This favorable market trend provides a strong tailwind for BigBear.ai’s continued growth.”
“The powerful rally since those announcements suggests investor focus has shifted squarely to the company’s future.”
“By consistently delivering on its promises, BigBear.ai is demonstrating its ability to move beyond the shadow of past challenges.”
