Yahoo Finance | Why Cantor Fitzgerald Stayed Neutral on BigBear.ai (BBAI) After a Messy Quarter

BigBear.ai Holdings, Inc. (NYSE:BBAI) is one of the worst-performing agentic AI stocks so far in 2026. As of the April 2, 2026 close, the stock was down 38.8% year to date, falling to $3.58 from $5.85 on January 2, 2026. Cantor Fitzgerald added to the pressure on March 3, one day after BigBear.ai released fourth-quarter and full-year 2025 results. The firm maintained a Neutral rating but cut its price target to $5 from $6. According to the analyst note summary, Cantor’s Jonathan Ruykhaver said the company delivered a “solid” fourth quarter despite a 37.7% year-over-year revenue decline, which he tied largely to federal program disruptions on select Army contracts and shutdown-related headwinds.

Cantor also pointed to 2026 guidance that implies roughly 17% growth at the midpoint and includes an estimated $25 million revenue contribution from the Ask Sage acquisition. That context matters because BigBear.ai’s March 2 release was messy beneath the surface. Fourth-quarter revenue fell 38% to $27.3 million, gross margin dropped to 20.3% from 37.4%, and adjusted EBITDA swung to a loss of $10.3 million from positive $2.0 million a year earlier. Management said the revenue drop was mainly due to lower volume on Army programs. BigBear.ai Holdings, Inc. (NYSE:BBAI) provides AI-driven decision intelligence, analytics, and workflow tools for government and commercial customers, with a particular focus on defense, national security, travel, trade, and supply-chain uses.

While we acknowledge the potential of BBAI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. Disclosure: None. Follow Insider Monkey on Google News.

Read more: https://finance.yahoo.com/markets/stocks/articles/why-cantor-fitzgerald-stayed-neutral-143747494.html

#cantorfitzgerald #bigbear.ai #bbai #nyse #army

Lutnick Family's Potential Profit from Supreme Court Tariff Ruling Under Scrutiny

Did Howard Lutnick's family firm profit from the Supreme Court striking down tariffs? Senators are asking questions about potential conflicts of interest.

#SupremeCourt, #Tariffs, #ConflictOfInterest, #CantorFitzgerald, #HowardLutnick

https://newsletter.tf/us-supreme-court-tariff-ruling-lutnick-family-profit-questions/

The US Supreme Court struck down Trump-era tariffs. Now, questions are being asked if Howard Lutnick's family firm, Cantor Fitzgerald, could profit from this decision.

#SupremeCourt, #Tariffs, #ConflictOfInterest, #CantorFitzgerald, #HowardLutnick

https://newsletter.tf/us-supreme-court-tariff-ruling-lutnick-family-profit-questions/

Howard's End

"The mendacious Commerce Secretary Howard Lutnick has proved a world-class liar. What else is he not being truthful about?"

https://gregolear.substack.com/p/howards-end #HowardLutnick #CantorFitzgerald #Trump

I just found out about the Cantor Fitzgerald tariff rebate scam. The Commerce secretary's sons run a company that pays a % of tariffs on business in exchange for keeping 100% of the rebates if the tariffs are canceled.

So literally create chaos, swoop in and get a payday loan kind of deal, and the make bank when the chaos is repealed.

Truly, the State is an amazing grift. I mean gift.

#tariffs #CantorFitzgerald

it's looking increasingly possible that the implosion of a random auto parts company could lead to a full blown financial crisis.

billions of dollars is apparently just straight up missing. multiple companies that are getting hit in the fallout are crypto players, including #HowardLutnick's #CantorFitzgerald and #crypto bank #WesternAllianceBank (#WAL) which is part of #TassatPay.

* https://x.com/junkbondanalyst/status/1976104317783589268
* https://x.com/junkbondanalyst/status/1976258844956426635

cc @GhostOnTheHalfShell

#firstbrands #firstbrandsgroup #bankruptcy #jefferies #economics #uspol #uspolitics #autoparts #cryptocurrency #banking #bank #investmentbanking #investmentbank

#Tether, theoretically one of the most profitable companies in the world whose money is/was managed by #HowardLutnick, has had one of its subsidiaries' power cut by the government of #Uruguay for almost three months now because of an unpaid bill of $5 million.

https://www.busqueda.com.uy/economia/ute-corto-el-suministro-tether-uno-sus-principales-clientes-una-deuda-casi-us-5-millones-n5404479

#crypto #cryptocurrency #stablecoins #bitcoin #centralAmerica #corruption #CantorFitzgerald #brazil #brasil #microFin #UTE