BigBear ai Holdings Inc (BBAI) Options

BigBear.ai to Report First Quarter 2025 Results on May 1, 2025
April 17, 2025
https://ir.bigbear.ai/news-events/press-releases/detail/104/bigbear-ai-to-report-first-quarter-2025-results-on-may-1

MCLEAN, Va.--(BUSINESS WIRE)-- BigBear.ai (NYSE: BBAI), a leading technology provider of AI for defense, national security, travel, trade, and enterprise, today announced that it will publish its first quarter earnings release on Thursday, May 1, 2025 at approximately 4:15 pm ET and will host an earnings call later that same evening. The earnings release can be accessed on the Company’s investor relations website: https://ir.bigbear.ai. Additional details on the earnings call will be made available on the investor relations website on May 1, 2025.

So did they pause the entire stock market? Completely flat lined with nothing moving in either direction hardly

"BigBear.ai's (BBAI) facial recognition division, encompassing their Pangiam and Trueface solutions, is seeing positive developments and successful implementations in various sectors, particularly in airport security and point-of-sale payments. Their veriScan™ system, used for biometric boarding, has processed over 28 million passengers since 2018, showcasing its scalability and reliability, according to BigBear.ai's news release. Additionally, they are partnering with SoftPoint to integrate Trueface into their payment platforms, indicating strong interest and adoption in the financial sector".

Tariffs or no tariffs does not change the fact of what a POS this stock is

Surprised this is above $1 at this point. I guess people are hoping for contracts. But can't get much more pathetic as far as earnings go

Need some news of another contract

Added some, rebounding upwards of 5$ area after AI settles down

That certainly is a bleak overview 😞

Playing around with AI, here is an Investor Briefing for your entertainment;

Investor Briefing – Special Meeting Proxy Overview
Company: BigBear.ai Holdings, Inc.
Filing Date: March 13, 2025
Meeting Date: TBD
Reference: Proposals 1 & 2 (Convertible Notes Approval & Adjournment)

Proposal 1: Approval for Issuance of Common Stock (NYSE Rule 312.03)
BigBear.ai is requesting stockholder approval to issue common stock related to its $182.3M in new 6.00% Convertible Senior Secured Notes due 2029. Approval is needed to:
+ Convert the notes into common stock
+ Issue stock instead of cash for interest payments

Why it matters: NYSE rules require stockholder approval for share issuances exceeding 20% of outstanding shares.

Convertible Notes Overview
Conversion Rate: 281.4491 shares per $1,000 principal (~$3.55/share)

Interest Rate:
6.00% (cash)
7.00% (stock)
Up to 10.00% if liquidity is low

Maturity Date: Dec 15, 2029
Redemption: Allowed after Dec 27, 2025, if stock exceeds 130% of conversion price
Important: Until Proposal 1 is approved, all conversions and interest payments must be made in cash, which could affect liquidity.

Impact on Current Stockholders
Dilution: Ownership could fall from 77.4% to 55.7%
AE Industrial Partners would own ~16.3%
Resale Risk: Potential for share price pressure if large volumes are sold

Proposal 2: Adjournment Authorization
If Proposal 1 lacks votes, this allows the Board to adjourn the meeting to continue soliciting support.

Board Recommendation
✅ Vote FOR Proposals 1 & 2
Supports liquidity, avoids default, and strengthens long-term financial flexibility.

⚠️ Consequences if Proposal 1 Is Not Approved:
All note conversions must be paid in cash after March 31, 2025
No ability to pay interest in stock
Risk of default if the company can't meet cash obligations

Dilution coming.....
https://www.sec.gov/Archives/edgar/data/1836981/000162828025012604/bigbearaiholdingsinc-def14a.htm

Special Meeting of Stockholders March 31st for:

Q: What is the purpose of the Special Meeting?
At our Special Meeting, stockholders will act upon the matters outlined in the accompanying notice of meeting, including:
1.the approval, for purposes of complying with Section 312.03 of the NYSE Listed Company Manual, of the issuance of shares of our common stock upon the conversion of our 6.00% Convertible Senior Secured Notes due 2029 (the “New Convertible Notes”) as well as the issuance of shares of our common stock at our option in lieu of cash interest payments on the New Convertible Notes (“Proposal 1”); and
2.the approval of the adjournment of the Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Special Meeting to approve Proposal 1 (“Proposal 2”).

BBAI...................................................https://stockcharts.com/h-sc/ui?s=BBAI&p=W&b=5&g=0&id=p86431144783

Onle real news that I have seen relates to the financial restatements.

Came back to the stock to see whats happening and was thinking the same thing about selling some puts. Any news recently from them?

I am not waiting. I think the $3 area is a very good entry point. I wrote some March 3 puts today.

BBAI...$2.99...🥳...Still looking for $2.50 range for entry...

georgie18

Member Level
Re: georgie18 post# 833

Monday, March 10, 2025 7:16:59 PM

Post#
842
of 846
BBAI...$3.01...🥳...Dip Alert from $3.47...Stil l,ooking for $2.50 range... https://www.businesswire.com/news/home/20250310302812/en/

georgie18

Member Level
Re: None

Thursday, March 06, 2025 6:08:17 PM

Post#
676419
of 676636
BBAI...$3.47...🥳...Watching for entry...Bidding $2.50 range...Drop on missed earnings...

Yesterday they filed restated 2022, 2023 and 2024 earnings. I think they're cleaning up the books which is hopefully a good thing!

UK, any thoughts on the latest Earnings Report?

Also in regards to the SEC Form DEF 14A filed today. Link https://ir.bigbear.ai/sec-filings/all-sec-filings/content/0001628280-25-012604/bigbearaiholdingsinc-def14a.htm
If these Notes don't expire until 2029, what's the urgency? Is this move still good for the future of the company? Do you expect a big drop in share price?

Agree 2.75-2.50 we are all in! $$$$$, 75k going in, lets roll $$$$$

Wow. Hit $2.83 today. Time to start adding?

BBAI...$3.01...🥳...Dip Alert from $3.47...Stil l,ooking for $2.50 range... https://www.businesswire.com/news/home/20250310302812/en/

georgie18

Member Level
Re: None

Thursday, March 06, 2025 6:08:17 PM

Post#
676419
of 676636
BBAI...$3.47...🥳...Watching for entry...Bidding $2.50 range...Drop on missed earnings...

Look up "greed", never ever makes you money! This may go to 2$, then load the boat an have oatience for 10$ again $$$$$$$

BBAI trade analysis for others:

I quietly side-traded a failing MEME stock position into this ticker in December with an entry from 2.80 - 3.12 ..& I rode it all the way up to ten. At that time, just a week ago, it was (on paper) my new second biggest win to date. I was thinking about cashing out, but mother got greedy. Mother insisted it was going well into the double digits like the others I had seen, and I was well on my way to a new all-time biggest win.

Then, as it started to fizzle, each day the algos carefully closed at a key support, sometimes with a potential bullish reversal candle. With each close, mother insisted this was the reset. Each day she distracted me, and I forgot to use two key technical indicators that would have taken mother out of the equation and had me secure a profit in the mid 7s. Instead, I waited till it went all the way back to 4. That said, a win is a win. My second in a row ..building some momentum. Whether I reenter here or go elsewhere, I now have safeguards in place that will keep mother from interfering again.

All IMO

Just added a few at $3.39

Just sold 2000 at $3.49. Believe it's going lower

Yes... you are sorry

Just added some $3.48s

Sorry, reverse split coming!

Under 1$, they'l have to Reverse solit to stay listed. Company is junk, end of story, no future! We are out for good

BBAI...$3.47...🥳...Watching for entry...Bidding $2.50 range...Drop on missed earnings...

A lot of the wider loss was non-cash. Here's the excerpt from the ER.

"Primarily driven by the non-cash changes in fair value of $93.3 million from derivative liabilities related to the 2029 convertible notes and warrants, net loss in the fourth quarter of 2024 was $108.0 million, compared to $21.3 million for the fourth quarter of 2023."

I am not an accountant, so I am not sure of all the ramifications that might have.

Here's the ER in full https://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20250306:nBw4rplRba&default-theme=true

Holy chit! Any explanation why the bigger loss?

Earnings AH Expected EPS .-05.  Actual EPS -.43 just killed the stock 

Dropping AH. Guess it's all about how much one believes in the company.

I added a few 4 16s. I was buying 8s so elegy not 4s haha

i believe so. hope we beat by a lot

Earnings after the bell today, correct?

We'll see next week

So I'll just will kept holding

Or this ...

https://lanoticiadigital.com.ar/news-en/bigbear-ai-unleashes-quantum-power-a-new-era-in-ai-innovation/149094/?fbclid=IwY2xjawIvWhBleHRuA2FlbQIxMAABHcf_uct-2XPGZzru-nZt1ddcsbtpyYNO0Dib86DdZpXJghwSERc_BI8qAg_aem_5-S0cAT5Hik-637EmcDyRQ

News....Earnings Thursday seems to be driving AH action

You do realize the entire market is in the dumper?

It is now going to 1.75! Lmao, bagholders left here, learn to short scum stocks like this an you'l dominate the market, these 1 day wonders are exactly what they are! Turds

What a fall from grace....jeesh

Looks like it's headed to the low 4s from the chart in my opinion. I'll wait to buy back in for the 4s.

damn, back down to 5.5 already?!

Cheap bear tactics we all no your loading.

Did you make out hopefully you put in a stop.

This might go back to 1.50 lol

Yes it was on Friday for a flip...🥳...easy for you to comment after the fact...

No they're not. Something deeply disturbing must be happening somewhere.

Sub 7.00 now...and still dropping. May be an opportunity for some to get back in that jumped out at 10.

Best to all,
WW