Ticker brief
BBAI BIGBEAR.AI HOLDINGS INC
Technology · Software
last close
$2.14
1 day
+0.5%
14 days
-10.5%
mkt cap
$1.7B
signals 14d
27
authors 14d
19
crowd 14d
+1.0σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 130% rich · 98 pctile own 1y | IV/HV 2.24× |
| Skew — 25Δ RR 30d | +0.075 56 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +1.18 thin | 5-session Δ +0.48 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2025-11-11 (z=2.2) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.20 (−1 bearish … +1 bullish)
Who spoke19
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @DavidScottAdams | C | -2.62 | 5 | +0.35 |
| @TheNewMoney_app | C | · | 2 | +0.35 |
| @Tickeron | C | +1.53 | 2 | +0.35 |
| @AIStockSavvy | C | -1.05 | 2 | +0.38 |
| @TheBronxViking | C | -2.43 | 2 | +0.38 |
| @OptionsFlowBoss | C | · | 1 | +0.00 |
| @financespotnews | C | +0.40 | 1 | -0.10 |
| @Breadddman | C | -3.15 | 1 | -0.90 |
| @Stocksalute | C | -0.19 | 1 | -0.35 |
| @AlertsAndNews | C | -3.92 | 1 | +0.40 |
| @garcapital | C | -0.31 | 1 | +0.30 |
| @Simoncuocuo | C | -0.97 | 1 | +0.65 |
| @WallStDiaries | C | +0.67 | 1 | +0.50 |
| @Analytica_X | B | -0.29 | 1 | +0.65 |
| @YYDSxjm | B | -0.25 | 1 | +0.50 |
| @PK_Fund | C | -0.52 | 1 | +0.90 |
| @Tronthetrader | C | -0.37 | 1 | +0.50 |
| @Sir_Kory | C | -2.14 | 1 | +0.50 |
| @PolarizingLit | C | -0.26 | 1 | +0.20 |
Recent signals27of 27 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @PolarizingLit | +0.20 | Groups five companies around alleged Emirati funding connections without explaining the linkage. | -0.9% | tweet ↗ |
| 2026-10-15 | @DavidScottAdams | +0.15 | Places five swing-trading names on the next day's watchlist without entry intent. | -8.2% | tweet ↗ |
| 2026-10-15 | @DavidScottAdams | +0.60 | Expresses bullish expectations for continued momentum in five stocks into Friday. | -8.2% | tweet ↗ |
| 2026-10-15 | @DavidScottAdams | +0.35 | Promotional recap of favorable movement in five previously alerted stocks. | -8.2% | tweet ↗ |
| 2026-10-15 | @AIStockSavvy | +0.30 | Investor note frames autonomous AI as a cross-industry billion-dollar opportunity. | -8.2% | tweet ↗ |
| 2026-10-15 | @Sir_Kory | +0.50 | Constructive thesis cites customer stickiness, 13% growth, new contracts and margin expansion. | -8.2% | tweet ↗ |
| 2026-10-14 | @Tronthetrader | +0.50 | Reports that BBAI accumulated $225 million of contracts since July. | -1.8% | tweet ↗ |
| 2026-10-13 | @PK_Fund | +0.90 | Strongly bullish thesis cites $225M in contract awards and over 25 generative-AI awards. | -10.5% | tweet ↗ |
| 2026-10-13 | @YYDSxjm | +0.50 | Expresses excitement for a possible BBAI breakout, contingent on next-session volume and price action. | -10.5% | tweet ↗ |
| 2026-10-13 | @DavidScottAdams | +0.00 | Swing-trading watchlist for the next session without entry intent or directional detail. | -10.5% | tweet ↗ |
| 2026-10-13 | @TheNewMoney_app | +0.35 | Reports elevated BBAI options volume dominated by calls. | -10.5% | tweet ↗ |
| 2026-10-13 | @Analytica_X | +0.65 | Reports over $225M of government contract awards and expanding federal relationships. | -10.5% | tweet ↗ |
| 2026-10-13 | @WallStDiaries | +0.50 | BigBear.ai announced over $225M of US government contract wins since July. | -10.5% | tweet ↗ |
| 2026-10-13 | @DavidScottAdams | +0.65 | Expects additional Wednesday momentum after these stocks led the session. | -10.5% | tweet ↗ |
| 2026-10-13 | @Simoncuocuo | +0.65 | Expects BBAI to rally imminently but states no personal trade mechanics. | -10.5% | tweet ↗ |
| 2026-10-13 | @TheBronxViking | +0.25 | Notes large moves in heavily shorted stocks and recommends monitoring catalysts. | -10.5% | tweet ↗ |
| 2026-10-13 | @TheBronxViking | +0.50 | BBAI rose sharply after receiving more than $225 million in government contracts. | -10.5% | tweet ↗ |
| 2026-10-13 | @garcapital | +0.30 | BigBear AI reported more than $225 million in federal contract awards since July. | -10.5% | tweet ↗ |
| 2026-10-13 | @AIStockSavvy | +0.45 | BigBear.ai secured more than $225 million in federal contract awards. | -10.5% | tweet ↗ |
| 2026-10-13 | @AlertsAndNews | +0.40 | BigBear.ai announced more than $225M of federal contract awards. | -10.5% | tweet ↗ |
| 2026-10-08 | @Stocksalute | -0.35 | Lists six AI stocks at 52-week lows. | -11.6% | tweet ↗ |
| 2026-10-08 | @Tickeron | +0.35 | Compares defense AI with tokenization and highlights DVLT's greater financing and legal risk. | -11.6% | tweet ↗ |
| 2026-10-08 | @Tickeron | +0.35 | Compares defense AI and tokenization businesses using growth and profitability metrics. | -11.6% | tweet ↗ |
| 2026-10-08 | @Breadddman | -0.90 | Strongly disparages BBAI and calls for its delisting | -11.6% | tweet ↗ |
| 2026-10-07 | @financespotnews | -0.10 | BigBear.ai acquired key CargoSeer assets to expand cargo-inspection and trade-risk tools. | -14.7% | tweet ↗ |
| 2026-10-05 | @OptionsFlowBoss | +0.00 | References BBAI open-interest changes shown in linked media. | -18.0% | tweet ↗ |
| 2026-10-02 | @TheNewMoney_app | +0.35 | Reports BBAI options volume 190% above normal, with 92% calls. | -19.2% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.