Cantor Raises BigBear.ai (BBAI) Target to $7—Here’s What’s Driving the Bullish Call

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BigBear.ai Holdings, Inc. (NYSE:BBAI) ) is one of the Trending AI Stocks on Wall Street.  On November 11, Cantor Fitzgerald raised its price target on the stock to $7.00 from $6.00 while maintaining an “Overweight” rating. The firm has cited secular tailwinds and expanding AI investments behind the increased price target.

Cantor noted how BBAI has delivered a solid 3Q25, with “revenue declining 20.1% year over year to $33.1 million, yet exceeding FactSet consensus estimates.”

The revenue contraction has been largely due to federal program disruptions and government shutdown issues, the firm noted.

BBAI has also announced an agreement to acquire AskSage, which is an AI platform that helps safely deploy and manage AI models in highly regulated sectors.

“We reiterate our Overweight rating on BigBear.ai and raise our 12-month price target to $7.00 from $6.00 based on long-term secular tailwinds and expanding AI investments. BigBear.ai delivered a solid 3Q25, with revenue declining 20.1% year over year to $33.1 million, yet exceeding FactSet consensus estimates. The top-line contraction was primarily driven by federal program disruptions tied to lower volume on certain Army contracts and shutdown headwinds. Additionally, the company announced an agreement to acquire Ask Sage, an AI platform that enables secure deployment and distribution of AI models in highly regulated sectors, for $250 million.”

BigBear.ai Holdings, Inc. (NYSE:BBAI) is an artificial intelligence specialist that provides decision intelligence solutions for national security, digital identity, supply chain and logistics, enterprise operations, and manned-unmanned teaming in autonomous systems.

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.

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Disclosure: None.