Question 1

What percentage of BigBear.ai Holdings's revenue comes from AI?

Accepted Answer

BigBear.ai Holdings derives approximately 58.49% of its revenue from AI-related products and services, representing $84.3M in annual AI revenue out of $144.2M total. This estimate has "Reported" confidence — ai revenue explicitly disclosed in sec filings.

Question 2

What is BigBear.ai Holdings's AI Fair Value?

Accepted Answer

BigBear.ai Holdings's AI Fair Value is $977.3M, ranking it #94 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has BigBear.ai Holdings's AI revenue changed recently?

Accepted Answer

BigBear.ai Holdings's AI revenue percentage stayed flat from 60.0% to 60.0% (0.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does BigBear.ai Holdings compare to peers in AI Frameworks?

Accepted Answer

BigBear.ai Holdings's AI revenue percentage of 58.49% is below the AI Frameworks layer average of 62.3%. Among 5 ranked peers, 3 peers have a higher AI revenue percentage.

Question 5

Where does BigBear.ai Holdings sit in the AI supply chain?

Accepted Answer

BigBear.ai Holdings operates in the AI Frameworks & Models layer (Layer 7 of 9) of the AI supply chain. Companies building foundation models, training frameworks, and core AI research. Many are still private.

Question 6

How reliable is BigBear.ai Holdings's AI revenue estimate?

Accepted Answer

BigBear.ai Holdings's AI revenue data has a "Reported" confidence tier. AI revenue explicitly disclosed in SEC filings. Source: SEC Filing Analysis.

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