Based on available information, here's an assessment regarding BigBear.ai Holdings, Inc. (BBAI):
Increase in Outstanding Shares: Over the past year, the total number of outstanding shares has increased by approximately 48.38%, rising to 251.55 million shares.
Planned Share Offering: In January 2025, BigBear.ai filed a preliminary prospectus for the potential sale of up to 161,676,020 shares of common stock. If executed, this offering could dilute current shareholders by approximately 40%.
Insider Transactions: Since 2023, there have been significant insider sales. Notably, in late 2024, the controlling shareholder, AE Industrial Partners, sold over 85 million shares, reducing their ownership from 75% to 32.4%.
Debt and Debt-to-Equity Ratio: As of September 30, 2024, BigBear.ai reported total debt of $195.7 million. With total stockholders' equity of approximately $98.4 million at that time, this results in a debt-to-equity ratio of about 198.8%.
SEC filing from BIGBEAR.AI HOLDINGS, INC for Up to 161,676,020 Shares of Common Stock
https://ir.bigbear.ai/sec-filings/all-s ... 007111.pdf
这一刀不知道什么时候砍下来。反正是够吓人的