BBAI Borrow Dries Up as Earnings Loom
BigBear.ai enters its October 27 earnings print with the borrow market now effectively closed, short interest still near historic highs, and options traders leaning more bullish than the stock's fundamentals…
BigBear.ai Holdings, Inc.
NYSEBigBear.ai enters its October 27 earnings print with the borrow market now effectively closed, short interest still near historic highs, and options traders leaning more bullish than the stock's fundamentals warrant. The lending story has moved fast since the last note. Four days ago availability was already tight at around 3.9%. It has since collapsed to 0.28%, meaning fewer than…
BBAI short sellers' borrowing pool tightens to critical levels: utilization hits 100%, availability plunges to 0.28% of short interest, down 96% in one week.
Snapshot as of 19 Oct 2026
BigBear.ai enters its October 27 earnings print with the borrow market now effectively closed, short interest still near historic highs, and options traders leaning more bullish than the stock's fundamentals…
BigBear.ai heads into its October 27 earnings with one of the most heavily shorted books in the small-cap AI universe, a lending market that tightened sharply this week, and options traders more bullish than the…
BigBear.ai posted its Q2 numbers on August 4 and rallied 10% on the day — yet the short base that defined the pre-earnings setup has barely shifted, leaving the stock up 14% on the week at $3.15 with one of the most…
BigBear.ai enters the week of August 4 earnings with shorts deeply entrenched, options traders leaning bullish, and the Street quietly marking down its expectations — a three-way tension that makes Monday's print…
BigBear.ai heads into its August 4 earnings report with one of the tightest short positioning setups in the market — a combination of extreme short interest, near-zero borrow availability, and options skewed firmly…
BigBear.ai heads into its August 4 earnings report with nearly a third of its float sold short, borrow availability at zero, and the stock down 23% over the past month — a setup where the lending market alone tells…
BigBear.ai has now cleared its June 9 earnings event, and the short-seller community has not blinked — short interest edged higher into the release and the lending market remains tight, leaving the stock down 22% on…
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