NEW YORK, Jan 11, 2026, 06:10 EST — Market has closed.
- BigBear.ai shares ended Friday at $6.20, gaining roughly 0.6% from the previous close.
- The company announced a partnership with the Kraft Group, securing its spot as an official sponsor of the New England Patriots.
- Investors are watching a Jan. 22 stockholder meeting focused on a proposal to increase authorized shares.
Shares of BigBear.ai Holdings, Inc edged up roughly 0.6% to $6.20 on Friday, moving in a range between $6.15 and $6.50. Investors reacted to the announcement of a new commercial deal involving the Kraft Group and the New England Patriots.
U.S. markets are closed for the weekend, leaving Monday to reveal if the sports-and-supply-chain story has staying power or if it’s just another rapid move in a small-cap stock prone to quick shifts on minor news.
The deal is important now as BigBear.ai pushes to expand past its core government and defense clients. Partnering with a well-known brand could boost its profile, but investors typically want to see a direct path to revenue—and fast.
BigBear.ai announced it has inked a deal with the Kraft Group’s International Forest Products LLC to boost supply chain transparency. In a separate move, it also sealed a marketing partnership, becoming an official sponsor of the Patriots. “This partnership … is about turning advanced AI into real-world operational advantage,” said Chief Operating Officer Carl Napoletano. Financial details were not disclosed. (BigBear.ai Holdings, Inc.)
Kraft Group Chief Information Officer Michael Israel described the initiative as initial steps. “We’re taking a deliberate approach to understanding how emerging technologies could enhance our operations over time,” he said. (New England Patriots)
The deal takes place in a packed analytics space. A Nasdaq.com piece out this week contrasted BigBear.ai’s products with those from bigger data-and-analytics firms like Palantir, noting the company’s smaller presence among commercial clients. (Nasdaq)
In a separate filing dated Dec. 30, BigBear.ai delayed a special meeting again, moving it to Jan. 22. The meeting will cover a proposal to increase its authorized common shares from 500 million to 1 billion. Authorized shares set the maximum stock a company can issue, offering room for financing or stock-based deals—but raising that limit often raises dilution concerns. (BigBear.ai Holdings, Inc.)
Investors will be eyeing the share-count vote next week, though it doesn’t directly connect to Friday’s partnership announcement.
Still, there are clear risks. The supply-chain effort is framed as an assessment and visibility initiative, while the Patriots sponsorship falls under marketing — neither promises a quick boost in revenue. Plus, if investors begin anticipating additional stock issuance, any rally could vanish quickly.
Trading picks up again Monday, with investors watching closely for follow-through buying and new updates. The next major event is the reconvened stockholder meeting on Jan. 22, with voting open until the night before. (BigBear.ai Holdings, Inc.)
