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. 1
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. 2
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. 3
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. 4
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. 5
