5 Best “Moonshot” Tech Stocks to Buy According to Short Sellers

4. BigBear.ai Holdings, Inc. (NYSE:BBAI)

BigBear.ai Holdings, Inc. (NYSE:BBAI) is one of the best “moonshot” tech stocks to buy according to short sellers. The stock’s latest publicly reported short interest stood at 29.58% of float as of April 30, 2026, according to MarketBeat.

BigBear.ai strengthened its defense-AI case on May 5, when it reported a first-quarter backlog of $281.9 million, up 14% from the fourth quarter. The increase was driven mainly by a $53 million sole-source prime classified award, while the company said first-quarter wins totaled nearly $75 million across the national security, trade, and travel markets. BigBear.ai also reaffirmed its full-year 2026 revenue guidance of $135 million to $165 million, and said gross margin expanded to 34.0% from 21.3% a year earlier, helped by higher-margin generative AI revenue from Ask Sage.

The short-seller case is not hard to find either. First-quarter revenue slipped 1% to $34.4 million because of lower Army program volume, even though Ask Sage partly offset the decline. BigBear.ai also posted a $56.8 million net loss and a $9.9 million adjusted EBITDA loss, while SG&A expenses rose as the company absorbed acquisition-related costs and expanded sales and marketing. That leaves BBAI as a clean moonshot battleground: classified defense AI contracts, secure generative AI, and national-security demand on one side; uneven revenue, losses, and execution risk on the other.

BigBear.ai Holdings, Inc. (NYSE:BBAI) provides Edge AI-powered decision intelligence, predictive analytics, computer vision, and digital identity solutions for national security, defense, travel and trade, supply chain, and other complex operating environments.