BAER

Bridger Aerospace Group Holdings, Inc.

Nasdaq · Services-Business Services, NEC · Inc. DE · CIK 0001941536
$1.90 -2.06% $109.5M
High Impact Filing (8/10)4 New Institutional Positions
Vol
Market Cap$109.5M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders32 funds
Inst. Value$26.2M
Inst. Activity4 buys / 2 sells
SEC Reports1
Press Releases2
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. DE·CIK 0001941536·Prev Close $1.94

Recent Activity

Jun 4, 2026 Insider
Schellenberg David was granted 45,156 shares
Director
Jun 4, 2026 Insider
Howard Hugh Wyman III was granted 45,156 shares
Director
Jun 4, 2026 Insider
Pasricha Meghan was granted 45,156 shares
Director
Mar 5, 2026 SEC
Bridger Aerospace reported record 2025 results with revenue up 25% to $122.8 million and positive net income of $4.1 mil
8-K — Impact 8/10
Inst.
BANK OF AMERICA CORP — DOUBLED
104,617 shares ($207.1K)
Inst.
STIFEL FINANCIAL CORP — DOUBLED
55,885 shares ($110.7K)
May 27, 2026 short_volume
Short Volume: BAER — 64.5% short (0.7M / 1.2M)
Short: 744,424 | Exempt: 1,000 | TRF Vol: 1,153,317 | Short Ratio: 64.5% | Off-exchange volume (dark
Mar 5, 2026 Press
Bridger Aerospace reported strong full-year 2025 results with revenue up 25% to $122.8 million and a swing to positive n
Impact 8/10

Price Targets

$4.12 +116.7% upside Strong Buy
Current $1.90 Low $3.35 Median $4.50 High $4.50 3 analysts
$3.35 $4.50

Analyst Ratings

Strong Buy89% buy · 9 analysts
3Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 20, 2026 Lake Street INITIATE Buy
Mar 9, 2026 Canaccord Genuity MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.03 ▲ +50.0% $-0.06 — $-0.01 75% YoY 3
Next Q $0.55 ▲ +41.9% $0.37 — $0.89 50% YoY 3
Current FY $-0.52 ▼ -136.4% $-0.58 — $-0.49 -24% YoY 3
Next FY $-0.07 ▼ -25.0% $-0.13 — $-0.02 86% YoY 2

Latest Reports

BULLISH 8-K 8/10
Bridger Aerospace reported record 2025 results with revenue up 25% to $122.8 million and positive net income of $4.1 mil
Mar 5, 2026
BULLISH Press 8/10
Bridger Aerospace reported strong full-year 2025 results with revenue up 25% to $122.8 million and a swing to positive n
Mar 5, 2026

Top Institutional Holders

FundValueMove
Blackstone Inc.$19.1MEXIT
VANGUARD CAPITAL MANAGEMENT LLC$2.3M—
MARSHALL WACE, LLP$2.0MDOUBLED
BlackRock, Inc.$473.1K—
Cerity Partners LLC$426.4KDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Schellenberg DavidA$0.00
Jun 4, 2026Howard HughA$0.00
Jun 4, 2026Pasricha MeghanA$0.00
Jun 4, 2026FREEDMAN ERNESTA$0.00
Jun 4, 2026KELTER JEFFREYA$0.00
32 institutional holders with $26.2M total value (13,265,067 shares) as of 2026-Q1. Top holders: Blackstone, VANGUARD, MARSHALL. Net buying activity: 4 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Blackstone Inc.9,624,610$19.1M72.6%EXIT -100.0%
2VANGUARD CAPITAL MANAGEMENT LLC1,159,518$2.3M8.8%—
3MARSHALL WACE, LLP1,021,524$2.0M7.7%DOUBLED +530.0%
4BlackRock, Inc.238,960$473.1K1.8%—
5Cerity Partners LLC215,358$426.4K1.6%DOUBLED +456.6%
6GOLDMAN SACHS GROUP INC176,953$350.4K1.3%—
7VANGUARD FIDUCIARY TRUST CO154,567$306.0K1.2%—
8BANK OF AMERICA CORP /DE/104,617$207.1K0.8%DOUBLED +255063.4%
9STATE STREET CORP101,280$200.5K0.8%ADD +32.1%
10DIMENSIONAL FUND ADVISORS LP85,188$168.7K0.6%—
11OMERS ADMINISTRATION Corp75,000$148.5K0.6%—
12Centiva Capital, LP56,248$111.4K0.4%ADD +91.6%
13STIFEL FINANCIAL CORP55,885$110.7K0.4%DOUBLED +155.6%
14Point72 Asset Management, L.P.41,539$82.2K0.3%DOUBLED +126.5%
15TWO SIGMA INVESTMENTS, LP23,524$46.6K0.2%TRIM -72.6%
16CAPTRUST FINANCIAL ADVISORS22,278$44.1K0.2%ADD +52.7%
17FMR LLC16,881$33.4K0.1%ADD +31.5%
18PANAGORA ASSET MANAGEMENT INC14,553$28.8K0.1%—
19HB Wealth Management, LLC13,100$25.9K0.1%—
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC12,500$24.8K0.1%TRIM -62.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/DOUBLED41104,617+255063.4%$207.1K2026-Q1
STIFEL FINANCIAL CORPDOUBLED21,86055,885+155.6%$110.7K2026-Q1
Point72 Asset Management, L.P.DOUBLED18,33641,539+126.5%$82.2K2026-Q1
CAPTRUST FINANCIAL ADVISORSADD14,58622,278+52.7%$44.1K2026-Q1
MORGAN STANLEYNEAR_EXIT138,316755-99.5%$1.5K2026-Q1
CWM, LLCTRIM134-69.2%$8.002026-Q1
CWM, LLCNEAR_EXIT23213-94.4%—2025-Q4
VANGUARD GROUP INCADD809,6151,311,999+62.1%$2.4M2025-Q4
MARSHALL WACE, LLPDOUBLED153,192965,091+530.0%$1.8M2025-Q4
MORGAN STANLEYNEAR_EXIT687,494138,316-79.9%$253.1K2025-Q4
STATE STREET CORPADD76,680101,280+32.1%$185.3K2025-Q4
Centiva Capital, LPADD28,67354,939+91.6%$100.5K2025-Q4
CAPTRUST FINANCIAL ADVISORSADD10,75514,586+35.6%$26.7K2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT5,71641-99.3%$75.002025-Q4
Blackstone Inc.EXIT9,624,6100-100.0%$0.002025-Q4
CWM, LLCNEAR_EXIT3,609232-93.6%—2025-Q3
UBS Group AGTRIM213,02958,157-72.7%$107.6K2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED5,36815,500+188.7%$28.7K2025-Q3
CAPTRUST FINANCIAL ADVISORSTRIM24,03710,755-55.3%$19.9K2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED2545,716+2150.4%$10.6K2025-Q3
Blackstone Inc.EXIT9,624,6100-100.0%$0.002025-Q3
BARCLAYS PLCNEAR_EXIT10,4131-100.0%—2025-Q2
UBS Group AGDOUBLED56,618213,029+276.3%$411.1K2025-Q2
MARSHALL WACE, LLPTRIM258,172177,223-31.4%$342.0K2025-Q2
STATE STREET CORPTRIM106,46076,680-28.0%$148.0K2025-Q2
13 unique insiders with 16 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Schellenberg DavidDirectorAWARD45,156——
Jun 4, 2026Howard Hugh Wyman IIIDirectorAWARD45,156——
Jun 4, 2026Pasricha MeghanDirectorAWARD45,156——
Jun 4, 2026FREEDMAN ERNEST MICHAELDirectorAWARD45,156——
Jun 4, 2026KELTER JEFFREY EDirectorAWARD158,049——
Jun 4, 2026FASCITELLI ELIZABETH CDirectorAWARD45,156——
Jun 4, 2026SAVAGE ROBERT F JRDirectorAWARD45,156——
Jun 4, 2026Heller DeanDirectorAWARD45,156——
Jun 4, 2026Drohan DanDirectorAWARD45,156——
May 11, 2026Andrews Adolphus WilliamChief Operating OfficerAWARD265,547——
May 11, 2026Davis Samuel CarlCEO & PresidentAWARD318,657——
May 11, 2026Mogford Justin DGeneral Counsel & Corp. Sec.AWARD212,438——
Mar 16, 2026Muchmore James JChief Legal Officer & EVPTAX W/H27,708$2.20$61.0K
Mar 16, 2026Davis Samuel CarlCEO & PresidentTAX W/H21,114$2.20$46.5K
Mar 9, 2026KELTER JEFFREY EDirectorAWARD100,000——
Mar 9, 2026Andrews Adolphus WilliamChief Operating OfficerAWARD210,624——
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 8.0/10.
BULLISH 8-K 8/10
Bridger Aerospace reported record 2025 results with revenue up 25% to $122.8 million and positive ne
Mar 5, 2026
BULLISH 8/10
Bridger Aerospace reported strong full-year 2025 results with revenue up 25% to $122.8 million and a
Mar 5, 2026
NEUTRAL 5/10
Bridger Aerospace secured a five-year IDIQ contract with the U.S. Department of Interior for on-call
Mar 3, 2026
Current analyst consensus: Strong Buy (89% buy). Based on 9 analysts: 3 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$4.12 mean target +116.7% upside Strong Buy (3.00)
$3.35 Low $4.50 High
MetricValue
Current Price$1.90
Target Low$3.35
Target Mean$4.12
Target Median$4.50
Target High$4.50
# Analysts3
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.03 $-0.06 $-0.01 75.0% +50.0% — $0.0B 20.5% 3
Next Q
2026-09-30
 $0.55 $0.37 $0.89 49.5% +41.9% — $0.1B 15.4% 3
Current FY
2026-12-31
 $-0.52 $-0.58 $-0.49 -23.8% -136.4% — $0.1B 12.5% 3
Next FY
2027-12-31
 $-0.07 $-0.13 $-0.02 85.6% -25.0% — $0.2B 13.2% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.030
7d ago$-0.015-0.015
30d ago$-0.060+0.030
60d ago$0.000-0.030
90d ago$-0.030
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 20, 2026 Lake Street INITIATE — Buy
Mar 9, 2026 Canaccord Genuity MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263510089%
May 1, 20263410088%
Apr 1, 20263410088%
Mar 1, 20262410086%
Feb 1, 20262410086%
Jan 1, 20262410086%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 27, 2026
short_volume
Short Volume: BAER — 64.5% short (0.7M / 1.2M)
Short: 744,424 | Exempt: 1,000 | TRF Vol: 1,153,317 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BAER — 58.0% short (0.7M / 1.2M)
Short: 720,043 | Exempt: 2,900 | TRF Vol: 1,242,192 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BAER — 57.2% short (0.4M / 0.7M)
Short: 377,173 | Exempt: 200 | TRF Vol: 659,341 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: BAER — 72.9% short (0.9M / 1.2M)
Short: 868,737 | Exempt: 111,346 | TRF Vol: 1,191,359 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
BAER Q1 2026 Earnings Scheduled — 2026-05-06
Mar 31, 2026
short_volume
Short Volume: BAER — 56.0% short (0.3M / 0.6M)
Short: 325,553 | Exempt: 0 | TRF Vol: 581,830 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
other
Bridger Aerospace Names Justin Mogford as General Counsel, Further Strengthening Management Team
<p align="left">BELGRADE, Mont., March 26, 2026 (GLOBE NEWSWIRE) -- Bridger Aerospace Group Holdings, Inc. (“Bridger” or the “Company”) (NASDAQ: BAE
Mar 5, 2026
earnings
Bridger Aerospace Announces Record 2025 Results: Revenue Grows 25%, Adjusted EBITDA up 21% Year-Over-Year and Delivers Positive Net Income
Initiates 2026 guidance, anticipating another record year <pre>Initiates 2026 guidance, anticipating another record year</pre>
Mar 5, 2026
earnings_calendar
BAER Q4 2025 Earnings Scheduled — 2026-03-05
Mar 4, 2026
other
Bridger Aerospace Names New Chief Operating Officer to Support Growth & Strengthen Executive Leadership Team
<p>BELGRADE, Mont., March 04, 2026 (GLOBE NEWSWIRE) -- Bridger Aerospace Group Holdings, Inc. (“Bridger” or “Bridger Aerospace”), (NASDAQ: BAER, BAE
Mar 3, 2026
contract
Bridger Aerospace Secures $18.6 Million 5-Year Contract in Alaska for U.S. Department of the Interior
<p align="justify">BELGRADE, Mont., March 03, 2026 (GLOBE NEWSWIRE) -- Bridger Aerospace Group Holdings, Inc. (“Bridger or “Bridger Aerospace”), (NA