Bridger Aerospace Group (NASDAQ:BAER) Lowered to Hold Rating by Wall Street Zen

Bridger Aerospace Group (NASDAQ:BAER) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a note issued to investors on Saturday.

A number of other research analysts have also recently weighed in on the stock. Canaccord Genuity Group restated a “buy” rating and issued a $5.25 price objective on shares of Bridger Aerospace Group in a report on Tuesday, November 25th. Weiss Ratings upgraded shares of Bridger Aerospace Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. One equities research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, Bridger Aerospace Group has a consensus rating of “Moderate Buy” and an average price target of $5.25.

Bridger Aerospace Group Stock Down 6.0%

Shares of NASDAQ BAER opened at $2.20 on Friday. The firm has a 50-day simple moving average of $2.56 and a 200-day simple moving average of $2.06. The stock has a market capitalization of $122.19 million, a price-to-earnings ratio of -3.93 and a beta of 0.18. Bridger Aerospace Group has a 52 week low of $1.02 and a 52 week high of $3.44.

Bridger Aerospace Group (NASDAQ:BAER) last announced its quarterly earnings results on Thursday, March 5th. The company reported ($0.40) earnings per share for the quarter, missing the consensus estimate of ($0.30) by ($0.10). Bridger Aerospace Group had a net margin of 3.37% and a negative return on equity of 1.22%. The firm had revenue of $8.55 million for the quarter, compared to analyst estimates of $6.50 million.

Institutional Trading of Bridger Aerospace Group

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. First Manhattan CO. LLC. boosted its holdings in Bridger Aerospace Group by 43.5% during the fourth quarter. First Manhattan CO. LLC. now owns 5,513,555 shares of the company’s stock worth $10,090,000 after buying an additional 1,671,375 shares in the last quarter. Marshall Wace LLP raised its holdings in Bridger Aerospace Group by 530.0% during the fourth quarter. Marshall Wace LLP now owns 965,091 shares of the company’s stock worth $1,766,000 after purchasing an additional 811,899 shares during the last quarter. Vanguard Group Inc. boosted its position in Bridger Aerospace Group by 7.9% during the third quarter. Vanguard Group Inc. now owns 809,615 shares of the company’s stock worth $1,498,000 after purchasing an additional 59,482 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in Bridger Aerospace Group by 50.1% during the 4th quarter. Goldman Sachs Group Inc. now owns 332,042 shares of the company’s stock valued at $608,000 after acquiring an additional 110,788 shares in the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of Bridger Aerospace Group by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 284,601 shares of the company’s stock valued at $521,000 after purchasing an additional 5,959 shares in the last quarter. Institutional investors and hedge funds own 48.94% of the company’s stock.

Trending Headlines about Bridger Aerospace Group

Here are the key news stories impacting Bridger Aerospace Group this week:

• Positive Sentiment: Company reported record 2025 results — revenue +25%, adjusted EBITDA +21% year-over-year and delivered positive net income for the full year. This supports the company’s growth narrative and helps justify higher forward revenue targets. GlobeNewswire: Record 2025 Results
• Positive Sentiment: FY2026 revenue guidance was raised to $135M–$145M, above Street consensus (~$132.6M), signaling management expects continued top-line growth driven by new fleet assets and expanding contracts. MarketBeat: Earnings / Guidance
• Positive Sentiment: Management is targeting over 25% revenue growth in 2026 and cites fleet additions and new contracts as the growth drivers — a bullish operational story if execution continues. MSN: Targets >25% Revenue Growth
• Neutral Sentiment: Earnings call transcript and highlights published — useful for details on contract cadence, capital spend for fleet expansion, and margin outlook; investors should review management commentary for cadence on EPS guidance. Seeking Alpha: Q4 2025 Call Transcript
• Neutral Sentiment: Short interest data in early March shows effectively zero reported short interest (statistical/formatting anomalies noted), so short-covering dynamics are unlikely to be a driver in the near term. (Data appears inconsistent/naN; treat with caution.)
• Negative Sentiment: Q4 EPS missed expectations: reported ($0.40) vs. consensus ($0.30) — the EPS shortfall is pressuring the stock despite revenue beats and strong annual results. MarketBeat: Q4 EPS Miss

Bridger Aerospace Group Company Profile

Bridger Aerospace Group, Inc operates as an aerial services company specializing in wildfire management and aviation support. The company’s core business activities include aerial wildfire suppression, providing rapid-response water and fire-retardant drops from fixed-wing air tankers. In addition to firefighting, Bridger Aerospace offers aviation services such as cloud seeding for weather modification, aerial inspection and mapping, environmental monitoring, and logistics support for remote sites.

Founded in 2014 and headquartered in Heber City, Utah, Bridger Aerospace Group deploys a fleet of both fixed-wing and rotary-wing aircraft under contract to federal, state and local government agencies as well as commercial customers.