BARK, Inc.

BARK, Inc.

BARKยทNYSE

$9.16

-6.8%
Consumer CyclicalSpecialty Retail

BARK Inc., a dog-centric company, provides products, services, and content for dogs. It operates in two segments, Direct to Consumer and Commerce. The company serves dogs through monthly subscription services. It is also involved in the design of playstyle-specific toys, satisfying treats, personal meal plans with supplements, and dog-first experiences designed to foster health and happiness of dogs everywhere. In addition, the company offers monthly themed box of toys and treats under the BarkBox and Super Chewer names; personalized meal plans under the BARK Food name; health and wellness products under the BARK Bright name; and dog beds, bowls, collars, harnesses, and leashes under the BARK Home brand. Further, the company sells BARK Home products through BarkShop.com. Additionally, it offers custom collections through online marketplaces, and brick and mortar retailers. The company was formerly known as The Original BARK Company and changed its name to BARK, Inc. in November 2021. BARK Inc. was incorporated in 2011 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$79.16M
EPS-3.8000
P/E Ratio-2.41
Earnings Date06/03/2026
bark

BARK, Inc. Street Expectations Map

BARK ยท NYSE

Wall Street analysts project that BARK stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 30.00, with estimates ranging from a low of 30.00 to a high of 30.00.

Lowest Target
30.00
227.51%
Consensus Target
30.00
227.51%
Highest Target
30.00
227.51%

The consensus 1-year price target stands at 30.00, with estimates ranging from a low of 30.00 to a high of 30.00.

Analyst Consensus Analysis

Upside Potential

+227.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

bark

BARK, Inc. Forward Estimates of Revenue

BARK ยท NYSE
Latest Revenue
484.18M
FY 2025
Avg Estimate
404.43M
FY 2026
Estimate Range
399.15M - 408.29M
Analyst Spread

Forward Growth Analysis

Projected Growth-16.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

bark

BARK, Inc. Forward Estimates of Net Income

BARK ยท NYSE
Latest Net Income
-32.88M
FY 2025
Avg Estimate
-19.53M
FY 2026
Estimate Range
-19.81M - -19.24M
Analyst Spread

Forward Growth Analysis

Projected Growth+40.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

bark

BARK, Inc. Forward Estimates of EPS

BARK ยท NYSE
Latest EPS
-3.80
FY 2025
Avg Estimate
$-2.23
FY 2026
Estimate Range
$-2.26 - $-2.20
Analyst Spread

Forward Growth Analysis

Projected Growth+41.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

bark

BARK, Inc. Forward Estimates of EBIT

BARK ยท NYSE
Latest EBIT
-30.09M
FY 2025
Avg Estimate
-17.27M
FY 2026
Estimate Range
-17.43M - -17.04M
Analyst Spread

Forward Growth Analysis

Projected Growth+42.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

bark

BARK, Inc. Forward Estimates of EBITDA

BARK ยท NYSE
Latest EBITDA
-18.87M
FY 2025
Avg Estimate
1.85M
FY 2026
Estimate Range
1.83M - 1.87M
Analyst Spread

Forward Growth Analysis

Projected Growth+109.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

bark

BARK, Inc. Forward Estimates of SG&A Expense

BARK ยท NYSE
Latest SG&A Expense
337.14M
FY 2025
Avg Estimate
282.54M
FY 2026
Estimate Range
278.86M - 285.24M
Analyst Spread

Forward Growth Analysis

Projected Growth-16.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

bark

BARK, Inc. Insider Positioning

BARK ยท NYSE

During the last 12 months, insiders have purchased $125K and sold $135K worth of BARK shares, resulting in $9K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

110.0K

70.30K

Net Activity

-70K

-$70K

6-9 Months

Bought

0

0.00

Sold

12.1K

9.79K

Net Activity

-10K

-$10K

9-12 Months

Bought

139.4K

125.26K

Sold

66.8K

54.44K

Net Activity

+71K

+$71K

Top Buyers

1
IZ

Ibrahim Zahir

Officer: Chief Financial Officer

114.4K sharesโ€ข2 transactions

$100K

2
MM

Meeker Matt

Director, Officer: Executive Chairman

25.0K sharesโ€ข1 transactions

$25K

Top Sellers

1
MJ

Mcginty Jim

Director

60.0K sharesโ€ข1 transactions

$38K

2
WH

Werdelin Henrik

Director

50.0K sharesโ€ข1 transactions

$33K

3
BMS

Black Michael Scott

Officer: Chief Revenue Officer

34.2K sharesโ€ข5 transactions

$28K

4
KA

Koehler Allison

Officer: Chief Legal Officer

19.2K sharesโ€ข6 transactions

$16K

5
MM

Meeker Matt

Director, Officer: Executive Chairman

15.3K sharesโ€ข1 transactions

$13K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $9K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.93:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Insider Participation

High Selling

5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Balanced insider activity: Roughly equal buying and selling suggests normal portfolio management rather than strong directional signals. Look to other metrics for clearer investment insights.