Bark, Inc.(BARK)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,663 of 2,879 stocks
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BARK Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Bark, Inc. (BARK), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BARK at 21.2/100 on a 32-signal composite quality model, placing it at rank #2,663 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (5.0) and balance sheet strength (10.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 30.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2026), Bark, Inc. reports quarterly revenue of $86.6M, net income of $-12.7M, an operating margin of -14.1%. Top institutional holders of BARK by reported 13-F value include TIFF ADVISORY SERVICES,, PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C., BlackRock,, based on the most recent SEC filings. BARK trades on the NYSE exchange and files with the SEC under CIK 1819574. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BARK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Bark, Inc. directly from SEC EDGAR. Bark, Inc.'s 13F Pro composite quality score has ranged between 8 and 41 since 2022, currently 21.2 — a declining long-term trajectory across 51 quarterly and live scoring snapshots.
Revenue
Q4 2026
$86.6M
Net Income
Q4 2026
$-12.7M
Free Cash Flow
Q4 2026
$-2.1M
Operating Margin
Q4 2026
-14.1%
D/E Ratio
Q4 2026
0.00
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-18.5% YoYNet Income
-18.6% YoYOperating Income
-14.3% YoYEPS (Diluted)
-21.2% YoYTotal Assets
-34.8% YoYTotal Debt
-100.0% YoYOp. Cash Flow
-227.1% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $394.8M -18.5% | $484.2M -1.2% | $490.2M -8.4% | $535.3M +5.5% | $507.4M +34.0% | $378.6M |
| Net Income | $-39.0M -18.6% | $-32.9M +11.2% | $-37.0M +39.8% | $-61.5M +9.9% | $-68.3M -117.6% | $-31.4M |
| Operating Income | $-40.2M -14.3% | $-35.1M +22.8% | $-45.5M +28.7% | $-63.8M +32.2% | $-94.2M -357.2% | $-20.6M |
| EPS (Diluted) | $-4.57 -21.2% | $-3.77 +9.8% | $-4.18 -1094.3% | $-0.35 +20.5% | $-0.44 +35.3% | $-0.68 |
| Total Assets | $170.0M -34.8% | $260.6M -12.7% | $298.6M -25.4% | $400.4M -7.8% | $434.1M +187.7% | $150.9M |
| Total Debt | $0.00 -100.0% | $85.1M +113.3% | $39.9M -50.8% | $81.2M +6.6% | $76.2M -34.2% | $115.7M |
| Operating Cash Flow | $-23.2M -227.1% | $-7.1M -216.8% | $6.1M +29.1% | $4.7M +102.7% | $-172.3M -778.5% | $-19.6M |
AI Insight: BARK Financial Trends
Bark is in structural decline: revenue down 25% YoY to $87M in Q1 2026, with persistent operating losses and negative cash flow.
• Revenue collapsed from $116M in Q2 2024 to $87M in Q1 2026, a 25% decline over 9 quarters.
• Operating losses widened to $12M in Q1 2026, matching the worst quarter (Q4 2024) despite lower revenue base.
• Debt eliminated to $0M by Q4 2025, though equity base compressed 44% from $128M (Q2 2024) to $72M (Q1 2026).
⚠ Operating cash flow deteriorated to negative $18M in Q3 2025; Q1 2026 recovery to negative $1M remains weak.
⚠ Net losses persist every quarter; Q1 2026 loss of $13M is largest despite smallest revenue, signaling cost-structure misalignment.
AI Insight: BARK Ratio Trends
Bark's profitability collapsed in Q1 2026, with operating margin deteriorating to -14.1% and ROIC plunging to -67.7%, erasing prior stabilization gains.
• Operating margin worsened from -9.1% in Q4 2025 to -14.1% in Q1 2026, reversing modest Q3 2024 improvement to -4.5%.
• ROIC collapsed to -67.7% in Q1 2026 from -44.2% in Q4 2025; has been persistently negative across all nine quarters.
• ROA deteriorated to -29.8% in Q1 2026 from -18.3% in Q4 2025, signaling accelerating operational losses.
⚠ Debt-to-equity reset to 0.00 in Q1 2026 after reaching 0.86 in Q1 2025; monitor balance sheet restructuring or equity infusions.
⚠ Net profit margin hit -14.6% in Q1 2026, worst quarter in dataset; Q1 seasonality cannot explain 5.8pp deterioration from Q4 2025.
Get alerted when BARK's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Bark, Inc. including:
Top Institutional Holders of BARK
TIFF ADVISORY SERVICES, LLC
$7.1M704,570 shPRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
$3.5M341,606 shBlackRock, Inc.
$3.4M6,661,747 shShay Capital LLC
$1.5M2,877,253 shGEODE CAPITAL MANAGEMENT, LLC
$1.3M2,552,042 shSTATE STREET CORP
$1.2M2,330,173 shNANO CAP NEW MILLENNIUM GROWTH FUND L P
$922.0K91,000 shBARCLAYS PLC
$647.8K63,884 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$415.7K820,654 shNORTHERN TRUST CORP
$390.2K770,316 sh
| Fund | Value | Shares |
|---|---|---|
| TIFF ADVISORY SERVICES, LLC | $7.1M | 704,570 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $3.5M | 341,606 |
| BlackRock, Inc. | $3.4M | 6,661,747 |
| Shay Capital LLC | $1.5M | 2,877,253 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3M | 2,552,042 |
| STATE STREET CORP | $1.2M | 2,330,173 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $922.0K | 91,000 |
| BARCLAYS PLC | $647.8K | 63,884 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $415.7K | 820,654 |
| NORTHERN TRUST CORP | $390.2K | 770,316 |
More Consumer Discretionary Companies
View all Consumer Discretionary →Put BARK on your watchlist
Track score changes the day Bark, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is BARK a good stock to buy?
13F Pro's AI-powered analysis of Bark, Inc. (BARK) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BARK are available on the BARK stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BARK?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BARK. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Bark, Inc.'s investment landscape.