BARK, Inc. (BARK) AI Stock Analysis
BARK AI stock analysis summary
AI ResearchBARK, Inc. (BARK) is a dog-focused products and services company operating through Direct to Consumer and Commerce segments. In FY2026, annual revenue fell 18.5% to $394.8M with a net income of -$39.0M. Over the trailing twelve months, revenue reached $370.8M with a profit margin of -8.4%.
- Market cap
- $69.8M
- Revenue (TTM)
- $370.8M
- P/E
- —
- 1Y return
- -49.9% S&P 500 16.8%
- Avg. target
- $15.50 100.5% vs last close
Bull case
- The consensus analyst mean price target of $15.50 implies upside of 100.5% from the last close of $7.73.
- BARK maintains a solid short-term liquidity profile with a current ratio of 2.02 as of June 30, 2026.
- Gross margin remained resilient at 61.3% in FY2026, up from 55.6% reported in FY2022.
Bear case
- Revenue dropped 18.5% in FY2026 to $394.8M and contracted another 23.4% year-over-year in the quarter ended June 30, 2026.
- Free cash flow worsened to -$26.6M in FY2026, while operating cash flow dropped to -$23.2M.
- The stock has fallen 49.9% over the past year and 93.8% over the past 5 years.
What BARK does
BARK, Inc. provides products, services, and content designed specifically for dogs through its Direct to Consumer and Commerce segments. The company offers monthly themed subscription boxes featuring playstyle-specific toys and treats under the BarkBox and Super Chewer brands. Under BARK Food and BARK Bright, it provides personalized canine meal plans, supplements, and health-focused items. In addition, BARK markets dog essentials including beds, bowls, collars, harnesses, and leashes under the BARK Home brand through BarkShop.com and partnerships with brick-and-mortar retail locations.
Growth and profitability
BARK generated revenue of $507.4M in FY2022 and peaked at $535.3M in FY2023 before contracting to $490.2M in FY2024, $484.2M in FY2025, and $394.8M in FY2026. Gross margin stood at 55.6% in FY2022, rising to 62.4% in FY2025 and 61.3% in FY2026. Operating margin improved from -18.6% in FY2022 to -7.3% in FY2025, before worsening to -10.2% in FY2026 alongside a net income of -$39.0M and EPS of -$1.17. For the trailing twelve months, revenue totaled $370.8M with an operating margin of 0.1% and a profit margin of -8.4%. In the latest quarter ended June 30, 2026, quarterly revenue fell 23.4% year-over-year.
Balance sheet and cash flow
As of June 30, 2026, BARK held $16.1M in cash and short-term investments against total debt of $36.2M, resulting in net debt of $20.1M. Shareholders' equity was $76.2M against total assets of $168.6M, yielding a debt-to-equity ratio of 0.48 and a current ratio of 2.02. In FY2026, operating cash flow was -$23.2M and free cash flow was -$26.6M. Capital expenditures totaled $3.4M while share buybacks amounted to $1.8M.
Valuation and performance
BARK trades at a price-to-sales multiple of 0.2x and an enterprise value to revenue multiple of 0.3x, compared to the median of 0.7x price-to-sales for its US-listed Consumer Cyclical peers. The company has a market capitalization of $69.8M and an enterprise value of $94.5M, alongside a price-to-book ratio of 1.0x. Over the past year, BARK shares returned -49.9%, trailing the 16.8% return of the S&P 500 (SPY). Over a 5-year period, BARK returned -93.8% compared to an 83.0% gain for the benchmark index.
What analysts expect
Among Wall Street analysts, BARK has 2 StrongBuy ratings, 0 Buy, 0 Hold, 0 Sell, and 0 StrongSell ratings. The mean price target is $15.50, representing a target vs last close of 100.5% compared to its closing price of $7.73. For the current fiscal year ending March 31, 2027, consensus estimates project revenue of $335.4M and an EPS of -$1.37. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 9, 2026.
Key risks and what to watch
- Cash and short-term investments stood at $16.1M against total debt of $36.2M as of June 30, 2026.
- The stock exhibits high market volatility with a beta of 1.99 and a short interest of 10.5% of the float.
- Earnings remain negative, with TTM EPS at -$3.69 and projected current fiscal year EPS of -$1.37.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this BARK AI stock analysis
This page is an AI-written research summary of BARK, Inc. (BARK). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: BARK income statement, BARK balance sheet, BARK key metrics, BARK analyst forecast, BARK chart. See the BARK stock overview for the latest quote and news.
BARK AI stock analysis FAQ
When does BARK report earnings next?
BARK is scheduled to report its next earnings results on November 9, 2026.
Does BARK pay a dividend?
BARK does not currently pay a dividend, and capital returned to shareholders in FY2026 was limited to $1.8M in share buybacks.
What is BARK's debt and cash position?
As of June 30, 2026, BARK had $16.1M in cash and short-term investments, $36.2M in total debt, and a net debt position of $20.1M.
What are analysts' price targets for BARK?
The mean analyst price target for BARK is $15.50, which is 100.5% above its closing price of $7.73 on October 16, 2026.