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BARK

Bark | BARK | Long at $0.84BARK, Inc. NYSE:BARK is a dog-focused company offering subscription-based products like BarkBox and Super Chewer, delivering monthly toys, treats, and pet supplies. It operates in Direct-to-Consumer and Commerce segments, selling through its website, retail partners, and e-commerce platforms. While not overly bullish here, especially given the economic / recession-fear headwinds, I think this is one of those stocks that may have a future "pop" as interest rates are lowered, or news emerges of the company expanding to new retail partners. A few insiders have recently purchased shares (~$75k under $1.00) and others have been awarded options. The book value currently rests near $0.64. It may dip between that price at $0.50 in the near-term. However, that's just been the trajectory of SO many of these SPAC stocks... dip then pop or bust. Fundamentally, nothing to uproar over and this is a risky investment (Nasdaq delisting may occur). The positive is the debt-to-equity in 0.9x, which is pretty good for a small company. But 2026 is expected to be its worst earnings year. The future may look bright in 2027 and beyond, but can the company last? Time will tell. Thus, for a swing trade, NYSE:BARK is in a personal buy zone at $0.84 with a risk of further near-term decline between $0.50 and $0.64. Targets into 2027 $0.95 (+13.1%) $1.25 (+48.8%)
NYSE:BARKLong
by WorthlessViews
BARK a dog supply speciality stock Reverses LONGBARK is the stock of a relatively young company.It is now growing and has had positive earnings The chart shows a reversal from the prior downtrend which started with a double top in January. The order block indicator shows a base of buy order blocks forming the support. Upside is 45% to the resistance of the double top and the sell order blocks. The anchored VWAP shows that price was supported by the line of two standard deviations below VWAP in the deep undervalued zone. However, with the reversal, price is now targeting the VWAP itself which also could be an initial target for trade. Fundamentally, no matter whether a recession is impending, people will care for their dogs and sales should not suffer. If anything, people will seek value deals compared with brick-and-mortar sources. Not a coincidence but another dog-related stock WOOF is on an uptrend as well. As a penny stock, this is a risky long trade however I also see the reward potential. The call options for expiration on 5/19 are priced at about $10 per contract making them very affordable way to leverage the trade. see also the stock analyst report linked here stockanalysis.com
NYSE:BARKLong
by AwesomeAvani
Monthly Bark Box subscription service to go Public via SPACBARK is a leading global omni-channel brand for dogs. They distribute products that include treats, food and plush chew toys via a monthly subscription called Bark Box. Customers love their dogs and want to provide them healthy food and treats in a fun way. Many customers post box openings on social media as the dogs go crazy to find out what's inside. Northern Star Acquisition (STIC) is a special purpose acquisition company with $254m to deploy and another $2000 from PIPE investors. On December 17, STIC announced its intention to acquire BARK with the following details at an enterprise value of $1.6b. Ownership will be divided as: 1) BARK Equity (existing owners): 74.3% 2) PIPE Investors: 9.9% 3) SPAC Public Shares: 12.6% 4) SPAC Founder Shares: 3.2% BARK's unique product offering and data-centric innovation seems to be a winning formula in a community of owners that deeply care about their pets physical and mental health. A shout out to Jonah Lupton (@JonahLupton) for this pointer. He has a great newsletter you can find from his Twitter feed. Fundamentals Net revenue of $149m, $191m, $224m last three years (18,19,20) Estimated net revenue of $369m, $516m, $706m next three years (21,22,34) 60% gross margins and improving via high quality subscriptions 1.1m subscriptions Technicals Up 37.58% since acquisition announce 25m Class A shares outstanding, 20m in float $465.5m market cap (based on Class A) Question I'm not an expert on how the SPAC final merger works. But it seems that given SPAC Public Shares (25m Class A) represents 12.6% of enterprise value, the market is effectively valuing the merged company at $3.6b (465.5m / 12.6% = 3.6b). I'm curious from others what their view is on SPACs and whether you invest before merger or after merger. Looking at other completed acquisitions, you can find cases for both, but typically the price drops back to the $10 for the original issue. Anyway, looks like a great opportunity to put on the watch list.
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by drewby4321
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