Are BARK insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies BARK leadership and institutional positioning as: NET EXECUTIVE TRIMMING / PROFIT-TAKING.

Stock Ratings / Consumer Discretionary / BARK / insiders

NAAS (46) PEW (26) RENT (39) WSHP (46) ⌘ Pro Terminal →

BARK Inc. (Class A) (BARK) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$8.29 +3.63% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $8.33

BARK Inc. (Class A) (BARK) carries a Roarable Rating of E (Strong Sell) with 18/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (18/100 · E) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE E • RED ALERT Cap $72.3M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on BARK Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is BARK stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, BARK Inc. (Class A) (NYSE: BARK) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 18/100 at a spot price of $8.29 (+3.63% 1D, market cap $72.3M). Pillar breakdown: Fundamental Cash Engine 3/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 3/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 3/20. Across 1011 tracked Consumer Discretionary issuers, BARK ranks #998 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does BARK compare to NAAS and PEW in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Other Specialty Stores), BARK carries a Roarable E (18/100 RQD), trailing P/E of N/A, gross margin of 61.3%, and ROIC of -35.0%. By comparison, NAAS (NaaS Technology Inc.) holds a D grade (46/100 RQD, P/E N/A, ROIC —, cap $57.7M) and PEW (GrabAGun Digital Holdings Inc.) posts a E grade (26/100 RQD, P/E N/A, ROIC -35.0%, cap $57.3M). Among the 5-stock peer group, RENT leads on earnings multiple (4.4x) while BARK leads on capital efficiency (-35.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for BARK?

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Per BARK's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-03-31, CIK 0001819574), BARK Inc. (Class A) generated $394.8M in revenue (-18.5% YoY), -$39.0M in net income, and -$23.2M in free cash flow against $188.7M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $8.33 (+0.46%)🧬 Dilution Drag (+1.28% YoY Shares)⚙️ Cash Engine: 3/20 (E) • 0% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (18/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-12.2% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERRED ALERT • E

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw E · Rk E

Each axis scored 0–20

12M PRICE TARGET CONE-18% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BARK)Realized 20D OHLCV Swing Band: ±7.6%

Deterministic 5-Pillar Attribution (18/100 Composite)

🔍 WHY BARK SCORES 18/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+6/20 pts (33% of score)

FRED Regime × Technicals: 7% of 52W Range • RSI-14 at 46.4 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Whale & Options Positioning+5/20 pts (28% of score)

20D Institutional Volume Accumulation (±7.6% realized swing band)

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution4/20 pts (-16 pt drag)

Dilution Drag (+1.28% YoY Shares) & executive Form 4 sales trim 16 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade E$8.02-6.5% Next Q

Q2 (-2Q)

Grade E$7.50+9.3% Next Q

Q3 (-1Q)

Grade E$8.20+1.1% Next Q

Current

Grade E$8.29-12.2% Hist 90D α

Trajectory: E (15) → E (18)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a BARK Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While BARK currently carries a cautious 18/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($8.72) and Max Pain ($8.70) forces dealer call-delta covering toward $20.79.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Dilution Drag (+1.28% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $BARK• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “BARK Beats Next Quarter EPS Consensus (Dec 29, 2026) & Holds Above 200D SMA”

YES 18%NO 82%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

BARK Smart-Money Thermometer: NET EXECUTIVE TRIMMING / PROFIT-TAKING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (BARK)

No recent open-market Form 4 cluster sales or emergency dumps flagged on BARK. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring BARK)

✓Walkthrough of BARK's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

BARK // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -11.34%📐 HORIZONTAL RANGE

2026-11-03O $8.12H $8.29L $8.00C $8.29VOL 51.9K

RES: $12.10SUP: $7.20SMA50: $8.72SMA200: $10.84

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

BARK Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 BARK Butterfly Map → + Track BARK →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. -18.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on BARK today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for BARK. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for BARK today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BARK)

Consumer Discretionary Rank #998 of 1011 ⚔️ NAAS vs BARK Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (BARK vs. NAAS, PEW, RENT, WSHP)

Industry: Other Specialty Stores (42 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, BARK Inc. (Class A) (BARK) ranks #998 by composite RQD confidence (18/100, grade E) and #784 by equity capitalization ($72.3M). Within this direct 5-issuer industry benchmark cohort, RENT leads on earnings valuation at 4.4x trailing P/E, while BARK leads on capital efficiency and profitability with -35.0% ROIC and 61.3% gross margin. NAAS currently holds the highest overall quantitative score in the immediate peer group at 46/100 (D) compared with BARK at 18/100 (E).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
BARK ACTIVE BARK Inc. (Class A)	E	18/100	—	61.3%	-35.0%	+3.63%	$72.3M	Benchmark Subject
NAAS NaaS Technology Inc.	D	46/100	—	—	—	+3.83%	$57.7M	/naas-vs-bark →
PEW GrabAGun Digital Holdings Inc.	E	26/100	—	11.7%	-35.0%	-1.03%	$57.3M	/pew-vs-bark →
RENT Rent the Runway Inc. (Class A)	D-	39/100	4.4x	—	-35.0%	-8.49%	$91.8M	/rent-vs-bark →
WSHP WeShop Holdings Limited (Class A)	D	46/100	—	—	—	-0.85%	$56.7M	/wshp-vs-bark →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-03-31 • CIK 0001819574

In its most recent audited fiscal period (FY2025, filed 2026-03-31), BARK Inc. (Class A) (BARK) reported GAAP revenue of $394.8M (-18.5% vs. FY2024 revenue of $484.2M , and -19.5% cumulative change since FY2023) , GAAP net income of -$39.0M, operating cash flow of -$23.2M, and free cash flow of -$23.2M (-227.1% YoY). On the balance sheet, BARK closed FY2025 with $188.7M in total assets against $0 in total debt (Altman Z-Score: 0.20, Piotroski F-Score: 3/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-03-31	$394.8M	-$39.0M	-$23.2M	-$23.2M	$188.7M	—
FY2024 (FY)	2025-03-31	$484.2M	-$32.9M	-$7.1M	-$7.1M	$292.2M	$0
FY2023 (FY)	2024-03-31	$490.2M	-$37.0M	$6.1M	$6.1M	—	—

3. BARK Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is BARK stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does BARK compare to NAAS and PEW in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for BARK?

Where is BARK trading relative to its 50-day, 200-day, and 52-week technical levels?

BARK last traded at $8.29 (+3.63% on volume of 53,320 shares), positioning the stock -4.93% below its 50-day simple moving average ($8.72) and -23.52% below its 200-day simple moving average ($10.84). Across its 52-week range of $7.39 to $19.80, BARK sits at the 7.3% percentile with a 14-day RSI of 46.4 (NEUTRAL RANGE) and an implied next-earnings move of ±7.6% ($7.66 to $8.92).

Direct Sub-Reports: BARK RQD Cockpit BARK 12M Forecast BARK Earnings & Move BARK Dividends & DRIP BARK Insiders & 13F BARK Whale Options BARK Profit Sankey BARK News & Why

ROARABLE RATING BRIEF • RQD 18/100 (E) ✓ STAGE-C NUMBER FIREWALL VERIFIED

BARK — BARK Inc. (Class A): What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:45:30Z

1. Roarable Rating Brief: What This Means to a Prospective Investor

BARK scores 18 out of 100 with a letter grade of E, labeled "Roarable Strong Sell — Forensic Risk / Avoid." The five pillars are:

Fundamental Cash Engine: 2 / 20. ROIC is -35% and FCF yield is 0%. This pillar signals that the business is not currently generating returns on capital or free cash flow to shareholders.
Whale 13F Flow: 5 / 20. this pillar reflects institutional accumulation and options positioning. The score is low, indicating weak institutional support in the source data.
Insider Conviction: 3 / 20. this pillar reflects SEC Form 4 and Congressional PTR cluster flow. The score is low, indicating limited insider conviction signals.
Macro Regime Fit: 6 / 20. beta is 1.0 with a sector sensitivity profile. This is the highest-scoring pillar but still well below the midpoint.
Forensic Balance Sheet: 2 / 20. Altman Z is 0.2, Piotroski F is 3/9, and Debt/Equity is 0.5. These figures sit in the distress zone and weak range respectively, pointing to elevated forensic risk.

For a prospective investor evaluating the stock today, the combined picture is one of negative operating economics, weak institutional and insider signals, and a stressed balance sheet. Upside drivers in the source data are limited to the Macro Regime Fit pillar. Any evaluation should weigh the forensic flags heavily.

2. Business Model, Unit Margins & SEC Financial Trajectory

BARK Inc. (Class A) is a NYSE-listed issuer in the Consumer Discretionary sector and Other Specialty Stores industry. Its market capitalization is $0.1B. The company reported revenue of $394.8M in FY 2025. — for detailed product lines, customer segments, or specific monetization model.

Per the market data, gross margin is 61.3%, operating margin is -10.2%, and net margin is -9.9%. Per the market data, ROIC is -35%. The Altman Z-Score is 0.2, the Piotroski F-Score is 3/9, and Debt/Equity is 0.5. Revenue declined from $490.2M in FY 2023 to $394.8M in FY 2025 while losses persisted in each reported period.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case: Macro Regime Fit is the strongest RQD pillar at 6 / 20 with beta of 1.0, the only pillar scoring above the weakest tier. With Fundamental Cash Engine at 2/20 (ROIC -35.0%, FCF yield —) and Institutional Whale Flow at 5/20, sustained execution supports upside toward the top of the $7.39 – $19.80 52-week range.
🐻 Primary Bear Case: Negative ROIC of -35%, Altman Z of 0.2, and FCF declining from $6.1M to -$23.2M signal severe operating and forensic distress. Investors must weigh current valuation against -10.2% operating margins and a 1.00 macro beta if sector demand softens.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Sector is Consumer Discretionary and industry is Other Specialty Stores, but no sector correlation coefficients are provided. Second-order bottlenecks cannot be identified from the source data.

Key Question #1: What are the reported EPS and debt figures for FY 2024 and FY 2025, given that several financial fields are N/A?
Key Question #2: What are the cash burn trajectory and liquidity runway, given FCF was negative in FY 2024 and FY 2025 and cash declined from $115.3M to $21.7M?
Key Question #3: What drove the revenue decline from $490.2M to $394.8M across the reported periods?

BARK Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for BARK Inc. (Class A) (BARK) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to BARK Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 20h ago

BARK to Announce Fiscal Second Quarter 2027 Financial Results on November 5, 2026

Yahoo Finance report covering BARK Inc. (Class A) (BARK) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 23h ago

BARK Q2'26 Earnings: revenue estimate is 87.50M USD

TradingView report covering BARK Inc. (Class A) (BARK) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Moomoo • 1d ago

Black Spruce Exploration Inc (BARK) Latest Announcement & Press Release

Moomoo report covering BARK Inc. (Class A) (BARK) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

At $8.02 per share, Bark (BARK) withholds 156 shares for its revenue chief’s stock-award taxes.

Stock Titan report covering BARK Inc. (Class A) (BARK) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE The Globe and Mail • 1d ago

1 Oversold Stock Ready to Bounce Back and 2 That Underwhelm

The Globe and Mail report covering BARK Inc. (Class A) (BARK) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

BARK, Inc. (BARK) - What Are Brokerages Saying About This Stock?

MarketBeat report covering BARK Inc. (Class A) (BARK) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE RiverBender.com • 1d ago

Peachy Paws owner Amber Pogue discusses Godfrey dog care and free Bark or Treat event video

RiverBender.com report covering BARK Inc. (Class A) (BARK) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Parade Magazine • 1d ago

The Häagen-Dazs Holiday Flavor Fans Call ‘a 10/10’ Is Back With a Big Twist

Parade Magazine report covering BARK Inc. (Class A) (BARK) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

BARK Bull vs. Bear Conversation Board — What's Your Call at $8.29?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON BARK 🐻 33% BEARISH CONVICTION

CA CashFlowKing FCF Compounder Hunter 🐂 BULLISH 🎯 Target: $10.24 (+28.0%)

📌 Pinned Debate

Macro Regime Fit is the strongest RQD pillar at 6 / 20 with beta of 1.0, the only pillar scoring above the weakest tier.

Picked up a starter position in BARK in my $100K Virtual Cash book at $8.00. Macro Regime Fit is the strongest RQD pillar at 6 / 20 with beta of 1.0, the only pillar scoring above the weakest tier.. Trading inside a $7.39–$19.80 52-week range with 0.0% FCF yield gives solid downside support if Other Specialty Stores multiples expand this quarter.

EarningsSniper 🐂 BULL

Both sides have a point here — BARK's 2/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

BE BearTrap_Alert Cycle Peak Watcher 🐻 BEARISH 🎯 Target: $6.16 (-23.0%)

Spot @ $8.00

Negative ROIC of -35%, Altman Z of 0.2, and FCF declining from $6.1M to -$23.2M signal severe operating and forensic distress.

Fading this rally in BARK at $8.00. Negative ROIC of -35%, Altman Z of 0.2, and FCF declining from $6.1M to -$23.2M signal severe operating and forensic distress.. With a beta of 1.0 and the stock sitting at $8.00 (52-wk range $7.39–$19.80), the easy multiple expansion is already priced in.