Bonk Stock Price, News & Analysis

Bonk, Inc. (Nasdaq:BNKK) reported a strong start to 2026 with >$1.5 million in revenue from the BONK.fun platform in the first 11 days of January, averaging about $136,000 per day and exceeding its internal daily target by 36%. The company said it holds approximately $29 million in liquid assets (about $4 million cash and $25 million in BONK digital assets) and is currently pacing to generate over $18 million a year in cash flow assuming similar results continue. Bonk noted BONK token appreciation from ~$0.000008 to ~$0.000013, which it says expands treasury NAV, and highlighted a perceived valuation gap between its stock price and sum-of-parts asset value.

Bonk, Inc (NASDAQ:BNKK) announced that board member and co-founder Mitchell Rudy purchased 13,142 shares of common stock in an open-market transaction at the close of Q4 on January 9, 2026. The company said this purchase reflects insider confidence in its strategic "revenue-to-treasury" pivot as it enters 2026.

The release highlights recent company moves: a majority revenue interest acquisition in BONK.fun, a streamlined capital structure, and a $1 million transfer of operational cash and assets onto the balance sheet. Management frames the purchase as alignment between leadership and shareholders ahead of 2026.

Bonk, Inc. (Nasdaq: BNKK) announced a $1 million tactical injection into its Q4 2025 balance sheet completed before year-end.

The transfer comprised $500,000 cash to provide non-dilutive liquidity and $500,000 in BONK digital assets added to the company treasury, advancing its stated goal to accumulate 5% of circulating supply using operational profits.

Management framed the move as the first realized distribution after acquiring a majority interest in BONK.fun and said the transaction validates the company’s “revenue-to-treasury” model by converting platform yield into on‑book assets.

Bonk, Inc. (Nasdaq:BNKK) announced it has regained compliance with Nasdaq Listing Rule 5550(a)(2) after its common stock maintained a minimum closing bid of $1.00 for at least 10 consecutive business days.

Nasdaq confirmed compliance for the period December 11, 2025 to December 24, 2025, and considers the matter closed, securing the company's continued listing on The Nasdaq Capital Market. Management cites a strategic capital restructuring, a debt-free balance sheet, and digital asset revenue generating cash flow as the basis for renewed focus on execution and growth in 2026.

Bonk, Inc. (Nasdaq:BNKK) reported that platform revenue on BONK.fun more than doubled month-over-month to $1.36 million during the first half of December 2025, citing DefiLlama verification.

The company highlighted that Dec 8–14 generated over $900,000, outpacing the entire first two weeks of November (~$519,000), and described the inflow as high-margin, digital-native revenue available for treasury deployment. Bonk, Inc. said it holds a 51% interest in the fee pool, creating immediate cash flow and potential NAV support for its BONK treasury holdings.

Management framed the surge as a leading indicator for broader BONK ecosystem momentum and said the company is positioned to convert this revenue into long-term shareholder value.

Bonk, Inc. (NASDAQ:BNKK) announced it acquired a 51% revenue interest in BONK.fun in November, weeks before the platform generated $1.36 million in 14 days.

Based on those two weeks, the note annualizes platform revenue to an ARR of ~$35.6 million, which exceeds the transaction's implied asset valuation of ~$30 million, implying a price-to-sales below 1.0x. Management says the purchase captured the majority of near-term economic upside for shareholders and accelerated realized yield from the asset.

Bonk, Inc. (Nasdaq:BNKK) reported preliminary performance from its BONK.fun platform showing a sharp breakout in early December 2025. Total revenue for Dec 1–14 reached approximately $1.36 million, up from about $519,000 in the first two weeks of November (+162%). Daily revenue velocity accelerated roughly 700%, with mid‑December peaks above $178,000 and a trailing‑week daily floor near $80,000. As the holder of a 51% revenue interest, Bonk says the surge should materially impact Q4 results and accelerate its treasury accumulation strategy.

Bonk, Inc. (NASDAQ:BNKK) reaffirmed a capital allocation policy on December 11, 2025 to deploy net cash flow from its digital asset operations directly into open‑market accumulation of BONK digital assets, targeting ownership of 5% of total circulating supply. The company said available capital from its 51% majority interest in BONK.fun (implied asset value ~$30 million) will fund systematic purchases.

Separately, revenue from the Yerbaé beverage division will be reinvested into that business for marketing, inventory, and expansion. Management noted a recent strategic reverse stock split as a structural step preparing the company to execute the accumulation mandate in 2026.

Bonk, Inc. (NASDAQ:BNKK) provided 2026 guidance with a baseline of 100% year-over-year revenue growth following a year of capital restructuring and asset repositioning. The company holds a 51% revenue interest in BONK.fun, an asset with an implied total value of approximately $30 million, and expects the Yerbaé beverage brand to contribute roughly $4 million in 2026. Bonk enters 2026 debt-free, reports an mNAV of 1.85x, and completed a 1-for-35 reverse stock split effective December 11, 2025, leaving an estimated 5.3 million shares outstanding. Management cited recent legislation (GENIUS Act July 2025) and regulatory progress (FIT21) as potential institutional demand drivers and noted a regulated BONK ETP launched on the SIX Swiss Exchange to broaden institutional access.