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BKKT-WT Stock Analysis - Bakkt, Inc. AI Rating

BKKT-WT NYSE Finance Services CIK: 0001820302
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
92% Confidence

📊 BKKT-WT Key Takeaways

Revenue: $2.3B
Net Margin: -4.6%
Free Cash Flow: $-153.5M
Current Ratio: 2.19x
Debt/Equity: 0.00x
EPS: $-8.87
AI Rating: STRONG SELL with 92% confidence

Investment Thesis

Bakkt exhibits severe operational distress with massive losses despite extraordinary revenue growth, indicating the top-line expansion is not translating to profitability or positive cash generation. The company is burning substantial cash ($153.4M operating outflow) while maintaining only $27M in liquid assets, creating an unsustainable liquidity crisis within months at current burn rates. Negative returns on equity (-95.1%) and assets (-65.9%) demonstrate fundamental value destruction, making this a financially distressed entity regardless of market opportunity.

BKKT-WT Strengths

  • + Strong liquidity position with current ratio of 2.19x providing short-term operational flexibility
  • + Zero long-term debt eliminates refinancing and interest burden risks
  • + Exceptional revenue growth of 295,126.7% YoY indicates significant market traction and business scaling

BKKT-WT Risks

  • ! Operating cash flow of -$153.4M combined with only $27M cash creates critical liquidity failure within 2 months at current burn rate
  • ! Net losses of $107.2M with -4.6% net margin show the company's massive revenue growth generates no profitability
  • ! Deeply negative ROE (-95.1%) and ROA (-65.9%) indicate severe value destruction and inability to generate returns on capital deployed

Key Metrics to Watch

BKKT-WT Financial Metrics

Revenue
$2.3B
Net Income
$-107.2M
EPS (Diluted)
$-8.87
Free Cash Flow
$-153.5M
Total Assets
$162.8M
Cash Position
$27.0M

💡 AI Analyst Insight

Strong liquidity with a 2.19x current ratio provides a solid financial cushion.

BKKT-WT Profitability Ratios

Gross Margin N/A
Operating Margin -6.3%
Net Margin -4.6%
ROE -95.1%
ROA -65.9%
FCF Margin -6.6%

BKKT-WT vs Finance Sector

How Bakkt, Inc. compares to Finance sector averages

Net Margin
BKKT-WT -4.6%
vs
Sector Avg 25.0%
BKKT-WT Sector
ROE
BKKT-WT -95.1%
vs
Sector Avg 12.0%
BKKT-WT Sector
Current Ratio
BKKT-WT 2.2x
vs
Sector Avg 1.2x
BKKT-WT Sector
Debt/Equity
BKKT-WT 0.0x
vs
Sector Avg 2.0x
BKKT-WT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BKKT-WT Balance Sheet & Liquidity

Current Ratio
2.19x
Quick Ratio
2.19x
Debt/Equity
0.00x
Debt/Assets
30.7%
Interest Coverage
N/A
Long-term Debt
N/A

BKKT-WT 5-Year Financial Trend

BKKT-WT 5-year financial data: Year 2021: Revenue $28.5M, Net Income -$79.6M, EPS $-0.81. Year 2022: Revenue $54.6M, Net Income -$139.2M, EPS $-0.81. Year 2023: Revenue $780.1M, Net Income -$578.1M, EPS $-8.12. Year 2024: Revenue $3.5B, Net Income -$578.1M, EPS $-203.08. Year 2025: Revenue $3.4B, Net Income -$74.9M, EPS $-21.01.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Bakkt, Inc.'s revenue has grown significantly by 11,976% over the 5-year period, indicating strong business expansion. The most recent EPS of $-21.01 indicates the company is currently unprofitable.

BKKT-WT Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-6.6%
Free cash flow / Revenue

BKKT-WT Quarterly Performance

Quarterly financial performance data for Bakkt, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2025 $509.9M -$7.0M $-1.05
Q1 2025 $854.6M $7.7M $1.13
Q3 2024 $204.8M -$2.9M $-0.45
Q2 2024 $347.6M -$16.4M $-2.67
Q1 2024 $13.2M -$8.2M $-1.86
Q3 2023 $13.2M -$17.3M $-0.19
Q2 2023 $14.0M -$3.9M $-0.05
Q1 2023 $12.5M -$7.1M $-0.14

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BKKT-WT Capital Allocation

Operating Cash Flow
-$153.4M
Cash generated from operations
Stock Buybacks
$3.4M
Shares repurchased (TTM)
Capital Expenditures
$149.0K
Investment in assets
Dividends
None
No dividend program

BKKT-WT SEC Filings

Access official SEC EDGAR filings for Bakkt, Inc. (CIK: 0001820302)

📋 Recent SEC Filings

Date Form Document Action
Mar 19, 2026 10-K bakkt-20251231.htm View →
Mar 17, 2026 8-K bakkt-20260316.htm View →
Mar 2, 2026 8-K d42586d8k.htm View →
Feb 27, 2026 4 xslF345X05/ownership.xml View →
Jan 20, 2026 8-K d43240d8k.htm View →

Frequently Asked Questions about BKKT-WT

What is the AI rating for BKKT-WT?

Bakkt, Inc. (BKKT-WT) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BKKT-WT's key strengths?

Strong liquidity position with current ratio of 2.19x providing short-term operational flexibility. Zero long-term debt eliminates refinancing and interest burden risks.

What are the risks of investing in BKKT-WT?

Operating cash flow of -$153.4M combined with only $27M cash creates critical liquidity failure within 2 months at current burn rate. Net losses of $107.2M with -4.6% net margin show the company's massive revenue growth generates no profitability.

What is BKKT-WT's revenue and growth?

Bakkt, Inc. reported revenue of $2.3B.

Does BKKT-WT pay dividends?

Bakkt, Inc. does not currently pay dividends.

Where can I find BKKT-WT SEC filings?

Official SEC filings for Bakkt, Inc. (CIK: 0001820302) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BKKT-WT's EPS?

Bakkt, Inc. has a diluted EPS of $-8.87.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI