Bonk, Inc. Provides 2026 Guidance: Forecasts Baseline of 100% Revenue Growth After Capital Restructuring and Asset Repositioning

Core Viewpoint - Bonk, Inc. projects a baseline of 100% year-over-year revenue growth for fiscal 2026, supported by a debt-free balance sheet and contributions from its digital asset infrastructure and beverage division [1][4]. Financial Guidance - The company has undergone a year-long transformation, including capital reorganization and elimination of legacy liabilities, to support sustainable and profitable expansion as it enters 2026 [2]. - The beverage division, specifically the Yerbaé brand, is expected to contribute approximately $4 million in revenue in 2026, transitioning from a cost center to a profitable business line [7]. Growth Drivers - The projected revenue growth does not fully account for potential exponential growth driven by changes in the U.S. legislative landscape [4]. - Bonk, Inc. holds a 51% revenue interest in BONK.fun, valued at around $30 million, which is expected to generate recurring cash flow through new product launches [7]. Corporate Strengths - The company has eliminated debt, which will lower interest expenses and enhance profitability as it enters 2026 [6]. - The enactment of the GENIUS Act in July 2025 is expected to drive institutional demand for digital assets, benefiting Bonk, Inc.'s treasury model [7]. - The advancement of the FIT21 Act is anticipated to provide regulatory clarity, unlocking institutional liquidity and enhancing transaction velocity [7]. Governance and Market Position - The Board has been refreshed with experienced directors to improve oversight and execution in decentralized finance and capital markets [7]. - Bonk, Inc. has a current market NAV of 1.85x, indicating a premium value assigned to its active revenue engines compared to passive holdings [7]. - The launch of a regulated BONK ETP on the SIX Swiss Exchange is expected to broaden institutional access and support NAV expansion in 2026 [7]. Capital Structure - A reverse stock split will align the share count with the reconstituted market capitalization, improving comparability for EPS metrics and institutional participation [8]. - The company will have approximately 5.3 million shares outstanding post-split, with no legacy debt, positioning it for deeper liquidity and institutional coverage [8].