Allbirds, Inc.

Allbirds, Inc.

BIRD·NASDAQ

$6.22

-3.7%
TechnologySoftware - Infrastructure

Allbirds, Inc. manufactures and sells footwear and apparel products for men and women. It offers shoes, such as running shoes, everyday sneakers, high-tops, slip-ons, boat shoes, flats, weather repellent shoes, and sandals. The company's apparel products include activewear, tops, bottoms, dresses, sweaters, underwear, and socks. It sells its products through its retail stores in the United States and internationally, as well as online. Allbirds, Inc. was formerly known as Bozz, Inc. Allbirds, Inc. was incorporated in 2015 and is based in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$50.75M
EPS-9.4700
P/E Ratio-0.43
Earnings Date05/14/2026
bird

Allbirds, Inc. Street Expectations Map

BIRD · NASDAQ

Wall Street analysts project that BIRD stock may decline over the coming 12 months. The consensus 1-year price target stands at 3.50, with estimates ranging from a low of 1.00 to a high of 8.00.

Lowest Target
1.00
-83.92%
Consensus Target
3.50
-43.73%
Highest Target
8.00
28.62%

The consensus 1-year price target stands at 3.50, with estimates ranging from a low of 1.00 to a high of 8.00.

Analyst Consensus Analysis

Upside Potential

-43.7%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

200.0% spread

High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.34x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuation—requires deep sector expertise and contrarian mindset.

bird

Allbirds, Inc. Forward Estimates of Revenue

BIRD · NASDAQ
Latest Revenue
152.47M
FY 2025
Avg Estimate
125.00M
FY 2026
Estimate Range
125.00M - 125.00M
Analyst Spread

Forward Growth Analysis

Projected Growth-18.0%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

bird

Allbirds, Inc. Forward Estimates of Net Income

BIRD · NASDAQ
Latest Net Income
-77.28M
FY 2025
Avg Estimate
-43.32M
FY 2026
Estimate Range
-43.32M - -43.32M
Analyst Spread

Forward Growth Analysis

Projected Growth+43.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

bird

Allbirds, Inc. Forward Estimates of EPS

BIRD · NASDAQ
Latest EPS
-9.47
FY 2025
Avg Estimate
$-5.31
FY 2026
Estimate Range
$-5.31 - $-5.31
Analyst Spread

Forward Growth Analysis

Projected Growth+43.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

bird

Allbirds, Inc. Forward Estimates of EBIT

BIRD · NASDAQ
Latest EBIT
-75.82M
FY 2025
Avg Estimate
-48.60M
FY 2026
Estimate Range
-48.60M - -48.60M
Analyst Spread

Forward Growth Analysis

Projected Growth+35.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

bird

Allbirds, Inc. Forward Estimates of EBITDA

BIRD · NASDAQ
Latest EBITDA
-67.80M
FY 2025
Avg Estimate
-41.43M
FY 2026
Estimate Range
-41.43M - -41.43M
Analyst Spread

Forward Growth Analysis

Projected Growth+38.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

bird

Allbirds, Inc. Forward Estimates of SG&A Expense

BIRD · NASDAQ
Latest SG&A Expense
137.73M
FY 2025
Avg Estimate
102.73M
FY 2026
Estimate Range
102.73M - 102.73M
Analyst Spread

Forward Growth Analysis

Projected Growth-25.4%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

bird

Allbirds, Inc. Insider Positioning

BIRD · NASDAQ

During the last 12 months, insiders have sold $85K worth of BIRD shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

6.6K

17.80K

Net Activity

-18K

-$18K

6-9 Months

Bought

0

0.00

Sold

6.2K

30.28K

Net Activity

-30K

-$30K

9-12 Months

Bought

0

0.00

Sold

5.9K

37.29K

Net Activity

-37K

-$37K

Top Buyers

No buying activity

Top Sellers

1
VJ

Vernachio Joseph

Director, Officer: Chief Executive Officer

12.5K shares3 transactions

$57K

2
MA

Mitchell Ann

Officer: Chief Financial Officer

6.2K shares3 transactions

$29K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $85K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.