BIRD
Allbirds, Inc. NASDAQ Listed Nov 3, 2021$5.08
-7.89%
vs $5.51
Mkt Cap $42.3M
52w Low $2.15
13.2% of range
52w High $24.31
50d MA $5.54
200d MA $4.91
P/E (TTM)
—
EV/EBITDA
—
P/B
1.1x
Debt/Equity
1.1x
ROE
-215.2%
P/FCF
-0.8x
RSI (14)
64.70
ATR (14)
$0.73
Beta
1.86
50d MA
$5.54
200d MA
$4.91
Avg Volume
2.8M
Allbirds, Inc. is transitioning to an AI compute infrastructure business. The company plans to acquire high-performance GPU assets and provide dedicated AI compute capacity under long-term lease arrangements, with a long-term vision to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider. It has entered into a definitive agreement to sell its legacy footwear and apparel brand and assets to American Exchange Group and has executed a $50 million convertible financing facility to fund the transition. The company anticipates changing its name to "NewBird AI." Allbirds, Inc. was formerly known as Bozz, Inc. Allbirds, Inc. was incorporated in 2015 and is based in San Francisco, California.
730 Montgomery Street · San Francisco, CA 94111 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 14, 2026 | AMC | -2.31 | -2.39 | -3.2% | 4.51 | -4.0% | -2.2% | -8.8% | -0.2% | -0.5% | +4.3% | — |
| Mar 31, 2026 | AMC | -2.25 | -2.33 | -3.6% | 3.01 | -7.6% | -13.0% | +1.5% | -2.6% | -2.7% | -0.4% | — |
| Nov 6, 2025 | AMC | -2.64 | -2.49 | +5.7% | 7.61 | -11.4% | -21.2% | -0.2% | -0.7% | -0.5% | -6.4% | — |
| Aug 7, 2025 | AMC | -2.78 | -1.92 | +30.9% | 9.81 | -8.9% | -29.3% | -7.6% | +5.3% | +4.7% | -1.1% | — |
| May 8, 2025 | AMC | -3.85 | -2.73 | +29.1% | 5.41 | +1.7% | -3.0% | +3.4% | +2.2% | +20.7% | -3.0% | — |
| Mar 11, 2025 | AMC | -3.52 | -3.23 | +8.2% | 6.16 | +4.7% | -13.1% | -4.7% | +5.3% | -0.7% | -0.4% | — |
| Nov 6, 2024 | AMC | -3.13 | -2.68 | +14.4% | 11.14 | -8.7% | -21.7% | -8.8% | +0.5% | +0.6% | +3.4% | — |
| Aug 7, 2024 | AMC | -3.60 | -2.40 | +33.3% | 12.24 | -0.3% | +2.9% | -1.9% | +0.3% | +3.2% | +1.6% | — |
| May 8, 2024 | AMC | -4.20 | -3.60 | +14.3% | 12.40 | -1.5% | -3.9% | -4.4% | +20.2% | +7.3% | -2.2% | — |
| Mar 12, 2024 | AMC | -4.40 | -4.40 | +0.0% | 18.60 | -16.1% | -19.4% | +1.9% | -4.5% | -3.7% | -3.4% | — |
| Nov 8, 2023 | AMC | -4.20 | -4.20 | +0.0% | 19.00 | -13.7% | -24.2% | -6.9% | +0.0% | +13.9% | +6.6% | — |
| Aug 8, 2023 | AMC | -4.40 | -3.60 | +18.2% | 25.60 | +5.5% | +29.7% | -0.6% | -3.6% | -4.4% | -9.9% | — |
| May 9, 2023 | AMC | -5.00 | -4.20 | +16.0% | 27.20 | -0.7% | -8.1% | +4.8% | -3.1% | +1.6% | -4.7% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 11 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $6.94 | $7.08 | +2.0% | -7.6% | +5.3% | +4.7% | -1.1% | +0.6% |
| May 12 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $5.25 | $5.63 | +7.2% | +3.4% | +2.2% | +20.7% | -3.0% | +6.8% |
| Jan 21 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $6.95 | $7.06 | +1.6% | -2.0% | -4.3% | -2.5% | +1.4% | -4.2% |
| May 9 | Wedbush | Maintains | Neutral → Neutral | — | $12.40 | $12.22 | -1.5% | -3.9% | -4.4% | +20.2% | +7.3% | -2.2% |
| Mar 13 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $18.60 | $15.60 | -16.1% | -19.4% | +1.9% | -4.5% | -3.7% | -3.4% |
| Mar 13 | Wedbush | Maintains | Neutral → Neutral | — | $18.60 | $15.60 | -16.1% | -19.4% | +1.9% | -4.5% | -3.7% | -3.4% |
| Mar 13 | Piper Sandler | Maintains | Neutral → Neutral | — | $18.60 | $15.60 | -16.1% | -19.4% | +1.9% | -4.5% | -3.7% | -3.4% |
| Mar 6 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $17.60 | $18.10 | +2.8% | -0.3% | +1.9% | -2.2% | -5.0% | +12.0% |
| Dec 14 | Piper Sandler | Maintains | Neutral → Neutral | — | $22.20 | $22.60 | +1.8% | +0.9% | -0.9% | -5.4% | +5.7% | +0.0% |
| Nov 9 | Wedbush | Maintains | Neutral → Neutral | — | $19.00 | $16.40 | -13.7% | -24.2% | -6.9% | +0.0% | +13.9% | +6.6% |
| Nov 9 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $19.00 | $16.40 | -13.7% | -24.2% | -6.9% | +0.0% | +13.9% | +6.6% |
| Nov 9 | Piper Sandler | Maintains | Neutral → Neutral | — | $19.00 | $16.40 | -13.7% | -24.2% | -6.9% | +0.0% | +13.9% | +6.6% |
| Nov 2 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $16.16 | $16.58 | +2.6% | +12.6% | +2.9% | -0.6% | +1.8% | +0.3% |
| Sep 7 | Wedbush | Maintains | Neutral → Neutral | — | $25.60 | $25.20 | -1.6% | -1.6% | +1.6% | +3.9% | +6.0% | -4.3% |
| Sep 7 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $25.60 | $25.20 | -1.6% | -1.6% | +1.6% | +3.9% | +6.0% | -4.3% |
| Aug 3 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $27.80 | $27.80 | +0.0% | +4.3% | -4.8% | -2.9% | -4.5% | +29.7% |
| May 10 | Wedbush | Maintains | Neutral → Neutral | — | $27.20 | $27.00 | -0.7% | -8.1% | +4.8% | -3.1% | +1.6% | -4.7% |
| May 10 | Piper Sandler | Maintains | Neutral → Neutral | — | $27.20 | $27.00 | -0.7% | -8.1% | +4.8% | -3.1% | +1.6% | -4.7% |
| May 1 | Telsey Advisory Group | Upgrade | Market Perform → Outperform | — | $25.00 | $26.00 | +4.0% | +0.0% | -4.8% | +4.2% | -3.2% | +9.2% |
| Apr 24 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $26.00 | $25.20 | -3.1% | -7.7% | -2.5% | +0.0% | +6.8% | +0.0% |
| Mar 13 | TD Cowen | Downgrade | Outperform → Market Perform | — | $25.00 | $25.80 | +3.2% | -8.0% | -3.0% | -4.9% | +0.0% | +1.9% |
| Mar 10 | Baird | Downgrade | Outperform → Neutral | — | $47.20 | $35.20 | -25.4% | -47.0% | -8.0% | -3.0% | -4.9% | +0.0% |
| Mar 10 | Guggenheim | Downgrade | Buy → Neutral | — | $47.20 | $35.20 | -25.4% | -47.0% | -8.0% | -3.0% | -4.9% | +0.0% |
| Mar 10 | Telsey Advisory Group | Downgrade | Outperform → Perform | — | $47.20 | $35.20 | -25.4% | -47.0% | -8.0% | -3.0% | -4.9% | +0.0% |
| Mar 10 | Telsey Advisory Group | Downgrade | Outperform → Market Perform | — | $47.20 | $35.20 | -25.4% | -47.0% | -8.0% | -3.0% | -4.9% | +0.0% |
| Mar 7 | Telsey Advisory Group | Maintains | Outperform → Outperform | — | $57.20 | $57.00 | -0.3% | -8.7% | -1.9% | -7.8% | -47.0% | -8.0% |
| Mar 6 | Wedbush | Downgrade | Outperform → Neutral | — | $61.20 | $59.40 | -2.9% | -6.5% | -8.7% | -1.9% | -7.8% | -47.0% |
| Feb 7 | BTIG | Maintains | Neutral → Neutral | — | $61.00 | $60.40 | -1.0% | +1.6% | -6.8% | -1.7% | +0.4% | +0.4% |
| Jan 5 | Piper Sandler | Downgrade | Overweight → Neutral | — | $48.40 | $46.20 | -4.5% | -5.4% | +3.9% | -1.7% | +2.1% | +3.3% |
| Nov 22 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $55.20 | $55.00 | -0.4% | -1.8% | +3.0% | +1.4% | -7.8% | -1.1% |
| Nov 9 | Baird | Maintains | Outperform → Outperform | — | $56.00 | $59.80 | +6.8% | -10.4% | +5.2% | +7.2% | +1.1% | +4.2% |
| Nov 9 | Telsey Advisory Group | Maintains | Outperform → Outperform | — | $56.00 | $59.80 | +6.8% | -10.4% | +5.2% | +7.2% | +1.1% | +4.2% |
| Sep 2 | TD Cowen | Maintains | Outperform → Outperform | — | $80.00 | $79.60 | -0.5% | -2.5% | +0.5% | +3.6% | -0.5% | +2.7% |
| Aug 10 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $91.60 | $90.40 | -1.3% | +2.2% | +0.0% | +12.4% | -1.1% | +1.2% |
| Aug 9 | Piper Sandler | Maintains | Overweight → Overweight | — | $113.40 | $98.00 | -13.6% | -19.2% | +2.2% | +0.0% | +12.4% | -1.1% |
| Aug 2 | Telsey Advisory Group | Maintains | Outperform → Outperform | — | $100.60 | $99.60 | -1.0% | -4.4% | +1.2% | +1.8% | +6.3% | +7.6% |
| Jul 21 | KeyBanc Capital Markets | Maintains | Sector Weight → Equal Weight | — | $110.60 | $110.00 | -0.5% | -2.2% | -5.5% | +0.6% | -8.6% | +1.1% |
| May 11 | Telsey Advisory Group | Maintains | Outperform → Outperform | — | $90.40 | $80.00 | -11.5% | -11.7% | +4.8% | +1.7% | +6.6% | +8.8% |
| May 11 | Morgan Stanley | Maintains | Overweight → Overweight | — | $90.40 | $80.00 | -11.5% | -11.7% | +4.8% | +1.7% | +6.6% | +8.8% |
| May 6 | Telsey Advisory Group | Maintains | Outperform → Outperform | — | $108.80 | $108.60 | -0.2% | -3.5% | -6.1% | -8.3% | -11.7% | +4.8% |
| Apr 29 | Wedbush | Maintains | Outperform → Outperform | — | $101.60 | $103.40 | +1.8% | +0.0% | +9.4% | -1.8% | +9.9% | -9.3% |
| Mar 18 | Jefferies | Maintains | Hold → Hold | — | $131.40 | $131.60 | +0.2% | -4.1% | -2.4% | +0.7% | -0.2% | +0.0% |
| Feb 24 | JP Morgan | Maintains | Neutral → Neutral | — | $171.80 | $151.20 | -12.0% | -0.2% | -8.3% | +0.3% | -3.4% | -3.4% |
| Feb 24 | Piper Sandler | Maintains | Overweight → Overweight | — | $171.80 | $151.20 | -12.0% | -0.2% | -8.3% | +0.3% | -3.4% | -3.4% |
| Feb 18 | Telsey Advisory Group | Maintains | Outperform → Outperform | — | $195.40 | $196.60 | +0.6% | -6.9% | -5.8% | +0.2% | -0.2% | -8.3% |
| Jan 20 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $276.60 | $277.20 | +0.2% | -2.8% | -8.0% | +3.2% | -3.5% | +1.2% |
| Jan 6 | Morgan Stanley | Upgrade | Equal Weight → Overweight | — | $271.40 | $287.60 | +6.0% | +12.2% | -8.5% | +1.9% | +0.1% | -2.7% |
| Nov 29 | William Blair | Maintains | Outperform → Outperform | — | $395.00 | $405.20 | +2.6% | -4.7% | +2.2% | -16.5% | +0.1% | -11.7% |
| Nov 29 | TD Cowen | Maintains | Outperform → Outperform | — | $395.00 | $405.20 | +2.6% | -4.7% | +2.2% | -16.5% | +0.1% | -11.7% |
| Nov 29 | Stifel | Maintains | Buy → Buy | — | $395.00 | $405.20 | +2.6% | -4.7% | +2.2% | -16.5% | +0.1% | -11.7% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 2, 2026 | Vernachio JosephDir/Off | Chief Executive Officer | Sell | 3,359 | $4.47 | $15K | 82,210 | +0.73% | -4.07% |
| Jun 2, 2026 | Mitchell AnnOff | Chief Financial Officer | Sell | 1,587 | $4.52 | $7K | 76,188 | +0.73% | -4.07% |
8-K
Allbirds, Inc. -- 8-K Filing
Jun 17
8-K · 2.01
!!! Very High
Allbirds, Inc. -- 8-K 2.01: Acquisition Completed
Jun 15
8-K · 3.02
!! High
Allbirds, Inc. -- 8-K 3.02: Unregistered Securities Offering
Jun 10
8-K
Allbirds, Inc. -- 8-K Filing
Jun 4
8-K · 5.02
!!! Very High
Allbirds, Inc. -- 8-K 5.02: Executive Change
Co-founder Joseph Zwillinger resigned from Allbirds' board, though the departure reflects no operational disagreements, potentially signaling leadership transition without underlying conflict.
May 20
8-K
Allbirds, Inc. -- 8-K Filing
Allbirds entered into an amended and restated asset purchase agreement and filed a preliminary proxy statement, signaling shareholders will vote on a significant transaction.
Apr 24
8-K
Allbirds, Inc. -- 8-K Filing
Allbirds expects Q1 2026 financial results within previously guided ranges, indicating the company is on track with performance expectations.
Apr 21
8-K
Allbirds, Inc. -- 8-K Filing
Allbirds is leveraging convertible note proceeds to finance GPU server equipment purchases through a subsidiary, positioning the company to scale AI infrastructure capabilities.
Apr 20
8-K
Unknown — 8-K Filing
Major shareholders have committed to voting for management's asset sale proposal, significantly increasing the deal's likelihood of approval and potentially signaling a strategic pivot that could reshape Bird's business model.
Apr 15
8-K · 1.01
!! High
Unknown — 8-K 1.01: Material Agreement
Tbird has signed a material agreement with a purchaser company worth $2M, potentially expanding revenue streams and validating market demand for its products or services.
Mar 31
Institutional (13F) — Top 1
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Nbt Bank N A /ny | 2 | $6 | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 6
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | Ultra-Small Company Fund | 42,120 | $127K | Mar 2026 |
| 2 | Avantis Emerging Markets Equity ETF | 370,500 | $39K | Feb 2026 |
| 3 | Avantis Emerging Markets Equity Fund | 139,500 | $15K | Feb 2026 |
| 4 | Avantis U.S. Small Cap Equity ETF | 3,516 | $10K | Feb 2026 |
| 5 | Avantis Emerging Markets Small Cap Equity ETF | 58,700 | $6K | Feb 2026 |
| 6 | Avantis Responsible Emerging Markets Equity ETF | 36,200 | $4K | Feb 2026 |
Valuation
Market Cap
$42.3M
Enterprise Value
$51.1M
P/E (TTM)
—
Forward P/E
—
PEG Ratio
0.02x
P/B
1.15x
P/S
0.29x
P/FCF
-0.77x
EV/EBITDA
—
Shares Out
8.2M
Financials (TTM)
Revenue
$142.7M
Net Income
-$76.1M
EBITDA
-$64.9M
Free Cash Flow
-$58.2M
Op Cash Flow
-$55.1M
EPS Basic
$-9.47
EPS Diluted
$-9.15
EPS Forward
$-5.31
Gross Margin
37.1%
Op Margin
-51.0%
Net Margin
-53.4%
Balance Sheet
Total Assets
$109.4M
Total Liab.
$73.5M
Total Equity
$35.9M
Cash
$26.7M
LT Debt
$32.9M
Book Value/Sh
$4.40
Debt/Equity
1.10x
Current Ratio
2.02
Quick Ratio
1.06
Returns & Growth
ROE
-215.2%
ROA
-70.6%
ROIC
-99.5%
Rev Growth YoY
-19.7%
EPS Growth YoY
+20.2%
Price Returns
2W
-8.6%
1M
-36.6%
3M
+45.1%
6M
-18.6%
12M
-41.6%
Technicals
52W High
$24.31
52W Low
$2.15
50d MA
$5.54
200d MA
$4.91
RSI (14)
64.70
ATR (14)
$0.73
Beta
1.86
Avg Volume
2.8M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$3.50
High
$8.00
Low
$1.00
Median
$1.50
Data updated apr 24, 2026 9:43pm
· Source: financialmodelingprep.com