Allbirds, Inc. (BIRD) AI Stock Analysis

Allbirds, Inc. specializes in the manufacturing and retail of footwear and apparel designed for both men and women. The company offers running shoes, everyday sneakers, high-tops, slip-ons, boat shoes, flats, weather-resistant shoes, and sandals. Its apparel line encompasses activewear, tops, bottoms, dresses, sweaters, underwear, and socks. Originally founded in 2015 as Bozz, Inc. and headquartered in San Francisco, California, Allbirds sells its products through a network of retail stores and an online platform. The brand integrates eco-friendly materials into its offerings to lower its carbon footprint while emphasizing simplicity, functionality, and comfort.

Allbirds generated $152.5M in revenue for FY2025, reflecting a decline of 19.7% following drops of 14.7% in FY2023 and 25.3% in FY2024. Over the 5-year period from FY2020 to FY2025, revenue posted a CAGR of -7.0%. Gross margin contracted from 52.9% in FY2021 to 35.8% in FY2025. Operating margin was -49.3% in FY2025, and net income was -$77.3M, or -$8.89 per share. For the trailing twelve months ended June 30, 2026, revenue stood at $155.2M with a profit margin of -49.6%. In the latest quarter ended June 30, 2026, quarterly revenue growth fell 93.1% year-over-year.

As of June 30, 2026, Allbirds held $37.4M in cash and short-term investments and $14.5M in total debt, resulting in net cash of $22.9M. Total assets were $46.1M against shareholders' equity of $22.5M, yielding a debt-to-equity ratio of 0.64 and a current ratio of 3.70. Operating cash flow in FY2025 was -$55.1M, and free cash flow was -$58.2M. Capital expenditures totaled $3.1M in FY2025, while share issuance brought in $119,000. Over five years, the company's share count increased by 61.7%.

Allbirds holds a market cap of $28.0M and an enterprise value of $4.7M. The stock trades at a price-to-sales multiple of 0.2x, below the 2.8x median of its US-listed Technology peers. Its enterprise value to revenue multiple sits at 0.0x, while its price-to-book ratio is 1.2x. Over the past year, the stock dropped 56.6%, trailing the S&P 500 (SPY) return of 16.8%. Year-to-date, shares have declined 33.8% to close at $2.38 on October 16, 2026, trading 27.8% below their 200-day moving average.

Wall Street coverage includes 1 Hold rating, with 0 Buy and 0 Sell recommendations. The mean price target is $14.00, compared to the last close of $2.38. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $30.6M and EPS of -$5.96, representing an EPS growth estimate of 32.9%. Revenue estimate for the next fiscal year is $0. Allbirds has beaten EPS estimates in each of the last 4 quarters, and its next earnings date is November 5, 2026.

This page is an AI-written research summary of Allbirds, Inc. (BIRD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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