Distributor Shift And New Lineup Will Shape US Luxury Success

AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Published
11 Apr 25
Updated
30 Jul 25
AnalystConsensusTarget's Fair Value
US$9.50
0.2% undervalued intrinsic discount
30 Jul
US$9.48
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1Y
-18.6%
7D
-4.9%

Author's Valuation

US$9.5

0.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Jul 25
Fair value Increased 7.71%

The upward revision in Allbirds' analyst price target is primarily supported by improved consensus revenue growth forecasts, despite a weaker net profit margin outlook, resulting in an increased fair value from $8.82 to $9.50. What's in the News Allbirds announced a $50M At-The-Market (ATM) equity program and secured a new $75M asset-based revolving credit facility, replacing its earlier $50M facility, to optimize working capital and support long-term growth plans (Periodicals, 2025-06-30).

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 7.16%

AnalystConsensusTarget has decreased revenue growth from 1.5% to 0.7%, increased discount rate from 10.0% to 11.2% and increased shares outstanding growth rate from 0.0% to 0.0%.