Update shared on30 Jul 2025
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).
- The company filed a follow-on equity offering of $22.5 million via an At-the-Market program, further strengthening its financial flexibility (Key Developments, 2025-07-18).
- Allbirds is expanding globally, signing new distribution agreements for Eurasia (including the Balkans, Israel, Türkiye, and Central Asia), Central and South America, and Southern Europe, bringing global distributor partnerships to 16 companies (Key Developments, 2025-07-09 & 2025-05-22).
- The brand is innovating its product lineup by introducing the Tree Runner NZ, an upgraded, sustainability-focused version of its bestselling shoe, as part of its core franchise refresh strategy (Key Developments, 2025-07-15).
- Allbirds was recently added to multiple Russell Indexes, including the Russell 3000E, Russell Microcap, and Russell Value Benchmarks, enhancing its visibility among institutional investors (Key Developments, 2025-06-28/30).
Valuation Changes
Summary of Valuation Changes for Allbirds
- The Consensus Analyst Price Target has risen from $8.82 to $9.50.
- The Consensus Revenue Growth forecasts for Allbirds has significantly risen from 0.7% per annum to 1.5% per annum.
- The Net Profit Margin for Allbirds has significantly fallen from 6.77% to 5.57%.
Disclaimer
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