Sustainable Footwear Launches And Distributor Shift Will Expand Future Presence

Published
11 Apr 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
US$11.00
36.0% undervalued intrinsic discount
15 Aug
US$7.04
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1Y
-56.7%
7D
3.4%

Author's Valuation

US$11.0

36.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on10 Aug 25
Fair value Increased 16%

Allbirds’ fair value has been revised upward to $11.00 per share, primarily reflecting improved analyst expectations for revenue growth and a higher future P/E multiple. What's in the News Allbirds announced a new $75M asset-based revolving credit facility with Second Avenue Capital Partners and a $50M At-the-Market equity program with TD Cowen to optimize working capital and enhance financial flexibility for growth (Periodicals, 2025-06-30).

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%.