Sustainable Footwear Launches And Distributor Shift Will Expand Future Presence

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).

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).

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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%.