Narrative updates are currently in beta.

Back to narrative

Sustainable Footwear Launches And Distributor Shift Will Expand Future Presence

BIRD logo
BIRD
AnalystConsensusTarget
Not Invested
Published 11 Apr 2025

Update shared on10 Aug 2025

Fair value Increased 16%
Previous
AnalystConsensusTarget's Fair Value
US$11.00
36.0% undervalued intrinsic discount
15 Aug
US$7.04
Loading
1Y
-59.1%
7D
0.1%

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 company revised its FY2025 net revenue guidance downward to $165–$180 million (from $175–$195 million), reflecting a transition from direct sales to a distributor model in certain international markets and U.S. store closures; Q3 2025 revenue is expected between $33–$38 million (Key Developments, 2025-08-07).
  • Recent product launches include the 10th anniversary Wool Runner NZ and the new Tree Runner NZ, both modern updates to Allbirds’ popular core franchises, emphasizing comfort, sustainability, and design innovation (Key Developments, 2025-08-05, 2025-07-15).
  • Allbirds has signed multiple new distribution agreements in Eurasia, Central and South America, and Southern Europe, building on a strategic shift to expand international market penetration via third-party distributors (Key Developments, 2025-07-09, 2025-05-22).
  • The company was recently added to several Russell microcap and value indices including the Russell 3000E and Russell Microcap Value Benchmark Index, increasing its visibility among small-cap and value-oriented investors (Key Developments, 2025-06-30, 2025-06-28).

Valuation Changes


Summary of Valuation Changes for Allbirds

  • The Consensus Analyst Price Target has significantly risen from $9.50 to $11.00.
  • The Consensus Revenue Growth forecasts for Allbirds has significantly risen from 1.5% per annum to 4.0% per annum.
  • The Future P/E for Allbirds has significantly risen from 9.42x to 11.19x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.