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BIRD: Profit Margins Will Lead Sentiment Higher Amid Improved Outlook

Sustainable Footwear Launches And Distributor Shift Will Expand Future Presence

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BIRD
AnalystConsensusTarget
Not Invested
Published 11 Apr 2025

Update shared on 27 Nov 2025

Fair value Increased 27%
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Allbirds Analyst Price Target Raised Amid Improving Outlook

Analysts have raised their price target for Allbirds from $11.00 to $14.00 per share, citing improved profit margin forecasts and a slight adjustment to revenue growth expectations.

What's in the News

  • Allbirds updated its 2025 full-year guidance, lowering expected net revenue to a range of $161 million to $166 million, compared to prior guidance of $165 million to $180 million. (Company announcement)
  • The company provided new earnings guidance for Q4 2025, forecasting net revenue of $56 million to $61 million, with U.S. revenue projected at $47 million to $51 million and international revenue at $9 million to $10 million. (Company announcement)
  • Allbirds launched its first fully waterproof shoes made with Merino wool and PFAS-free materials. This expands the brand's commitment to sustainability and protection in wet weather. (Product announcement)
  • The new Wool Cruiser collection debuted in 19 colors, including exclusive shades curated with the Pantone Color Institute. This underscores a shift toward individual expression in footwear. (Product announcement)

Valuation Changes

  • Consensus Analyst Price Target has risen from $11 to $14 per share. This reflects improved sentiment regarding company outlook.
  • Discount Rate increased from 10.32% to 11.64%, indicating a slightly higher perceived risk or return requirement by the market.
  • Revenue Growth projection has fallen significantly from 3.57% to 1.86%. This suggests tempered expectations for sales expansion.
  • Net Profit Margin is up from 5.76% to 6.44%, highlighting anticipated improvements in profitability.
  • Future P/E ratio has risen from 10.83x to 14.25x, indicating higher valuation multiples being assigned to Allbirds’ expected earnings.

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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.