Allbirds (BIRD)

• Market cap: $85.6M
• 1 day: 1.34%
• 5 days: 4.73%
• 1 month: 43.13%
• 3 months: 77.89%
• 6 months: 47.91%
• Year to date: 59.46%
• 1 year: 5.67%
• 5 years: -98.16%
• 10 years: -98.16%
• Sector: Consumer Discretionary
• Industry: Apparel Retail

About: Allbirds Inc is a lifestyle brand that innovates with naturally derived materials to make footwear and apparel products in a better way, while treading lighter on the planet. Its primary source of revenue is from sales of shoes and apparel products. The majority of the revenue is derived from United States.

Employees: 542

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0.57% less ownership

Funds ownership: 26.11% [Q4 2024] → 25.54% (-0.57%) [Q1 2025]

8% less capital invested

Capital invested by funds: $9.81M [Q4 2024] → $8.98M (-$826K) [Q1 2025]

17% less funds holding

Funds holding: 53 [Q4 2024] → 44 (-9) [Q1 2025]

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5 53% downside
• Avg. target: $9.50 11% downside
• High target: $14 32% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Morgan Stanley Alexandra Steiger	53% downside $5	Equal-Weight Maintained	12 May 2025
Maxim Group Thomas Forte	32% upside $14	Buy Initiated	11 Apr 2025