Allbirds (NASDAQ:BIRD) Announces Quarterly Earnings Results, Misses Expectations By $0.10 EPS

Allbirds (NASDAQ:BIRD) announced its quarterly earnings results on Tuesday. The company reported ($2.34) earnings per share for the quarter, missing analysts’ consensus estimates of ($2.24) by ($0.10), FiscalAI reports. Allbirds had a negative net margin of 51.90% and a negative return on equity of 108.35%. The company had revenue of $47.68 million during the quarter, compared to analysts’ expectations of $56.31 million.

Allbirds Stock Down 6.3%

BIRD stock opened at $2.98 on Tuesday. The company has a market cap of $24.47 million, a price-to-earnings ratio of -0.29 and a beta of 1.99. The company has a fifty day moving average price of $3.30 and a 200 day moving average price of $4.72. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.37 and a quick ratio of 1.10. Allbirds has a 12 month low of $2.40 and a 12 month high of $12.85.

Wall Street Analyst Weigh In

BIRD has been the topic of a number of research analyst reports. Maxim Group cut Allbirds from a “buy” rating to a “hold” rating in a research report on Wednesday, February 4th. Weiss Ratings reissued a “sell (d-)” rating on shares of Allbirds in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average price target of $11.00.

Allbirds News Summary

Here are the key news stories impacting Allbirds this week:

• Positive Sentiment: Board-approved sale could return cash to holders — Allbirds’ board (including an independent special committee) unanimously approved an asset sale to American Exchange Group and the company says net proceeds will be distributed to stockholders in Q3 2026, providing a potential cash recovery for investors. Read More.
• Positive Sentiment: Independent committee & unanimous board vote lower odds of related-party conflict — the deal was negotiated by a special committee of independent directors and received unanimous board approval, which may reduce regulatory/transactional pushback risk. Read More.
• Neutral Sentiment: Buyer to acquire intellectual property and certain liabilities for ~$39M — the transaction covers Allbirds’ IP and other assets/liabilities and remains subject to purchase-price adjustments and stockholder approval; timing: proxy expected by April 24 and close in Q2 2026. Read More.
• Negative Sentiment: Sale price is a heavy write-down versus prior value — $39M purchase price is roughly one‑tenth of what Allbirds raised in its IPO and a tiny fraction of its prior peak market value, signaling severe shareholder value impairment. Read More.
• Negative Sentiment: Quarterly results missed expectations — Allbirds reported EPS of ($2.34) vs. consensus ($2.24) and revenue $47.7M vs. $56.3M expected, underscoring weak demand and continued losses that likely pressured sentiment. Read More.
• Negative Sentiment: Shareholder investigation announced — Halper Sadeh LLC is probing whether the sale delivers a fair price to shareholders, which could lead to litigation or delays and add uncertainty to the wind-down timetable. Read More.
• Negative Sentiment: Company will dissolve and canceled earnings call — Allbirds will seek shareholder approval for dissolution, will not hold its scheduled earnings call, and intends to file proxy/10‑K filings prior to the vote, increasing execution and timing risk for distributions. Read More.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of BIRD. PDT Partners LLC raised its holdings in shares of Allbirds by 30.0% in the second quarter. PDT Partners LLC now owns 15,344 shares of the company’s stock valued at $163,000 after buying an additional 3,545 shares during the last quarter. Susquehanna International Group LLP purchased a new position in shares of Allbirds during the third quarter worth about $59,000. Bridgeway Capital Management LLC increased its position in Allbirds by 46.6% in the 4th quarter. Bridgeway Capital Management LLC now owns 34,931 shares of the company’s stock valued at $143,000 after acquiring an additional 11,100 shares during the period. Vanguard Group Inc. increased its position in Allbirds by 4.9% in the 3rd quarter. Vanguard Group Inc. now owns 243,983 shares of the company’s stock valued at $1,383,000 after acquiring an additional 11,459 shares during the period. Finally, Jane Street Group LLC purchased a new stake in Allbirds during the 4th quarter valued at approximately $54,000. 44.07% of the stock is currently owned by institutional investors and hedge funds.

About Allbirds

Allbirds, Inc is a sustainable lifestyle company specializing in environmentally friendly footwear and apparel. The company’s core business centers on designing, manufacturing, and selling shoes that leverage natural and recycled materials to minimize ecological impact. Allbirds’ product portfolio includes lifestyle sneakers, running shoes, and casual slip-ons, all engineered for comfort, durability, and low carbon footprint.

The company’s signature offerings include the Wool Runner series, crafted from New Zealand merino wool, and the Tree line, which uses eucalyptus fiber.