BIRD — Allbirds Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Allbirds Inc

Allbirds, Inc. provides footwear and apparel products in the United States and internationally. The company offers a range of lifestyle products for men and women, as well as footwear and secondary apparel, such as classic tees, sweats, socks, and underwear. It sells its products through its e-commerce and third-party marketplace site, distributor and third-party retail partners, and physical retail channels. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$3.95
Market Cap$34.4M
Float5.8M
Shares Outstanding6.3M
Price/Sales (TTM)0.24
vs. Analyst Target+254.4% to analyst PT
Profit Margin-53.36%
Operating Margin (TTM)-88.33%
Revenue (TTM)$143M
Dividend RateNone
Analyst Target Price$14.00 (5 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $219M -$25.9M $113M -$22.6M
2021 $277M -$45.4M $147M -$34.4M
2022 $298M -$101M $130M -$81.5M
2023 $254M -$152M $104M -$97.8M
2024 $190M -$93.3M $81.1M -$81.6M
2025 $152M -$77.3M $54.6M -$67.8M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $39.7M -$15.5M
Sep 2025 $33.0M -$20.3M
Dec 2025 $22.3M -$20.7M
Mar 2026 $22.3M -$19.6M

Ownership & Float

Insider Ownership7.2%
Institutional Ownership35.5%
Short Float19.1%
% of All Funds Holding0.43%
Number of Funds Holding35

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$5.03Near-term / short-term trend
Weekly40-Week SMA$4.90Medium-term trend
Weekly80-Week SMA$6.17Cyclical trend (business cycle)
Weekly200-Week SMA$20.73Secular trend (multi-year)
Monthly10-Month SMA$5.05Near-term monthly trend
Monthly20-Month SMA$6.43Medium-term monthly trend
Monthly40-Month SMA$13.63Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$2.80 support 9.61x 0 months ago
$9.00 resistance 1.21x 5 months ago
$9.70 resistance 1.14x 8 months ago
$11.20 resistance 1.40x 17 months ago
$18.20 resistance 1.15x 25 months ago

Historical Earnings Reactions (19 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -5.76% -4.52% 26.32% 6.79% -25.42%
1 Day -11.40% -11.73% 15.79% 29.69% -47.03%
1 Week -10.07% -8.11% 36.84% 28.28% -54.24%
2 Weeks -12.73% -10.29% 26.32% 32.84% -50.85%
1 Month -12.27% -14.56% 22.22% 94.82% -47.88%

Next earnings: May 14, 2026

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.30% 44.3% 212
Tuesday -0.13% 46.0% 237
Wednesday 2.52% 47.9% 234
Thursday -0.55% 46.1% 228
Friday -1.18% 43.7% 231

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 35.5%

Insider Transactions — Smart Summary

Total insider ownership: 7.2%

Founder-led management: Tim Brown (Co-Chief Executive Officer and Director), Joey Zwillinger (Co-Chief Executive Officer and Director)

12-Month Insider Activity Summary

Total Filings8
Net Value-$132,472.342
Net Shares Change-25,284
% of Float-0.4%
C-Suite Filings8
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Vernachio Joseph Chief Executive Officer -$88,376.512 4 N/A
Mitchell Ann Chief Financial Officer -$44,095.831 4 N/A

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-03 Vernachio Joseph Chief Executive Officer -$11,872.294 Transaction at $2.69, now +46.8%
2026-03-03 Mitchell Ann Chief Financial Officer -$5,930.54 Transaction at $2.70, now +46.5%
2025-12-04 Vernachio Joseph Chief Executive Officer -$21,334.298 Transaction at $4.87, now -18.8%
2025-12-04 Mitchell Ann Chief Financial Officer -$8,948.211 Transaction at $4.87, now -18.9%
2025-09-04 Vernachio Joseph Chief Executive Officer -$23,352.42 Transaction at $6.37, now -38.0%
2025-09-04 Mitchell Ann Chief Financial Officer -$13,937.56 Transaction at $6.37, now -38.0%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Allbirds Inc (BIRD) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BIRD on Trend Edge →