Smartbird, Inc. BIRD

2.32 (0.06) (2.52%) as of 25 Sep
Market cap
$28.1M
P/E
0.0×

Insider Decisions

Total sells 0.75
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — 2 — — 2 — — 3 — 1 3
Insider Ownership 27.33%

Capital & Financial Ratios

Market Cap 28.11
Revenue 145.43
Net Income (83.55)
Free Cash Flow (46.23)
Net Debt (29.71)
Current Ratio 3.70
Debt/Equity 0.36
P/E ratio 0.00
P/S ratio 0.15
P/B ratio 0.94
Past 5Y EPS Growth (42.65%)
This Y EPS Growth 37.06%
Next Y EPS Growth 26.56%
Next 5Y EPS Growth 27.04%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2026 0.00
0.31
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2018 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 130 67 27 38
Receivables 8 6 7 —
Inventory 58 44 39 —
Other — — — —
212 131 82 41
2023 2024 2025 Q'26
Payables 6 11 18 1
ST’ Debt — — — —
Other — — — —
49 44 41 11
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — (7.01%) (20.00%)
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 0.00% (51.60%)

Revenue

Mar Jun Sep Dec Year
’26 22 3 — — —
’25 32 40 33 87 152
’24 39 52 43 56 190
’23 54 70 57 72 254
’22 63 78 73 84 298
’21 50 68 63 97 277
’20 — 51 47 79 219
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (12) (11) — — —
’25 (28) (9) (15) (3) (55)
’24 (26) (16) (11) (11) (64)
’23 (21) 1 (5) (5) (30)
’22 (40) (24) (18) (8) (91)
’21 (24) 1 (23) (5) (51)
’20 — — (40) 5 (35)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (12) (14) — — —
’25 (29) (9) (16) (4) (58)
’24 (27) (17) (12) (12) (68)
’23 (24) (4) (7) (6) (41)
’22 (49) (32) (26) (15) (122)
’21 (28) (6) (29) (12) (75)
’20 — — (52) 3 (49)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (2.37) (1.79) — — —
’25 (2.73) (1.92) (2.49) (2.34) (9.47)
’24 (3.60) (2.40) (2.68) (3.23) (11.87)
’23 (4.60) (3.80) (4.20) (7.40) (20.20)
’22 (3.00) (4.00) (3.40) (3.40) (13.60)
’21 (5.02) (2.80) (5.00) (1.80) (13.00)
’20 — (0.02) (2.64) (0.06) (9.76)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — 251.20 42.80 12.80 6.54 3.86

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — 648.80 335.60 69.00 28.00 12.85
High Price
— — — — — 710 1,000 927 542 362
Employees
— — — 0 0 0 0 0 0 0
Revenue/Emp
— — — 194 219 277 298 254 190 152
Revenue
— — — 51.03% 51.41% 52.86% 43.53% 41.03% 42.72% 41.03%
Gross Margin
— — — (11) (30) (45) (100) (152) (91) (77)
EBT
— — — (5.60%) (13.67%) (16.06%) (33.63%) (59.88%) (48.19%) (50.43%)
EBT Margin
— 0 — (15) (26) (45) (101) (152) (93) (77)
Net Income
— — — 3 7 10 15 21 12 9
Depreciation
— — — 75.26 82.74 80.07 40.03 33.50 24.13 18.69
Revenue/Sh
— — — (5.64) (9.76) (13.00) (13.60) (20.20) (11.87) (9.47)
Earnings/Sh
— — — 0.02 (13.05) (14.67) (12.18) (3.98) (8.12) (6.75)
Cash Flow/Sh
— — — (5.10) (5.41) (6.98) (4.22) (1.43) (0.52) (0.39)
Capex/Sh
— — — (5.08) (18.46) (21.65) (16.40) (5.42) (8.64) (7.14)
Free CF/Sh
— — — 0.00 (9.62) 114.56 42.59 24.44 12.93 4.40
Book Value/Sh
— — — 3 3 3 7 8 8 8
Shares
— — — 0.00 0.00 0.00 0.00 0.00 0.00 0.00
PE Ratio
— — — 6.19 6.19 3.77 1.12 0.78 0.29 0.17
PS Ratio
— — — 0.00 0.00 2.63 1.05 1.06 0.54 0.93
PB Ratio
— — — 6.72 6.72 3.46 0.88 0.63 0.42 0.13
EV/Sales
— — — (28.84) (28.84) (12.80) (2.15) (3.88) (1.18) (0.41)
EV/FCF
— — — 0 (35) (51) (91) (30) (64) (55)
Op' Cash Flow
— — — (13) (14) (24) (31) (11) (4) (3)
Capex
— — — (13) (49) (75) (122) (41) (68) (58)
FCF
— — — 83 160 363 259 164 86 41
Working Cap'
— — — 102 204 — 96 — — 17
Total Debt
— — — 27 77 (289) (72) (130) (67) (9)
Net Debt
— — — 0 (26) 397 317 185 102 36
Sh' Equity
— — — 0.00% (21.19%) (12.39%) (21.32%) (39.34%) (37.21%) (51.82%)
ROA
— — — (20.64%) (35.13%) (18.95%) (25.56%) (172.93%) (174.44%) (187.92%)
ROIC
— — — 83.91% 149.37% (24.43%) (28.40%) (60.73%) (65.03%) (112.33%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Smartbird, Inc. (BIRD) key facts

  • Smartbird, Inc. (BIRD) is an Apparel Retail company in the Consumer Cyclical sector, listed on Nasdaq.
  • Smartbird, Inc. reported a net loss of $77.3 million, or a loss of $9.47 per share, for fiscal 2025.
  • As of September 25, 2026, BIRD traded at $2.32, a market capitalization of $28.1 million.
  • Trailing earnings are negative, so a P/E ratio is not meaningful; the stock trades at 0.1× sales.
  • Return on equity was −112.3% and debt-to-equity 0.36.

Source: company filings (standardised) and stockrow calculations.

Smartbird, Inc. (BIRD) Latest News

News by impact score

Fine-tune

28 Aug

4

Smartbird, Inc. (BIRD) executes AI pivot driven by FOMO, with outcomes varying sharply by execution and market timing. AI pivot is major strategic move likely to significantly alter company trajectory and investor sentiment.

19 Aug

3

Smartbird CEO Nadia Carlsten released a letter to shareholders. CEO shareholder letter can moderately shape investor views on strategy and outlook.

4 Aug

3

Allbirds new IP owner discloses initial details on the brand's footwear future, stating it excludes AI involvement. New IP ownership details on future plans may moderately shift Allbirds operations and investor views.

29 Jun

3

Smartbird, Inc. (BIRD) announced an unexpected strategic shift in its footwear operations. Unexpected change may affect product strategy and market positioning.

25 Jun

3

Allbirds officially changes its name and appoints a new CEO. Name change and new CEO signal strategic shifts with moderate potential to influence operations and investor views.

24 Jun

4

Allbirds Inc. completes strategic pivot after executing $43 million sale and securing $100 million in new funding. Major sale and $100 million raise represent significant capital events that strengthen balance sheet and enable pivot execution.

23 Jun

5

Smartbird, Inc. (BIRD), formerly Allbirds, is pivoting from a shoe brand to an AI infrastructure company. Complete business pivot from footwear to AI infrastructure fundamentally redefines the company's market position and long-term prospects.

19 Jun

3

Allbirds stock action exposes fresh vulnerabilities in AI-driven trading strategies, pressuring valuation and investor flows into the name amid broader market rotation. Allbirds results test AI-trade sentiment and may shift short-term flows without changing core operations or long-term trajectory.

18 Jun

5

Allbirds sells its IP and rebrands as Smartbird to pivot into AI infrastructure. Full IP sale plus total rebrand to AI infrastructure enacts a complete strategic overhaul that resets the company's entire market path.

4

Allbirds rebrands to Smartbird in AI pivot, triggering surge in BIRD stock. Rebranding plus AI pivot constitutes major strategic move that can significantly alter company trajectory and investor sentiment.

4

Allbirds rebrands to Smartbird and doubles down on AI pivot, igniting retail optimism and potential BIRD stock gains. Rebranding to Smartbird with AI pivot marks major strategic shift with potential to significantly alter company trajectory.

17 Jun

5

Allbirds pivots to AI company Smartbird, representing a major strategic shift expected to boost BIRD stock performance. Allbirds pivot to AI company Smartbird is a transformative move that redefines competitive position.

5

American Exchange Group partners with WSG Brands to acquire Allbirds. Allbirds acquisition by American Exchange Group and WSG Brands marks a total ownership change that will redefine the company's operations and trajectory.

4

Allbirds reclassifies as a technology company while American Exchange Group assumes control of its footwear business. Reclassification as tech company plus handover of core footwear operations marks major strategic pivot with direct effects on business model and investor view.

4

Allbirds appoints new CEO and changes name, driving immediate stock price gains. New CEO hire plus name change mark major strategic shifts with potential to alter company direction and lift investor sentiment.

4

Allbirds rebrands as Smartbird triggering 45% stock price surge. Rebrand to Smartbird produces immediate 45% share price jump with potential to reshape brand trajectory.

4

Allbirds rebrands as Smartbird in AI pivot and appoints Amazon alum as CEO. Rebrand to Smartbird, AI pivot and new CEO represent major strategic shifts that could significantly alter trajectory and investor sentiment.

4

Allbirds completes pivot to AI with stock surging 47%. Allbirds AI pivot constitutes major strategic move that can significantly alter company trajectory and investor sentiment.

4

Allbirds completes AI pivot and rebrands to Smartbird, pumping its stock again. AI pivot and rebranding constitute major strategic moves likely to significantly alter company trajectory and investor sentiment.

4

Allbirds rebranded to Smartbird and appointed an AWS executive as CEO, triggering a stock surge exceeding 30%. Rebranding plus new CEO appointment constitute major strategic moves with immediate large market reaction.

4

Allbirds rebrands to Smartbird and appoints AWS executive as CEO, driving stock surge above 50%. Rebrand plus external tech CEO appointment marks major strategic pivot expected to shift company trajectory and sentiment.

4

Allbirds abruptly pivots to AI, adopts new corporate name, and appoints new CEO. Abrupt AI pivot plus new name and CEO constitute major strategic overhaul with potential to reshape company trajectory.

4

Allbirds rebrands as Smartbird and appoints former AWS executive as CEO. Rebranding plus hiring experienced tech executive signals major strategic shift likely to alter company trajectory and investor sentiment.

4

Allbirds rebrands as Smartbird during AI pivot and appoints former AWS executive as CEO. Rebranding to Smartbird with AI pivot plus new AWS executive CEO marks major strategic shift that can alter company trajectory and investor sentiment.

4 May

4

Allbirds declares itself an AI company, leveraging artificial intelligence to disrupt the footwear industry and instill fear among competitors' investors. Allbirds' AI pivot signals a major strategic transformation with potential to significantly alter its market trajectory and competitive dynamics.

23 Apr

4

Allbirds dramatically pivots to AI amid questions on timeline for benefiting stock investors. Dramatic AI pivot signals major strategic shift with high potential to alter Allbirds' trajectory and investor sentiment.

22 Apr

4

Allbirds, Inc. (BIRD) is rebranding as 'NewBird AI' in a dramatic pivot from sustainable footwear to AI focus, sparking debate on its boldest strategic shift yet. Rebranding to NewBird AI constitutes a major strategic overhaul that could drastically alter Allbirds' trajectory and investor sentiment.

4

Allbirds reported dismal preliminary Q1 results, explaining stakeholder exodus from the struggling shoe business. Dismal Q1 results and stakeholder abandonment signal major setbacks to financial health and investor confidence.

21 Apr

5

Allbirds, Inc. (BIRD) exits the shoe business, pivots entirely to AI initiatives, and rebrands to NewBird. Exiting core shoe operations for AI pivot fundamentally redefines competitive position and long-term prospects.

20 Apr

4

Allbirds admits hype around sustainable footwear failed as sales plunge 28%, inventory balloons, full-year revenue guidance slashed to $255-270 million, 200 jobs cut, and shares crater 20%. Sales collapse, guidance cut, and layoffs threaten financial stability and competitive edge in apparel market.

stockrow.com/BIRD · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com