BIRD

Allbirds, Inc.

Nasdaq · Apparel & Other Finishd Prods of Fabrics & Similar Matl · Inc. DE · CIK 0001653909
$3.66 -5.67% $32.2M
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)
Vol
Market Cap$32.2M
Cap SizeNano Cap
Inst. Holders17 funds
Inst. Value$3.5M
Inst. Activity0 buys / 2 sells
Insider Activity0B / 3S
Insider Net $-$28.1K
Reddit Sentiment59° Warm
SEC Reports5
Press Releases3
Exchange Nasdaq·Sector Apparel & Other Finishd Prods of Fabrics & Similar Matl·Inc. DE·CIK 0001653909·Prev Close $3.88

Recent Activity

Jun 11, 2026 SEC
Allbirds filed a 424B5 prospectus supplement to increase its ATM offering by up to $48.1 million in Class A common stock
424B5 — Impact 8/10
Jun 2, 2026 Insider
Vernachio Joseph sold 3,359 shares
Chief Executive Officer @ $4.47 ($15.0K)
Jun 2, 2026 Insider
Mitchell Ann sold 1,587 shares
Chief Financial Officer @ $4.52 ($7.2K)
May 28, 2026 SEC
Allbirds amended its credit agreement with Second Avenue Capital Partners, reducing revolving commitments from $50M to $
8-K — Impact 7/10
May 12, 2026 earnings_calendar
BIRD Q1 2026 Earnings Scheduled — 2026-05-12
May 8, 2026 SEC
Allbirds is selling its footwear business assets (including the Allbirds brand and IP) to Allbirds IP LLC for $39M, then
DEFM14A — Impact 8/10
Mar 3, 2026 Insider
Mitchell Ann sold 2,200 shares
Chief Financial Officer @ $2.70 ($5.9K)
Inst.
MORGAN STANLEY — TRIM
3,467 shares ($10.4K)

Analyst Ratings

Historical distribution0% buy · 6 analysts · last covering-analyst action Aug 2025
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Aug 11, 2025 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 12, 2025 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Apr 11, 2025 Maxim Group INITIATE Buy
Jan 21, 2025 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 9, 2024 Wedbush MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current FY $-5.31 ▲ +23.5% $-5.31 — $-5.31 40% YoY 1

Top Institutional Holders

FundValueMove
FMR LLC$2.5M
VANGUARD CAPITAL MANAGEMENT LLC$627.3K
BlackRock, Inc.$225.7K
VANGUARD FIDUCIARY TRUST CO$85.8K
STATE STREET CORP$59.3K

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Vernachio JosephSELL$15.0K
Jun 2, 2026Mitchell AnnSELL$7.2K
Mar 3, 2026Mitchell AnnSELL$5.9K

Reddit Sentiment

59°
Warm
Bearish Neutral Bullish
33 mentions 11 bullish 4 bearish
17 institutional holders with $3.5M total value (1,169,143 shares) as of 2026-Q1. Top holders: FMR, VANGUARD, BlackRock,. Net selling activity: 2 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC824,863$2.5M70.6%
2VANGUARD CAPITAL MANAGEMENT LLC208,419$627.3K17.8%
3BlackRock, Inc.74,977$225.7K6.4%
4VANGUARD FIDUCIARY TRUST CO28,500$85.8K2.4%
5STATE STREET CORP19,714$59.3K1.7%
6Rockefeller Capital Management L.P.4,039$12.2K0.3%
7MORGAN STANLEY3,467$10.4K0.3%TRIM -41.2%
8ROYAL BANK OF CANADA2,723$8.0K0.2%TRIM -38.8%
9Vanguard Global Advisers, LLC1,780$5.4K0.2%
10GROUP ONE TRADING LLC299$900.000.0%TRIM -45.8%
11RHUMBLINE ADVISERS146$439.000.0%
12CWM, LLC75$226.000.0%
13WELLS FARGO & COMPANY/MN75$226.000.0%TRIM -58.3%
14NATIONAL BANK OF CANADA /FI/41$123.000.0%
15JONES FINANCIAL COMPANIES LLLP20$64.000.0%
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4$12.000.0%
17CITIGROUP INC1$3.000.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM5,8953,467-41.2%$10.4K2026-Q1
GROUP ONE TRADING LLCTRIM552299-45.8%$900.002026-Q1
MORGAN STANLEYADD4,3235,895+36.4%$24.2K2025-Q4
UBS Group AGADD5,5998,374+49.6%$47.5K2025-Q3
GROUP ONE TRADING LLCTRIM813552-32.1%$3.1K2025-Q3
WELLS FARGO & COMPANY/MNTRIM18075-58.3%$425.002025-Q3
BANK OF AMERICA CORP /DE/TRIM9244-52.2%$249.002025-Q3
UBS Group AGTRIM10,0255,599-44.1%$59.5K2025-Q2
GROUP ONE TRADING LLCTRIM1,238813-34.3%$8.6K2025-Q2
WELLS FARGO & COMPANY/MNTRIM280180-35.7%$1.9K2025-Q2
Invesco Ltd.TRIM17,88213,315-25.5%$85.7K2025-Q1
UBS Group AGTRIM15,69510,025-36.1%$64.6K2025-Q1
MORGAN STANLEYADD4,3425,609+29.2%$36.1K2025-Q1
ROYAL BANK OF CANADATRIM4,5172,765-38.8%$18.0K2025-Q1
WELLS FARGO & COMPANY/MNADD175280+60.0%$1.8K2025-Q1
BANK OF AMERICA CORP /DE/ADD4589+97.8%$573.002025-Q1
Allworth Financial LPNEAR_EXIT9,36827-99.7%$143.002025-Q1
UBS Group AGDOUBLED10715,695+14568.2%$109.4K2024-Q4
MORGAN STANLEYADD3,1264,342+38.9%$30.3K2024-Q4
2 unique insiders with 3 transactions. Net insider value: -$28.1K ($0.00 bought, $28.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Vernachio JosephChief Executive OfficerSELL3,359$4.47$15.0K
Jun 2, 2026Mitchell AnnChief Financial OfficerSELL1,587$4.52$7.2K
Mar 3, 2026Mitchell AnnChief Financial OfficerSELL2,200$2.70$5.9K
Historical analyst distribution (last covering-analyst action Aug 2025): 0% buy across 6 analysts — 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell. No current recommendation available.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.00 $0.00 $0.00 $0.0B -25.7%
Next Q
2026-09-30
$0.00 $0.00 $0.00 $0.0B -19.4%
Current FY
2026-12-31
$-5.31 $-5.31 $-5.31 40.2% +23.5% 1↑ 0↓ $0.1B -18.0% 1
Next FY
2027-12-31
$0.00 $0.00 $0.00 $0.0B
15 analyst firms have rated this stock: 2 upgrades, 7 downgrades, 8 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Aug 11, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 12, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 11, 2025 Maxim Group INITIATE Buy
Jan 21, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 9, 2024 Wedbush MAINTAIN Neutral Neutral
Mar 13, 2024 Wedbush MAINTAIN Neutral Neutral
Mar 13, 2024 Piper Sandler MAINTAIN Neutral Neutral
Mar 13, 2024 Telsey Advisory Group REITERATE Market Perform Market Perform
Mar 6, 2024 Telsey Advisory Group REITERATE Market Perform Market Perform
Dec 14, 2023 Piper Sandler MAINTAIN Neutral Neutral
Nov 9, 2023 Piper Sandler MAINTAIN Neutral Neutral
Nov 9, 2023 Wedbush MAINTAIN Neutral Neutral
Nov 9, 2023 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Nov 2, 2023 Telsey Advisory Group REITERATE Market Perform Market Perform
Sep 7, 2023 Wedbush REITERATE Neutral Neutral
Sep 7, 2023 Telsey Advisory Group REITERATE Market Perform Market Perform
Aug 3, 2023 Telsey Advisory Group REITERATE Market Perform Market Perform
May 10, 2023 Wedbush REITERATE Neutral
May 10, 2023 Piper Sandler MAINTAIN Neutral
May 1, 2023 Telsey Advisory Group UPGRADE Market Perform Outperform
Apr 24, 2023 Morgan Stanley MAINTAIN Equal-Weight
Mar 13, 2023 TD Cowen DOWNGRADE Outperform Market Perform
Mar 10, 2023 Guggenheim DOWNGRADE Buy Neutral
Mar 10, 2023 Baird DOWNGRADE Outperform Neutral
Mar 10, 2023 Telsey Advisory Group DOWNGRADE Outperform Market Perform
Mar 7, 2023 Telsey Advisory Group MAINTAIN Outperform
Mar 6, 2023 Wedbush DOWNGRADE Outperform Neutral
Feb 7, 2023 BTIG INITIATE Neutral
Jan 5, 2023 Piper Sandler DOWNGRADE Overweight Neutral
Nov 22, 2022 Morgan Stanley MAINTAIN Equal-Weight
Nov 9, 2022 Baird MAINTAIN Outperform
Nov 9, 2022 Telsey Advisory Group MAINTAIN Outperform
Sep 2, 2022 Cowen & Co. MAINTAIN Outperform
Aug 10, 2022 Morgan Stanley DOWNGRADE Overweight Equal-Weight
Aug 9, 2022 Piper Sandler MAINTAIN Overweight
Aug 2, 2022 Telsey Advisory Group MAINTAIN Outperform
Jul 21, 2022 Keybanc INITIATE Sector Weight
May 11, 2022 Morgan Stanley MAINTAIN Overweight
May 11, 2022 Telsey Advisory Group MAINTAIN Outperform
May 6, 2022 Telsey Advisory Group MAINTAIN Outperform
Apr 29, 2022 Wedbush INITIATE Outperform
Mar 18, 2022 Jefferies INITIATE Hold
Feb 24, 2022 Piper Sandler MAINTAIN Overweight
Feb 24, 2022 JP Morgan MAINTAIN Neutral
Feb 18, 2022 Telsey Advisory Group MAINTAIN Outperform
Jan 20, 2022 Keybanc MAINTAIN Overweight
Jan 6, 2022 Morgan Stanley UPGRADE Equal-Weight Overweight
Nov 29, 2021 William Blair INITIATE Outperform
Nov 29, 2021 Guggenheim INITIATE Buy
Nov 29, 2021 Stifel INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026003120%
May 1, 2026003120%
Apr 1, 2026004120%
Mar 1, 2026004120%
Feb 1, 20262420075%
Jan 1, 20262420075%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

59°
Warm
Bearish Neutral Bullish
33 mentions 11 bullish 4 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 28, 2026140° Cool011
May 28, 2026140° Cool011
May 18, 2026150° Neutral001
May 18, 2026150° Neutral001
May 2, 2026150° Neutral001
May 2, 2026150° Neutral001
Apr 24, 2026150° Neutral001
Apr 24, 2026150° Neutral001
Apr 22, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 20, 2026250° Neutral002
Apr 20, 2026160° Warm101
Apr 20, 2026160° Warm101
Apr 19, 2026150° Neutral001
Apr 18, 2026150° Neutral001
Apr 18, 2026150° Neutral001
Apr 18, 2026150° Neutral001
Apr 17, 2026150° Neutral001
Apr 16, 2026140° Cool011
Apr 16, 2026140° Cool011
Apr 16, 2026160° Warm101
Apr 16, 2026150° Neutral001
Apr 16, 2026267° Warm202
Apr 16, 2026267° Warm202
Apr 16, 2026156° Neutral001
Apr 16, 2026156° Neutral001
Apr 16, 2026150° Neutral001
Apr 16, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 26d 8h ago
All I'm Seeing is BIRD
▲ 2 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
Allbirds (BIRD) is almost back where it started.
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Sir, A Second BIRD Has Hit the Terminal
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Actual BIRD CEO interview
▲ 1 💬 2 ⚡ 0.5
r/stockmarket Neutral 1mo ago
What happened on this chart?
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 1mo ago
Why are there no options available to buy/sell for Allbirds ($BIRD) stock?
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 1mo ago
Why are there no options available to buy/sell for Allbirds ($BIRD) stock?
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 1mo ago
BiomX (PGHE) ... over the last week.
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Neutral 1mo ago
Stock Pulse Weekly Recap — Apr 13–17, 2026
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 1mo ago
16 APRIL 2026 , WHAT ARE THE BIGGEST WINNERS TODAY
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 1mo ago
16 APRIL 2026 , WHAT ARE THE BIGGEST LOSERS AND WHY ?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Looking at you BIRD
▲ 5 💬 1 ⚡ 0.5
May 12, 2026
earnings_calendar
BIRD Q1 2026 Earnings Scheduled — 2026-05-12
Apr 30, 2026
short_volume
Short Volume: BIRD — 61.2% short (0.3M / 0.5M)
Short: 313,631 | Exempt: 32,813 | TRF Vol: 512,757 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: BIRD — 57.1% short (0.5M / 0.9M)
Short: 540,334 | Exempt: 3,808 | TRF Vol: 945,858 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: BIRD — 60.9% short (0.3M / 0.6M)
Short: 345,237 | Exempt: 90,110 | TRF Vol: 566,844 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: BIRD — 63.1% short (0.8M / 1.2M)
Short: 753,076 | Exempt: 19,366 | TRF Vol: 1,192,700 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_interest
FTD: BIRD — 87,818 shares ($0.7M) failed to deliver
Settlement: 20260423, Price: $8.43, FTD Value: $740,305.74, ALLBIRDS INC COM CL A NEW
Apr 23, 2026
short_volume
Short Volume: BIRD — 63.0% short (0.6M / 1.0M)
Short: 611,831 | Exempt: 141,330 | TRF Vol: 971,523 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: BIRD — 60.6% short (1.5M / 2.4M)
Short: 1,457,348 | Exempt: 279,794 | TRF Vol: 2,404,066 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: BIRD — 56.8% short (1.6M / 2.9M)
Short: 1,643,757 | Exempt: 191,558 | TRF Vol: 2,894,728 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: BIRD — 56.9% short (1.9M / 3.4M)
Short: 1,909,705 | Exempt: 41,198 | TRF Vol: 3,357,756 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: BIRD — 153,983 shares ($1.7M) failed to deliver
Settlement: 20260420, Price: $10.80, FTD Value: $1,663,016.4, ALLBIRDS INC COM CL A NEW
Apr 17, 2026
short_interest
FTD: BIRD — 330,235 shares ($3.6M) failed to deliver
Settlement: 20260417, Price: $10.91, FTD Value: $3,602,863.85, ALLBIRDS INC COM CL A NEW
Apr 17, 2026
short_volume
Short Volume: BIRD — 58.3% short (5.6M / 9.6M)
Short: 5,577,047 | Exempt: 1,026,332 | TRF Vol: 9,560,385 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_interest
FTD: BIRD — 483,257 shares ($8.2M) failed to deliver
Settlement: 20260416, Price: $16.99, FTD Value: $8,210,536.43, ALLBIRDS INC COM CL A NEW
Apr 16, 2026
short_volume
Short Volume: BIRD — 60.9% short (7.5M / 12.2M)
Short: 7,453,163 | Exempt: 1,211,630 | TRF Vol: 12,234,329 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)