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Smartbird, Inc

BIRD

NASDAQConsumer CyclicalApparel - Footwear & Accessories

Open in GoAI

Previous close

$2.45

−$0.02 · -0.81%

Aug 21, 4:00 PM ET

Pre-market

$2.4381

−$0.0119 · -0.49%

Aug 24, 6:26 AM ET

BIRD company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Sell

Trim exposure — unfavorable risk-reward

Valuation

39

Expensive

Momentum

19

Strong Down

Sentiment

51

Mixed

Risk resilience

20

High Risk

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Thesis, catalysts, evidence, and risk analysis.

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Company profile

Company website

Smartbird, Inc. is a global lifestyle brand that innovates with naturally derived materials to make footwear and apparel products in a better way, while treading lighter on the planet. It offers Men's Shoes, Women's Shoes, Men's Apparel, Women's Apparel, Socks, and Gift Cards. The company was founded by Timothy Brown and Joseph Zev Zwillinger on May 6, 2015 and is headquartered in San Francisco, CA.

Industry
Apparel - Footwear & Accessories
Sector
Consumer Cyclical
Headquarters
US
CEO
Nadia Carlsten
Listed since
Nov 3, 2021
Employees
362

Market position

Day range

Current $2.45

52-week range

Current $2.45

Open
$2.245
Previous close
$2.47
Volume
529.93K
0.33× average
Average volume
1.63M
Average daily volume
Market cap
15.37M USD
Beta
2.6
Market reference 1
50-day average
$3.2098
-23.67% below average
200-day average
$4.1591
-41.09% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
46.4M USD
P/E (TTM)
-0.27×
P/B (TTM)
1×
P/S (TTM)
0.15×
EV / EBITDA
-0.68×
Earnings yield
-231.02%
Free cash flow yield
-174.06%
Dividend yield
12.65%

Profitability & efficiency

Gross margin
34.83%
Operating margin
-63.32%
Net margin
-69.42%
Return on equity
-215.19%
Return on assets
-70.63%
Return on invested capital
-99.50%

Financial health

Debt / equity
0.64×
Current ratio
2.02×
Altman Z-score
-19.56
Piotroski F-score
3 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends64%19%-26%-72%Gross margin, FY2021: 52.86%Gross margin, FY2022: 43.53%Gross margin, FY2023: 41.03%Gross margin, FY2024: 42.72%Gross margin, FY2025: 35.78%Operating margin, FY2021: -11.85%Operating margin, FY2022: -33.68%Operating margin, FY2023: -60.22%Operating margin, FY2024: -51.41%Operating margin, FY2025: -49.31%Net margin, FY2021: -16.35%Net margin, FY2022: -34.04%Net margin, FY2023: -60.01%Net margin, FY2024: -49.18%Net margin, FY2025: -50.69%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 52.86%. Gross margin FY2022 43.53%. Gross margin FY2023 41.03%. Gross margin FY2024 42.72%. Gross margin FY2025 35.78%. Operating margin FY2021 -11.85%. Operating margin FY2022 -33.68%. Operating margin FY2023 -60.22%. Operating margin FY2024 -51.41%. Operating margin FY2025 -49.31%. Net margin FY2021 -16.35%. Net margin FY2022 -34.04%. Net margin FY2023 -60.01%. Net margin FY2024 -49.18%. Net margin FY2025 -50.69%.

Income trends

Revenue

152.47M USD-19.65%

Operating income

−75.18M USD+22.94%

Net income

−77.28M USD+17.18%
Income trends across reported periods342.84M USD162.54M USD−17.77M USD−198.08M USDRevenue, FY2021: 277.47M USDRevenue, FY2022: 297.77M USDRevenue, FY2023: 254.07M USDRevenue, FY2024: 189.76M USDRevenue, FY2025: 152.47M USDOperating income, FY2021: −32.88M USDOperating income, FY2022: −100.29M USDOperating income, FY2023: −153M USDOperating income, FY2024: −97.55M USDOperating income, FY2025: −75.18M USDNet income, FY2021: −45.37M USDNet income, FY2022: −101.35M USDNet income, FY2023: −152.46M USDNet income, FY2024: −93.32M USDNet income, FY2025: −77.28M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 277.47M USD. Revenue FY2022 297.77M USD. Revenue FY2023 254.07M USD. Revenue FY2024 189.76M USD. Revenue FY2025 152.47M USD. Operating income FY2021 −32.88M USD. Operating income FY2022 −100.29M USD. Operating income FY2023 −153M USD. Operating income FY2024 −97.55M USD. Operating income FY2025 −75.18M USD. Net income FY2021 −45.37M USD. Net income FY2022 −101.35M USD. Net income FY2023 −152.46M USD. Net income FY2024 −93.32M USD. Net income FY2025 −77.28M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue152.47M USD189.76M USD254.07M USD297.77M USD277.47M USD
Cost of goods sold97.92M USD108.69M USD149.83M USD168.14M USD130.81M USD
Gross profit54.55M USD81.06M USD104.23M USD129.63M USD146.66M USD
Selling, general, and administrative137.73M USD175.02M USD223.09M USD225.85M USD179.54M USD
Operating expenses129.73M USD178.62M USD257.24M USD229.91M USD179.54M USD
Interest income—3.49M USD4.08M USD19K USD—
Interest expense1.07M USD———178K USD
Depreciation and amortization8.02M USD12.4M USD21.01M USD14.68M USD10.2M USD
Operating income−75.18M USD−97.55M USD−153M USD−100.29M USD−32.88M USD
Net income−77.28M USD−93.32M USD−152.46M USD−101.35M USD−45.37M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 2 misses, 1 met estimate
Average EPS surprise
+12.43%
11 comparable reports
Latest EPS result
-1.39
Estimate -1.49 · Beat by 6.71%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates-1.19-2.14-3.1-4.05Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26MissQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Mar 11, 2025: actual -3.23, estimate -3.52, surprise +8.24%, Beat. Q2 2025, reported May 8, 2025: actual -2.73, estimate -3.85, surprise +29.09%, Beat. Q3 2025, reported Aug 7, 2025: actual -1.92, estimate -2.78, surprise +30.94%, Beat. Q4 2025, reported Nov 6, 2025: actual -2.49, estimate -2.64, surprise +5.68%, Beat. Q1 2026, reported Mar 31, 2026: actual -2.33, estimate -2.25, surprise -3.56%, Miss. Q2 2026, reported May 14, 2026: actual -2.37, estimate -2.32, surprise -2.38%, Miss. Q3 2026, reported Aug 18, 2026: actual -1.39, estimate -1.49, surprise +6.71%, Beat. Q4 2026, reported Nov 11, 2026: actual —, estimate -2.07, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates60.59M41.17M21.76M2.34MQ1 '25BeatQ2 '25MissQ3 '25BeatQ4 '25MissQ1 '26MissQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Mar 11, 2025: actual 55.85M USD, estimate 29.98M USD, surprise +86.28%, Beat. Q2 2025, reported May 8, 2025: actual 32.11M USD, estimate 38.44M USD, surprise -16.45%, Miss. Q3 2025, reported Aug 7, 2025: actual 39.69M USD, estimate 38.6M USD, surprise +2.81%, Beat. Q4 2025, reported Nov 6, 2025: actual 32.99M USD, estimate 56.31M USD, surprise -41.41%, Miss. Q1 2026, reported Mar 31, 2026: actual 47.68M USD, estimate 56.29M USD, surprise -15.31%, Miss. Q2 2026, reported May 14, 2026: actual 22.32M USD, estimate 24.5M USD, surprise -8.90%, Miss. Q3 2026, reported Aug 18, 2026: actual 2.76M USD, estimate 29.5M USD, surprise -90.65%, Miss. Q4 2026, reported Nov 11, 2026: actual —, estimate 26.6M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$3.50

42.86% upside
Past 12 months12-month forecastHigh $8.00Average $3.50Low $1.00

Rating distribution

14 ratings
Strong buy00%
Buy321%
Hold1179%
Sell00%
Strong sell00%

Recent analyst actions

4 institutions

BIRD news

globenewswire.com

Letter to Shareholders from Smartbird CEO Nadia Carlsten

PALO ALTO, Calif., Aug. 19, 2026 (GLOBE NEWSWIRE) -- Smartbird, Inc. (NASDAQ: BIRD), an AI infrastructure provider, has issued the following letter from Nadia Carlsten, CEO: A New Beginning Smartbird has a rare…

Read source
globenewswire.com

Smartbird Nominates Tech Industry Veterans Elizabeth Mora and Dan Kasun for Election to Its Board of Directors

MKS Instruments director and former AWS executive to expand AI infrastructure firm's stewardship MKS Instruments director and former AWS executive to expand AI infrastructure firm's stewardship

Read source
techcrunch.com

The CEO of Allbirds' new AI biz has a plan, but no employees

When Allbirds pivoted to AI in April, it felt like a joke from Silicon Valley breaking free of the TV: The direct-to-consumer shoe purveyor whose flimsy kicks helped define what we'll loosely call Silicon Valley style…

Read source
feeds.benzinga.com

Why Is Smartbird Stock Surging Thursday?

Smartbird (NASDAQ: BIRD) stock jumps as the company completes its shift from footwear to AI infrastructure. Read the latest updates.

Read source
fastcompany.com

BIRD takes flight: Allbirds pivot to AI company Smartbird is a huge change—that's good for the stock

From shoes to AI to . . . Smartbird?

Read source
invezz.com

Allbirds stock jumps 45% as company rebrands to Smartbird

Allbirds completed its transformation from a footwear company into an artificial intelligence infrastructure provider on Wednesday, changing its name to Smartbird and appointing former Amazon executive Nadia Carlsten as…

Read source

Corporate actions

Corporate action history

Dividend

Ex-dividend Aug 21, 2026

$0.31

Irregular

Record Jun 25, 2026

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ETFs holding BIRD

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
334.56K
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
141.04K
Weight
0.00%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares Micro-Cap ETF logoiShares Micro-Cap ETFIWC
Market value
50.51K
Weight
0.00%
AUM
1.53B USD
Expense ratio
0.60%
Price / 1D
$198.39+1.10%
Avantis U.S. Small Cap Equity ETF logoAvantis U.S. Small Cap Equity ETFAVSC
Market value
7.59K
Weight
—
AUM
3.16B USD
Expense ratio
0.25%
Price / 1D
$73.84+0.70%

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