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BIBIRD

Smartbird, Inc

$BIRD·$18M·Apparel - Footwear & Accessories·Consumer Cyclical
$2.38+0.6%YTD-42.7%1Y-62.7%
Price updated 13m ago·X counts updated 5d ago
BIBIRD
$BIRDSmartbird, Inc
$2.38+0.64%46 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BIRD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

46X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $BIRD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 78% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-29

BIRD posts split between Allbirds the equity (retail day-trader alerts on runner from $2.50 → $3.14) and Black Label Birds crypto (Uniswap Continuous Clearing Auction, staking, NFT-burn-for-tokens, LP locked 1 year). A vocal reminder that BIRD went 8x on an AI-pivot press release. Both narratives bullish/speculative with crypto community shill dominant.

Read what X is saying about $BIRD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BIRD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Allbirds renamed itself Smartbird and pivoted to AI infrastructure — a $21M-cap stock betting its remaining credibility on a press release.

What used to be Allbirds the sustainable-shoe brand is now Smartbird — a company whose Q1 revenue dropped 31% to $22M on a dying footwear business, with the equity being repriced entirely on an AI-pivot narrative.

  • Revenue has been shrinking 15-33% YoY for four straight quarters while the EPS loss widened (Q1 $-1.17, Q4 $-2.37, Q3 $-2.33, Q2 $-2.49) — the business was eroding before the pivot, and the pivot is pre-revenue.
  • Director Boyce exercised and immediately sold 48,277 shares at $2.31 on September 18, Mitchell sold $44,868 the same week — insider distribution despite the stock trading at just 5% of the 52-week range.
  • The sell-side has 2026 revenue of $30.6M stepping to $180M in 2027 with EPS still at -$4.61 — the forward model is a complete bet on AI infrastructure revenue materializing, which is a very different company than the one on today's P&L.

At $3.37 and $21M market cap, this is a pivot story where the next data point is whether the November 5 Q3 earnings has any revenue line beyond legacy footwear — the governance signals (two tech-industry veteran board nominees) suggest the pivot is serious, but the equity is in lottery-ticket territory until proven otherwise.

Agrees with X sentimentX is bullish framing BIRD as having gone 8x on an AI-pivot press release and framing the recent runner from $2.50; the TickerTalks read agrees the pivot narrative is driving the tape but is more cautious — the footwear business is still shrinking and the AI infrastructure contribution is pre-revenue.

What to watch: November 5 Q3 earnings and any first disclosure of AI-infrastructure revenue; progress on Elizabeth Mora and Dan Kasun joining the board; capital-raise or strategic-partner announcement that would validate the pivot.

On the calendar: Q3 earnings scheduled 2026-11-05

Read the AI verdict on $BIRD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Selling legacy footwear brand to pivot into GPU-as-a-service AI compute infrastructure under the NewBird AI name.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Footwear & Accessories sits in its cycle right now — and what that implies for $BIRD.

Apparel - Footwear & Accessories · Consumer Cyclical

No material change from last week — Legacy sportswear incumbents losing structural share as Nike hits a 12-year price low on China weakness and S&P 100 demotion.

What this means for $BIRD

Partial — Selling legacy footwear brand to pivot into GPU-as-a-service AI compute infrastructure under the NewBird AI name.

Industry benchmark

6-name peer basket
-11.2%YTD
+13.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-147%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-51.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-131%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-174%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 18, 2026$-1.17$-1.49+21.5%
Q1 2026May 14, 2026$-2.37$-2.31-2.4%
Q4 2025Mar 31, 2026$-2.33$-2.25-3.6%
Q3 2025Nov 6, 2025$-2.49$-2.64+5.7%
Next earningsThu, Nov 5·consensus EPS $-1.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$22.3M-30.5%21.7%-88.3%$-2.39—
Q4 FY25$47.7M-14.6%37.2%-34.9%$-2.35$-4.1M
Q3 FY25$33.0M-23.3%43.2%-60.3%$-2.49$-16.1M
Q2 FY25$39.7M-23.1%40.7%-41.6%$-1.92$-9.4M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$30.6M$30.6M – $30.6M-$5.96-$5.96 – -$5.961
FY27$179.9M$179.9M – $179.9M-$4.61-$4.61 – -$4.611

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-36.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 4.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.605-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 18Richard W BoyceDirector48.3K sh$112KSellSep 18Ann MitchellCFO19.5K sh$45KSellSep 2Ann MitchellCFO1.8K sh$4KSellAug 25Richard W BoyceDirector9.2K sh$22KSellJun 25Carlsten Nadia CatherineCEO117.5K sh$495K
+ 8 other (6 awards · 1 conversion · 1 return) in window

See when $BIRD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 53
3New insider — initial holdingsOct 53
8-KShareholder voteOct 18-K — Item 5.07: Shareholder vote
AI summary

Smartbird, Inc. (BIRD) filed an 8-K on 2026-10-01 reporting results of a submission of matters to a vote of security holders (Item 5.07). The excerpt contains only the filing cover page; the full vote tallies are in the body. Shareholder votes ratify board elections, auditor selection, executive compensation, and other governance matters — significant if any item failed or passed narrowly.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

Smartbird, Inc. (BIRD) filed a Reg FD disclosure (Item 7.01) on 2026-08-10, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KMaterial eventJul 298-K — Item 4.01
AI summary

Smartbird, Inc. (ticker: BIRD) disclosed under Item 4.01 on July 29, 2026 that its Audit Committee dismissed Deloitte & Touche LLP as its independent registered public accounting firm effective July 28, 2026; Deloitte had audited the company's consolidated financial statements for fiscal years 2025 and 2024. The filing reports that Deloitte's audit reports for those years contained no adverse opinion or disclaimer of opinion, and the departure was not due to any disagreement on accounting principles, financial statement disclosure, or auditing scope. The company subsequently engaged BPM LLP as its new independent registered public accounting firm. This auditor change is a governance event that investors typically scrutinize for any underlying accounting or financial reporting concerns, though the filing characterizes the transition as routine.

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change
AI summary

Smartbird, Inc. (BIRD, formerly Allbirds) disclosed that board director Ravi Thanawala resigned effective July 14, 2026, to assume the CFO role at American Eagle Outfitters. His resignation was not due to any disagreement with the company on operations, policies, or practices. Routine board departure with no adverse implications for Smartbird itself.

3New insider — initial holdingsJun 233
AI summary

Form 3 filed by Carlsten Nadia Catherine (Other (specify below) Chief Executive Officer 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: No securities are beneficially owned. /s/ Nadia Carlsten, by Ann Mitchell, Attorney-in-Fact 06/23/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26)) at BIRD on 2026-06-23. This initial statement of beneficial ownership reports the filer's securities holdings as required under Section 16(a). Filing is routine and indicates an insider's initial ownership disclosure following appointment or acquisition of 10%+ stake.

8-KMaterial agreementJun 178-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

Allbirds, Inc. rebranded as Smartbird, Inc. and filed an 8-K (Items 1.01, 5.02, 5.03, 7.01) dated June 12, 2026, reporting a corporate name change (former name: Allbirds, Inc.; new name: Smartbird, Inc.), along with a material definitive agreement, officer/director changes, and Reg FD materials. The company is incorporated in Delaware with ticker BIRD on Nasdaq. This is a transformative filing signaling a strategic repositioning, with the name change reflecting a fundamental shift in corporate identity alongside potential leadership and governance changes.

+ 26 other (8 8-Ks · 4 proxys · 2 routine 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Head-To-Head Comparison: Allbirds (NASDAQ:BIRD) vs. Urgent.ly (OTCMKTS:ULYX)defenseworld.net·11d agoBlackbird shares rise nearly 5% after strong subscriber growth at elevate.ioproactiveinvestors.co.uk·44d agoWatching Smartbird; Shares See Volume To The Upside, Live On CNBC, The Exchange Hosts Segment Titled "The AI Pivot: Smartbird (Formerly Allbirds)" From Shoes To AI Infrastructure, Allbirds Sold Footwear Assets & IP For $39M In March 2026, Expanded Convertible Financing To $100M To Fund GPUs & Hardwarebenzinga.com·50d agoLetter to Shareholders from Smartbird CEO Nadia Carlstenglobenewswire.com·59d agoSmartbird Nominates Tech Industry Veterans Elizabeth Mora and Dan Kasun for Election to Its Board of Directorsglobenewswire.com·74d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAI Neocloud & GPU Cloud

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Voices on X · last 7 days

No standout posts about $BIRD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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