Key Stats for Allbirds Stock
- 5-day price change for Allbirds stock: 350%
- $BIRD Share Price as of Apr. 16: $12
- 52-Week High: $24
- $BIRD Stock Price Target: $14
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What Happened?
Allbirds (BIRD) stock exploded by more than 350% last week after the company announced it would abandon its shoe business and pivot to artificial intelligence infrastructure. The stock jumped from under $3 to around $17 in a single session.
- The company announced it will rebrand as NewBird AI and focus on acquiring high-performance AI computing hardware and leasing it to customers under long-term arrangements.
- The pitch is simple: companies need AI compute capacity that major cloud providers can’t reliably deliver, and NewBird AI wants to fill that gap.
- To fund the transition, the company announced a deal to raise up to $50 million, with closing expected in Q2 2026.
- That’s a massive number relative to Allbirds’ previous market cap of just $21 million.
The pivot comes after a brutal few years for the shoe brand.
- Sales fell nearly 50% between 2022 and 2025, dropping from $298 million to $152 million. The company closed all its US full-priced stores in February.
- Last month, it sold its intellectual property and brand assets to American Exchange Group for $39 million. That buyer will continue selling shoes under the Allbirds name.
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What the Market Is Telling Us About Allbirds Stock
Allbirds stock is surging purely on the AI pivot announcement, not on any underlying business performance.
This is a pattern the market has seen before. During the crypto boom, several struggling companies announced blockchain tie-ins and saw their stocks spike overnight.
The AI infrastructure business is real and can be highly profitable. But it’s also expensive, complex, and dominated by well-capitalized players.
NewBird AI is starting from scratch with a tiny balance sheet and no track record in the space.
Allbirds stock may stay volatile as investors weigh the credibility of this transformation. The $50 million raise hasn’t closed yet. There’s no revenue, no customers announced, and no hardware in hand.
For traders, the move is already history. For long-term investors, Allbirds stock carries enormous execution risk until the company proves this pivot is more than a press release.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
