BIRDTechnology · Software - InfrastructureTicker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 40 of 100 as at 3 Nov 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Smartbird, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (94): Reported profit is backed by cash, and the company is not expanding recklessly.
Value (4): The shares cost a lot relative to the profits and assets behind them.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on BIRD, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Aug 2025 | Morgan Stanley | Maintains | Equal-Weight | $5.00 → $8.00 |
| 12 May 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 11 Apr 2025 | Maxim Group | Initiates | Buy | — |
| 21 Jan 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 9 May 2024 | Wedbush | Maintains | Neutral | — |
| 13 Mar 2024 | Piper Sandler | Maintains | Neutral | — |
| 13 Mar 2024 | Telsey Advisory Group | Reiterates | Market Perform | — |
| 13 Mar 2024 | Wedbush | Maintains | Neutral | — |
| 6 Mar 2024 | Telsey Advisory Group | Reiterates | Market Perform | — |
| 14 Dec 2023 | Piper Sandler | Maintains | Neutral | — |
| 9 Nov 2023 | Piper Sandler | Maintains | Neutral | — |
| 9 Nov 2023 | Telsey Advisory Group | Maintains | Market Perform | — |
| 9 Nov 2023 | Wedbush | Maintains | Neutral | — |
| 2 Nov 2023 | Telsey Advisory Group | Reiterates | Market Perform | — |
| 7 Sept 2023 | Telsey Advisory Group | Reiterates | Market Perform | — |
| 7 Sept 2023 | Wedbush | Reiterates | Neutral | — |
| 3 Aug 2023 | Telsey Advisory Group | Reiterates | Market Perform | — |
| 10 May 2023 | Piper Sandler | Maintains | Neutral | — |
| 10 May 2023 | Wedbush | Reiterates | Neutral | — |
| 1 May 2023 | Telsey Advisory Group | Upgrade | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
BIRD appears in the Radar on the weeks it earns a place.
AI cloud capacity
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AI chips
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AI networking and serversIn full
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Nov 2026, Smartbird, Inc. returned −79.2% against +11.6% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 78% of US stocks
Cheaper than 94% of US stocks
Cheaper than 75% of US stocks
Cheaper than 62% of US stocks
Higher than 2% of US stocks
Higher than 31% of US stocks
Higher than 8% of US stocks
Higher than 10% of US stocks
Higher than 8% of US stocks
Higher than 7% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Smartbird, Inc. has a market value of $18.8M and an enterprise value of −$4.1M.
Revenue in the twelve months to 30 June 2026: $105.7M. The latest quarter shrank 93.1% year on year.
Net income over the same four quarters: −$77.0M, a −72.8% net margin.
Free cash flow in the twelve months to 30 June 2026: −$46.2M.
Trailing P/E: −0.2×; forward P/E: −0.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Smartbird, Inc. employs 362 people — $292K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Smartbird, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Smartbird and WEKA announced a partnership to deliver managed AI infrastructure services for enterprise AI workloads.
Why it matters — The partnership expands Smartbird’s enterprise AI infrastructure ecosystem with WEKA’s AI data and memory infrastructure.
Blackbird PLC shares rose nearly 5% to 1.15p early Thursday, up 0.05p from Wednesday's close, following strong subscriber growth at its collaborative editing platform elevate.io. The stock movement came after news of the subscriber gains at the platform.
Why it matters — A BIRD watcher would care because the rise tied to subscriber growth at elevate.io signals positive momentum in one of the company's core platform offerings.
Smartbird (formerly Allbirds) was featured on CNBC's "The Exchange" in a segment titled "The AI Pivot: Smartbird (Formerly Allbirds)," covering its transition from shoes to AI infrastructure. The company sold its footwear assets and IP for $39M in March 2026 and expanded convertible financing to $100M to fund GPUs and hardware, with shares seeing upside volume.
Why it matters — The segment highlights Smartbird's strategic pivot toward AI infrastructure and its financing and asset-sale moves, which are directly relevant to investors tracking the company's transformation.
Smartbird, Inc. (NASDAQ: BIRD) issued a letter to shareholders from CEO Nadia Carlsten, titled "A New Beginning," in which she describes the company's opportunity to build a new company at the start of a major infrastructure transition.
Why it matters — BIRD watchers would care because the CEO's letter frames the company's strategic position and outlook during a major infrastructure shift in the AI sector.
Smartbird has nominated tech industry veterans Elizabeth Mora, a director at MKS Instruments, and Dan Kasun, a former AWS executive, for election to its board of directors.
Why it matters — Adding seasoned leaders with deep AI infrastructure and cloud experience could strengthen Smartbird's strategic stewardship as it seeks to scale its business.
Of the 1 analysts covering Smartbird, Inc., 0 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Smartbird, Inc. 40 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Smartbird, Inc. ranks 40 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (94 of 100).
No analyst covering Smartbird, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BIRD are extrapolating price history, which says nothing about the business.
Smartbird, Inc. returned -79.2% over the 12 months to 3 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Smartbird, Inc. Class A Common Stock is the equity security of Smartbird, Inc., a company that provides apparel and footwear products through its consumer-facing business.
The most recent item we track (GlobeNewsWire, 22 Oct 2026): "Smartbird Expands Enterprise AI Infrastructure Ecosystem with WEKA Technology". Smartbird and WEKA announced a partnership to deliver managed AI infrastructure services for enterprise AI workloads.
Smartbird, Inc. Class A Common Stock is the equity security of Smartbird, Inc., a company that provides apparel and footwear products through its consumer-facing business. The company’s current product lineup centers on lifestyle footwear and related apparel, supported by a brand built around everyday wear and direct-to-consumer retail channels. Smartbird also sells accessories and gift cards, giving it a broader consumer merchandise offering within the retail and consumer discretionary space. Its business is focused on serving individual shoppers through online and other distribution channels, with products positioned for casual use and comfort-oriented demand. As a publicly traded Class A share, this stock represents ownership in the company’s operating business and is part of the market’s consumer brand and retail segment.
CEO Dr. Nadia Carlsten · 362 employees · United States · https://www.smartbird.ai
