Allbirds (BIRD)
Planned GPU-compute lessor and future AI cloud provider.
Something off on this page? Send us feedback.
Plans to lease high-performance GPU compute and eventually offer GPU-as-a-Service and AI-native cloud solutions after selling its natural-material footwear business. The model is capital-intensive and lacks verified deployed capacity, customer contracts, or AI revenue at the research cutoff.
Plans to acquire high-performance GPUs and lease compute access under long-term arrangements, with a longer-term ambition to offer GPU-as-a-Service and AI-native cloud solutions. The strategy follows an announced sale of the historical footwear business and proposed NewBird AI identity, leaving business continuity dependent on transaction completion and creation of a new operating platform.
Previously, natural-material footwear was sold through direct digital sales, company-operated stores, international distributors, and a rebuilding U.S. wholesale channel. At the research cutoff, no deployed GPU capacity, customer contracts, AI revenue, named data-center site, or reportable AI segment had been verified. Execution depends on GPU access, power and hosting infrastructure, capital, and durable customer arrangements.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
No analyst notes in the last 24 months.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $37.4M · Total debt $14.5M · Total assets $46.1M · Shareholders' equity $22.5M
- Revenue
- $2.8M
- Operating income
- −$10.7M
- Net income
- −$16.4M
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 21, 2026 | Jun 25 | $0.31 |
| Institutions37 holders · as of Mar 31, 2026 | 12.16% | 1.44M shares | |
| Insiders9 holders · as of Aug 27, 2026 | 26.71% | 3.15M shares | |
| Otherremainder | 61.13% | 7.22M shares |
11.81M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (11.81M in the company's Sep 3, 2026 report, 6.27M elsewhere); stakes use the report.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Nadia Catherine CarlstenInsiderdirector, officer: Chief Executive Officer | 11.98% | 1.41M A | Form 4filed Jun 26, 2026 ↗ |
Ann MitchellInsiderofficer: Chief Financial Officer | 7.13% | 842,378 A | Form 4filed Jun 23, 2026 ↗ |
FMR LLCInstitution | 6.98% | 824,863 A | 13Fas of Mar 31, 2026 |
Joseph ZwillingerInsiderdirector, 10 percent owner | 4.68% | 6,200 A · 546,797 B | Form 4filed Jun 10, 2025 ↗ |
Vanguard Capital Management LLCInstitution | 1.76% | 208,419 A | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Richard W. Boyce | director | −9,200 | $2.38 |
| Jun 25, 2026 | Nadia Catherine Carlsten | director, officer: Chief Executive Officer | −117,459 | $4.21 |
| Mar 3, 2026 | Ann Mitchell | officer: Chief Financial Officer | −2,200 | $2.70 |
| Mar 3, 2026 | Joseph Vernachio | director, officer: Chief Executive Officer | −4,413 | $2.69 |
| Dec 2, 2025 | Joseph Vernachio | director, officer: Chief Executive Officer | −4,384 | $4.87 |
- CoreWeave
Specialist AI cloud for leased high-performance GPU capacity.
- Nebius
Dedicated GPU cloud for AI training and inference workloads.
- Microsoft
Azure combines GPU cloud capacity with managed AI services.
- Amazon
AWS pairs scalable GPU instances with managed AI infrastructure.
- Alphabet Class A
Google Cloud links GPU infrastructure, data tools, and Vertex AI.
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Allbirds | $2.49 | +2.47% | $15.3M | — | — | 0.1 | −93.1% |
| CoreWeave | $80.56 | −0.44% | $44.15B | — | — | 5.8 | +112.3% |
| Nebius | $202.76 | −0.70% | $48.98B | — | — | 36.1 | +454.0% |
| Microsoft | $497.89 | +0.22% | $3.69T | 27.7 | 25.4 | 11.1 | +17.8% |
| Amazon | $255.75 | +0.32% | $2.74T | 20.5 | 27.3 | 3.5 | +19.6% |
| Alphabet Class A | $338.40 | +0.38% | $4.08T | 16.9 | 25.1 | 9.2 | +24.2% |
| Median | 20.5 | 25.4 | 9.2 | +24.2% |