Allbirds Inc vs First Trust NASDAQ Cybersecurity ETF — how do they compare? Allbirds Inc trades at $2.62 (market cap $22.68M), while First Trust NASDAQ Cybersecurity ETF trades at $100. The key difference: First Trust NASDAQ Cybersecurity ETF is trading nearer its 52-week high, Allbirds Inc nearer its low. Which is the better fit depends on your goals.
| BIRD | CIBR | |
|---|---|---|
Market Cap | $22.68M | — |
Sector | Consumer Cyclical | — |
52-Week High | $16.99 | $100.60 |
52-Week Low | $2.21 | $60.74 |
Enterprise Value | $41.54M | — |
Signals from Pluang's Aura AI — not financial advice
BIRD (Smartbird) trades at $2.53, up 5.42% with a bullish technical signal despite mixed earnings. The company completed a strategic pivot from footwear to AI infrastructure in June 2026, appointing former AWS executive Nadia Carlsten as CEO. While revenue declined to $152M in 2025 with a -53.4% net margin, the P/S ratio of 0.15 suggests potential undervaluation relative to AI sector peers.
The outlook hinges on successful execution of the AI infrastructure strategy, though significant execution risks remain given negative cash flows and lack of profitability. Analyst consensus shows cautious optimism with 21% buy ratings amid high institutional hold positions. Near-term catalysts include new board appointments and AI business development progress.
CIBR, the First Trust Nasdaq Cybersecurity ETF, trades at $97.85, up 1.51% on the day, with a bullish technical signal from moving averages. The ETF has shown strong performance, reportedly outperforming the S&P 500 by three to one year-to-date as of June 5, 2026 (24/7 Wall Street). Recent news highlights institutional activity, including Bank of America reducing its stake while First Trust Advisors increased its position.
The outlook for CIBR is positive, driven by growing cybersecurity spending exceeding $300 billion in 2026 and AI-driven demand. Risks include high concentration in tech stocks and market volatility. Analyst sentiment is optimistic, with upgrades citing reasonable valuations and secular growth trends.
Trailing returns across standard periods
Allbirds Inc is a global lifestyle brand that innovates with naturally derived materials to make footwear and apparel products. Its primary source of revenue is from sales of shoes and apparel products in its directly owned digital and physical retail channels.
Read more on BIRD →The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index includes securities of companies classified as cyber security companies. The fund is non-diversified.
Read more on CIBR →