OWLT · NYSE · Medical - Devices

Owlet

Combines wearable infant monitoring, video, and software through its Dream product family.

$4.99
After-hours close+0.00 (+0.06%)
At close$4.99(−0.46%)
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Profile

Owlet, Inc.OWLTHealth Care

Sells Dream Sock, Dream Sight, and Dream Duo hardware, with Owlet360 subscriptions adding recurring service revenue. Its connected nursery platform links wearable monitoring, video, software, and a mobile app.

Sells Dream Sock, Dream Sight, and Dream Duo hardware for connected infant monitoring, with a growing Owlet360 subscription service. The platform combines wearable monitoring, video, software, and a mobile app.

Dream Sock analyzes infant pulse-rate and oxygen-saturation data, displays readings and trends, and can notify caregivers when values move outside preset ranges. The product is an FDA-cleared over-the-counter infant monitor for home use.

Hardware sales provide substantially all revenue, while subscription revenue is a growing minority. Assembly of its socks and BabySat relies on one manufacturer, and its camera relies on one manufacturer.

Company facts

CEOKurt Workman
ListedJul 15, 2021
ExchangeNYSE
HeadquartersLehi, UT
CountryUnited States
Employees114
CIK0001816708
ISINUS69120X2062

Key statistics

Market cap$90.3M
EPS (ttm)−$0.4600
P/E (ttm)−10.85
ROE-50.3%
P/B3.66
P/S0.7858
Dividend yield
Beta2.26vs XLV −0.25

Year to date −69.2% · Average volume (30d) 200.5K

Analysts

Price target, next 12 months$108.00+2,064.3%Median of 6 analysts · vs the Aug 28 close
ConsensusBuy4 of 6 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior targetTarget
Dec 30, 2025Northland SecuritiesTarget$15.50$20
Nov 14, 2025Northland SecuritiesTarget$12$15.50

Earnings

EPS

Estimate−$0.04
ReportedDue Nov 12, 2026

Revenue

Estimate$30.6M
ReportedDue Nov 12, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 11, 2026Q2 FY26−$0.09−$0.05+44.4%$31.7M$33.9M+6.9%+6.80%
May 7, 2026Q1 FY26−$0.18−$0.09+50.0%$20.8M$22.5M+8.0%+18.11%
Mar 5, 2026Q4 FY25−$0.13−$0.03+76.9%$26.0M$26.6M+2.3%−38.21%
Nov 13, 2025Q3 FY25−$0.23$0.03+113.0%$26.0M$32.0M+23.0%+3.15%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$21.1M$26.1M$32.0M$26.6M$22.5M$33.9M
Gross profit$11.3M$13.4M$16.2M$12.6M$12.2M$21.8M
Operating income−$2.7M−$1.9M$1.2M−$4.9M−$5.4M$1.7M
Net income$3.0M−$37.6M$4.1M−$9.2M−$3.3M−$600.0K
Diluted EPS$0.11−$2.28$0.13−$0.39−$0.15−$0.05
Gross margin53.7%51.3%50.6%47.6%54.5%64.3%
Operating margin-12.7%-7.4%3.8%-18.4%-24.2%5.0%

Fiscal years (4-quarter sums)FY21 $75.8M · FY22 $69.2M · FY23 $54.0M · FY24 $78.1M · FY25 $105.7M

Revenue by product · Q2 FY26

Hardware$30.6M · 90%
Subscription$3.2M · 10%

Revenue by geography · Q2 FY26

United States$28.2M · 88%
Non-US$3.9M · 12%

Balance sheet, Jun 30, 2026Cash & short-term investments $30.9M · Total debt $3.6M · Total assets $93.6M · Shareholders' equity $38.9M

Dividends

No dividends on record.

Ownership

Institutions 97.42%Insiders 44.93%

Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.

Shares outstanding 18.09M · Float

Float — provider float is below the insider stake.

The provider's float is smaller than the insider stake it should exclude, so it is not shown.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Lior Susan9.66M40.50%13DOct 15, 2025
Eclipse Ventures, LLC7.70M42.56%13FMay 6, 2026
Eclipse Continuity GP I, LLC · director, 10 percent owner, other: Director by Deputization5.67M31.31%Form 4Oct 15, 2025
Awm Investment Company, Inc.1.98M10.93%13FMay 15, 2026
Granahan Investment Management LLC1.60M5.50%13GAug 11, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 10, 2025Amanda Crawfordofficer: Chief Financial Officer−4,225$7.06
Jul 17, 2025Amanda Crawfordofficer: Chief Financial Officer−157$8.03
Apr 16, 2025Amanda Crawfordofficer: Chief Financial Officer−142$3.20
Oct 17, 2024Amanda Crawfordofficer: Chief Financial Officer−140$4.92
Oct 16, 2025Amanda Crawfordofficer: Chief Financial Officer−149$8.75
View details

Peers

  • Philips (ADR)

    Connected camera monitoring with sleep and breathing tracking

CompareAfter-hours close

CompanyPriceChange
Owlet$4.99+0.06%$90.3M0.8+30.1%
Philips (ADR)$26.72+0.06%$26.12B19.913.71.3−2.9%
Median19.913.71.3−2.9%