Owlet
Combines wearable infant monitoring, video, and software through its Dream product family.
Something off on this page? Send us feedback.
Profile
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
Key statistics
Year to date −69.2% · Average volume (30d) 200.5K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Dec 30, 2025 | Northland Securities | Target | $15.50 | $20 |
| Nov 14, 2025 | Northland Securities | Target | $12 | $15.50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next 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% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 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 margin | 53.7% | 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
Revenue by geography · Q2 FY26
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 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
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Lior Susan | 9.66M | 40.50% | 13D | Oct 15, 2025 |
| Eclipse Ventures, LLC | 7.70M | 42.56% | 13F | May 6, 2026 |
| Eclipse Continuity GP I, LLC · director, 10 percent owner, other: Director by Deputization | 5.67M | 31.31% | Form 4 | Oct 15, 2025 |
| Awm Investment Company, Inc. | 1.98M | 10.93% | 13F | May 15, 2026 |
| Granahan Investment Management LLC | 1.60M | 5.50% | 13G | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 10, 2025 | Amanda Crawford | officer: Chief Financial Officer | −4,225 | $7.06 |
| Jul 17, 2025 | Amanda Crawford | officer: Chief Financial Officer | −157 | $8.03 |
| Apr 16, 2025 | Amanda Crawford | officer: Chief Financial Officer | −142 | $3.20 |
| Oct 17, 2024 | Amanda Crawford | officer: Chief Financial Officer | −140 | $4.92 |
| Oct 16, 2025 | Amanda Crawford | officer: Chief Financial Officer | −149 | $8.75 |
Peers
- Philips (ADR)
Connected camera monitoring with sleep and breathing tracking
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Owlet | $4.99 | +0.06% | $90.3M | — | — | 0.8 | +30.1% |
| Philips (ADR) | $26.72 | +0.06% | $26.12B | 19.9 | 13.7 | 1.3 | −2.9% |
| Median | 19.9 | 13.7 | 1.3 | −2.9% |



