OWLT · NYSE · Medical - Devices

Owlet (OWLT)

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

$5.41
vs last close+0.43 (+8.63%)
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Owlet, Inc.OWLT
Health 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

Market cap$90.1M
EPS (ttm)−$0.4600
P/E (ttm)−10.83
ROE-50.3%
P/B2.32
P/S0.7843
Dividend yieldDiv yield
Beta2.28vs XLV −0.27

Price target$108.00+2,068.7%Average of 6 analysts
ConsensusBuy4 of 6 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Dec 30, 2025Northland SecuritiesTarget
Target: $15.50
Target: $20
Nov 14, 2025Northland SecuritiesTarget
Target: $12
Target: $15.50

Next report
Nov 12, 26
in 51 days
EPS estimate
−$0.04
Revenue estimate
$30.0M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$0.07−$0.07−$0.05$0.03−$0.39−$0.09−$0.05Pending
Estimate−$0.51−$0.27−$0.21−$0.23−$0.13−$0.18−$0.09−$0.04
Surprise+86.3%+74.1%+76.2%+113.0%−200.0%+50.0%+44.4%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$20.5M$21.1M$26.1M$32.0M$26.6M$22.5M$33.9MPending
Estimate$16.6M$22.2M$22.2M$26.0M$26.0M$20.8M$31.7M$30.0M
Surprise+23.8%−4.7%+17.7%+23.0%+2.3%+8.0%+6.9%
Estimate−$0.04
ReportedDue Nov 12, 2026
Estimate$30.0M
ReportedDue Nov 12, 2026
View details

Debt to equity9.30%
Current ratio164.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$22.1M$20.5M$21.1M$26.1M$32.0M$26.6M$22.5M$33.9M
Net income−$5.6M−$9.1M$3.0M−$37.6M$4.1M−$9.2M−$3.3M−$600.0K
Net margin0.0%0.0%14.3%0.0%12.9%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$4.8M−$7.3M−$2.7M−$1.9M$1.2M−$4.9M−$5.4M$1.7M
YoY growthLoss narrowedLoss widenedLoss narrowedLoss narrowedTurned profitLoss narrowedLoss widenedTurned profit

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

Revenue
$33.9M
Operating income
$1.7M
Net income
−$600.0K
View details

No dividends on record.

Institutions58.27%17.03M shares
61 holders · as of Jun 30, 2026
Insiders4.29%1.25M shares
7 holders · as of Aug 21, 2026
Strategic holders59.67%17.44M shares
3 holders · as of Oct 15, 2025
Adds to122.23%

29.22M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (29.22M in the company's Sep 22, 2026 report, 18.09M elsewhere); stakes use the report.

These groups come from separate filings that can overlap, so they add to 122.23%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Eclipse Continuity GP I, LLC1Strategicdirector, 10 percent owner, other: Director by Deputization
52.43%9.66M · 5.67Mfiled Oct 15, 2025
Eclipse Ventures, LLCInstitution
26.35%7.70Mas of Jun 30, 2026
Trilogy Equity Partners, LLC2,3Strategic10 percent owner
6.92%2.02Mfiled Oct 15, 2025
Granahan Investment Management, LLCInstitution
5.46%1.60Mas of Jun 30, 2026
Cannell Capital LLCInstitution
4.22%1.23Mas of Jun 30, 2026
  1. Eclipse Continuity GP I, LLC's transaction reports restate only vehicles that traded; the 2025 ownership statement (9.66M) is used instead.
  2. Trilogy Equity Partners, LLC's transaction reports restate only vehicles that traded; the 2025 ownership statement (2.02M) is used instead.
  3. Trilogy Equity Partners, LLC reports a block also reported by Granahan Investment Management, LLC; it is counted once, under Granahan Investment Management, LLC.

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

  • Philips (ADR)

    Connected camera monitoring with sleep and breathing tracking

Compare

CompanyPriceChange
Owlet$5.41+8.63%$90.1M0.8+29.9%
Philips (ADR)$24.94+0.14%$24.34B18.712.91.2−2.8%
Median18.712.91.2−2.8%