Owlet, Inc. (OWLT) AI Stock Analysis

Owlet, Inc. is a Lehi, Utah-based digital parenting platform founded in 2012 that provides real-time data and insights to parents. The company's core product is the Smart Sock, an infant monitor tracking oxygen levels, heart rates, and sleep patterns. Its broader product portfolio includes the Dream Sock app for personalized sleep recommendations, the Cam app for remote video streaming, and Dream Lab, an interactive online platform for infant sleep routines. Owlet also offers the Dream Duo, which integrates a wearable sock monitor with HD video streaming and a digital sleep coaching system.

Revenue contracted from $75.8M in FY2021 to $54.0M in FY2023 before rebounding 44.5% in FY2024 to $78.1M and 35.4% in FY2025 to $105.7M, representing a 5-year compound annual growth rate of 7.0%. Gross margin expanded from 33.7% in FY2022 to 50.6% in FY2025. Operating margin improved from -122.3% in FY2022 to -7.8% in FY2025, while trailing twelve months operating margin reached 5.1%. Net income was -$39.7M in FY2025 with EPS of -$0.22, up from -$6.36 in FY2021. For the quarter ended June 30, 2026, quarterly revenue grew 29.9% year-over-year, bringing trailing twelve months revenue to $114.4M.

As of June 30, 2026, Owlet held $30.9M in cash and short-term investments and $3.6M in total debt, yielding a net cash position of $27.3M. The company reported a current ratio of 1.64 and a debt-to-equity ratio of 0.09 on shareholders' equity of $38.9M. In FY2025, operating cash flow was -$10.8M, free cash flow was -$11.1M, and capital expenditures were $273,000. Over a 5-year period, the company's share count increased 262.6%.

Owlet trades at a price-to-sales multiple of 1.0x and an enterprise value to revenue multiple of 1.3x, both below the median of its US-listed Healthcare peers of 4.1x sales. The company has a market capitalization of $120.1M and a price-to-book ratio of 6.1x. At the last close of $4.11, the stock traded 40.8% below its 200-day average. Over the past year, Owlet shares fell 52.2% while the S&P 500 returned 16.8%, and over five years the stock fell 92.4% against an 83.0% gain for the benchmark.

Wall Street coverage consists of 5 Strong Buy ratings, with zero Buy, Hold, or Sell ratings. The mean price target is $13.00, representing a 216.3% premium over the last close of $4.11. For the fiscal year ending December 31, 2026, analysts estimate revenue of $119.8M and EPS of $0.25, representing 327.3% EPS growth. Owlet has beaten EPS estimates in each of the last 4 quarters, and its next earnings report date is November 12, 2026.

This page is an AI-written research summary of Owlet, Inc. (OWLT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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