Owlet, Inc. Class A (OWLT)

Owlet, Inc. stock has experienced significant events and fluctuations in the past six months. The stock has seen a strong performance, increasing over 82% in the past six months and 248.11% over the last 12 months. Management reported a standout fiscal third quarter of 2025, marking the strongest quarter in the company's history with record revenue, expanded gross margins, and the company's first-ever quarterly operating profit. The FDA clearance of the Dream Sock has been a significant driver, enhancing brand credibility and strengthening market position. The launch of the Dream Sight camera and the Owlet360 subscription service have contributed to revenue growth and a shift towards a recurring revenue model. In September 2024, Owlet announced a public offering and comprehensive debt refinancing to raise capital and strengthen its balance sheet. The stock touched a 52-week low of $3.20 in April 2025, reflecting profitability challenges and investor uncertainty at that time. In March 2025, Owlet reported a 37% increase in Q4 2024 revenue and a 45% increase in full-year 2024 revenue compared to 2023, with improved gross margins.

There is insufficient information to reliably establish a clear demand seasonality for Owlet, Inc.'s products and services. The available data is inadequate to create a seasonal profile that accurately gauges seasonal tendencies. The seasonal timeframe for Owlet's stock performance correlates poorly with the broader Healthcare sector's period of seasonal strength.

Owlet, Inc. is a digital parenting platform providing real-time data and insights to parents. The company operates within the Healthcare sector, specifically in the Medical Devices and Electronics - Miscellaneous Products industries. Its primary offerings include the Owlet Smart Sock (Dream Sock), Owlet BabySat, Owlet Cam, Owlet Monitor Duo (Dream Duo), Owlet Band, Owlet Dream Lab, and Owlet360. The company's business model has evolved from primarily hardware sales to a dual-channel approach, integrating consumer products with a growing presence in the prescription-based medical device market.

Owlet, Inc. has a global presence, with its primary geographical segments including the United States, the United Kingdom, and other international regions. The company has been actively expanding its international footprint, with recent launches of its Dream Sock in Australia and New Zealand in December 2025, and the Owlet360 subscription service in the UK and Ireland in the same month. An expansion into India is also planned for early 2026. The United States accounts for the majority of its revenue, though the company is trending towards increased international sales.

Owlet, Inc.'s brand credibility has been significantly enhanced by receiving FDA clearance for its Dream Sock. Owlet earned a spot on Fast Company's 2025 Brands That Matter List in December 2025. The company also leverages CE clearance for its infant health monitors in other markets.

Owlet, Inc. has a mix of institutional and individual owners. Major institutional owners include Granahan Investment Management Inc/ma, Next Century Growth Investors Llc, and Vanguard Group Inc. Major individual/insider owners include Eclipse Continuity GP I LLC, Kurt Workman, and Lior Susan. Institutional shareholders hold 13.11% of Owlet, while Owlet insiders hold 90.97%.