Owlet, Inc. Class A (OWLT)

In the past six months, Owlet, Inc. stock has been impacted by several key events. The company reported strong financial results for Q3 and Q4 2025, with Q3 2025 seeing record revenue of $32.0 million, up 44.6% year-over-year, along with record gross profit, operating income, and adjusted EBITDA. Full-year 2025 revenue reached $105.7 million, a 35.4% increase over 2024, marking it as the strongest year in the company's history. Despite these positive results, the stock experienced a 7.6% decline the day after its November 13, 2025, earnings announcement, though it subsequently drifted 16.3% higher over the following 110 days. More recently, in March 2026, the stock dipped following the release of Q1 2026 guidance, which was softer than expected due to typical seasonality and retailer inventory tightening, despite the company outlining a 19%-23% revenue growth target for the full year 2026. Tariffs have also been noted as impacting gross margins. Between March 4, 2025, and March 3, 2026, the share price increased by 163.11%.

Demand for Owlet, Inc. products and services exhibits seasonality. The first quarter of the fiscal year is consistently the lowest in terms of revenue contribution due to typical consumer spending patterns and retailer inventory management. Conversely, the second quarter typically sees sequential increases in revenue, driven by seasonal catalysts such as Mother's Day and Amazon Prime Day. The fourth quarter, encompassing the holiday selling period, also demonstrates strong demand, as evidenced by a 23% year-over-year increase in Dream Sock additions across major registries in Q4 2025.

Owlet, Inc. is a digital parenting platform company specializing in pediatric health monitoring solutions, operating within the healthcare sector, specifically in the medical devices and instruments industry. The company develops and offers FDA-authorized medical and consumer pediatric wearables, along with an integrated HD visual and audio camera, to provide parents with real-time data and insights into their infant's health, sleep trends, and overall well-being. Its major products include the Owlet Smart Sock and Dream Sock, wearable monitors that track an infant's oxygen levels, heart rate, and sleep trends, with the Dream Sock being the first FDA-cleared over-the-counter infant monitoring device. BabySat is an FDA-cleared pulse oximeter for infants, expanding into the prescription-based medical device market. The Owlet Cam is a high-definition baby monitor that provides video streaming. Owlet Monitor Duo/Dream Duo combines the Smart Sock or Dream Sock with the Owlet Cam for a comprehensive view of an infant's well-being. Owlet360 is a subscription service that provides personalized insights into a baby's sleep and daily trends, leveraging Owlet's extensive infant dataset. Owlet Dream Lab is an interactive online program designed to guide parents in building healthy sleep habits for their infants. Owlet Sleeper is a wearable rayon blanket designed to encourage safe sleep for babies aged three to six months.

Headquartered in Lehi, Utah, United States, Owlet, Inc. has a growing international presence. The Dream Sock has been launched in the UK and across Europe, including Ireland, Germany, France, the Netherlands, Austria, Belgium, Sweden, Norway, Denmark, Finland, Italy, Spain, and Switzerland. The company is also expanding into new markets, with regulatory clearance for Dream Sock sales in India and Israel, with commercial launches expected in early and late 2026, respectively. International sales have been a significant growth driver for the company.

Owlet has maintained a strong brand reputation over the past year. In December 2025, the company was recognized on Fast Company's annual "Brands That Matter" list, which celebrates brands that foster deep emotional connections and cultural relevance. The company is consistently ranked as the number one considered brand in the health and wellness monitoring category and holds the number one position on Amazon for smart baby monitors. The FDA clearance of its Dream Sock as the first over-the-counter infant monitoring device in 2024 solidified its market leadership. The company also boasts high customer satisfaction, with a Dream Sock Net Promoter Score (NPS) of 77 and an overall blended product NPS of 72 in Q4 2025.

Owlet, Inc. has a diverse ownership structure, with significant institutional and insider holdings. Major institutional owners include Eclipse Ventures, Llc, AWM Investment Company, Inc., Vanguard Group Inc, Next Century Growth Investors Llc, Cannell Capital Llc, Portolan Capital Management, LLC, ESCQX - Embark Small Cap Equity Fund Retirement Class, Pelion, Inc., Ameriprise Financial Inc, Cresset Asset Management, LLC, Trilogy Equity Partners LLC, Kinderhook Partners L.P., Arrow Capital Management, Inc., Harbor Capital Advisors Inc., and Goldman Sachs Group Inc. Institutional investors hold 72.60% of the stock, while insiders hold 52.20%. Notable individual owners and executives include Kurt Workman, John C. Kim, Zane M. Burke, Jonathan Harris, Laura J. Durr, and Amanda Twede Crawford.