OWLT · Owlet, Inc.
The latest filing states the doubt was alleviated.
“In accordance with ASU No. 2014-15, Disclosure of Uncertainties about an Entity's Ability to Continue as a Going Concern (Subtopic 205-40), the Company has evaluated whether there are conditions and events, considered in the aggregate, that raise substantial doubt about the Company's ability to continue as a going concern within one year after the date that the unaudited condensed consolidated financial statements included in this quarterly report on Form 10-Q are issued.”View the 10-Q filed Aug 14, 2026
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Aug 11, 2026TL;DR. Owlet delivered record Q2 revenue and subscription growth, and raised full-year gross-margin and adjusted-EBITDA guidance largely to reflect a one-time tariff refund. It retained full-year revenue guidance while cautioning that Q3 revenue will decline sequentially and year over year amid aggressive discounting and tougher comparisons.
- + Q2 revenue reached a record $33.9 million, up 29.9% year over year.
- + Subscription revenue rose to a record $3.2 million, up $2.4 million year over year.
- + Underlying Q2 gross margin expanded to 54.0%, up 270 basis points year over year.
- + Full-year gross-margin guidance increased to 53%–55% from 50%–52%.
- + Full-year adjusted-EBITDA guidance increased to $10.75–$12.75 million from $7–$9 million.
- − Q3 revenue is expected to decline both sequentially and year over year.
- − Aggressive competitor discounting and cautious consumer spending are pressuring near-term sales.
- − Prime Day units sold declined 8% versus the prior-year event.
- − Operating expenses increased to $20.1 million from $15.1 million.
- − Full-year guidance improvements were driven only by the one-time tariff refund, leaving underlying expectations essentially unchanged.
- − Average subscriber use remains about 12 months, below the company's at-least-two-year objective.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $6.7M | the second quarter of 2026 | — |
| Adjusted EBITDA excluding tariff refund impact non-GAAP | $2.9M | the second quarter of 2026 | — |
| Adjusted net income per share non-GAAP | $0.2 | the second quarter of 2026 | — |
| Non-GAAP adjusted net income (loss) non-GAAP | $3.3M | Six Months Ended June 30, 2026 | — |
| Non-GAAP adjusted net income (loss) per share non-GAAP | $0.12 | Six Months Ended June 30, 2026 | — |
| Subscription gross margin | 68.4% | the second quarter of 2026 | — |
| Subscription Revenue | $3.2M | the second quarter of 2026 | +270.8% |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Medical Devices — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OWLT
this stock
Owlet, Inc.
|
$121.56M | -73.6% | +37.1% | — | 2.1% |
|
ABT
Abbott Laboratories
|
$179.20B | -18.2% | +5.7% | 33.3 | 0.8% |
|
MDT
Medtronic plc
|
$118.67B | -1.5% | +8.4% | 22.9 | 3.1% |
|
SYK
Stryker Corp
|
$114.28B | -13.4% | +11.2% | 30.9 | 1.5% |
|
BSX
Boston Scientific Corp
|
$66.02B | -52.2% | +12.5% | 18.4 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OWLT | -7.6% | -22.6% | -11.9% | -18.6% | -73.6% |
| SPY | -1.2% | -0.6% | +8.1% | +0.8% | +12.8% |
| vs SPY | -6.4% | -22.0% | -20.0% | -19.5% | -86.3% |