Owlet expects full year 2026 revenue to be $126 to $130M, representing 19% to 23% growth over 2025, with gross margins of 49% to 52% and adjusted EBITDA of $3 to $5M.
Bullish
Owlet achieved record revenue growth in FY 2025, significantly improved its operating loss and adjusted EBITDA, and strategically expanded with its Owlet360 subscription service and AI-enabled Dream Sight camera.
Bearish
Owlet faced a significant increase in FY 2025 net loss due to a warrant liability adjustment, experienced Q4 gross margin compression from tariffs, and navigates ongoing regulatory approval risks.