Owlet Q4 revenue beats analyst expectations on subscriptions growth

Owlet

05/03/2026 21:30

Overview

Smart infant monitoring firm's Q4 revenue rose 29.6%, beating analyst expectations

Adjusted loss per share for Q4 beat analyst expectations

Outlook

Company expects Q1 2026 revenue between $20 mln and $21 mln

Owlet forecasts full-year 2026 revenue between $126 mln and $130 mln

Company anticipates 2026 gross margins of 49% to 52%

Result Drivers

PRODUCT SALES - Higher sales of Dream product suite and Owlet360 subscription service drove Q4 revenue increase

SUBSCRIPTION GROWTH - Owlet360 subscription service surpassed 110,000 paying subscribers, diversifying revenue streams

Company press release: ID:nBwc7B4b3a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$26.60 mln
$26.008 mln (5 Analysts)
Q4 Adjusted EPS
Beat
-$0.03
-$0.11 (3 Analysts)
Q4 EPS
-$0.39
Q4 Gross Margin
47.60%
Q4 Gross Profit
$12.60 mln
Q4 Operating Expenses
$17.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"

Wall Street's median 12-month price target for Owlet Inc is $17.00, about 43.1% above its March 4 closing price of $11.88

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)