Update shared on09 Aug 2025
Fair value Increased 7.32%Driven by strong consumer demand for its FDA-cleared Dream Sock and a unique competitive position, analysts have raised Owlet’s price target from $12.30 to $13.20.
Analyst Commentary
- The $300 Dream Sock is currently a best-selling smart baby monitor on Amazon, demonstrating strong consumer traction.
- Owlet is the only provider with an FDA-cleared, over-the-counter medical-grade pulse oximeter for infants, offering a distinct competitive advantage.
- Bullish analysts highlight the company’s unique regulatory position as a key driver for potential market expansion.
- The firm's product differentiation and proven retail success indicate a scalable business model with significant profitability potential.
- Analysts believe Owlet possesses the requisite elements to transition into a much larger and highly profitable company within its sector.
What's in the News
- Owlet updated full year 2025 earnings guidance, expecting revenue of $97–$100 million, representing 24%–28% year-over-year growth.
- Jonathan Harris will succeed Kurt Workman as CEO, effective October 1, 2025; Workman will become Executive Chairman.
- Owlet was dropped from the Russell 3000E Growth Benchmark, Russell Microcap Growth Benchmark Index, Russell 3000E Growth Index, and Russell Microcap Growth Index.
Valuation Changes
Summary of Valuation Changes for Owlet
- The Consensus Analyst Price Target has risen from $12.30 to $13.20.
- The Net Profit Margin for Owlet has significantly risen from 3.41% to 4.99%.
- The Future P/E for Owlet has significantly fallen from 61.20x to 44.40x.
Disclaimer
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