Owlet, Inc.

NYSE:OWLT Stock Report

Market Cap: US$135.1m

Owlet Management

Management criteria checks 4/4

Owlet's CEO is Kurt Workman, appointed in Jan 2012, has a tenure of 14.42 years. total yearly compensation is $799.41K, comprised of 37.5% salary and 62.5% bonuses, including company stock and options. directly owns 1.83% of the company’s shares, worth $2.47M. The average tenure of the management team and the board of directors is 2.9 years and 5.3 years respectively.

Key information

Kurt Workman

Chief executive officer

US$799.4k

Total compensation

CEO salary percentage37.53%
CEO tenure14.4yrs
CEO ownership1.8%
Management average tenure2.9yrs
Board average tenure5.3yrs

Recent management updates

Recent updates

Narrative Update Jun 04

OWLT: Softer Q1 Guide Seen Preceding Stronger 2026 Second Half

Narrative Update The analyst price target for Owlet has been reduced from $20 to $15, with analysts pointing to softer Q1 guidance, while also noting 2026 expectations that suggest a more robust back half of that year. What's in the News Owlet launched Dream Sight and Dream Duo 3 across Australia and New Zealand, expanding its full baby monitoring product lineup in those markets, including Dream Sock, Dream Sight, and Dream Duo 3.
Seeking Alpha May 18

Owlet: Telehealth And Subscriptions Could Drive The Next Leg Of Growth

Summary Owlet remains a buy despite mixed Q1 results and lowered revenue guidance, with the stock trading near post-selloff lows. Subscription growth, particularly Owlet 360, is driving higher gross margins, offsetting declining hardware sales and supporting the company’s transition to a pediatric health platform. Profitability guidance improved significantly, with adjusted EBITDA now expected at $7-$9 million, reflecting a sharper focus on profitable markets and cost control. Key risks include slowing hardware sales, elevated operating expenses, and recent CEO turnover, but OWLT’s low valuation and platform evolution offer attractive upside. Read the full article on Seeking Alpha
Narrative Update May 11

OWLT: Softer Q1 Outlook Seen Setting Up Stronger 2026 Finish

Analysts have trimmed their price target on Owlet stock to $15 from $20, citing Q1 guidance that came in below expectations, while highlighting that 2026 guidance still lines up with prior views and points to a potentially stronger second half of that year. Analyst Commentary Bearish analysts are signaling a more cautious stance on Owlet after recent guidance, using the reduced price target as a way to reset expectations while still acknowledging longer term potential.
Narrative Update Apr 20

OWLT: Softer Q1 Outlook Expected To Set Up Stronger Second Half 2026

Analysts have lowered their price target on Owlet to $15 from $20, citing slightly softer Q1 guidance versus expectations. They also note that current management guidance indicates the second half of 2026 could be more robust.
Narrative Update Apr 05

OWLT: Guidance And Partnerships Are Expected To Support A Stronger Second Half 2026

Analysts have revised Owlet's price target to $15, down from $19, reflecting mixed near term guidance and updated models that still indicate the possibility of stronger performance in the longer term. Analyst Commentary Recent research updates on Owlet point to a more cautious tone, even as some longer term expectations remain in place.
Narrative Update Mar 22

OWLT: Updated Modeling And Healthcare Partnerships Will Support Stronger Second Half 2026

Analysts have updated their view on Owlet, trimming the consolidated price target to $15 as they factor in softer Q1 guidance, a higher assumed P/E multiple and lower projected revenue growth and profit margins, while still highlighting expectations for a stronger second half of 2026. Analyst Commentary Recent research highlights a more measured tone around Owlet, with some price targets recalibrated as analysts balance solid past execution with softer near term guidance and updated valuation assumptions.
Narrative Update Mar 08

OWLT: Updated Modeling And New Healthcare Partnerships Will Support Future Upside Potential

Analysts have adjusted their outlook on Owlet, trimming the price target from $14 to $13 as they factor in updated expectations for growth, profitability, and future P/E assumptions that are informed by recent research highlighting mixed near term guidance alongside longer term projections that are described as steady. Analyst Commentary Recent Street research reflects a mixed but increasingly cautious tone around Owlet, with some bearish analysts trimming price targets as they reassess growth visibility and execution risk against current valuation.
Narrative Update Feb 22

OWLT: Updated Modeling And FDA Pathways Will Support Future Upside Potential

Analysts have lifted their price target on Owlet to $19 from $15, citing updated modeling assumptions following a transfer of coverage. Analyst Commentary Recent research points to a reset in expectations around Owlet, with updated modeling used to support a US$19 price target.
Narrative Update Feb 07

OWLT: Additional Liquidity And Partnerships Will Extend Funding Runway

Analysts have lifted their price target on Owlet to US$20 from US$15, citing updated models that factor in recent Street research highlighting a refreshed coverage framework and additional liquidity that supports the company’s plans. Analyst Commentary Bullish analysts are pointing to recent price target revisions as a sign of growing confidence in Owlet’s ability to execute on its plans, especially as fresh research coverage and additional liquidity are incorporated into updated models.
Analysis Article Feb 05

Some Owlet, Inc. (NYSE:OWLT) Shareholders Look For Exit As Shares Take 31% Pounding

Owlet, Inc. ( NYSE:OWLT ) shares have retraced a considerable 31% in the last month, reversing a fair amount of their...
Narrative Update Jan 24

OWLT: Liquidity And New Coverage Models Will Support Future Execution

Narrative Update: Owlet Analyst Price Target Shift Analysts have lifted their price target on Owlet from US$16 to US$17, reflecting updated models that factor in recent target increases on the Street and comfort with assumptions around fair value, discount rate, and a higher future P/E multiple. Analyst Commentary Recent Street research has tilted constructive on Owlet, with bullish analysts lifting price targets and updating their models following new company information and a transfer of coverage.
Narrative Update Jan 09

OWLT: Liquidity And Regulatory Progress Will Support Execution While Risks Remain

Analysts have lifted their price target on Owlet to US$16.00 from US$14.88, citing refreshed models that factor in recent price target increases from firms updating coverage and highlighting added liquidity to support R&D into 2026. Analyst Commentary Recent Street research has trended constructive on Owlet, with higher price targets reflecting refreshed coverage models and a focus on liquidity and execution into 2026.
Narrative Update Dec 15

OWLT: FDA Focus And Global Expansion Will Shape Balanced Risk Profile

Analysts have raised their fair value estimate for Owlet from $11.00 to $14.00 per share, citing stronger projected revenue growth, improved liquidity from a recent stock offering, and an FDA highlighted competitive moat that supports a higher long term price target. Analyst Commentary Recent research commentary has underscored a more constructive outlook on Owlet, with price targets moving higher following what was described as a solid quarter and improved balance sheet flexibility.
Analysis Article Dec 05

There's Reason For Concern Over Owlet, Inc.'s (NYSE:OWLT) Massive 67% Price Jump

Owlet, Inc. ( NYSE:OWLT ) shares have continued their recent momentum with a 67% gain in the last month alone. The...
Narrative Update Dec 01

OWLT: Regulatory Momentum And FDA Approval Will Drive Market Leadership Forward

Analysts have increased their price target for Owlet to $15.50 from $12.00, citing a solid quarter, improved liquidity, and the company's status as the only FDA-approved over-the-counter infant monitoring device as key drivers for their more favorable outlook. Analyst Commentary Recent analyst perspectives on Owlet reflect a mixed but largely positive sentiment following the company's most recent financial results and regulatory developments.
Narrative Update Nov 17

OWLT: Regulatory Approvals And Increased Liquidity Will Support Long-Term Market Leadership

Analysts have raised their price target for Owlet from $13.20 to $14.83. They cite stronger revenue growth, improved profitability, and increased liquidity following the company's solid recent quarter.
Analysis Article Oct 07

Further Upside For Owlet, Inc. (NYSE:OWLT) Shares Could Introduce Price Risks After 31% Bounce

Owlet, Inc. ( NYSE:OWLT ) shares have had a really impressive month, gaining 31% after a shaky period beforehand. The...
Narrative Update Aug 09

Telehealth Partnerships And AI Insights Will Broaden Digital Health Markets

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.
Analysis Article Jun 14

Investors Still Aren't Entirely Convinced By Owlet, Inc.'s (NYSE:OWLT) Revenues Despite 34% Price Jump

Owlet, Inc. ( NYSE:OWLT ) shares have continued their recent momentum with a 34% gain in the last month alone. The last...
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New Narrative Apr 10

Dream Sock, BabySat, And Company360 Will Expand Global Healthcare Access

Owlet's FDA and CE approvals pave the way for global market expansion, boosting international revenue potential.
Analysis Article Oct 18

Many Still Looking Away From Owlet, Inc. (NYSE:OWLT)

Owlet, Inc.'s ( NYSE:OWLT ) price-to-sales (or "P/S") ratio of 1x might make it look like a strong buy right now...

CEO Compensation Analysis

How has Kurt Workman's remuneration changed compared to Owlet's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$48m

Dec 31 2025US$799kUS$300k

-US$42m

Sep 30 2025n/an/a

-US$42m

Jun 30 2025n/an/a

-US$52m

Mar 31 2025n/an/a

-US$17m

Dec 31 2024US$987kUS$375k

-US$17m

Sep 30 2024n/an/a

-US$11m

Jun 30 2024n/an/a

-US$11m

Mar 31 2024n/an/a

-US$19m

Dec 31 2023US$269kUS$267k

-US$33m

Sep 30 2023n/an/a

-US$49m

Jun 30 2023n/an/a

-US$61m

Mar 31 2023n/an/a

-US$63m

Dec 31 2022US$5mUS$369k

-US$79m

Sep 30 2022n/an/a

-US$84m

Jun 30 2022n/an/a

-US$99m

Mar 31 2022n/an/a

-US$93m

Dec 31 2021US$2mUS$330k

-US$72m

Compensation vs Market: Kurt's total compensation ($USD799.41K) is about average for companies of similar size in the US market ($USD641.77K).

Compensation vs Earnings: Kurt's compensation has been consistent with company performance over the past year.


CEO

Kurt Workman (36 yo)

14.4yrs
Tenure
US$799,405
Compensation

Mr. Kurt Workman co-founded Owlet Baby Care Inc. (formerly Owlet Baby Care LLC) in 2012 and served as the Chief Executive Officer from its founding in 2012 until December 2019. He was President of Owlet, I...


Leadership Team

NamePositionTenureCompensationOwnership
Kurt Workman
Co-Founder14.4yrsUS$799.41k1.83%
$ 2.5m
Amanda Crawford
Chief Financial Officer1.9yrsUS$2.42m0.57%
$ 767.9k
David Kizer
Chief Operating Officerno datano datano data
Burc Sahinoglu
Chief Technology Officer4.4yrsno datano data
Jay Gentzkow
Vice President of Investor Relationsno datano datano data
Elizabeth Teran
Chief Parent Officer2.9yrsno datano data
Jennifer Billington
Chief Revenue Officer1yrno datano data
2.9yrs
Average Tenure

Experienced Management: OWLT's management team is considered experienced (2.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Kurt Workman
Co-Founder13.9yrsUS$799.41k1.83%
$ 2.5m
Zane Burke
Independent Director5.3yrsUS$213.37k0.31%
$ 414.8k
Laura Durr
Independent Director5.3yrsUS$245.87k0.28%
$ 380.6k
John Kim
Independent Director5.2yrsUS$213.37k0.80%
$ 1.1m
Marc Stoll
Independent Director2.8yrsUS$213.37kno data
Lior Susan
Independent Chairman of the Board10.9yrsno datano data
Melissa Gonzales
Independent Director2.9yrsUS$213.37k0.24%
$ 321.1k
Amy McCullough
Independent Director8.2yrsno datano data
5.3yrs
Average Tenure
55yo
Average Age

Experienced Board: OWLT's board of directors are considered experienced (5.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/16 11:25
End of Day Share Price 2026/06/16 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Owlet, Inc. is covered by 8 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Allen LutzBofA Global Research
James SuvaCitigroup Inc
Ilya ZubkovFreedom Broker