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Owlet, Inc. (OWLTW) Stock Fundamental Analysis & AI Rating 2026

OWLTW NYSE Measuring & Controlling Devices, NEC DE CIK: 0001816708
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
SELL
70% Conf
Pending
Analysis scheduled

📊 OWLTW Key Takeaways

Revenue: $105.7M
Net Margin: -37.5%
Free Cash Flow: $-11.1M
Current Ratio: 1.85x
Debt/Equity: 0.13x
EPS: $-2.03
AI Rating: SELL with 70% confidence
Owlet, Inc. (OWLTW) receives a SELL rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $105.7M, net profit margin of -37.5%, and return on equity (ROE) of -208.4%, Owlet, Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete OWLTW stock analysis for 2026.

Is Owlet, Inc. (OWLTW) a Good Investment?

Claude

Owlet demonstrates strong revenue growth (35.4% YoY) with healthy gross margins (50.6%), but operates at a severe fundamental loss with negative operating and free cash flows of -$10.8M and -$11.1M respectively. Despite improving loss trends, the company remains unsustainable at current economics and must achieve operating profitability within its 3-year cash runway to justify ownership.

Why Buy Owlet, Inc. Stock? OWLTW Key Strengths

Claude
  • + Strong revenue growth of 35.4% YoY demonstrating market demand
  • + Healthy gross margin of 50.6% indicates product-market viability
  • + Improved net loss and EPS performance YoY showing operational progress
  • + Strong liquidity position (1.85x current ratio) with $35.5M cash
  • + Low debt burden (0.13x debt-to-equity) limiting financial distress risk

OWLTW Stock Risks: Owlet, Inc. Investment Risks

Claude
  • ! Massive operating losses (-$8.3M) and net losses (-$39.7M) with -37.5% net margin
  • ! Negative operating cash flow (-$10.8M) and free cash flow (-$11.1M) indicate cash burn exceeds profitability
  • ! Company has approximately 3.2 years of cash runway at current burn rate before runway depletion
  • ! Large gap between gross profit and operating income suggests unsustainable operating expense structure (SG&A/R&D)
  • ! Negative interest coverage ratio (-10.2x) shows inability to service debt from operating earnings

Key Metrics to Watch

Claude
  • * Operating cash flow trend - must turn positive to validate sustainable business model
  • * Operating margin progression - needs clear path to breakeven or profitability
  • * Gross margin sustainability - monitor for margin compression as company scales
  • * Cash burn rate and runway - critical indicator of time to profitability deadline

Owlet, Inc. (OWLTW) Financial Metrics & Key Ratios

Revenue
$105.7M
Net Income
$-39.7M
EPS (Diluted)
$-2.03
Free Cash Flow
$-11.1M
Total Assets
$85.6M
Cash Position
$35.5M

💡 AI Analyst Insight

Owlet, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

OWLTW Profit Margin, ROE & Profitability Analysis

Gross Margin 50.6%
Operating Margin -7.8%
Net Margin -37.5%
ROE -208.4%
ROA -46.3%
FCF Margin -10.5%

OWLTW vs Market Sector: How Owlet, Inc. Compares

How Owlet, Inc. compares to Market sector averages

Net Margin
OWLTW -37.5%
vs
Sector Avg 12.0%
OWLTW Sector
ROE
OWLTW -208.4%
vs
Sector Avg 15.0%
OWLTW Sector
Current Ratio
OWLTW 1.9x
vs
Sector Avg 1.8x
OWLTW Sector
Debt/Equity
OWLTW 0.1x
vs
Sector Avg 0.7x
OWLTW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Owlet, Inc. Stock Overvalued? OWLTW Valuation Analysis 2026

Based on fundamental analysis, Owlet, Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
-208.4%
Sector avg: 15%
Net Profit Margin
-37.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.13x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Owlet, Inc. Balance Sheet: OWLTW Debt, Cash & Liquidity

Current Ratio
1.85x
Quick Ratio
1.51x
Debt/Equity
0.13x
Debt/Assets
58.6%
Interest Coverage
-10.21x
Long-term Debt
$2.5M

OWLTW Revenue & Earnings Growth: 5-Year Financial Trend

OWLTW 5-year financial data: Year 2021: Revenue $75.8M, Net Income -$10.5M, EPS $-0.48. Year 2023: Revenue $78.1M, Net Income -$79.3M, EPS $-9.98. Year 2025: Revenue $105.7M, Net Income -$12.5M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Owlet, Inc.'s revenue has grown significantly by 39% over the 5-year period, indicating strong business expansion. The most recent EPS of $-9.98 indicates the company is currently unprofitable.

OWLTW Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-10.5%
Free cash flow / Revenue

OWLTW Quarterly Earnings & Performance

Quarterly financial performance data for Owlet, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $22.1M -$1.1M $-0.06
Q2 2025 $20.7M -$1.1M $-0.08
Q1 2025 $14.8M $3.0M $0.11
Q3 2024 $9.2M -$1.1M $-0.61
Q2 2024 $13.1M -$1.1M $-0.08
Q1 2024 $10.7M $3.3M $-0.51
Q3 2023 $9.2M -$5.6M $-0.84
Q2 2023 $13.1M -$8.5M $-1.19

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Owlet, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$10.8M
Cash generated from operations
Capital Expenditures
$273.0K
Investment in assets
Dividends
None
No dividend program

OWLTW SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Owlet, Inc. (CIK: 0001816708)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 4 xslF345X06/wk-form4_1775599249.xml View →
Apr 6, 2026 8-K owlt-20260403.htm View →
Mar 27, 2026 4 xslF345X06/wk-form4_1774662607.xml View →
Mar 9, 2026 10-K owlt-20251231.htm View →
Mar 5, 2026 8-K owlt-20260305.htm View →

Frequently Asked Questions about OWLTW

What is the AI rating for OWLTW?

Owlet, Inc. (OWLTW) has an AI rating of SELL with 70% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OWLTW's key strengths?

Claude: Strong revenue growth of 35.4% YoY demonstrating market demand. Healthy gross margin of 50.6% indicates product-market viability.

What are the risks of investing in OWLTW?

Claude: Massive operating losses (-$8.3M) and net losses (-$39.7M) with -37.5% net margin. Negative operating cash flow (-$10.8M) and free cash flow (-$11.1M) indicate cash burn exceeds profitability.

What is OWLTW's revenue and growth?

Owlet, Inc. reported revenue of $105.7M.

Does OWLTW pay dividends?

Owlet, Inc. does not currently pay dividends.

Where can I find OWLTW SEC filings?

Official SEC filings for Owlet, Inc. (CIK: 0001816708) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OWLTW's EPS?

Owlet, Inc. has a diluted EPS of $-2.03.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OWLTW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Owlet, Inc. has a SELL rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OWLTW stock overvalued or undervalued?

Valuation metrics for OWLTW: ROE of -208.4% (sector avg: 15%), net margin of -37.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy OWLTW stock in 2026?

Our dual AI analysis gives Owlet, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OWLTW's free cash flow?

Owlet, Inc.'s operating cash flow is $-10.8M, with capital expenditures of $273.0K. FCF margin is -10.5%.

How does OWLTW compare to other Market stocks?

Vs Default sector averages: Net margin -37.5% (avg: 12%), ROE -208.4% (avg: 15%), current ratio 1.85 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI