Added to YB: 2026-08-14
Pitch date: 2026-08-12
OWLT [bullish]
Owlet, Inc.
+7.18%
current return
Author Info
P14 Capital is a former buy-side research analyst who uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Sign up for the newsletter.
Company Info
Owlet, Inc. provides digital parenting solutions in the United States, the United Kingdom, and internationally.
Market Cap
$157.8M
Pitch Price
$5.85
Price Target
12.00 (+91%)
Dividend
N/A
EV/EBITDA
-18.75
P/E
-12.89
EV/Sales
1.26
Sector
Health Care Equipment and Supplies
Category
turnaround
Quick Pitch | $OWLT - Owlet, Inc.
OWLT: Baby-monitor leader (41% US share) down 66% YTD; EV/Sales crushed from 4.6x to 1.4x on FY26 revenue guide cut (35%→13.5%), but cut driven by one-time retailer inventory reset, not demand. QTD sell-through +30% Y/Y not in guidance. High-margin Owlet360 subs (67% GM, 34% penetration), tariff/cost cuts (~$8M) support beat-and-raise at 8/11 2Q print. Bull: double; bear: -20-30%. Non-core.
Read full article (9 min)