Owlet: Regulatory Moat, Expanding Recurring Revenue, and Strengthening Fundamentals Underpin Buy RatingWe had the opportunity to catch up with OWLT's management team at the and we got some more insight on product momentum, international expansion opportunity, Owlet 360, healthcare vertical, marketing, telehealth, and more. We are very excited for what's to come in 2026 as OWLT made significant progress cleaning up the cap table and float in preparation for investment in future growth. Quick Thoughts. Management highlighted strong ongoing momentum across the Duo product lines, and it sounds like Black Friday/Cyber Monday had strong performance.