Owlet, Inc. · Brief

Next report

9 days

Nov 12 · after closeest.Q3 FY26

Expected move

±5.4%implied · report alone

4.074.53

straddle ±20.8%

spot 4.30exp Nov 20ATM strike 5ATM straddle 1.05IV 107%

Nov 2 closereport share · term structurethin chain

Expected move

—≥ implied

Q2 FY26±17.5%▲+6.80%×0.39

quarterimplied−20%0+20%realized×

Q2 FY26±17.5%▲+6.80%×0.39

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 12 report · est.

Bull2

14disclosed supplier and customer ties in SEC filingsSEC filings

59managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear1

3 of 22of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

OWLT report session

No linked exposure.

Oct 29impliedImplied move: ±20.8% into Nov 12 earnings (Oct 29 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.