Redeye has updated its estimates and valuation for Sleep Cycle following the Q4 2025 report. While the report was broadly in line with expectations, it confirmed a deliberate execution of the long-term strategy set in motion during 2024 as the company enters an "investment-heavy phase" in 2026 to capture growth in MedTech and B2B licensing/partnerships. On the back of the 2026 guidance, we have made significant downward adjustments to our near-term forecast, leading to a reduction in our Base Case.
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