The Run Rate Index / Summer 2026 / Oura
05
Wearables
OuraNEW ENTRY
69
Momentum / 100
Score breakdown
Demandsearch trajectory
9
Expansionlocations & platform
6
Capitalfunding, M&A, IPO
8
Pricing powerraising vs discounting
6
Talenthires & leadership
3
Buzzpress volume & tone
7
Why it moved
The demand story of the quarter — search up 44% on an Eli Lilly equity investment, 5.5M rings sold and a confidential IPO on file. The ring became a metabolic-health platform.
What would move it next quarter
An IPO price (the S-1 is still confidential) and the Lilly GLP-1 integration shipping. Demand is already surging; capital is the catalyst.Source: Oura — Lilly investment