Ouster

OUST

Market cap $2.8B

Ouster Inc (NASDAQ:OUST) shares hit new 52-week highs on Tuesday after the company announced a collaboration with FieldAI.

OUST is up 107% YTD as REV8 color lidar and the Stereolabs deal broaden its push into physical AI sensing.

SAN FRANCISCO--(BUSINESS WIRE)---- $OUST--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, and FieldAI, a leader in field-deployed general robot intelligence, announced today a collaboration to enhance how general-purpose robots perceive and navigate complex environments by leveraging Ouster's Rev8 native color lidar. FieldAI's universal robot “brain" works across radically different robot types, tasks, and environments. Robots can be introduced.

Ouster, Inc. (NASDAQ:OUST) shares traded higher on Wednesday as investors continued to react to the company's growing momentum in defense and autonomous technology markets.

Ouster, a maker of sensors and AI software, jumps after announcing a partnership to supply lidar tech to interceptor drones.

SAN FRANCISCO & ROTENBURG, Germany--(BUSINESS WIRE)---- $OUST--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, and ARGUS Interception GmbH, a pioneer in net-based counter-UAS interception systems, announced today a strategic agreement under which ARGUS Interception will equip its A1-Falke® net-based interceptors with Ouster digital lidar. This collaboration combines the high-precision, short-range 3D detection capabilities of Ouster digital lid.

Ouster (OUST) is transforming from a lidar supplier to a vertically integrated Physical AI platform, now rated Buy. The Stereolabs acquisition and NVIDIA DRIVE Hyperion qualification position OUST as the only U.S.-aligned, at-scale perception stack. NDAA Section 164 removes key Chinese competitor Hesai from U.S. federal procurement, creating a one-player market for OUST.

SAN FRANCISCO--(BUSINESS WIRE)---- $OUST--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, announced today that Gecko Robotics, a leader in combining advanced robotics and AI-powered software, is leveraging Ouster's new Rev8 digital lidar sensors to integrate novel data layers into its Cantilever operating platform. Gecko Robotics currently utilizes Ouster's digital lidar to navigate complex industrial environments and create high-fidelity digit.

SAN FRANCISCO--(BUSINESS WIRE)---- $OUST--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, announced today its collaboration with FUJIFILM Corporation to develop the world's first native color lidar. Ouster's new Rev8 OS family of digital lidar sensors are powered by patented L4 Ouster Silicon with embedded Fujifilm color science, resulting in exquisite native color data and hardware-enabled HDR. By integrating color science at the silicon level.

Ouster, Inc. delivered a 49% YoY revenue jump in Q1'26, driven by record LiDAR sensor shipments and Stereolabs integration. Despite strong results and the launch of the Rev8 native color LiDAR sensor, OUST shares remain flat, trading at a modest $1.8 billion valuation. Q2 guidance appears conservative, but OUST has a track record of beating estimates and targets profitability within a year with 35–40% gross margins.