Ouster

OUST

Market cap $1.14B

Ouster is rated a BUY for its strong economic moat and diversified LiDAR applications beyond Robotaxis. OUST's acquisition of Stereolabs positions it as a perception platform provider, enhancing robotics and industrial value propositions. OUST's robust cash reserves and DoD contract provide resilience amid industry volatility and ongoing market consolidation.

Ouster is a 'Buy,' given the company's leadership in digital LiDAR and optical sensing for physical AI applications. OUST is targeting 30–50% annual revenue growth, and I anticipate breakeven profitability within three years as gross margins expand through the software-attached business. The valuation appears attractive, with potential for rapid multiple compression as profitability inflects and recurring software revenues scale.

Ouster, Inc. (OUST) reached $20.06 at the closing of the latest trading day, reflecting a -4.75% change compared to its last close.

After Ouster (OUST) announced its acquisition of StereoLabs, the stock jumped 10% on Monday's session. The company's CEO and co-founder, Angus Pacala, explains how the acquisition allows Ouster to build a "unified" platform combining AI compute, cameras, and LiDAR in its autonomous tech.

Ouster, Inc. (OUST) M&A Call Transcript

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 on February 4, 2026 it closed the acquisition of StereoLabs SAS (“StereoLabs”), a pioneer in AI vision and perception solutions. With this acquisition, Ouster now offers Physical AI's first unified sensing and perception platform, combining high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and.

Ouster, Inc. (OUST) reached $19.18 at the closing of the latest trading day, reflecting a -5.38% change compared to its last close.

Ouster, Inc. (OUST) concluded the recent trading session at $23.48, signifying a -1.68% move from its prior day's close.

SAN FRANCISCO--(BUSINESS WIRE)---- $OUST--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a global leader in high-performance lidar sensors and intelligent software solutions that bring Physical AI to life across the automotive, industrial, robotics, and smart infrastructure sectors, announced today that it will report its financial results for the quarter ended December 31, 2025 after the market closes on Monday, March 2, 2026 and host a conference call that day at 5:00 p.m. ET to discuss its r.

In the most recent trading session, Ouster, Inc. (OUST) closed at $24.84, indicating a -8.81% shift from the previous trading day.