Ouster, Inc. Common Stock (OUST)
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symbol.quality_heading
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
Documented revenue growth and a Physical-AI story backed by the Stereolabs acquisition — but only as a small admixture for the risk-aware: the valuation is high, and ongoing share issuance keeps diluting existing holders.
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The lidar specialist Ouster has more than quadrupled its revenue in three years and now tells a Physical-AI story. We read the last two annual reports, four quarterly reports and our own screener row, and we say plainly what carries and what wobbles. Not investment advice, just the fine print behind the fireworks.
Read the analysis
Stock Watch
This analysis is as of July 27, 2026. Stock Watch will tell you what's changed at OUST since then.
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Appears in These Scanners
This stock currently matches 26 of our scanner strategies — each hit links to the scanner.
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 39.00 $ — 49% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
AI Rating
Sells AIOuster positioniert sich im 10-K 2025 (Item 1 Business) als Anbieter von Sensorik und Wahrnehmung für „Physical AI“ und verkauft eine Plattform aus digitalen Lidar-Sensoren, Kameras, AI-Compute-Systemen (seit der Stereolabs-Übernahme Februar 2026) sowie KI-Perception-Software (Gemini, BlueCity) — die Revenue-Note des 10-Q bestätigt Lidar, Kameras und AI-Compute-Systeme ausdrücklich als Umsatzquelle; KI-Produkte sind damit nachweislich Umsatzträger.
View the full file — quotes, sources, reviewed filings
„Ouster, Inc. is a leader in sensing and perception for Physical Artificial Intelligence (Physical AI). Ouster enables machines to “Sense, Think, Act, and Learn” and independently execute tasks without human intervention."
Ouster, Inc. ist ein führender Anbieter von Sensorik und Wahrnehmung für Physische Künstliche Intelligenz (Physical AI). Ouster befähigt Maschinen zu „Wahrnehmen, Denken, Handeln und Lernen“ und dazu, Aufgaben eigenständig ohne menschliches Eingreifen auszuführen.
„As a pioneer in Physical AI, Ouster offers a unified sensing and perception platform that combines high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and cutting-edge AI models to our customers."
Als Pionier der Physical AI bietet Ouster seinen Kunden eine einheitliche Sensorik- und Wahrnehmungsplattform, die leistungsstarkes digitales Lidar, Kameras, KI-Rechenhardware, Sensorfusions- und Wahrnehmungssoftware sowie modernste KI-Modelle vereint.
„The majority of the Company's revenue is recognized at the point in time when the customer obtains control of the respective lidar sensors, cameras and AI compute systems."
Der Großteil des Umsatzes des Unternehmens wird zu dem Zeitpunkt erfasst, an dem der Kunde die Kontrolle über die jeweiligen Lidar-Sensoren, Kameras und KI-Rechensysteme erlangt.
„Our software solutions include BlueCity for intelligent transportation systems, and Ouster Gemini for security, logistics automation, and crowd monitoring. We continue to work to improve the performance and expand the capabilities of these platforms through our artificial intelligence perception software and application-specific integrations, analytics, and dashboards."
Zu unseren Software-Lösungen gehören BlueCity für intelligente Verkehrssysteme und Ouster Gemini für Sicherheit, Logistikautomatisierung und Crowd-Monitoring. Wir arbeiten weiter daran, die Leistung dieser Plattformen zu verbessern und ihre Fähigkeiten durch unsere KI-Wahrnehmungssoftware sowie anwendungsspezifische Integrationen, Analysen und Dashboards auszubauen.
Filings Reviewed: 10-Q 2026-05-05 · 10-Q 2025-11-05 · 10-Q 2025-08-11 · 10-Q 2025-05-09 · 10-K 2026-03-02 · 10-K 2025-03-21
Rated on July 9, 2026 · How the Rating Is Built
Growth Score
5 of 10 Solid growthTen checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 60.4% passed
- More than 10% revenue growth is expected for the coming year 34.4% passed
- Share count grows by less than 3% a year 46.8% failed
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 14.2% failed
- Gross margin at 40% or higher and without meaningful erosion 49.3% passed
- Goodwill from acquisitions does not grow faster than revenue 0.0% passed
- Net debt below twice EBITDA 192 m net cash passed
- Operating cash flow covers the profits of the last three years 320 m failed
- Return on capital at 15% or higher, or up versus two years ago -26.6% failed
- Insiders hold at least 10% or are net buyers 3.5% failed
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Analysts & Price Target
The price target sits 33.7% above the current price.
- Consensus
- Sell
- Analyst Ratings
- 6
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | -0.41 | -0.62 – -0.25 | 221 | 51.4% | 5 |
| 12/31/2027 | -0.05 | -0.27 – 0.20 | 296 | 89.1% | 4 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Next Reporting Date
- Expected Earnings per Share
- -0.31 $
Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2023: Q2 | -3.19 | -99.40 | 19 | 88.30 | -632.50 | -34 | -34 |
| 2023: Q3 | -0.89 | 55.10 | 22 | 98.20 | -158.10 | -27 | -28 |
| 2023: Q4 | -0.95 | 58.50 | 24 | 123.90 | -159.80 | -24 | -25 |
| 2024: Q1 | -0.55 | 88.00 | 26 | 50.60 | -91.90 | -6 | -7 |
| 2024: Q2 | -0.53 | 83.40 | 27 | 39.20 | -88.50 | -22 | -22 |
| 2024: Q3 | -0.54 | 39.30 | 28 | 26.60 | -91.10 | -4 | -4 |
| 2024: Q4 | -0.51 | – | 30 | 23.10 | -78.90 | -3 | -4 |
| 2025: Q1 | -0.42 | – | 33 | 25.80 | -67.50 | -5 | -5 |
| 2025: Q2 | -0.39 | – | 35 | 29.90 | -58.80 | -1 | -2 |
| 2025: Q3 | -0.37 | – | 40 | 40.80 | -55.00 | -18 | -20 |
| 2025: Q4 | 0.06 | – | 62 | 106.60 | 6.40 | -15 | -37 |
| 2026: Q1 | -0.28 | – | 49 | 48.90 | -36.00 | -7 | -10 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Annual Figures
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2018 | 1 | -30 | -33 | -41.12 | -28 | -10 | 27 |
| 2019 | 11 | -48 | -52 | -28.93 | -40 | -60 | 40 |
| 2020 | 19 | -52 | -107 | -59.79 | -42 | -37 | 46 |
| 2021 | 34 | -100 | -94 | -7.02 | -71 | 261 | 308 |
| 2022 | 41 | -145 | -139 | -7.79 | -111 | 172 | 256 |
| 2023 | 83 | -373 | -374 | -10.10 | -138 | 180 | 331 |
| 2024 | 111 | -104 | -97 | -2.08 | -34 | 181 | 276 |
| 2025 | 169 | -74 | -60 | -1.07 | -40 | 262 | 350 |
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Assessment: Opportunities & Risks
Revenue more than quadrupled in three years ($41.0 million to $169.4 million); the gross margin rose from 10.0 percent (2023) to 49.3 percent (2025).
Not a single profitable fiscal year since inception; an accumulated deficit of $973.4 million and free cash flow still negative at minus $64.9 million (2025).
$173.1 million of cash and short-term investments as of March 31, 2026 and practically debt-free — but the cushion melts with every loss-making quarter.
The weighted average share count rose from 17.8 million (2022) to 61.8 million (first quarter of 2026) — growth paid for with fresh shares is never free.
A price-to-sales ratio of 15.2 and a beta of 3.2 (data as of July 24, 2026): the multiple prices in years of growth, and the ride is three times as violent as the market.
21 matching scanner strategies and an RS rating of 93 — strong, but thirteen of those hits measure price strength, not quality (Piotroski 6 out of 9).
Ouster is a speculative growth bet: real, documented revenue growth and a Physical-AI story backed by the Stereolabs acquisition — at a high price and with honest design flaws. If at all, then as a small admixture for risk-aware investors, not as a core holding. Not investment advice.
- A single customer accounted for 21 percent of revenue in 2025 — a concentration risk.
- Ongoing capital increases keep diluting existing shareholders.
About the Company
Ouster, Inc. befasst sich mit Produktion und Verkauf von Lidar-Sensor-Kits für die Branchen Automobil, Industrie, Robotik und Smart Infrastructure in Amerika, im asiatisch-pazifischen Raum, Europa, dem Nahen Osten und Afrika.
| CEO Insider Trades (12 Mo.) | selling own stock |
|---|---|
| Employees | 320 |
| Headquarters | San Francisco, CA |
| Address | 350 Treat Avenue, 94110 San Francisco, United States |
| Phone | 415 949 0108 |
| Website | ouster.com |
| IPO Date | 9. Oct 2020 |
| ISIN | US68989M2026 |
| Stock Split | 1:10 on 04/21/2023 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Charles Angus Pacala | Co-Founder, CEO & Director | 1989 |
| Mark Frichtl | Co-Founder & CTO | 1989 |
| Kenneth P. Gianella | Chief Financial Officer | 1973 |
| Darien Spencer | Chief Operating Officer | 1963 |
| Megan Chung | General Counsel & Corporate Secretary | 1975 |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 6. Jul 2026 | Heystee Susan | Director | Other | 660 | 49.83 | 32,888 |
| 22. Apr 2026 | Mark Frichtl | CTO | Sell | 400 | 30.00 | 12,000 |
| 21. Apr 2026 | Stephen A Skaggs | Director | Sell | 5,000 | 28.00 | 140,000 |
| 20. Apr 2026 | Mark Frichtl | CTO | Sell | 60,000 | 26.58 | 1,594,800 |
| 17. Apr 2026 | Mark Frichtl | CTO | Sell | 30,000 | 25.15 | 754,500 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
View all insider transactions →Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.