The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 13 | — | 20.8x | Bottom tier | |
Growth | 90 | 57.3% | 6.1% | Top tier | |
Quality | 25 | -36.2% | 6.6% | Bottom tier | |
Safety | 70 | 1.0x | 0.7x | Top tier | |
Capital Return | 66 | — | 2.02% | Top tier | |
Momentum | 66 | 59.6% | 4.1% | Top tier | |
Sentiment | 44 | 3 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ouster, Inc. (NASDAQ: OUST) operates as a leading global platform in physical artificial intelligence (Physical AI) sensing and perception, designing and manufacturing advanced 3D lidar sensors and computer vision cameras. The company primarily generates revenue from selling these advanced sensors to customers in the industrial, smart infrastructure, robotics, and autonomous vehicle sectors, in addition to offering integrated hardware-software solutions such as Ouster BlueCity and Ouster Gemini. The company recently strengthened its competitive position with the complete acquisition of Stereolabs, a pioneer in AI-powered computer vision, enabling it to offer a unified sensing platform that integrates vision, depth, and AI technologies.
During the first quarter of fiscal year 2026, Ouster delivered a strong performance, with total revenues reaching $48.6 million, representing 49% growth compared to the first quarter of the previous year, supported by shipping over 12,600 sensors (including more than 8,300 lidar sensors, a new quarterly record for the company, and over 4,300 camera sensors). The company recorded a gross profit of $20.8 million with a strong GAAP gross margin of 43%, achieving a 200 basis point increase compared to the same period last year despite supply chain challenges. Although it recorded a net loss of -$17.5 million with an EPS of -$0.28, the company maintained an exceptionally solid balance sheet with $175 million in cash and short-term investments and zero debt on its books, with the smart infrastructure sector being the largest contributor to revenue this quarter, followed by industrial applications.
Analyst consensus currently rates Ouster stock as 'Neutral', with an average price target of $56.00, and analyst targets range from a low of $40.00 to a high of $75.00. Considering the stock's historical 52-week price range of $16.40 to $49.39, the stock is currently trading below the analyst average price target of $56.00. This valuation reflects the market's anticipation of the company's ability to translate its recent innovations in Rev8 technologies and the Stereolabs acquisition into sustainable operating profitability and positive free cash flows.
Figures in the text are as of 2026-06-15; the live price is shown at the top of the page.
In May 2026, Ouster launched the Rev8 sensor family, the world's first native color lidar technology integrated directly onto the L4 and L4 Max silicon chips. These sensors feature the integration of 3D color data using Fujifilm color science, providing 48-bit color depth and a dynamic range of up to 116 dB to operate in extreme lighting conditions ranging from 1 lux to 2 million lux. The new family includes the flagship OS1 Max sensor, which doubles the resolution of the Rev7 OS2 sensors at only a quarter of their size, with the ability to detect objects at a distance of up to 500 meters in all directions.
Ouster closed the acquisition of Stereolabs in February 2026, a strategic move aimed at integrating computer vision cameras and AI with lidar technologies. This acquisition contributed approximately 7 weeks of financial results during the first quarter of 2026, helping to drive total revenues to $48.6 million. However, the acquisition caused GAAP operating expenses to increase to $40 million, which included $2.3 million in direct acquisition and integration costs.
Ouster announced the expansion of its partnership with the Georgia Department of Transportation to deploy Ouster BlueCity smart infrastructure solutions for traffic management. This turnkey system will be installed at over 30 major traffic intersections in the Metro Atlanta area to modernize infrastructure and ease traffic flow. This step comes as part of the preparations to host the FIFA World Cup and several future events, strengthening the position of the BlueCity system, which already has over 700 contracted locations globally.
Automated analysis for informational purposes only — not investment advice.
For the second quarter of fiscal year 2026, Ouster's management expects to achieve revenues between $49.5 million and $52.5 million. Over the long term, the company reaffirmed its financial framework targeting annual revenue growth of 30% to 50%. Management also expects to maintain a GAAP gross margin of 35% to 40%, with operating expenses growing by 5% to 8% compared to 2025 levels to ensure a path toward profitability and positive free cash flow.
In May 2026, Ouster announced the integration of its all-new Rev8 sensor family with the NVIDIA Jetson platform dedicated to intelligent computing and robotics. This integration provides dedicated support for 3D color lidar data across NVIDIA JetPack and Isaac Sim software, and Jetson AGX Orin and Thor computing platforms. This collaboration aims to enable physical AI developers to use high-resolution sensing data to accelerate the training of robotic models, building on years of previous integration of Ouster and Stereolabs products with the NVIDIA ecosystem.