OUST's StereoLabs deal turns it from lidar-only into an end-to-end perception stack with cameras, compute, fusion software and AI models.
OUST is up 107% YTD as REV8 color lidar and the Stereolabs deal broaden its push into physical AI sensing.
Before Albert Manifold's abrupt dismissal, battles erupted over everything from secret deal talks to Wimbledon tickets.
I rate Mobileye (MBLY) a buy due to its superior technology, broad physical AI applications, positive FCF, and reasonable valuation versus Ouster (OUST). MBLY's mobility-focused sensors and 25 years of experience position it for long-term demand and higher returns as AV and AI adoption accelerates. MBLY's growth inflects meaningfully in 2028+ when Chauffeur and Drive systems are deployed in robotaxis, potentially driving a valuation re-rating.
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.
Ouster, Inc. (OUST) came out with a quarterly loss of $0.25 per share versus the Zacks Consensus Estimate of a loss of $0.31. This compares to a loss of $0.42 per share a year ago.
In the closing of the recent trading day, Ouster, Inc. (OUST) stood at $25.54, denoting a -2.26% move from the preceding trading day.
Ouster, Inc. (OUST) concluded the recent trading session at $26.41, signifying a -4.86% move from its prior day's close.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Ouster, Inc. is rated a speculative buy due to strong revenue growth, expanding market opportunity, and a solid cash position. OUST delivered Q4 revenue of $62M (including a $21M one-time royalty), with core revenue up 36% YoY and gross margin at 40%. The StereoLabs acquisition enhances OUST's AI and software capabilities, expanding its addressable market and supporting future industrial growth.
Ouster, Inc. (OUST) closed at $24.17 in the latest trading session, marking a -1.1% move from the prior day.
Ouster, Inc. (OUST) reached $20.03 at the closing of the latest trading day, reflecting a -1.14% change compared to its last close.