Ouster, Inc.
OUST · Price history
Price at last available close
$32.79
−$8.11 (-19.83%) 1M
2026-10-27
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Company & revenue
About Ouster, Inc.
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Ouster, Inc. engages in the production and sale of lidar sensor kits for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers the Outer Sensor (OS) product line, including OSDome that provides a hemispheric field of view; OS0 for wide view; OS1, for mid-range view; and OS2 for long-range view. It also provides the DF series, a suite of short, mid, and long-range solid-state digital lidar sensors for advanced driver assistance systems (ADAS) and autonomous driving systems; Velodyne that offers surround-view lidar sensors comprising VLP-16, VLP-16 Lite, VLP-16 Hi-Res, VLP-32, and VLS-128; Ouster Gemini, a perception platform designed for smart infrastructure deployments; and BlueCity, a Gemini-powered solution for traffic operations, planning, and safety.
How they make money
Ouster generates revenue primarily through the design, manufacture, and sale of high-resolution digital lidar sensors and perception software platforms. The company sells these hardware and software solutions to customers across the automotive, industrial, robotics, and smart infrastructure sectors, leveraging a direct sales force and distribution partners to reach global markets.
Products & services
Ouster provides a unified sensing and perception platform including digital lidar sensors (OS0, OS1, OS2, OSDome), cameras, AI compute hardware, sensor fusion software, and perception software models for Physical AI applications.
Brands & revenue mix
Primary brand for digital lidar sensors and perception software.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer concentration
For the year ended December 31, 2025, two customers accounted for more than 10% of the company's total revenue.
Suppliers, materials & equipment
- Contract Manufacturers — The company utilizes third-party contract manufacturers to assemble its lidar sensors; the specific names of these manufacturers are not disclosed.Source
Strengths
- Proprietary digital lidar technology and SoC integrationSource
Sources
Financial risk observations and what to check
These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-06-30.
Diluted weighted-average shares increased 23.4% year over year.
Compare per-share results with total earnings and inspect the equity footnote. A change in weighted-average shares does not by itself establish the cause, the number of shares issued today, or the economic effect of a split.
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
36
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
53
Fair
Financial Strength
53
Business Quality / Moat
60
Management
40
Growth Quality
83
Risk / Durability
11
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
50
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
65/100
Building Historical Record
Model Score 65/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently moderate.
- •Balance-sheet / debt profile scores strongly
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
- •Asset quality is a weaker factor
Company-specific research
Questions worth answering for OUST
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can OUST maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •How long can OUST fund negative free cash flow using its current cash position before it may need more debt or new shares?
- •How is OUST likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •What specifically needs to improve for OUST to reach sustainable profitability?
- •What future growth or profitability would be needed to justify OUST's current valuation?
Essential Investment Snapshot
Wall Street Score
36
Opportunity Score
50
Market Cap
$2.36B
P/E Ratio
-43.8
EPS
$-0.85
52-Week High
$63.79
52-Week Low
$16.40
Beta
3.23
Analyst Target
$58.50
Shares Outstanding
56.3M
Total Revenue
$204.9M
Total Debt
$16.4M
Dividend
No current dividend
Liquidation Value / Share
$6.59
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Strong downward momentum
High movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Community Sentiment
0 active · 0 total callsNo personal call yet on OUST.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Proprietary digital lidar technology and SoC integration.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Semiconductors industry.
- −Dependence on a limited number of contract manufacturers.
- −History of operating losses and potential need for additional capital.
- −Diluted weighted-average shares increased 23.4% year over year.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
3 historical score records availablePrevious Score
36
Oct 1, 2026
Change
Unchanged
Current Score
36
Oct 12, 2026
Category Changes
OUST score was unchanged.
Projected Score
Projected Score
41
Projected Change
+5.2 points
Preliminary comparable-period financial changes suggest improvement of approximately 5.2 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
Valuation unavailableCurrent Price
$32.79
Model Intrinsic Value
—
Difference
—
Margin of Safety
—
Intrinsic value is not currently available for this stock, so valuation can't be calculated.
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Large reported revenue change: +52.5%
Revenue changed sharply from 2024 to 2025. This can reflect a real business change, acquisition, divestiture, discontinued operations, restatement, or reporting-basis change. Compare the underlying filing before treating it as normal growth or decline.
TTM may combine quarters from before and after the event, so its trend can also be distorted.
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $204.9M | $169.4M | $111.1M | $83.3M | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $103.3M | $85.9M | $70.6M | $73.6M | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $101.6M | $83.4M | $40.5M | $9.7M | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $68.5M | $65.2M | $58.1M | $91.2M | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $95.8M | $92.3M | $86.6M | $123.6M | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $164.2M | $157.4M | $144.6M | $382.9M | ···· | ···· | ···· | ···· | ···· |
| EBITDA | -$37.8M | -$50.4M | -$79.9M | -$342.6M | ···· | ···· | ···· | ···· | ···· |
| Operating Income | -$62.6M | -$74.0M | -$104.2M | -$373.2M | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $0.00 | $0.00 | $1.8M | $9.3M | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | -$52.2M | -$63.3M | -$96.5M | -$373.6M | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $1.2M | -$2.9M | $537K | $523K | ···· | ···· | ···· | ···· | ···· |
| Net Income | -$53.3M | -$60.4M | -$97.0M | -$374.1M | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $-0.82 | $-1.07 | $-2.08 | $-10.10 | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 65.99M | 56.33M | 46.58M | 37.04M | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 65.99M | 56.33M | 46.58M | 37.04M | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$54.6M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
-$0.27
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-7.1%
Cash Change
+20.5%
Margin Change
+25.6 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Cash position grew
- Debt reduced
Potential Score Impact
Positive indicators included revenue growth, cash levels, debt levels, net income margin. Pressure indicators included EPS growth. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 55.9%. EPS declined 28.9%. Cash increased 20.5%. Total debt declined 7.1%. Net income margin improved by 25.6 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
3 historical recordsHistorical Score Chart
3 of 3 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · OUST
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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