Added to YB: 2026-05-15
Pitch date: 2026-05-13
OUST [bullish]
Ouster, Inc.
Author Info
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Company Info
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.
Market Cap
$2.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-33.15
P/E
-35.91
EV/Sales
10.90
Sector
Electronic Equipment, Instruments and Components
Category
growth
Ouster ($OUST): A Credible 10x Bet on the Eyes of Physical AI
OUST: Shifting from auto lidar story to Physical AI sensing platform. Q1 rev $49M (+49% YoY), 13 consecutive qtrs product growth. Rev8 launch: 2x range/resolution, native color. Stereolabs acquisition adds cameras+AI compute+perception SW. Targets 30-50% rev growth, <5% opex growth = operating leverage. $175M cash. 10x case: become default perception layer for robotics/industrial/smart infra. Risks: still unprofitable, competition, execution at $1.7B mkt cap.
Read full article (8 min)