Added to YB: 2026-05-15
Pitch date: 2026-05-12
OUST [bullish]
Ouster, Inc.
Author Info
No bio for this author
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
100.00 (+269%)
Dividend
N/A
EV/EBITDA
-33.15
P/E
-35.91
EV/Sales
10.90
Sector
Electronic Equipment, Instruments and Components
Category
growth
Embodied Intelligence, Ouster Lidar $OUST
OUST: Physical AI/robotics convergence driving LiDAR demand. Rev8 'holy grail' sensor expands TAM 5x ($3B→$18B) combining LiDAR+camera. Q1 rev $49M (+49% YoY), 8.3K units shipped, 43% GM, -$7M adj EBITDA. NDAA bans Chinese rivals (80% mkt share). Stereolabs M&A adds 10K customers, 60-70% GM software. Path to profitability 2027. Bull: $100 PT 2028 needs $625M rev (55% CAGR), 10x P/S. Risks: growth decel, customer concentration (21% from #1), multiple compression, dilution
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