Added to YB: 2026-06-30
Pitch date: 2026-06-28
OUST [neutral]
Ouster, Inc.
+23.25%
current return
Author Info
Gaetano shares institutional-quality research on the future of AI infrastructure and photonics. Deep dives, timely updates, and real education built for conviction investors. Sign up for the newsletter.
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
$2.7B
Pitch Price
$43.87
Price Target
160.00 (+196%)
Dividend
N/A
EV/EBITDA
-41.35
P/E
-44.16
EV/Sales
13.60
Sector
Electronic Equipment, Instruments and Components
Category
growth
$OUST Deep Dive - One of My Favorite Physical AI Plays
OUST (deep dive): Lidar-based 'Physical AI' perception platform expanding into cameras (Stereolabs), software (Gemini/BlueCity), AI compute. Q1'26 rev $49M (+49% YoY), 43% GM, $175M cash/no debt. ~$2.7B cap at $42. Mgmt targets 30-50% growth, 35-40% GM. 12mo base $60-75, bull $90-100, bear $30-38; 24mo base $100-120. Risks: China price pressure (Hesai), camera mix on ASPs, unclear software recurring rev, lidar-only perception.
Read full article (24 min)