Added to YB: 2026-07-17
Pitch date: 2026-07-13
OUST [bullish]
Ouster, Inc.
-15.3%
current return
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
$2.8B
Pitch Price
$41.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
-43.79
P/E
-44.11
EV/Sales
14.40
Sector
Electronic Equipment, Instruments and Components
Category
growth
Shawarma Capital Portfolio Update: July 11, 2026 - Ouster, Inc.
OUST (added to position): Now a 10% position, built in June via Pagaya rotation. Pentagon widened China lidar ban to top 2 suppliers; Rev8 factory qualified for federal infra $ under Build America Buy America; raised $200M into strength. Basis ~$41, trading low $40s. High conviction.
Read full article (1 min)