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OUST · NASDAQ · Semiconductors

Ouster

Builds lidar, cameras, AI compute, and perception software for machines and infrastructure.

$34.72

After-hours close+0.12 (+0.33%)

At close$34.61(−5.30%)

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Profile

Ouster, Inc.OUSTInformation Technology

Sells digital lidar, ZED cameras, AI compute, and perception software to industrial, robotics, automotive, and smart-infrastructure customers worldwide. Product shipments drive most revenue, while a shared sensor architecture and acquired vision capabilities support a combined hardware-and-software platform.

Designs and sells OS digital lidar sensors, ZED stereo and monocular cameras, AI compute hardware, and perception software worldwide for industrial automation, robotics, automotive systems, and smart infrastructure. Gemini combines lidar, edge processing, and analytics for security, logistics, and crowd monitoring; BlueCity supports traffic operations, planning, and road safety.

Uses a shared digital-lidar architecture across sensor models and combines it with Stereolabs vision technology for machines and fixed infrastructure. Revenue comes primarily from product shipments, with software and licensing alongside hardware. Customer programs can require lengthy testing and qualification, while laser-safety, export-control, and application-specific standards shape deployment. Higher-volume sensor production relies on contract manufacturers in Thailand.

Company facts

CEOAngus Pacala

ListedMar 12, 2021

ExchangeNASDAQ

HeadquartersSan Francisco, CA

CountryUnited States

Employees320

CIK0001816581

ISINUS68989M2026

Key statistics

Market cap$2.50B

EPS (ttm)−$0.8600

P/E (ttm)−40.26

ROE-18.5%

P/B6.15

P/S12.18

Dividend yield—

Beta4.56vs XLK 1.92

Year to date +48.1% · Average volume (30d) 2.9M

Analysts

Price target, next 12 months$58.50+69.0%Median of 10 analysts · vs the Aug 28 close

ConsensusBuy5 of 10 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $34.62

High$75.00+116.6%

Median$58.50+69.0%

Low$53.00+53.1%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Jul 21, 2026	Northland Securities	Target			$38	$60
Jul 15, 2026	Oppenheimer	Reiterate		Outperform	$40	$57
May 29, 2026	Roth Capital	Target				$75
May 27, 2026	Rosenblatt Securities	Target			$17	$53
May 7, 2026	Cantor Fitzgerald	Downgrade	Overweight	Neutral

Earnings

EPS

Estimate−$0.08

ReportedDue Nov 3, 2026

Revenue

Estimate$56.3M

ReportedDue Nov 3, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 6, 2026Q2 FY26	−$0.12	−$0.26	−108.5%	$51.5M	$54.6M	+6.1%	−4.78%
May 5, 2026Q1 FY26	−$0.12	−$0.25	−117.4%	$46.2M	$48.6M	+5.3%	+2.80%
Mar 2, 2026Q4 FY25	−$0.14	$0.06	+142.9%	$41.1M	$62.2M	+51.2%	+7.26%
Nov 4, 2025Q3 FY25	−$0.43	−$0.37	+14.0%	$41.1M	$39.5M	−3.9%	−6.54%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$32.6M	$35.0M	$39.5M	$62.2M	$48.6M	$54.6M
Gross profit	$13.5M	$15.8M	$16.7M	$37.5M	$20.8M	$26.7M
Operating income	−$23.8M	−$26.8M	−$24.3M	$904.0K	−$19.2M	−$20.0M
Net income	−$22.0M	−$20.6M	−$21.7M	$4.0M	−$17.5M	−$18.1M
Diluted EPS	−$0.42	−$0.38	−$0.37	$0.06	−$0.28	−$0.27
Gross margin	41.3%	45.2%	42.1%	60.2%	42.9%	48.9%
Operating margin	-73.0%	-76.5%	-61.4%	1.5%	-39.5%	-36.7%

Fiscal years (4-quarter sums)FY21 $33.6M · FY22 $41.0M · FY23 $83.3M · FY24 $111.1M · FY25 $169.4M

Revenue by product · Q2 FY26

Product$52.8M · 97%

Royalty$1.9M · 3%

Revenue by geography · Q2 FY26

Americas$35.4M · 65%

Asia Pacific$12.6M · 23%

EMEA$6.6M · 12%

Balance sheet, Jun 30, 2026Cash & short-term investments $261.1M · Total debt $16.4M · Total assets $474.8M · Shareholders' equity $371.3M

Dividends

No dividends on record.

Ownership

Institutions 56.81%40.97M sharesInsiders 4.21%3.04M sharesOther 38.98%28.11M shares

Shares outstanding 72.11M · Float 69.86M · 96.9% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	5.56M	7.71%	13F	Aug 7, 2026
Vanguard Capital Management LLC	2.71M	3.76%	13F	Aug 13, 2026
State Street Corp	2.05M	2.85%	13F	Aug 7, 2026
Vanguard Portfolio Management LLC	1.80M	2.50%	13F	Aug 13, 2026
Geode Capital Management, LLC	1.64M	2.28%	13F	Aug 12, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 18, 2026	Kenneth P. Gianella	officer: Chief Financial Officer	−40,000	$45.33
Aug 6, 2026	Stephen A. Skaggs	director	−3,614	$45.18
Aug 5, 2026	Stephen A. Skaggs	director	−1,386	$46.48
Aug 4, 2026	Darien Spencer	officer: Chief Operating Officer	−30,000	$45.00
Jun 22, 2026	Ted L. III Tewksbury	director	−1,695	$47.00