Added to YB: 2026-06-11
Pitch date: 2026-06-08
OUST [bullish]
Ouster, Inc.
-8.68%
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
$2.5B
Pitch Price
$42.04
Price Target
120.00 (+212%)
Dividend
N/A
EV/EBITDA
-37.69
P/E
-40.48
EV/Sales
12.39
Sector
Electronic Equipment, Instruments and Components
Category
growth
$OUST: China's Lidar Champion Just Got Banned From The Pentagon. Ouster Is The Western Pure-Play Left Standing
OUST: American lidar pure-play at $2.5B, +3x YoY. Thesis: Hesai (world's largest, $400M+ rev) banned from US defense under NDAA; OUST is Blue UAS-cleared, deployed by Army/Navy/NASA. Debt-free, $175M cash, FY25 rev +52% to $169M, 49% GM, software bookings +120%. Bought EBITDA+ StereoLabs. Not yet profitable, customer concentration, dilution risk. 12mo PT $60, base $90, bull $120 vs $40 tape. Starter position.
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