Added to YB: 2026-06-25
Pitch date: 2026-06-23
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
$2.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-44.63
P/E
-47.46
EV/Sales
14.68
Sector
Electronic Equipment, Instruments and Components
Category
growth
Ouster, Inc. - $OUST
OUST: Digital LiDAR pure-play on 'Physical AI.' Post-Velodyne merger; 43% GAAP gross margin, ~900 customers, zero debt, >$155M net cash. REV8 color LiDAR launch w/ Google, Volvo, NVIDIA, Benchmark. $2.97B cap, TTM rev $185M, net loss $56M. Pricey at 15x EV/S, profitability not until ~2027-28. Bear: weak revenue visibility, choppy results, Hesai/Luminar competition. Author holds 7% trading position @ $30.20, took profits at $48, not yet in long-term book.
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