Added to YB: 2026-09-01
Pitch date: 2026-08-30
OUST [bullish]
Ouster, Inc.
+0.67%
current return
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
$2.5B
Pitch Price
$34.21
Price Target
69.00 (+100%)
Dividend
N/A
EV/EBITDA
-43.61
P/E
-39.85
EV/Sales
10.99
Sector
Electronic Equipment, Instruments and Components
Category
growth
I’m Buying This Company at the Center of Physical AI
OUST: Ouster provides lidar sensors and a broader stack of cameras, AI compute, sensor-fusion and perception software for physical AI, with Rev8’s native color-and-depth sensing positioned as its main growth engine. Q2 2026 revenue rose 56% and shipments 209%, with zero debt and $263M cash. At $36 and 12.7x trailing sales, a model implies $69 in three years, but assumes 50% growth amid continued losses, dilution and a 1-2-year Rev8 scaling process.
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