Added to YB: 2026-09-28
Pitch date: 2026-09-22
OUST [neutral]
Ouster, Inc.
+9.03%
current return
Author Info
The Loh-Down is a portfolio strategist with 10+ years in fixed income and liquidity markets. Sign up for the newsletter.
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
$40.10
Price Target
22.00 (-47%)
Dividend
N/A
EV/EBITDA
-50.25
P/E
-45.33
EV/Sales
12.66
Sector
Electronic Equipment, Instruments and Components
Category
growth
Ouster, Inc. (Nasdaq: OUST)
OUST (overview): Ouster offers long-term exposure to industrial automation through lidar, cameras and perception software, with Q2 combined-company pro forma revenue growth of 44.1% and roughly $453M of illustrative post-raise liquidity. Rev8 and Stereolabs broaden the opportunity, but at ~$38 and 10.5x annualized sales, shares already approach the $41 Bull target and exceed the $22 Base case. Cash burn, dilution, pricing pressure and unproven software economics constrain the near-term risk/reward.
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