Ouster (OUST)
Builds lidar, cameras, AI compute, and perception software for machines and infrastructure.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 21, 2026 | Northland Securities | Target | Target: $38 | Target: $60 |
| Jul 15, 2026 | Oppenheimer | Reiterate | Rating: —Target: $40 | Target: $57 |
| May 29, 2026 | Roth Capital | Target | Target: — | Target: $75 |
| May 27, 2026 | Rosenblatt Securities | Target | Target: $17 | Target: $53 |
| May 7, 2026 | Cantor Fitzgerald | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $261.1M · Total debt $16.4M · Total assets $474.8M · Shareholders' equity $371.3M
- Revenue
- $54.6M
- Operating income
- −$20.0M
- Net income
- −$18.1M
No dividends on record.
| Institutions | ≈ 48.50% | 34.98M shares | |
|---|---|---|---|
| 353 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.90% | 2.09M shares | |
| 15 holders · as of Sep 16, 2026 | |||
| Other | ≈ 48.60% | 35.04M shares | |
| remainder | |||
72.11M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.71% | 5.56M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.76% | 2.71M | as of Jun 30, 2026 |
State Street CorpInstitution | 2.85% | 2.05M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 2.50% | 1.80M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.28% | 1.64M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Megan Chung | officer: General Counsel and Secretary | −11,484 | $33.96 |
| Sep 14, 2026 | Darien Spencer | officer: Chief Operating Officer | −12,808 | $33.96 |
| Sep 14, 2026 | Cyrille Jacquemet | officer: Chief Revenue Officer | −8,896 | $33.96 |
| Sep 14, 2026 | Charles Angus Pacala | director, officer: President and CEO | −30,385 | $33.96 |
| Sep 14, 2026 | Kenneth P. Gianella | officer: Chief Financial Officer | −15,686 | $33.96 |
- Hesai (ADR)
High-scale ADAS and robotics lidar rival
- Aeva
FMCW lidar platform rival across Physical AI
- Innoviz Technologies
Automotive and Physical AI lidar challenger
- MicroVision
Lidar and perception-software overlap
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ouster | $40.24 | −0.02% | $2.75B | — | — | 13.4 | +55.9% |
| Hesai (ADR) | $17.13 | +0.20% | $2.52B | 36.0 | 29.3 | 5.1 | +28.5% |
| Aeva | $15.42 | +0.06% | $1.03B | — | — | 47.8 | +11.3% |
| Innoviz Technologies | $0.3514 | +1.62% | $96.2M | — | — | 1.8 | +85.1% |
| MicroVision | $1.71 | −0.58% | $39.0M | — | — | 13.6 | +850.3% |
| Median | 36.0 | 29.3 | 9.3 | +56.8% |