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Ouster, Inc. logo

Ouster, Inc.

OUST

NASDAQTechnologySemiconductors

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Latest quote

$38.42

+$0.47 · +1.24%

Aug 21, 3:55 PM ET

OUST company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

78

Undervalued

Momentum

67

Gaining

Sentiment

60

Mixed

Risk resilience

26

High Risk

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Company profile

Company website

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. The company offers the Outer Sensor (OS) product line, including OSDome that provides a hemispheric field of view; OS0 for wide view; OS1, for mid-range view; and OS2 for long-range view. It also provides the DF series, a suite of short, mid, and long-range solid-state digital lidar sensors for advanced driver assistance systems (ADAS) and autonomous driving systems; Velodyne that offers surround-view lidar sensors comprising VLP-16, VLP-16 Lite, VLP-16 Hi-Res, VLP-32, and VLS-128; Ouster Gemini, a perception platform designed for smart infrastructure deployments; and BlueCity, a Gemini-powered solution for traffic operations, planning, and safety. In addition, the company offers ZED, a high-performance camera that provides 2D and 3D color data, as well as AI Compute. Further, it is developing solid-state digital flash sensors, a suite of short, mid, and long-range solid-state digital lidar sensors that provide uniform precision imaging without motion blur across an entire field of view. Ouster, Inc. was founded in 2015 and is headquartered in San Francisco, California.

Industry
Semiconductors
Sector
Technology
Headquarters
US
CEO
Angus Pacala
Listed since
Oct 9, 2020
Employees
320

Market position

Volume
2.39M
0.55× average
Average volume
4.37M
Average daily volume
Market cap
2.77B USD
Beta
3.28
Market reference 1

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
1.17B USD
P/E (TTM)
-45.2×
P/B (TTM)
6.83×
P/S (TTM)
13.52×
EV / EBITDA
-23.18×
Earnings yield
-4.95%
Free cash flow yield
-5.32%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
49.60%
Operating margin
-30.55%
Net margin
-26.02%
Return on equity
-23.07%
Return on assets
-17.27%
Return on invested capital
-24.97%

Financial health

Debt / equity
0.04×
Current ratio
3.93×
Altman Z-score
13.82
Piotroski F-score
3 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends99%-100%-300%-499%Gross margin, FY2021: 27.06%Gross margin, FY2022: 26.64%Gross margin, FY2023: 11.62%Gross margin, FY2024: 36.42%Gross margin, FY2025: 49.26%Operating margin, FY2021: -296.95%Operating margin, FY2022: -354.44%Operating margin, FY2023: -448.12%Operating margin, FY2024: -93.77%Operating margin, FY2025: -43.69%Net margin, FY2021: -279.89%Net margin, FY2022: -337.71%Net margin, FY2023: -449.22%Net margin, FY2024: -87.35%Net margin, FY2025: -35.65%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 27.06%. Gross margin FY2022 26.64%. Gross margin FY2023 11.62%. Gross margin FY2024 36.42%. Gross margin FY2025 49.26%. Operating margin FY2021 -296.95%. Operating margin FY2022 -354.44%. Operating margin FY2023 -448.12%. Operating margin FY2024 -93.77%. Operating margin FY2025 -43.69%. Net margin FY2021 -279.89%. Net margin FY2022 -337.71%. Net margin FY2023 -449.22%. Net margin FY2024 -87.35%. Net margin FY2025 -35.65%.

Income trends

Revenue

169.38M USD+52.46%

Operating income

−74M USD+28.97%

Net income

−60.38M USD+37.78%
Income trends across reported periods223.73M USD6.34M USD−211.06M USD−428.46M USDRevenue, FY2021: 33.58M USDRevenue, FY2022: 41.03M USDRevenue, FY2023: 83.28M USDRevenue, FY2024: 111.1M USDRevenue, FY2025: 169.38M USDOperating income, FY2021: −99.71M USDOperating income, FY2022: −145.42M USDOperating income, FY2023: −373.19M USDOperating income, FY2024: −104.18M USDOperating income, FY2025: −74M USDNet income, FY2021: −93.98M USDNet income, FY2022: −138.56M USDNet income, FY2023: −374.11M USDNet income, FY2024: −97.05M USDNet income, FY2025: −60.38M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 33.58M USD. Revenue FY2022 41.03M USD. Revenue FY2023 83.28M USD. Revenue FY2024 111.1M USD. Revenue FY2025 169.38M USD. Operating income FY2021 −99.71M USD. Operating income FY2022 −145.42M USD. Operating income FY2023 −373.19M USD. Operating income FY2024 −104.18M USD. Operating income FY2025 −74M USD. Net income FY2021 −93.98M USD. Net income FY2022 −138.56M USD. Net income FY2023 −374.11M USD. Net income FY2024 −97.05M USD. Net income FY2025 −60.38M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue169.38M USD111.1M USD83.28M USD41.03M USD33.58M USD
Cost of goods sold85.95M USD70.64M USD73.6M USD30.1M USD24.49M USD
Gross profit83.44M USD40.46M USD9.68M USD10.93M USD9.09M USD
Research and development65.17M USD58.08M USD91.21M USD64.32M USD34.58M USD
Selling, general, and administrative92.27M USD86.55M USD123.62M USD92.04M USD74.22M USD
Operating expenses157.44M USD144.64M USD382.87M USD156.35M USD108.8M USD
Interest income9.49M USD8.85M USD9.04M USD2.21M USD471K USD
Interest expense—1.82M USD9.3M USD2.69M USD504K USD
Depreciation and amortization12.89M USD14.74M USD21.67M USD12.19M USD7.58M USD
Operating income−74M USD−104.18M USD−373.19M USD−145.42M USD−99.71M USD
Net income−60.38M USD−97.05M USD−374.11M USD−138.56M USD−93.98M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
27%
3 beats, 8 misses, 0 met estimates
Average EPS surprise
-47.61%
11 comparable reports
Latest EPS result
-0.26
Estimate -0.12 · Miss by 108.53%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.1-0.11-0.31-0.52Q1 '25MissQ2 '25MissQ3 '25MissQ4 '25MissQ1 '26BeatQ2 '26MissQ3 '26MissQ4 '26Estimate
Q1 2025, reported Mar 20, 2025: actual -0.48, estimate -0.23, surprise -108.70%, Miss. Q2 2025, reported May 8, 2025: actual -0.42, estimate -0.254, surprise -65.47%, Miss. Q3 2025, reported Aug 7, 2025: actual -0.38, estimate -0.205, surprise -85.37%, Miss. Q4 2025, reported Nov 4, 2025: actual -0.37, estimate -0.183, surprise -102.74%, Miss. Q1 2026, reported Mar 2, 2026: actual 0.06, estimate -0.134, surprise +144.63%, Beat. Q2 2026, reported May 5, 2026: actual -0.25, estimate -0.115, surprise -117.39%, Miss. Q3 2026, reported Aug 6, 2026: actual -0.26, estimate -0.125, surprise -108.53%, Miss. Q4 2026, reported Nov 3, 2026: actual —, estimate -0.078, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates64.77M52.25M39.73M27.21MQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Mar 20, 2025: actual 30.09M USD, estimate 29.8M USD, surprise +0.98%, Beat. Q2 2025, reported May 8, 2025: actual 32.63M USD, estimate 30.87M USD, surprise +5.72%, Beat. Q3 2025, reported Aug 7, 2025: actual 35.05M USD, estimate 33.77M USD, surprise +3.80%, Beat. Q4 2025, reported Nov 4, 2025: actual 39.53M USD, estimate 37.07M USD, surprise +6.63%, Beat. Q1 2026, reported Mar 2, 2026: actual 62.18M USD, estimate 41.12M USD, surprise +51.22%, Beat. Q2 2026, reported May 5, 2026: actual 48.58M USD, estimate 46.15M USD, surprise +5.26%, Beat. Q3 2026, reported Aug 6, 2026: actual 54.63M USD, estimate 51.47M USD, surprise +6.13%, Beat. Q4 2026, reported Nov 3, 2026: actual —, estimate 56.3M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Recent analyst actions

7 institutions
Northland Capital MarketsmaintainOutperform
Chardan CapitaldowngradeBuyNeutral

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ETFs holding OUST

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
79.45M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
60.95M
Weight
0.08%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
Vanguard Information Technology ETF logoVanguard Information Technology ETFVGT
Market value
50.22M
Weight
0.03%
AUM
160.2B USD
Expense ratio
0.09%
Price / 1D
$118.42+0.05%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
30.26M
Weight
0.03%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
L&G ROBO Global Robotics and Automation UCITS ETF logoL&G ROBO Global Robotics and Automation UCITS ETFROBO
Market value
25.39M
Weight
1.23%
AUM
1.96B USD
Expense ratio
0.95%
Price / 1D
$81.17+0.28%
State Street SPDR S&P Kensho New Economies Composite ETF logoState Street SPDR S&P Kensho New Economies Composite ETFKOMP
Market value
23.06M
Weight
0.85%
AUM
2.71B USD
Expense ratio
0.20%
Price / 1D
$69.24+0.92%
iShares Russell 2000 Growth ETF logoiShares Russell 2000 Growth ETFIWO
Market value
22.01M
Weight
0.15%
AUM
15.16B USD
Expense ratio
0.24%
Price / 1D
$387.37+1.24%
Global X - Robotics & Artificial Intelligence ETF logoGlobal X - Robotics & Artificial Intelligence ETFBOTZ
Market value
18.62M
Weight
0.54%
AUM
3.43B USD
Expense ratio
0.68%
Price / 1D
$36.04+0.64%

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