Lidar Commoditization And Regulatory Hurdles Will Damage Prospects

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

09 Aug 25

Updated

15 May 26

Views

157

15 May

US$38.39

AnalystLowTarget's Fair Value

US$33.00

16.3% overvalued

1Y

88.6%

7D

-12.7%

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1Y

88.6%

7D

-12.7%

You can edit this narrative until May 16 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$3316.3% overvalued

AnalystLowTarget Fair Value

Shared on 15 May 26

OUST: Physical AI Execution And Discount Rate Shifts Will Shape Future Upside

Ouster rolls out a new generation of digital lidar sensors and deepens ties with NVIDIA’s platforms, aiming to make its tech easier to deploy in robotics and self-driving projects. Analysts grow a bit more confident, but warn the stock leaves little room for stumbles if growth or profits don’t improve as expected—especially if investors become less willing to back higher-risk companies.

12 views

Shared on 02 Apr 26

OUST: Physical AI Focus And Q1 2026 Revenue Outlook Will Support Separation

Analysts have kept their $33 price target for Ouster unchanged, citing its selection as a 2026 Top Pick and their view that a strong balance sheet and focus on industrial, smart infrastructure and robotics markets support the company separating from a once larger group of competitors. Analyst Commentary Recent research highlights Ouster as a 2026 Top Pick heading into a major industry event in Las Vegas.

13 views

Shared on 19 Mar 26

OUST: Physical AI Focus And Balance Sheet Strength Will Support 2026 Separation

Analysts have adjusted their price target on Ouster to $38, reflecting expectations that the company can further differentiate itself from lidar peers as it focuses on industrial, smart infrastructure and robotics markets and benefits from what they view as a solid balance sheet. Analyst Commentary Analysts highlighting Ouster as a top pick for 2026 point to what they view as a clearer competitive position versus other lidar names, supported by a balance sheet they see as capable of ongoing investment.

3 views

Shared on 04 Mar 26

OUST: 2026 Top Pick And Physical AI Focus Will Drive Separation

Narrative Update on Ouster Analysts have maintained their $33.00 price target for Ouster, pointing to its selection as a 2026 top pick and highlighting expectations that the company continues to distinguish itself financially and operationally by focusing early on industrial, smart infrastructure and robotics or Physical AI markets. Analyst Commentary Recent commentary around Ouster centers on its inclusion as a 2026 top pick heading into the CES show in Las Vegas.

11 views

Shared on 18 Feb 26

OUST: 2026 Top Pick Status And Physical AI Focus Will Support Upside

Narrative Update on Ouster The analyst price target for Ouster has moved to $38, with analysts pointing to the company’s stronger financial and operational position, supported by its balance sheet and focus on industrial, smart infrastructure and robotics or Physical AI markets. Analyst Commentary Recent commentary highlights a split view on Ouster.

20 views

Shared on 04 Feb 26

OUST: Defense Certification And 2026 Top Pick Status Will Support Upside

Analysts have lifted their price target on Ouster to $33, citing its selection as a 2026 top pick and the perceived moat created by recent Department of Defense certification, along with growing traction in industrial, smart infrastructure, and robotics markets. Analyst Commentary Recent research highlights a split view around Ouster, even as some firms spotlight the stock with higher price targets and ratings.

13 views

Shared on 19 Dec 25

Fair value Increased 10%

OUST: Defense Certification Will Support Durable Competitive Moat And Upside Potential

Analysts have raised their price target on Ouster to $33 from $30, citing the company's Q3 revenue beat and the view that recent Department of Defense certification creates a durable competitive moat. Analyst Commentary While the latest rating change reflects increased confidence in Ouster's long term positioning, some bearish analysts remain cautious on the sustainability of recent momentum and the implications for valuation.

13 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$33

16.3% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

25.47%

Historical revenue growth rate

37.96%

Electronic Equipment and Components revenue growth rate

0.70%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.81%

Calculation

US$33.92m

Earnings '29

x

97.77x

PE Ratio '29

=

US$3.32b

Market Cap '29

US$3.32b

Market Cap '29

/

78.00m

No. shares '29

=

US$42.52

Share Price '29

US$42.52 Share Price '29

Discounted to 2026 @ 8.81% p.a.

=

US$33.00

Fair Value '26