Ouster, Inc.

Informe acción NasdaqGS:OUST

Capitalización de mercado: US$1.8b

Salud financiera de hoja de balance de Ouster

Salud financiera controles de criterios 5/6

Ouster tiene un patrimonio de los accionistas total de $275.6M y una deuda total de $0.0, lo que sitúa su ratio deuda-patrimonio en 0%. Sus activos y pasivos totales son $381.5M y $105.9M respectivamente.

Información clave

0%

Ratio deuda-patrimonio

US$0

Deuda

Ratio de cobertura de interesesn/a
EfectivoUS$173.12m
PatrimonioUS$275.62m
Total pasivoUS$105.89m
Activos totalesUS$381.51m

Actualizaciones recientes sobre salud financiera

Recent updates

Actualización del análisis May 01

OUST: Expanded Share Capacity And Traffic Contracts Will Support 2026 Bullish Thesis

Analysts have kept their average price target for Ouster steady at about $39.67, reflecting largely unchanged assumptions on fair value, growth, margins, and future P/E, while fine tuning discount rate and profitability inputs. What's in the News Plans for the June 17, 2026 annual meeting include a proposal to amend the Certificate of Incorporation to increase authorized common shares from 100,000,000 to 200,000,000.
Seeking Alpha Apr 21

Ouster: Positioned For Physical AI Growth, Despite Near-Term Losses

Summary Ouster, Inc. is rated a speculative buy due to strong revenue growth, expanding market opportunity, and a solid cash position. OUST delivered Q4 revenue of $62M (including a $21M one-time royalty), with core revenue up 36% YoY and gross margin at 40%. The StereoLabs acquisition enhances OUST's AI and software capabilities, expanding its addressable market and supporting future industrial growth. Profitability remains a concern as operating expenses are high, but cost controls and scaling efforts are trending positively; patience is required for profits. Read the full article on Seeking Alpha
Actualización del análisis Apr 16

OUST: Defense-Certified Sensors And Physical AI Pipeline Will Support 2026 Top Pick Thesis

Analysts now see Ouster's fair value per share at about $39.67, up slightly from $39.50. This reflects updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E estimate.
Actualización del análisis Apr 02

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.
Actualización del análisis Mar 19

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.
Actualización del análisis Mar 04

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.
Actualización del análisis Feb 18

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.
Artículo de análisis Feb 09

We Think Ouster (NASDAQ:OUST) Can Easily Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Actualización del análisis Feb 04

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.
Actualización del análisis Jan 21

OUST: Defense Certification Moat Will Support 2026 Top Pick Thesis

Analysts have lifted their price expectations for Ouster into the mid to high US$30s, citing its selection as a 2026 top pick, a higher US$33 target from Cantor Fitzgerald, as well as growing confidence in its DOD certified LiDAR "moat" and focus on industrial, smart infrastructure and robotics markets. Analyst Commentary Bullish Takeaways Bullish analysts highlight Ouster's selection as a 2026 top pick as a sign of confidence in its ability to stand out financially and operationally from a crowded LiDAR group.
Artículo de análisis Jan 15

Ouster, Inc. (NASDAQ:OUST) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable

Ouster, Inc. ( NASDAQ:OUST ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Actualización del análisis Jan 06

OUST: Defense Certification And Overweight Rating Will Support Future Moat Expansion

Analysts have lifted their price target for Ouster to $33 from $30, citing the recent upgrade to Overweight and the view that the company's Department of Defense certification for its OS1 LiDAR sensor creates a meaningful competitive moat. Analyst Commentary Bullish Takeaways Bullish analysts point to the move to Overweight and the higher US$33 price target as a signal that they see the current valuation as not fully reflecting the company's recent execution.
Actualización del análisis Dec 19

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.
Actualización del análisis Dec 05

OUST: Defense Certification Will Drive Moat Expansion And Support Upside Potential

Analysts have nudged their price target on Ouster modestly higher to approximately $39.50 per share, citing accelerating revenue growth, a slightly higher discount rate, and the strengthening competitive moat from recent Department of Defense certification and an upgraded Overweight rating as key supports for the updated outlook. Analyst Commentary Analyst commentary around Ouster has turned more constructive following the recent Department of Defense certification, with upside revisions to ratings and price targets reflecting increased confidence in the company’s strategic positioning and growth trajectory.
Actualización del análisis Nov 21

OUST: Defense Certification Will Create a Durable Moat for Future Upside

Analysts have raised Ouster's price target slightly to $39.50 from $39.00, citing the company's strengthened competitive position following a key Department of Defense certification and record Q3 revenue performance. Analyst Commentary Analysts have recently updated their outlook on Ouster, reflecting both the company's strong execution and areas of caution that could impact future performance and valuation.
Actualización del análisis Nov 07

OUST: Defense Certification Will Drive Wider Adoption Across Key Markets

Analysts have raised their price target for Ouster from $35 to $39, citing recent Department of Defense certification and robust revenue growth as key drivers behind the more optimistic valuation. Analyst Commentary Recent upgrades and target price increases reflect analysts' shifting perspectives on Ouster's outlook as the company demonstrates both operational momentum and opportunities for further market penetration.
Artículo de análisis Oct 16

Ouster, Inc. (NASDAQ:OUST) Stocks Shoot Up 27% But Its P/S Still Looks Reasonable

The Ouster, Inc. ( NASDAQ:OUST ) share price has done very well over the last month, posting an excellent gain of 27...
Actualización del análisis Aug 15

Lidar And Physical AI Will Transform Industrial Automation Worldwide

With both Net Profit Margin and Discount Rate showing only marginal movement, the fair value estimate for Ouster remains effectively unchanged at $35.00. What's in the News Ouster is expanding its BlueCity traffic management solution in Utah, supported by a five-year contract with UDOT, to over a hundred intersections across multiple cities.
Artículo de análisis Jul 17

Is There An Opportunity With Ouster, Inc.'s (NASDAQ:OUST) 46% Undervaluation?

Key Insights Ouster's estimated fair value is US$54.01 based on 2 Stage Free Cash Flow to Equity Ouster is estimated to...
Artículo de análisis Jun 12

Ouster, Inc. (NASDAQ:OUST) Stocks Shoot Up 78% But Its P/S Still Looks Reasonable

Ouster, Inc. ( NASDAQ:OUST ) shares have continued their recent momentum with a 78% gain in the last month alone...
Artículo de análisis May 08

We're Interested To See How Ouster (NASDAQ:OUST) Uses Its Cash Hoard To Grow

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
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Nuevo análisis Mar 27

Blue City Expansion And Lidar Integration Will Shape ITS Future

Expansion into Intelligent Transportation Systems and collaborations with heavy equipment manufacturers enhance revenue potential and operational efficiencies.
Seeking Alpha Mar 21

Ouster: Big Plans Still On Tap

Summary Ouster, Inc. is progressing towards high-volume Lidar production deals, with record quarterly revenues of $30 million and a target of 30%-50% annual growth. The company has seen slow sensor sales growth but sees massive potential, exemplified by some strong industry signs. Ouster's strong cash position and limited cash burn reduce the need for additional capital. OUST stock is appealing at only 2x to 3x sales targets with exponential growth potential. Read the full article on Seeking Alpha
Artículo de análisis Mar 13

Ouster, Inc.'s (NASDAQ:OUST) Share Price Is Still Matching Investor Opinion Despite 27% Slump

Ouster, Inc. ( NASDAQ:OUST ) shares have had a horrible month, losing 27% after a relatively good period beforehand...
Artículo de análisis Jan 30

Companies Like Ouster (NASDAQ:OUST) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis Jan 02

Ouster, Inc. (NASDAQ:OUST) Looks Just Right With A 34% Price Jump

Ouster, Inc. ( NASDAQ:OUST ) shares have continued their recent momentum with a 34% gain in the last month alone. The...
Seeking Alpha Nov 18

Ouster: Tip Of The Iceberg

Summary Ouster, Inc. is rapidly advancing in the Lidar sector by focusing on non-automotive industries, reporting record sales and significant production orders in robotics. The company is seeing substantial revenue growth, with Q4 sales projected to hit $29-$31 million, despite the stock market not recognizing this progress. Ouster only trades at 3x forward sales targets despite the major growth opportunities. Read the full article on Seeking Alpha
Seeking Alpha Nov 10

Ouster's Real Growth Amid Struggling Competition

Summary Ouster set a new revenue record in Q3, achieving a 38% gross margin and clearing its debt, with a projected 35% growth for 2024. Ouster's strength lies in its diversified revenue streams, including software sales, and its leadership in the non-ADAS LiDAR market. The company has a pristine balance sheet, with $154M in cash, and is the only Western LiDAR company with significant sensor sales volume. Ouster's potential is undervalued, with a 2025 revenue forecast of $155.7M, supporting a strong buy rating and a target price of $23 per share. Read the full article on Seeking Alpha
Artículo de análisis Nov 08

Why Investors Shouldn't Be Surprised By Ouster, Inc.'s (NYSE:OUST) 26% Share Price Surge

Those holding Ouster, Inc. ( NYSE:OUST ) shares would be relieved that the share price has rebounded 26% in the last...
Seeking Alpha Oct 01

LiDAR Battle: US Proposals Strengthen Ouster But Leave Consumer Sectors Exposed To Chinese Competition

Summary The House China Select Committee and Department of Commerce propose bans on Chinese LiDAR and connected vehicle technology, posing challenges and opportunities for Western companies like Ouster. Ouster could benefit from the U.S. Department of Transportation's infrastructure bill, leveraging its Blue City platform and digital flash sensor technology. Chinese companies like Hesai and Robosense dominate the LiDAR market, threatening Western firms' competitiveness and raising national security concerns. Ouster remains a compelling investment, potentially emerging as the "First Solar" of LiDAR, despite market turmoil and geopolitical tensions. Read the full article on Seeking Alpha

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($251.0M) de OUST superan a sus pasivos a corto plazo ($84.3M).

Pasivo a largo plazo: Los activos a corto plazo de OUST ($251.0M) superan a sus pasivos a largo plazo ($21.6M).


Historial y análisis de deuda-patrimonio

Nivel de deuda: OUST está libre de deudas.

Reducción de la deuda: OUST no tenía deudas hace 5 años.


Hoja de balance


Análisis de cash runway

En el caso de las empresas que de media han sido deficitarias en el pasado, evaluamos si tienen al menos 1 año de cash runway.

Cash runway estable: OUST tiene suficiente cash runway para más de un año basándose en su flujo de caja libre actual.

Pronóstico de cash runway: Datos insuficientes para determinar si OUST tiene suficiente cash runway en caso de que su flujo de caja libre siga creciendo o disminuyendo basado en tasas históricas.


Descubre empresas con salud financiera

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/06 14:14
Precio de las acciones al final del día2026/05/06 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Ouster, Inc. está cubierta por 8 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andres Sheppard-SlingerCantor Fitzgerald & Co.
Itay MichaeliCitigroup Inc
Richard ShannonCraig-Hallum Capital Group LLC