Ouster, Inc.

Informe acción NasdaqGS:OUST

Capitalización de mercado: US$2.5b

Ouster Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Ouster ha aumentado sus beneficios a una tasa media anual de 5.9%, mientras que los beneficios de la industria de Electronic han experimentado un crecimiento anual de 3.8%. Los ingresos han ido creciendo a una tasa media de 38% al año.

Información clave

5.86%

Tasa de crecimiento de los beneficios

47.10%

Tasa de crecimiento del BPA

Crecimiento de la industria Electronic 15.34%
Tasa de crecimiento de los ingresos37.96%
Rentabilidad financiera-20.25%
Margen neto-30.12%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 04

OUST: Physical AI Sensor Adoption And Defense Uses Will Drive Upside

Ouster's fair value estimate has moved from $49.14 to $73.38 as analysts factor in higher Street price targets, including Roth Capital's new $75 initiation and upward revisions tied to lidar and camera expansion into AI autonomy and defense use cases. Analyst Commentary Bullish analysts are leaning into Ouster's positioning in lidar and stereoscopic cameras, tying recent price target shifts to the stock's perceived role in AI autonomy and defense-focused sensing.
Seeking Alpha May 21

Ouster: The 'Perception Stack' Critical To Physical AI

Summary Ouster (OUST) is transforming from a lidar supplier to a vertically integrated Physical AI platform, now rated Buy. The Stereolabs acquisition and NVIDIA DRIVE Hyperion qualification position OUST as the only U.S.-aligned, at-scale perception stack. NDAA Section 164 removes key Chinese competitor Hesai from U.S. federal procurement, creating a one-player market for OUST. OUST trades at ~9x 2026E revenue, with 13 consecutive quarters of growth and a clear path to further re-rating as bookings accelerate. Read the full article on Seeking Alpha
Actualización de narrativa May 15

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

Analysts raised their 12 month price target on Ouster by $2. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
Actualización de narrativa 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.
Actualización de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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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Nueva narrativa 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

Desglose de ingresos y gastos

Cómo gana y gasta dinero Ouster. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:OUST Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26185-569570
31 Dec 25169-609368
30 Sep 25137-889767
30 Jun 25126-929562
31 Mar 25118-958959
31 Dec 24111-978758
30 Sep 24105-1126259
30 Jun 24100-1226161
31 Mar 2492-2217173
31 Dec 2383-3749691
30 Sep 2370-37712591
30 Jun 2359-37812591
31 Mar 2350-28311681
31 Dec 2241-1399264
30 Sep 2242-1258764
30 Jun 2238-1018555
31 Mar 2236-1058246
31 Dec 2134-947435
30 Sep 2128-1236324
30 Jun 2126-1304924
31 Mar 2123-1093724
31 Dec 2019-1073023
30 Sep 2015-692426
31 Dec 1911-521923
31 Dec 181-331018

Ingresos de calidad: OUST actualmente no es rentable.

Margen de beneficios creciente: OUST actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: OUST no es rentable, pero ha reducido pérdidas en los últimos 5 años a un ritmo de 5.9% por año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de OUST en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: OUST no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Electronic (10.6%).


Rentabilidad financiera

Alta ROE: OUST tiene una rentabilidad financiera negativa (-20.25%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/10 09:03
Precio de las acciones al final del día2026/06/10 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 9 analistas. 6 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