Ouster (OUST) Aperçu de l'action
Ouster, Inc. produit et vend des kits de capteurs lidar pour les secteurs de l'automobile, de l'industrie, de la robotique et des infrastructures intelligentes en Amérique, en Asie-Pacifique, en Europe, au Moyen-Orient et en Afrique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 5/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
OUST Community Fair Values
Create NarrativeSee what 105 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Ouster, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$40.88 |
| Plus haut sur 52 semaines | US$49.39 |
| Plus bas sur 52 semaines | US$14.88 |
| Bêta | 3.24 |
| Variation sur 1 mois | 62.22% |
| Variation sur 3 mois | 82.74% |
| Variation sur 1 an | 169.21% |
| Variation sur 3 ans | 602.41% |
| Variation sur 5 ans | -63.92% |
| Évolution depuis l'introduction en bourse | -57.86% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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 AlphaRecent updates
Mise à jour du récit • 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
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaRendement pour les actionnaires
| OUST | US Electronic | US Marché | |
|---|---|---|---|
| 7D | -9.0% | 1.1% | -2.7% |
| 1Y | 169.2% | 89.9% | 22.5% |
Rendement vs Industrie: OUST a dépassé le secteur US Electronic qui a rapporté 89.9 % au cours de l'année écoulée.
Rendement vs marché: OUST a dépassé le marché US qui a rapporté 22.5 % au cours de l'année écoulée.
Volatilité des prix
| OUST volatility | |
|---|---|
| OUST Average Weekly Movement | 15.6% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: Le cours de l'action de OUST a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de OUST ( 16% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2015 | 320 | Charles Pacala | ouster.com |
Ouster, Inc. produit et vend des kits de capteurs lidar pour les secteurs de l'automobile, de l'industrie, de la robotique et des infrastructures intelligentes en Amérique, en Asie-Pacifique, en Europe, au Moyen-Orient et en Afrique. L'entreprise propose la ligne de produits Outer Sensor (OS), qui comprend l'OSDome, qui offre un champ de vision hémisphérique, l'OS0, pour une vision large, l'OS1, pour une vision moyenne, et l'OS2, pour une vision à longue portée. Elle propose également la série DF, une suite de capteurs lidar numériques à semi-conducteurs à courte, moyenne et longue portée pour les systèmes avancés d'aide à la conduite (ADAS) et les systèmes de conduite autonome ; Velodyne, qui propose des capteurs lidar à vue circulaire comprenant VLP-16, VLP-16 Lite, VLP-16 Hi-Res, VLP-32 et VLS-128 ; Ouster Gemini, une plateforme de perception conçue pour les déploiements d'infrastructures intelligentes ; et BlueCity, une solution alimentée par Gemini pour les opérations, la planification et la sécurité de la circulation routière.
Ouster, Inc. Résumé des fondamentaux
| OUST statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.53b |
| Bénéfices(TTM) | -US$55.82m |
| Recettes(TTM) | US$185.33m |
14.0x
Ratio P/S-46.6x
Ratio P/ELe site OUST est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| OUST compte de résultat (TTM) | |
|---|---|
| Recettes | US$185.33m |
| Coût des recettes | US$96.94m |
| Marge brute | US$88.39m |
| Autres dépenses | US$144.22m |
| Les revenus | -US$55.82m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.88 |
| Marge brute | 47.69% |
| Marge bénéficiaire nette | -30.12% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de OUST?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/08 06:43 |
| Cours de l'action en fin de journée | 2026/06/08 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Ouster, Inc. est couverte par 9 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andres Sheppard-Slinger | Cantor Fitzgerald & Co. |
| Itay Michaeli | Citigroup Inc |
| Richard Shannon | Craig-Hallum Capital Group LLC |