Ouster（OUST）株式概要
Ouster, Inc.は、南北アメリカ、アジア太平洋、ヨーロッパ、中東、アフリカにおいて、自動車、産業、ロボット、スマートインフラ業界向けのライダーセンサーキットの製造・販売を行っている。 詳細
OUST Community Fair Values
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Analyst Price Targets
Ouster, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$35.33 |
| 52週高値 | US$63.79 |
| 52週安値 | US$16.40 |
| ベータ | 3.25 |
| 1ヶ月の変化 | -23.40% |
| 3ヶ月変化 | -11.23% |
| 1年変化 | 22.04% |
| 3年間の変化 | 653.30% |
| 5年間の変化 | -55.34% |
| IPOからの変化 | -63.58% |
最新ニュース
Seeking Alpha • Sep 04
Ouster Is Becoming A Serious Physical AI Player
Summary Ouster is broadening beyond lidar into AI, robotics, and smart infrastructure via Rev8, Stereolabs, and BlueCity, expanding growth opportunities but complicating valuation. Q2 2026 revenue rose 56% to $55M, but gross margin was inflated by a one-off; underlying profitability remains elusive, with break-even expected only by 2028. At $35, OUST trades at ~69x 2028E EPS; even optimistic 2031 scenarios yield only moderate annual returns, making the current risk/reward unattractive. I rate OUST Hold, seeing better value around $27–$30 or if Rev8 scales faster and EPS estimates rise materially. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 03
OUST: Physical AI Adoption In Robotics And Automation Will Drive Future Upside
The analyst price target for Ouster has shifted from $33 to $52. Analysts cite expanding lidar demand across industrial automation, robotics, autonomous systems, and emerging humanoid robotics as key drivers behind the revised assumptions on fair value and future P/E multiples.Recent updates
Seeking Alpha • Sep 04
Ouster Is Becoming A Serious Physical AI Player
Summary Ouster is broadening beyond lidar into AI, robotics, and smart infrastructure via Rev8, Stereolabs, and BlueCity, expanding growth opportunities but complicating valuation. Q2 2026 revenue rose 56% to $55M, but gross margin was inflated by a one-off; underlying profitability remains elusive, with break-even expected only by 2028. At $35, OUST trades at ~69x 2028E EPS; even optimistic 2031 scenarios yield only moderate annual returns, making the current risk/reward unattractive. I rate OUST Hold, seeing better value around $27–$30 or if Rev8 scales faster and EPS estimates rise materially. Read the full article on Seeking Alphaナラティブ更新 • Sep 03
OUST: Physical AI Adoption In Robotics And Automation Will Drive Future Upside
The analyst price target for Ouster has shifted from $33 to $52. Analysts cite expanding lidar demand across industrial automation, robotics, autonomous systems, and emerging humanoid robotics as key drivers behind the revised assumptions on fair value and future P/E multiples.
ナラティブ更新 • Aug 14
OUST: Physical AI And Robotics Demand Will Drive Future Autonomy Upside
Analysts have lifted the average Ouster price target to about $58 from roughly $52, citing expanding lidar opportunities across humanoid robotics, industrial automation, drones, autonomous vehicles, and Counter UAS applications as key drivers behind the updated view. Analyst Commentary Recent research on Ouster highlights a mix of enthusiasm for its lidar and perception platform, along with some execution questions that investors should weigh against the higher price targets now in play.ナラティブ更新 • Jul 31
OUST: Physical AI And Robotics Demand Will Drive Future Sensor Autonomy Upside
The average analyst price target for Ouster has risen from about $49.00 to roughly $52.14. Analysts point to expanding market opportunities for its lidar and perception platform across robotics, industrial automation, and defense related use cases.ナラティブ更新 • Jul 17
OUST: Defense And Infrastructure Demand Will Drive Sensor Autonomy Upside
Ouster's analyst price target has been revised higher to $57, with several firms citing growing customer traction for Rev8, an expanding addressable market from LiDAR and camera offerings, and expectations for firmer pricing and revenue growth as key drivers behind the updated valuation inputs. Analyst Commentary Recent research on Ouster highlights a mix of enthusiasm around its technology stack and customer traction, along with questions about execution and timing.ナラティブ更新 • Jul 02
OUST: Defense And Infrastructure Hype Will Later Expose Cash Flow Risk
Ouster's analyst price target has risen from $39.67 to $46.86, as analysts highlight the company's lidar and stereoscopic camera portfolio, its expanded total addressable market following new product launches and defense partnerships, and a path they expect could move cash flow closer to breakeven over the coming years. Analyst Commentary Recent research on Ouster clusters around its lidar and stereoscopic camera portfolio, the expanded total addressable market tied to new products and defense work, and a long-term path that some analysts expect could move cash flow closer to breakeven.ナラティブ更新 • Jun 18
OUST: Physical AI Adoption Risk Will Dominate Future Stock Performance
The analyst price target for Ouster stock has shifted to $75. Analysts point to the company's lidar and stereoscopic camera platform, expanding use cases such as Counter-UAS integrations, and expectations for revenue growth and profit margin improvement as key supports for this updated view.分析記事 • Jun 16
Ouster (OUST) Stock Valuation After Rev8 Manufacturing Expansion And New BlueCity Lidar Launch
Ouster (OUST) has put its Rev8 digital lidar platform at the center of several recent moves, including an expanded manufacturing partnership, a new BlueCity traffic solution, and fresh robotics collaborations that spotlight its multi-sector ambitions. See our latest analysis for Ouster. These product launches and manufacturing moves have arrived alongside strong trading momentum, with a 1-day share price return of 13.52% and a 90-day share price return of 111.22%. The 1-year total shareholder...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...株主還元
| OUST | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | -3.0% | 3.2% | -1.0% |
| 1Y | 22.0% | 50.3% | 14.1% |
業界別リターン: OUST過去 1 年間で50.3 % の収益を上げたUS Electronic業界を下回りました。
リターン対市場: OUST過去 1 年間で14.1 % の収益を上げたUS市場を上回りました。
価格変動
| OUST volatility | |
|---|---|
| OUST Average Weekly Movement | 18.2% |
| Electronic Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: OUSTの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: OUSTの weekly volatility ( 18% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2015 | 320 | Charles Pacala | ouster.com |
は、米州、アジア太平洋地域、欧州、中東、アフリカにおいて、自動車、産業、ロボット、スマートインフラ業界向けのライダーセンサーキットの製造・販売を行っている。同社は、半球状の視野を提供するOSDome、広い視野を提供するOS0、中距離の視野を提供するOS1、長距離の視野を提供するOS2などのアウターセンサー（OS）製品ラインを提供している。また、先進運転支援システム（ADAS）や自律走行システム向けの短距離、中距離、長距離の固体デジタル・ライダー・センサ群であるDFシリーズ、VLP-16、VLP-16 Lite、VLP-16 Hi-Res 、VLP-32、VLS-128からなるサラウンドビュー・ライダー・センサを提供するベロダイン、スマートインフラ配備向けに設計された知覚プラットフォームであるOuster Gemini、Geminiを搭載した交通運行、計画、安全のためのソリューションであるBlueCityも提供している。さらに、2Dおよび3Dのカラーデータを提供する高性能カメラZEDやAI Computeも提供している。さらに、短距離、中距離、長距離のソリッドステートデジタルライダーセンサー群であるソリッドステートデジタルフラッシュセンサーを開発しており、視野全体にわたってブレのない均一な高精度イメージングを提供している。オースター社は2015年に設立され、カリフォルニア州サンフランシスコに本社を置いている。
Ouster, Inc. 基礎のまとめ
| OUST 基礎統計学 | |
|---|---|
| 時価総額 | US$2.54b |
| 収益（TTM） | -US$53.33m |
| 売上高(TTM) | US$204.91m |
12.4x
P/Sレシオ-47.8x
PER（株価収益率OUST は割高か？
公正価値と評価分析を参照収益と収入
| OUST 損益計算書（TTM） | |
|---|---|
| 収益 | US$204.91m |
| 売上原価 | US$109.37m |
| 売上総利益 | US$95.53m |
| その他の費用 | US$148.86m |
| 収益 | -US$53.33m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.74 |
| グロス・マージン | 46.62% |
| 純利益率 | -26.03% |
| 有利子負債／自己資本比率 | 0% |
OUST の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/11 06:21 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ouster, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Andres Sheppard-Slinger | Cantor Fitzgerald & Co. |
| Itay Michaeli | Citigroup Inc |
| Richard Shannon | Craig-Hallum Capital Group LLC |