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$40.88 |
| 52週高値 | US$49.39 |
| 52週安値 | US$14.88 |
| ベータ | 3.24 |
| 1ヶ月の変化 | 62.22% |
| 3ヶ月変化 | 82.74% |
| 1年変化 | 169.21% |
| 3年間の変化 | 602.41% |
| 5年間の変化 | -63.92% |
| IPOからの変化 | -57.86% |
最新ニュース
ナラティブの更新 • 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.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
ナラティブの更新 • 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.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
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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分析記事 • 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...分析記事 • 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...分析記事 • 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株主還元
| OUST | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | -9.0% | -1.4% | -2.5% |
| 1Y | 169.2% | 86.5% | 22.7% |
業界別リターン: OUST過去 1 年間で86.5 % の収益を上げたUS Electronic業界を上回りました。
リターン対市場: OUST過去 1 年間で22.7 % 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 | 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% |
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 ( 16% ) 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$2.53b |
| 収益（TTM） | -US$55.82m |
| 売上高(TTM) | US$185.33m |
14.0x
P/Sレシオ-46.6x
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$185.33m |
| 売上原価 | US$96.94m |
| 売上総利益 | US$88.39m |
| その他の費用 | US$144.22m |
| 収益 | -US$55.82m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.88 |
| グロス・マージン | 47.69% |
| 純利益率 | -30.12% |
| 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 | 2026/06/08 01:19 |
| 終値 | 2026/06/08 00:00 |
| 収益 | 2026/03/31 |
| 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
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。9
| アナリスト | 機関 |
|---|---|
| Andres Sheppard-Slinger | Cantor Fitzgerald & Co. |
| Itay Michaeli | Citigroup Inc |
| Richard Shannon | Craig-Hallum Capital Group LLC |