Is Ouster’s New Automotive Veteran Director Quietly Rewiring Its Strategic Edge (OUST)?

• In December 2025, Ouster, Inc. appointed Phillip M. Eyler to its Board of Directors and Compensation Committee, adding more than 30 years of engineering, operations, and automotive and industrial technology leadership to the company’s governance.
• Eyler’s history of running multibillion-dollar automotive technology businesses and his current board roles at Sensata Technologies and Sleep Number Corporation may meaningfully influence how Ouster aligns its lidar hardware and software roadmap with automotive and industrial customer needs.
• We’ll now examine how Eyler’s extensive automotive and industrial hardware-software experience could reshape Ouster’s existing investment narrative and long-term positioning.

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Ouster Investment Narrative Recap

To own Ouster, you need to believe that its digital lidar and software can scale across automotive, industrial, and smart infrastructure customers fast enough to justify ongoing losses and volatility. Eyler’s appointment looks incrementally helpful for sharpening that roadmap, but it does not materially change the near term focus on revenue execution and margin stability, or the key risk from aggressive competition and unpredictable quarterly results.

Among recent announcements, the multimillion dollar lidar supply agreement with Komatsu stands out as directly relevant to Eyler’s background in complex automotive and industrial systems. As Ouster works to turn partnerships like Komatsu, BlueCity deployments, and Gemini software into recurring, higher margin revenue, board input from someone who has run large-scale hardware and software programs in similar end markets could prove important in how the company manages growth, pricing pressure, and investment discipline.

Yet, while the long term story can look appealing, investors should still be aware of how intense Chinese lidar competition could...

Read the full narrative on Ouster (it's free!)

Ouster's narrative projects $335.6 million revenue and $30.3 million earnings by 2028. This requires 38.7% yearly revenue growth and an earnings increase of about $122 million from -$92.0 million today.

Uncover how Ouster's forecasts yield a $39.50 fair value, a 72% upside to its current price.

Exploring Other Perspectives

Twelve members of the Simply Wall St Community value Ouster between US$5.77 and US$64.46, revealing very different expectations for its potential. Against that spread, the big uncertainty is whether competitive pricing pressure in lidar markets will allow Ouster to reach the kind of scale required to support its growth ambitions and current valuation, so it makes sense to compare multiple viewpoints before deciding how this stock fits into your portfolio.

Explore 12 other fair value estimates on Ouster - why the stock might be worth less than half the current price!

Build Your Own Ouster Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ouster research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision.
• Our free Ouster research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ouster's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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