OUSTER INC (OUST)
Information Technology · Lidar sensors and autonomous perception systems · NASDAQ
Ouster is a leader in digital lidar and AI-powered perception systems that enable autonomous machines to sense, think, and act independently across industrial, infrastructure, robotics, and automotive applications.
What OUSTER INC does
Ouster designs and manufactures digital lidar sensors and AI perception software platforms that enable autonomous systems and Physical AI applications. The company provides high-performance 3D vision and sensing solutions coupled with AI compute, sensor fusion, and perception models for machines to independently execute tasks across industrial automation, smart cities, robotics, and automotive sectors. Ouster's digital lidar technology is designed to be cost-competitive and scalable, with manufacturing primarily outsourced to partners like Benchmark Electronics and Fabrinet. The company is focused on becoming a foundational platform for 3D perception across robots, autonomous vehicles, drones, and smart infrastructure.
Themes: ["Physical AI / machine autonomy","Lidar sensing and 3D perception","Autonomous vehicles","Industrial automation / logistics","Smart cities and infrastructure","Robotics and autonomous systems","Advanced driver assistance systems (ADAS)"]
Fundamentals
- Price$47.53 as of 2026-07-09 close
- Market cap$3.0B as of 2026-07-10
- 1-year return+87.5% as of 2026-07-09 close
- Net margin-30.1% as of 2026-07-10
- Gross margin+49.0% as of 2026-07-10
- ROE-22.2% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+57.3% as of 2026-07-10
- Revenue CAGR (3y)+60.4% SEC XBRL
- Beta3.31 as of 2026-07-10
Key risks (from latest filing)
["Limited operating history with substantial losses and negative net margins (-30.12%); company is unprofitable and dependent on continued capital availability to fund R&D and growth.","Dependence on third-party manufacturing partners (Benchmark and Fabrinet) and supply chain constraints; inventory obsolescence risks and ability to maintain competitive costs at scale.","High competitive pressure in the lidar market; ability to achieve market adoption and avoid pricing pressure while executing integration of recent acquisitions like Stereolabs."]
Competitors & peers
- Velodyne Lidar
- Hesai Technology
- Luminar Technologies
- Sick AG
- Aurora Innovation
- Mobileye (Intel subsidiary)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.