Ouster, Inc. (OUST)

Ouster's stock has experienced positive momentum, increasing by 146.20% from January 10, 2025, to January 9, 2026, reaching $27.87. Analysts have a "Strong Buy" consensus with a median price target of $38.50 as of November 2025. Key events include the lidar market reaching an inflection point, Ouster securing U.S. Department of Defense approval for its OS1 lidar sensor, the announcement of Q2 2025 earnings, the industrial market becoming the largest contributor to Ouster's first-quarter 2025 revenue, high institutional ownership, insider selling, a drop in the short sale ratio, and participation in the Needham Growth Conference on January 15, 2026.

While specific seasonality for Ouster's products is not explicitly detailed, the broader lidar market is experiencing an "inflection point" with accelerating adoption across various industries. Ouster's growth is closely tied to the sales volumes of its customers and the increasing global integration of LiDAR technology. The company is strategically diversifying its revenue streams, with the industrial sector becoming a significant contributor to its revenue, which helps reduce reliance on the potentially cyclical automotive sector. The overall lidar market is projected for substantial growth, expected to reach $19 billion by 2030.

Ouster, Inc. is an American lidar technology company specializing in high-resolution digital 3D lidar sensors and software solutions, operating as a "Physical AI" company within the Technology sector. The company provides advanced 3D vision capabilities through its lidar sensors for applications across autonomous vehicles, industrial automation, robotics, and smart infrastructure. Ouster offers high-resolution scanning and solid-state digital lidar sensors, such as the OS0, OS1, and OS2 series, as well as perception software platforms like Ouster Gemini and the BlueCity analytics suite.

Ouster is headquartered in San Francisco, California, and maintains a global presence with offices and partners in North America, Europe, and Asia-Pacific. Key locations include Detroit, MI, and Shanghai, China. The company supports approximately 600 customers in over 50 countries and has manufacturing facilities in the United States and Thailand. Its workforce is primarily concentrated in the U.S., with significant teams also in Canada and the United Kingdom, and a growing presence in China.

Ouster's brand reputation is largely positive, driven by its technological innovation and strategic market positioning as a leader in lidar technology. The company's commitment to sustainability, formalized with a Sustainability Program introduced in March 2022, enhances its public image. Consistent "Strong Buy" ratings from analysts reflect confidence in the company's prospects. No major negative events significantly impacted Ouster's brand reputation within the past year, although the company has reported operational losses.

Ouster, Inc. has substantial institutional ownership, with 382 institutional owners holding 48.5% of the company. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and State Street Corp. The Vanguard Group, Inc. was the largest shareholder with 7.3% of shares outstanding in October 2025, while BlackRock, Inc. held 8.1% in November 2025. Individual investors hold a significant stake, ranging from 41% to 47% of the company. CEO Angus Pacala holds an insider stake of approximately 1.2% to 1.3% of the company's shares.