Ouster, Inc. (OUST)

In March 2025, Ouster announced record revenue for Q4 and full fiscal year 2024, reporting $30 million in quarterly sales and $111 million for the full year, a 33% increase compared to fiscal year 2023. In May and June 2025, the stock experienced a significant breakout above the $20 mark. On August 7, 2025, Ouster announced strong operating results for Q2 2025, exceeding its guidance with $35 million in revenue, a 30% increase year-over-year, and a GAAP gross margin of 45%, shipping a record 5,500 sensors. On August 14, 2025, Ouster announced the expansion of its BlueCity platform to over 100 intersections in Utah. On September 15, 2025, a strategic partnership with Constellis was announced. The stock reached a new 52-week high of $36.30 on October 14, 2025, but experienced a sharp 14% drop later in October. Insider trading activity was reported in September and October 2025. Ouster is scheduled to report its third-quarter results on November 4, 2025.

Information explicitly detailing the seasonal fluctuations in demand for Ouster, Inc.'s products and services was not readily available. Demand may be more influenced by project cycles, technological adoption rates, and broader economic trends rather than traditional seasonal consumer patterns.

Ouster, Inc. is a technology company specializing in high-resolution digital lidar sensors and software solutions. The company provides lidar sensors for automotive, industrial, robotics, and smart infrastructure applications. Its product portfolio includes scanning and solid-state digital lidar sensors, as well as Velodyne Lidar sensors, following its merger with Velodyne Lidar in February 2023. Key product offerings include the Ouster Sensor, Digital Flash, Ouster Gemini, and BlueCity. Ouster's sensors are designed to provide 3D environmental monitoring and obstacle recognition for autonomous systems.

Ouster maintains a global presence with offices across the Americas, Europe, and Asia-Pacific. The company's operations span the Americas, Asia and Pacific, Europe, the Middle East, and Africa, with the majority of its revenue currently derived from the Americas. Ouster's production facilities are located in the United States and Thailand.

Ouster's brand reputation has been largely positive, driven by its technological leadership, cost-effectiveness, and consistent growth. The company is viewed favorably due to its focus on a "Physical AI" strategy and sustainable innovation. Key events contributing to its reputation include the deployment of its sensors at major events like the Paris Olympics in 2024 and receiving U.S. Department of Defense certification. Strategic partnerships and the expansion of its smart city solutions further bolster its image. However, the company is involved in an ongoing patent dispute with Hesai.

Major institutional investors hold a significant portion of Ouster's shares, between 44% and 50% of the company. Prominent institutional holders include Vanguard, BlackRock, and State Street. Insiders collectively own nearly 15% of the company, with the CEO holding approximately 1.4% of shares. Over the past 12 months, insiders have been net buyers of Ouster stock.