Ouster, Inc. (OUST)

In the past six months, Ouster's stock price has experienced notable events. As of May 7, 2026, the share price was $24.51, representing a significant increase of 183.35% over the past year, with a 4.43% increase over the last six months. In Q4 2025, Ouster reported a surprise profit of $0.06 per share on revenue of $62.18 million, boosted by one-time royalties. For Q1 2026, Ouster reported a net loss of $17.5 million and an adjusted loss per share of $0.28, with quarterly sales of $48.578 million. On May 7, 2026, Ouster shares dropped 11.2% following insider sales and a downgrade from Cantor Fitzgerald.

The demand for Ouster's products and services has shown some indications of seasonality. The expected sequential revenue decline from Q4 2025 to Q1 2026 has raised questions about seasonality and demand visibility, suggesting that revenue can fluctuate between quarters.

Ouster, Inc. specializes in high-resolution digital lidar sensors and software solutions, operating within the Technology sector, specifically in the Electronic Equipment and Instruments and Semiconductors industries. The company designs and manufactures lidar sensors that provide advanced three-dimensional (3D) vision to machinery, vehicles, robots, and fixed infrastructure assets. Its major products include the OSDome, OS0, OS1, and OS2 sensor families, Velodyne Lidar sensors, and software solutions like the Ouster Gemini perception platform and BlueCity. A significant recent development is the launch of the Rev8 OS family, featuring the world's first patented native color lidar sensors. These products serve key markets such as automotive, industrial automation, robotics, and smart infrastructure.

Ouster maintains a global presence, serving customers across the Americas, Asia and the Pacific, Europe, the Middle East, and Africa, deriving its maximum revenue from the Americas. The company has offices in the Americas, Europe, and Asia-Pacific, with production facilities located in the United States and Thailand.

Ouster's brand reputation has been positively influenced by strong revenue growth, record sensor shipments, and the launch of the Rev8 OS family. Major technology leaders intend to adopt these new sensors, and Ouster announced an expanded collaboration with NVIDIA. Analysts generally hold a positive outlook, with a consensus rating of "Buy". However, continued net losses, insider selling, and a downgrade from "overweight" to "neutral" have impacted sentiment.

Ouster, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold a substantial portion, with major shareholders including BlackRock, Inc., Vanguard Group Inc, and State Street Corp. As of November 28, 2025, institutions collectively owned 55% of the company, while the general public held a 41% stake. The CEO, Angus Pacala, held 1.2% of the shares as of November 28, 2025.