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OUSTOuster, Inc.
$44.06$2.8B
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OUST logoOuster, Inc.(OUST)Earnings, Financials & Key Ratios

OUST•NASDAQ
$44.06
Price updated Jul 7, 2026
SectorTechnologyIndustryTech Hardware & EquipmentSub-IndustryMachine Vision, Imaging and Lidar
AboutOuster, Inc. designs and manufactures high-resolution digital lidar sensors and enabling software that offers 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. Its product portfolio includes OS, a scanning sensor and DF, a true solid-state flash sensor. The company is based in San Francisco, California.Show more
  • Revenue$169M+52.5%
  • EBITDA-$61M+31.7%
  • Net Income-$60M+37.8%
  • EPS (Diluted)-1.07+48.6%
  • Gross Margin49.26%+35.3%
  • EBITDA Margin-36.08%+55.2%
  • Operating Margin-43.69%+53.4%
  • Net Margin-35.64%+59.2%
  • ROE-27.28%+49.3%

OUST Price & Volume

Ouster, Inc. (OUST) stock price & volume — 10-year historical chart

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Scaling Revenue Growth Amidst Persistent Cash Burn

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Accelerating
Profitability:Strained
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Liquidity and cash burn

Key Thesis Takeaways

  • Ouster demonstrates impressive top-line momentum with 48.9% revenue growth in 2026Q1, supported by a digital-first manufacturing strategy that has improved gross margins to 42.9%.
  • However, the company remains fundamentally challenged by persistent operating losses of $19.2 million and a heavy reliance on stock-based compensation to manage its cost structure.
  • Investors should monitor the company's ability to achieve operational self-sufficiency, as the current cash burn trajectory and $990.9 million accumulated deficit suggest significant long-term liquidity risks.

Verdict Logic

while revenue growth is accelerating at 48.9%, the company's persistent quarterly operating losses of $19.2 million and negative free cash flow margins warrant caution regarding future capital requirements.

OUST Growth Metrics

Ouster, Inc. (OUST) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years55.05%
3 Years60.42%
TTM57.34%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM41.37%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM50.76%

Return on Capital

10 Years-164.92%
5 Years-71.1%
3 Years-78.21%
Last Year-31.08%

OUST Recent Earnings

Ouster, Inc. (OUST) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
May 5, 2026
Metric
Actual
Est
EPS
$0.25-83.8%
$0.14
Rev
$49M+5.3%
$46M
Q2 2026
Mar 2, 2026
Metric
Actual
Est
EPS
$0.06+142.9%
$0.14
Rev
$62M+51.2%
$41M
Q4 2025
Nov 4, 2025
Metric
Actual
Est
EPS
$0.37+14.0%
$0.43
Rev
$40M-3.9%
$41M
Q3 2025
Aug 7, 2025
Metric
Actual
Est
EPS
$0.38+15.6%
$0.45
Rev
$35M-4.6%
$37M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 5, 2026
$0.25vs $0.14-83.8%
$49Mvs $46M+5.3%
Q2 2026Mar 2, 2026
$0.06vs $0.14+142.9%
$62Mvs $41M+51.2%
Q4 2025Nov 4, 2025
$0.37vs $0.43+14.0%
$40Mvs $41M-3.9%
Q3 2025Aug 7, 2025
$0.38vs $0.45+15.6%
$35Mvs $37M-4.6%
Based on last 12 quarters of dataView full earnings history →

Latest OUST News

Recent stock market news and headlines for Ouster, Inc. (OUST)

Invezz·16h ago
Physical AI emerges as Wall Street's next AI trade: stocks to consider

The artificial intelligence investment story is beginning to evolve beyond chatbots and data centers, with an increasing number of strategists and technology leaders pointing to robotics, autonomous vehicles and humanoid machines as the next frontier for long-term growth. While generative AI has dominated markets over the past two years, investors are increasingly exploring what many describe as "physical AI" — AI systems capable of interacting with and navigating the real world.

247 Wallst·23h ago
3 AI Infrastructure Stocks to Buy in July

Robotics and AI infrastructure stocks have ripped higher in 2026, and the path of least resistance still points up as humanoid pilots scale and AI data center spend keeps compounding. Three names give investors differentiated exposure to the buildout: chip-test giant Teradyne, lidar perception specialist Ouster and precision-sensor maker Vishay Precision Group. Each ran hard... 3 AI Infrastructure Stocks to Buy in July

24/7 Wall Street·4 days ago
Which Robotics Supply Chain Stock Has Dominated in 2026: Ouster, Aeva, or Vishay Precision Group?

The 2026 scoreboard for sensing and perception suppliers tied to robotics and automation is finally clear.

24/7 Wall Street·5 days ago
The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026

The first major humanoid robotics company just went public.

Zacks Investment Research·5 days ago
How Ouster's REV8 BABA Compliance Boosts Its Long-Term Outlook

OUST's BABA-compliant Rev8 sensors clear a key procurement hurdle, expanding access to federally funded U.S. infrastructure projects.

Peers Comparison

Key metrics vs top competitors for Ouster, Inc. (OUST)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
OUST logoOUSTOuster, Inc.Current
$44.06$2.81B-41.1852.46%-35.64%-27.28%—
INVZ logoINVZInnoviz Technologies Ltd.
$0.69$152.43M-2.03127%-181.46%-101.64%—
LAZR logoLAZRLuminar Technologies, Inc.
$40.74$24.32B-6.44-12.44%-572.79%——
AEVA logoAEVAAeva Technologies, Inc.
$21.57$1.36B-8.4699.44%-693.94%——
LIDR logoLIDRAEye, Inc.
$1.34$62.06M-1.4915.35%-12698.89%-56.22%—
MVIS logoMVISMicroVision, Inc.
$0.38$125.32M-1.08-74.28%-5887.77%-139.2%—

Compare OUST vs Peers

Ouster, Inc. (OUST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs INVZ

Most directly comparable listed peer for OUST.

Scale Benchmark

vs NVDA

Larger-name benchmark to compare OUST against a more recognizable public peer.

Peer Set

Compare Top 5

vs INVZ, LAZR, AEVA, LIDR

OUST SEC Filings & Documents

Ouster, Inc. (OUST) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 5, 2026·SEC

Material company update

Mar 2, 2026·SEC

Material company update

Feb 9, 2026·SEC

10-K Annual Reports

3
FY 2026

Mar 2, 2026·SEC

FY 2025

Mar 21, 2025·SEC

FY 2024

Mar 28, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 5, 2026·SEC

FY 2025

Nov 5, 2025·SEC

FY 2025

Aug 11, 2025·SEC

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OUST Frequently Asked Questions

Ouster, Inc. (OUST) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Ouster, Inc.'s revenue?

Ouster, Inc. (OUST) reported $185.3M in revenue for fiscal year 2025. This represents a 13679% increase from $1.3M in 2018.

How fast is Ouster, Inc. growing?

Ouster, Inc. (OUST) grew revenue by 52.5% over the past year. This is strong growth.

Is OUST profitable?

Ouster, Inc. (OUST) reported a net loss of $55.8M for fiscal year 2025.

Dividend & Returns
What is OUST's return on equity?

Ouster, Inc. (OUST) has a return on equity (ROE) of -27.3%. Negative ROE indicates the company is unprofitable.

What is Ouster, Inc.'s free cash flow?

Ouster, Inc. (OUST) had negative free cash flow of $69.3M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in OUST back in 2018?

Total return calculator · dividends reinvested · 8+ years of data

See returns →