GICS Sector : Technology
Ouster, 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.
Ouster's third-quarter 2025 financial performance was marked by significant revenue growth, reaching $39.5 million, a 41% year-over-year increase, and a record for the company. Gross margin remained strong at 42%, and the company ended the quarter with $247 million in cash and equivalents and no debt. The earnings per share (EPS) was $-0.37, beating estimates of $-0.43. The revenue growth was driven by the Smart Infrastructure vertical, which expanded deployments of Ouster Gemini and REV7 at logistics yards, and the company won new deals to bring Ouster BlueCity to additional intersections across Utah.
Publication Date: Nov -12
Ouster's CEO, Angus Pacala, highlighted the company's 2025 strategic priorities, including scaling the software-attached business, transforming the product portfolio, and executing towards profitability. The company announced a strategic partnership with Constellis, which now offers a unified security solution enabled by Ouster Gemini and Ouster Digital Lidar. Additionally, Ouster is investing in retraining AI algorithms and released real-time localization (RTLS) in the Ouster SDK, demonstrating its commitment to innovation.
Ouster is well-positioned in various growth markets, including the last-mile delivery market, with Serve Robotics as a prime example, and the humanoid robotics market, which needs sensing technology like Lidar. The company's defense market is diverse, and it is focused on non-retrofit opportunities with traditional defense industry players and new start-ups. With a strong financial foundation, a robust distribution and partner network, and a diverse customer base, Ouster is poised for continued growth.
Analysts estimate next year's revenue growth at 35.5%. Ouster's current valuation metrics, including a Price-to-Sales Ratio of 10.84 and an EV/EBITDA of -18.11, indicate that the market is pricing in significant growth expectations. With a current EPS of $-0.37 and a P/E Ratio of -16.33, the company's valuation is largely driven by its growth prospects. As Ouster's customer base continues to scale to full production, the company is expected to see significant revenue opportunities, potentially hitting the higher end of its 30-50% revenue growth range.
Ouster's Path To Profitability: A Compelling Opportunity For Growth-Focused Investors
Nov -14
Ouster: Physical AI Starting To Shine
Nov -13
Ouster's Big Year: Growth Surges But Real Profits Still Out Of Reach
Nov -11
Ouster, Inc. (OUST) Q3 2025 Earnings Call Transcript
Nov -05
Ouster, Inc. (OUST) Reports Q3 Loss, Beats Revenue Estimates
Nov -05
Sensor Shipments Hit Record, Ouster Shares Drop 13%
Nov -04
Ouster's International Expansion: A Strategic Lever for Growth?
Oct -30
Ouster, Inc. (OUST) Stock Declines While Market Improves: Some Information for Investors
Oct -28
Growing demand for autonomous vehicles, increasing adoption in robotics and surveying, and advancements in lidar technology drive the growth of Ouster's Lidar Sensor Kits, enabling high-resolution 3D point cloud data for various applications.
High-resolution, long-range LiDAR sensors for accurate 3D point cloud generation
High-performance, compact, and affordable LiDAR sensor for various applications
High-resolution, long-range LiDAR sensor for advanced autonomy and perception
Digital flash LiDAR technology for high-speed, high-resolution 3D point cloud generation
Comprehensive software development kit for integrating Ouster LiDAR sensors into various applications
Ouster, Inc. faces moderate threat from substitutes as there are limited alternative modes of transportation available for short-distance travel, but the company's products are designed to be highly efficient and cost-effective, reducing the likelihood of customers switching to substitutes.
Ouster, Inc. has a diverse customer base, and no single customer accounts for a significant portion of its revenue, reducing the bargaining power of customers.
Ouster, Inc. relies on a few key suppliers for its components, but the company has established long-term contracts with these suppliers, reducing the bargaining power of suppliers.
The electric scooter and bike market is highly competitive, and new entrants can easily enter the market, posing a significant threat to Ouster, Inc.'s market share.
The electric scooter and bike market is highly competitive, with several established players, and Ouster, Inc. faces intense rivalry from its competitors, which can lead to pricing pressures and reduced market share.
| Value | |
|---|---|
| Debt Weight | 22.13% |
| Debt Cost | 13.29% |
| Equity Weight | 77.87% |
| Equity Cost | 15.91% |
| WACC | 15.33% |
| Leverage | 28.42% |
Value: 3.2
Growth: 9.0
Quality: 7.8
Yield: 0.0
Momentum: 6.0
Volatility: 2.7
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Value: 6.2
Growth: 5.3
Quality: 4.5
Yield: 0.0
Momentum: 10.0
Volatility: 0.7
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Value: 2.7
Growth: 4.0
Quality: 4.3
Yield: 0.0
Momentum: 10.0
Volatility: 4.0
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Value: 3.9
Growth: 5.9
Quality: 4.8
Yield: 4.0
Momentum: 1.5
Volatility: 4.0
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Value: 7.5
Growth: 1.6
Quality: 2.7
Yield: 7.0
Momentum: 1.0
Volatility: 2.0
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Value: 6.0
Growth: 4.6
Quality: 3.8
Yield: 0.0
Momentum: 1.0
Volatility: 2.0
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