Ouster, Inc.

OUST

$35.83

+2.87%

2026-09-03 16:00:00 EDT+$1.00

Technology

Semiconductors

NASDAQ

Active Trading

Ouster, Inc. engages in the production and sale of lidar sensor kits for the automotive, industrial, robotics, and smart infrastructure industries in ...

Price Action of OUST

$35.83

+2.87%+$1.00

High—

Low—

52W High-43.8%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Ouster, Inc. is a leading provider of digital lidar sensors and perception solutions, enabling the transition to Physical AI across various industries. The company was co-founded by Angus Pacala and Mark Frichtl in 2015, both former Stanford University classmates with backgrounds in laser-based sensing. Headquartered in San Francisco, California, Ouster ...Ouster, Inc. is a leading provider of digital lidar sensors and perception solutions, enabling the transition to Physical AI across various industries. The company was co-founded by Angus Pacala and Mark Frichtl in 2015, both former Stanford University classmates with backgrounds in laser-based sensing. Headquartered in San Francisco, California, Ouster went public in October 2020 and trades on the NASDAQ under the ticker OUST. With roughly 204 full-time employees, Ouster operates as a global entity, serving customers in the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Ouster's core business revolves around the design, manufacturing, and sale of high-resolution 3D lidar sensors. The company offers a range of products, including the OS series (OS0, OS1, OS2, and OSDome) which provide varying fields of view for different applications, from wide to long-range detection. Additionally, Ouster produces the DF series of solid-state digital lidar sensors for advanced driver assistance systems (ADAS) and autonomous driving. Through its acquisition of Velodyne, Ouster expanded its portfolio to include surround-view sensors like the VLP-16 and VLS-128, catering to diverse robotics and industrial needs. In 2023, Ouster also acquired StereoLabs, integrating ZED depth cameras and AI compute capabilities into its offerings, creating a unified sensing and perception platform. This platform combines digital lidar, cameras, and sensor fusion to enable advanced autonomy in robotics, smart infrastructure, and automotive applications. Financially, Ouster has shown strong gross profit margins of approximately 49.6%, reflecting its focus on cost-efficient manufacturing and innovative chip-based technology. However, the company has faced operating losses, with an EBIT margin of -25.5% and a net profit margin of -26%, primarily due to substantial research and development expenses (33.4% of revenue) and sales, general, and administrative costs (46.7% of revenue). Ouster's revenue per share stands at about $3.10, with a price-to-sales ratio of 13.5, indicating significant market expectations for growth. The company maintains a healthy liquidity position with a current ratio of 4.16 and holds approximately $3.96 in cash per share, providing a solid runway for continued innovation. Key strategic initiatives include the integration of Velodyne's and StereoLabs' technologies to broaden its product ecosystem, targeting emerging markets in Physical AI, autonomous vehicles, drones, mapping, and defense. Under the leadership of CEO and co-founder Angus Pacala, Ouster aims to scale its operations, reduce manufacturing costs, and achieve profitability by driving adoption of its high-performance lidar systems. With a market capitalization of $2.76 billion and a strong balance sheet, Ouster is positioned to be a key player in the lidar industry, contributing to the advancement of autonomous systems globally.ExpandCollapse

Founded

2015

Employees

320

CEO

Angus Pacala

Full Name

Ouster, Inc.

Sector

Technology

Industry

Semiconductors

ROE

-18.45%

Market Cap

$2.58B

Current Ratio

4.16

WACC

19.85%

ROIC

-13.95%

Contact Information

https://ouster.com

415 949 0108

350 Treat Avenue, San Francisco, CA 94110

Key Metrics of OUST

Snapshot

Latest / TTM · 6 periods

Market Cap

$2.58B

ROCE

-16.0%

EV / EBITDA

-69.72x

+10.6% YoY

FCF Yield

-3.2%

+2.1% YoY

Cash Conversion Cycle

89.7d

Current Ratio

4.16

Quick take

TTM —

Positive CCC

Financial Highlights of OUST

Profitability trend

Latest / TTM · 6 periods

Gross Margin

49.6%

Net Margin

-26.0%

P/E Ratio

-42.15x

n/a

Debt / Equity

0.04

n/a

Current Ratio

4.16

Dividend Yield

0.0%

Understanding

TTM —

Interest coverage is weak

Calendar of OUST

Upcoming

Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $-0.08 · Revenue $56.30M · 2 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $-0.04 · Revenue $61.89M · 2 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $-0.28 · Revenue $221.40M · 3 analysts
Mar 30, 2027
Q1 FY2027 · Estimated results
Est. EPS $-0.04 · Revenue $63.62M · 1 analysts

Recent history

Aug 6, 2026
Q2 FY2026 · Results reported
EPS $-0.27 · Revenue $54.63M
View filing
May 5, 2026
Q1 FY2026 · Results reported
EPS $-0.28 · Revenue $48.58M
View filing
Mar 2, 2026
FY2025 · Annual results
EPS $-1.07 · Revenue $169.38M
View filing
Nov 5, 2025
Q3 FY2025 · Results reported
EPS $-0.37 · Revenue $39.52M
View filing
Aug 11, 2025
Q2 FY2025 · Results reported
EPS $-0.38 · Revenue $35.05M
View filing
May 9, 2025
Q1 FY2025 · Results reported
EPS $-0.42 · Revenue $32.63M
View filing

Financial Statements of OUST

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$169.4M	+52.5%	+12.5%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-60.4M	+37.8%	-3.7%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+49.3%	+35.3%	+13.9%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	-43.7%	+53.4%	+7.2%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-35.6%	+59.2%	+7.8%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$-64.8M	-73.2%	-56.5%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	-38.3%	-13.6%	-39.2%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	6.5%	-41.7%	-30.0%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	3.93x	+40.1%	+39.9%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$349.5M	+26.6%	+24.5%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	-1.07 vs -0.58	-85.2%	-0.27 vs -0.08	-248.4%
Revenue Surprise	$169.4M vs $148.3M	+14.2%	$54.6M vs $56.3M	-3.0%

Insider Transactions of OUST

Acquisitions (A)

Since Jul 6, 2026

Disposals (D)

Since Jul 6, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 26, 2026	Frichtl Mark	officer: Chief Technology Officer	Common Stock	A	100,000	$14.22
Aug 26, 2026	Frichtl Mark	officer: Chief Technology Officer	Incentive Stock Option	D	100,000	$14.22
Aug 18, 2026	Gianella Kenneth P.	officer: Chief Financial Officer	Common Stock	D	17,927	$44.65
Aug 18, 2026	Gianella Kenneth P.	officer: Chief Financial Officer	Common Stock	D	13,364	$45.52
Aug 18, 2026	Gianella Kenneth P.	officer: Chief Financial Officer	Common Stock	D	8,201	$46.40

Earnings Call Transcript of OUST

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Hello, welcome to Ouster's second quarter 2026 earnings conference call. All lines have been placed on mute to prevent any background noise. After today's presentation and remarks, there will be an opportunity to ask questions. If you would like to ask a question during this time, simply press star followed by 11 on your telephone keypad. If you would like to withdraw your question, press star one one again. The call today is being recorded, and a replay of the call will be available on the Ouster investor relations website an hour after the completion of this call. I'd now like to turn the conference over to Chen Geng, Senior Vice President, Strategic Finance & Treasurer. Please go ahead. Chen Geng: Thank you, operator, good afternoon, everyone. Thank you for joining our second quarter 2026 earnings call. Today on the call, we have Chief Executive Officer Angus Pacala, and Chief Financial Officer Ken Gianella. As a reminder, after the market closed today, Ouster issued its financial news release, which was also furnished on a Form 8-K and is posted in the investor relations section of the Ouster website. Today's conference call will be available for webcast replay in the investor relations section of our website. I want to remind everyone that on this call, we will make certain forward-looking statements. These include all statements about our competitive position, product advantages and growth opportunities, anticipated industry trends, our business and strategic priorities, our operating expense targets, the impact of our recent acquisition, the development and expansion of our products, our products' capabilities and performance, and our revenue guidance for the third quarter of 2026 and long-term financial targets. Actual results may differ materially from those contemplated by these forward-looking statements. Factors that could cause actual results and trends to differ materially from those contained in or implied by these forward-looking statements are set forth in the second quarter 2026 financial results release and in the quarterly and annual reports we filed with the Securities and Exchange Commission. Any forward-looking statements that we make on this call are based on assumptions as of today. Other than as may be required by law, Ouster assumes no obligation to update any forward-looking statements, which speak only as of their respective dates. In today's conference call, we will discuss both GAAP and non-GAAP financial measures. A reconciliation of GAAP to non-GAAP measures discussed today is included in the financial results release. I would now like to turn the call over to Angus. Angus Pacala: Hello, everyone, and thank you for joining us today. I'll start with a brief recap of the quarter and an update on our strategic priorities before Ken covers our financial results in more detail. We delivered exceptional results for the second quarter, generating $55 million in revenue and shipping over 17,000 sensors. This …

Leadership Team of OUST

9 executives

Name	Title	Compensation	Gender	Year Born	Status
Charles Angus Pacala	Co-Founder, Chief Executive Officer & Director	USD 893,600	Male	1989	Active
Mark Frichtl	Co-Founder & Chief Technology Officer	USD 653,800	Male	1989	Active
Megan Chung	General Counsel & Corporate Secretary	USD 534,591	Female	1975	Active
Darien Spencer	Chief Operating Officer	USD 525,134	Male	1963	Active
Kenneth Gianella	Chief Financial Officer	USD 519,451	Male	1973	Active
Shaluinn Fullove	Chief People Officer	—	Female	—	Active
Chen Geng	Senior Vice President of Strategic Finance & Treasurer	—	Male	1987	Active
Cyrille Jacquemet	Chief Revenue Officer	—	Male	1981	Active
Stephen Kim	Head of Sales in South Korea	—	—	—	Active

Recent News of OUST

Zacks Investment Research8/26/2026Neutral

Ouster Vs. Aeva: Which is the Better Physical AI Lidar Bet Now?

AEVA and OUST are gaining from the Physical AI lidar theme, but their growth paths, catalysts and execution risks differ.

Business Wire8/26/2026Neutral

GUSS Automation, a wholly owned John Deere Subsidiary, Plans to Advance Precision Autonomy in High-Value Crops with Ouster's Next-Generation REV8 Digital Lidar

SAN FRANCISCO--(BUSINESS WIRE)--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, today announced that GUSS Automation, a wholly owned John Deere Subsidiary and a pioneer in autonomous high-value crop operations, plans to incorporate Ouster's Rev8 OS0 native color digital lidar sensors, powered by the breakthrough L4 Ouster Silicon, into the next generation of its Autonomous Orchard Machine Fleet. The integration is expected to further.

Zacks Investment Research8/25/2026Neutral

Brokers Suggest Investing in Ouster (OUST): Read This Before Placing a Bet

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

GuruFocus8/20/2026Neutral

Ouster Inc (OUST) Shares Fall 5.3% -- GF Value Says Still Overvalued

On August 20, 2026, Ouster Inc (OUST) shares experienced a decline of 5.3%, bringing the current price to $37.93. This decline occurs within a 52-week range of

WSJ8/19/2026Neutral

Women at L3Harris Shared Concerns About CEO's Behavior Years Before Ouster

Chris Kubasik was ousted after an investigation into conduct with a subordinate. Years earlier, another employee had made a harassment complaint

Historical Employee Count of OUST

Current

204

Change

+6.25%

Minimum

192

Maximum

217

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	204	10-K	Mar 2, 2026	View
Dec 31, 2024	192	10-K	Mar 21, 2025	View
Dec 31, 2023	202	10-K	Mar 28, 2024	View
Dec 31, 2022	200	10-K	Mar 24, 2023	View
Dec 31, 2021	217	10-K	Feb 28, 2022	View

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Ouster, Inc.