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AI & Robotics

Ouster, Inc.

OUSTNYSEpure-play
Market cap$2.3B
Conviction3/ 5
HQSan Francisco, California
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$34.04

+166.1%

Thesis

Ouster is a digital-LiDAR pure-play, expanded by the 2023 Velodyne merger. Its served markets span autonomy, robotics, smart infrastructure, and industrial automation. The bull case rests on LiDAR ASP and unit growth outpacing cash burn before dilution forces another reset.

Catalysts

  • Smart-infrastructure deployments at scale
  • Industrial and robotics design-win conversion
  • Automotive series-production wins for solid-state platform
  • Operating-leverage path to free-cash-flow breakeven

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Jul 6
    OtherSEC

    Ouster filed SEC Form 8-K on 2026-07-06 with Items 8.01 (other events) and 9.01 (exhibits).

  • Jul 6
    Securities offeringSEC

    Filed Form 424B5 prospectus supplement.

  • Jul 2
    Securities offeringSEC

    Ouster filed SEC Form 424B5 prospectus supplement.

  • Jul 2
    Securities offeringSEC

    Filed S-3ASR automatic shelf registration statement for potential future securities offerings.

  • May 8
    Securities offeringSEC

    Ouster filed SEC Form 424B3 prospectus supplement on 2026-05-08.

  • May 5
    Financial resultsSEC

    Ouster filed 8-K (items 2.02, 9.01) disclosing quarterly financial results.

Not financial advice — research and opinion only. Disclosures