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OUOUST

Ouster, Inc.

$OUST·$2.8B·Semiconductors·Technology
$34.44-0.5%YTD+114.6%1Y+23.2%
Mentions · last 7 days
2026-08-22: 37 posts2026-08-23: 29 posts540-4%
Price updated 5h ago·X counts updated 8d ago
OUOUST
$OUSTOuster, Inc.
$34.44-0.52%540 posts-4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $OUST, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

The lidar pure-play that raised at $55 and is now $34 — Deere partnership just landed, and management promises end-of-dilution.

Ouster makes digital lidar sensors — the higher-resolution alternative to legacy mechanical units — and it's a bet on physical AI applications (robotics, industrial autonomy, precision agriculture, some ADAS). It ran hard, raised equity at $55, and is now $34, so the entry point matters here.

Where the setup sits:

  • Commercial validation is real and fresh: John Deere subsidiary GUSS Automation is standardizing on Ouster's REV8 for precision autonomy in high-value crops — a marquee non-automotive design win from a serious industrial buyer.
  • The recent equity raise is the reason for the current setup: on July 6 Ouster sold 3.6M shares at $55.22 for $200M net — buyers are down ~40%, which explains the -20% break below the 50-day and why management promised 'end of dilution in Q3'.
  • Mechanics are still lossy: Q1 revenue grew 49% year-on-year to $48.6M but operating margin was -40%, and the $2.8B market cap is 14x sales — the business needs to hold that growth for eight quarters for the multiple to look normal.
  • Insiders are still trimming: officers Gianella and Spencer sold ~$3.2M combined this month, so the 'end of dilution' claim from the company is undermined by individual insiders still distributing.

The November 3 print has to hold Q2 revenue growth above ~40% with a visible margin trajectory and management confirming no more equity raises; miss either and shares retest the 52-week low, hit both and the Deere partnership is the first leg of a real turnaround.

Agrees with X sentimentAgree — the crowd's core anchors (REV8 as answer to Musk's 'no lidar' argument, CEO bullish on software, Rosenblatt $53 target, end-of-Q3 dilution finish) map to real signals; the honest addition is that individual officers keep selling into every bounce, so the 'end of dilution' claim is stronger for the company than for the tape.

What to watch: November 3 earnings — Q3 revenue growth needs to hold above ~40%, gross margin trajectory needs to improve, and management needs to confirm the July raise was the last; miss either and shares retest the 52-week low near $16.

On the calendar: 2026-11-03 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment75 posts analyzed · as of 2026-08-30

Ouster posters are treating a roughly 30% two-week drawdown as an entry, framing the story as a Physical AI perception platform rather than a pure lidar name. Big catalysts cited are a John Deere subsidiary integrating the Rev8 OS0 sensor into autonomous orchard machines and live Ouster hardware inside Amazon warehouse robots. Sell-side targets cluster around $53-$61, and posters lean on Q2 revenue up 56% year-over-year. A minority sees another leg lower toward the 200-day moving average around $31 before the base sets.

Read the AI verdict + X sentiment for $OUST

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs high-resolution digital lidar sensors for autonomous vehicles, robotics, smart infrastructure, and industrial automation.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $OUST.

Semiconductors · Technology

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $OUST

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Designs high-resolution digital lidar sensors for autonomous vehicles, robotics, smart infrastructure, and industrial au.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-43.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-22.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-37.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
13.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-22.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.26$-0.12-108.5%
Q1 2026May 5, 2026$-0.25$-0.12-117.4%
Q4 2025Mar 2, 2026$0.06$-0.13+144.6%
Q3 2025Nov 4, 2025$-0.37$-0.18-102.7%
Next earningsTue, Nov 3·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$48.6M+48.9%42.9%-39.5%$-0.28$-9.8M
Q4 FY25$62.2M+106.6%60.2%1.5%$0.07$-37.2M
Q3 FY25$39.5M+40.8%42.1%-61.4%$-0.37$-20.0M
Q2 FY25$35.0M+29.9%45.2%-76.5%$-0.38$-2.2M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$220.5M$217.6M – $225.9M-$0.47-$0.49 – -$0.445
FY27$298.0M$293.7M – $302.2M-$0.15-$0.18 – -$0.114
FY28$387.6M$382.0M – $397.9M$0.44-$1.90 – $2.053
FY29$558.8M$538.8M – $576.6M$0.42$0.40 – $0.442
FY30$758.9M$731.7M – $783.1M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.38%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-18.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+16.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 69.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 18Kenneth P. GianellaCFO40.0K sh$1.8MSellAug 6Stephen A SkaggsDirector3.6K sh$163KSellAug 5Stephen A SkaggsDirector1.4K sh$64KSellAug 4Darien SpencerCOO30.0K sh$1.4MSellJun 22Ted L TewksburyDirector1.7K sh$80KSellJun 12Pacala Charles AngusCEO29.8K sh$1.2MSellJun 12Kenneth P. GianellaCFO54.3K sh$2.1MSellJun 12Megan ChungGeneral Counsel and Secretary11.3K sh$437KSellJun 12Darien SpencerCOO12.6K sh$488KSellJun 12Cyrille JacquemetChief Revenue Officer8.7K sh$339K
1–10 of 32
+ 22 other (13 exempts · 9 awards) in window

See when $OUST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jul 6424B5
AI summary

Ouster, Inc. priced an offering of 3,621,876 shares of common stock at $55.22 per share on July 6, 2026, for gross proceeds of approximately $200 million ($191.9 million net after Northland Securities' underwriting discount of 4.0%), plus a 30-day 543,281-share overallotment option. The offering was made off Ouster's Form S-3 shelf (No. 333-297220). At approximately $55 per share, this is a meaningful dilutive raise; use of proceeds is in the full prospectus.

424B5Prospectus supplement (offering)Jul 2424B5
AI summary

Ouster filed a prospectus supplement for an underwritten common stock offering with over-allotment option, with Northland Capital Markets as underwriter. Pricing details including per-share price, total size, and use of proceeds are not in the excerpt. Active equity offering pending full pricing details.

S-3ASRAuto-shelf registrationJul 2S-3ASR
AI summary

Ouster filed an automatic shelf registration statement with General Counsel Megan Chung as agent. Routine shelf registration maintaining ongoing capital markets access.

8-KCharter amendmentJun 188-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Ouster, Inc. stockholders at the June 17, 2026 Annual Meeting (45.9M of 63.7M shares, 72.1% quorum) approved an amendment to the Certificate of Incorporation doubling authorized common shares from 100 million to 200 million; the certificate was filed with Delaware and became effective immediately on June 17, 2026. Two Class II directors (Phillip Eyler, Angus Pacala) were elected for three-year terms through 2029. Doubling the authorized share pool is a dilution-enabling governance change, giving Ouster significant headroom for future equity offerings, acquisitions, or employee compensation without returning to shareholders for additional authorization.

424B5Prospectus supplement (offering)May 8424B5
AI summary

OUST filed a 424B5 prospectus supplement dated 2026-05-08, representing an active capital markets transaction. Priced at $24.51 per share. This represents immediate dilution to existing shareholders.

3New insider — initial holdingsApr 143
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for OUST on 2026-04-14, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2030 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 14 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ouster Vs. Aeva: Which is the Better Physical AI Lidar Bet Now?zacks.com·6d agoGUSS Automation, a wholly owned John Deere Subsidiary, Plans to Advance Precision Autonomy in High-Value Crops with Ouster's Next-Generation REV8 Digital Lidarbusinesswire.com·6d agoBrokers Suggest Investing in Ouster (OUST): Read This Before Placing a Betzacks.com·7d agoOuster Inc (OUST) Shares Fall 5.3% -- GF Value Says Still Overvaluedgurufocus.com·11d agoWomen at L3Harris Shared Concerns About CEO's Behavior Years Before Ousterwsj.com·12d ago

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Robotics & HumanoidsEVs & Autonomous Vehicles

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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