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OUOUST

Ouster, Inc.

$OUST·$2.9B·Semiconductors·Technology
$28.43-9.3%YTD+58.5%1Y-9.8%
Price updated 6h ago·X counts updated 5d ago
OUOUST
$OUSTOuster, Inc.
$28.43-9.26%399 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $OUST on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

399X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $OUST's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data16 posts analyzed · as of 2026-10-02

X is bullish on Ouster into a technical reclaim — the gap near $38 filled, the EMA cluster reclaimed and resistance in the low $40s is the next trigger, with 79% of this week's 53,290 options contracts being calls. The eye-catcher is $141K into the Nov 20 $65 strike at 51% OTM, which bulls read as potential inside positioning tied to Tesla's Semi self-driving hints. The one bear waits for a selloff into the $16-26 zone.

Read what X is saying about $OUST

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OUST — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

LiDAR darling riding a technical reclaim with a loaded call book — officers quietly took $3M+ off the table on Sep 14.

Ouster is one of the two public pure-play digital-LiDAR sensor makers — automotive, robotics, and smart-infrastructure applications on silicon. The stock has nearly doubled YTD on the physical-AI narrative and Tesla-Semi speculation.

  • Revenue growth is real: Q1 2026 of $48.6M was up +49% YoY after Q4 2025 at +107% — the top line is still accelerating off a small base, with consensus taking 2026 to $221M and 2028 to $394M.
  • The P&L is still red: -40% operating margins and -$0.28 EPS mean every dollar of revenue burns another 40 cents — the equity trades on the growth curve, not the current economics.
  • The insider cluster is the counter-signal: six officers including the CTO and multiple SVPs sold ~$3.3M combined on Sep 14, with Pacala (director + officer) taking $1M alone — a coordinated distribution at the top of a near-double stock.

A Tesla Semi autonomy announcement or confirmed OEM win takes the stock through the X crowd's $65 strike; a weak Nov 3 Q3 print or further insider selling and the +99% YTD gives back the easy half.

Agrees with X sentimentX cites the technical reclaim of the EMA cluster, the 79% call skew, and the Tesla-Semi hint — all directionally real as the move's fuel. The crowd under-weights the Sep 14 insider cluster ($3M across six officers), which is a visible C-suite distribution during exactly this momentum phase.

What to watch: Nov 3 Q3 earnings — revenue holding above $55M and gross margin trending back toward the 60% that Q4 2025 printed. Any named Tesla or automotive OEM win re-rates it sharply; another insider cluster during the November run cools things fast.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $OUST

Partial — Designs high-resolution digital lidar sensors for autonomous vehicles, robotics, smart infrastructure, and industrial automation.; auto/industrial analog mix has limited direct AI capex exposure but benefits from overall fab utilization tightening.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%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$221.4M$219.3M – $224.4M-$0.28-$0.30 – -$0.275
FY27$297.8M$284.6M – $306.1M$0.01-$0.00 – $0.025
FY28$394.0M$354.7M – $431.9M$0.38-$34.65 – $27.124
FY29$565.6M$534.6M – $591.7M$0.42$0.39 – $0.452
FY30$768.1M$726.0M – $803.5M$0.00$0.00 – $0.002

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.1.4×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.25%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.-26.4%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.-11.7%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 today4.7% 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.β3.235-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.

Insider activity

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

Recent transactions

SellSep 14Megan ChungGeneral Counsel and Secretary11.5K sh$390KSellSep 14Darien SpencerCOO12.8K sh$435KSellSep 14Pacala Charles AngusCEO30.4K sh$1.0MSellSep 14Cyrille JacquemetChief Revenue Officer8.9K sh$302KSellSep 14Kenneth P. GianellaCFO15.7K sh$533KSellSep 14Mark FrichtlCTO18.8K sh$638KSellAug 18Kenneth P. GianellaCFO40.0K sh$1.8MSellAug 6Stephen A SkaggsDirector3.6K sh$163KSellAug 5Stephen A SkaggsDirector1.4K sh$64KSellAug 4Darien SpencerCOO30.0K sh$1.4M
1–10 of 34
+ 20 other (10 exempts · 8 awards · 2 gifts) 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.

+ 11 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

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

Ouster, Inc. (OUST) Dips More Than Broader Market: What You Should Knowzacks.com·3d agoOuster Announces Date for Third Quarter 2026 Earnings Callgurufocus.com·4d agoOuster: The Eyes Of Physical AI Are Ready To Scaleseekingalpha.com·4d agoOuster (NASDAQ:OUST) Stock Falls 6% – Here’s Whydefenseworld.net·5d agoOuster, Inc. (OUST) Outpaces Stock Market Gains: What You Should Knowzacks.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

Robotics & HumanoidsEVs & Autonomous Vehicles

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Voices on X · top 8 · last 7 days

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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