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OUOUST

Ouster, Inc.

Rising onWhy it's trendingMoving on elevated volumeStrong bullish X conversation
$OUST·$2.5B·Hardware, Equipment & Parts·Technology
$46.57+14.4%YTD+108.9%1Y+129.0%
Mentions · last 7 days
2026-06-11: 450 posts2026-06-12: 196 posts2026-06-13: 161 posts2026-06-14: 170 posts2026-06-15: 362 posts2026-06-16: 230 posts2026-06-17: 242 posts1,817+15%
Price updated 13h ago·X counts updated 2d ago
OUOUST
Ouster, Inc.$OUST
$46.57+14.37%1.8k posts+15%
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.

Driven by hypeAcceleratingAI verdict · as of 2026-06-19

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

Ouster is the surviving lidar pure-play — REV8 is going to 100K+ units, new heavy-equipment partnerships, and management has been selling into the rally.

Ouster develops digital lidar sensors — the laser-based 3D perception hardware that powers autonomous vehicles, robotics, and increasingly heavy-equipment automation. The mechanics are inflecting: Q1 26 revenue ran $48.6M at +49% YoY with gross margins at 43%, the Benchmark manufacturing partnership now scales REV8 OS production above 100,000 units annually, and a new strategic supply agreement with AIM Intelligent Machines opens a beachhead in mining, construction, and defense earthmoving. Rosenblatt set a $53 target after the news. The stock is up 109% YTD and trading at 91% of the 52-week range, +74% above the 200-day average. The structural caution is the insider stack: officers Frichtl ($15.6M), Gianella ($2.1M), Pacala ($1.2M), and four others cleared a combined ~$20M in late May / June 12. Plus a May 8 ATM facility was priced at $24.51 — meaning every share sold off the shelf at current prices is highly accretive to dilution. The bet is whether the operational ramp outruns the management distribution.

Agrees with X sentimentThe crowd's setup — Benchmark mfg scale-up, the Robosense DoD blacklist tailwind, Hesai's China issues creating share opportunity for US lidar — is fundamentally correct. The dismissed insider read is the structural headwind: $20M+ of insider distribution into the rally is loud, regardless of the partnership newsflow.

What to watch: Aug 6 Q2 print: sustained +40% revenue growth AND any commentary on REV8 customer adds beyond AIM and existing OEMs. Also any update on the ATM shelf utilization — meaningful share issuance at $40+ caps the rally regardless of partnership wins.

On the calendar: 2026-08-06 — Q2 earnings

active offering

X sentiment

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

Bullish sentiment114 posts analyzed · as of 2026-06-18

Ouster jumped over 17 percent on expanding its manufacturing partnership with BHE to scale Rev8 OS lidar production above 100,000 units per year, then added another lidar supply agreement with AIM Intelligent Machines for autonomous heavy equipment across mining, construction and defense. Rosenblatt set a $53 price target. Robosense being blacklisted under the DoD 1260H section and Hesai's mainland China issues are framed as US-lidar tailwinds, with Spot robots at Micron's new fab being widely shared. Positioning chatter is conviction-heavy with $OUST framed as the only US robotics-perception pureplay.

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 Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $OUST.

Hardware, Equipment & Parts · Technology

AI infrastructure supply chain bottleneck is shifting from chip silicon to rack assembly and power delivery — FN's 36% revenue growth on optical assembly and CLS's hyperscaler server wins confirm that system integration and power components are the current constraint. SanDisk's +600% run in 2026 adds a NAND flash story driven by AI inference storage demand alongside the assembly theme.

What this means for $OUST

Partial — Ouster's digital lidar sensors for autonomous vehicles and robotics benefit from AI-driven autonomy demand; the current AI infrastructure bottleneck (rack assembly, power delivery) is separate from lidar sensor demand in edge robotics.

See how Hardware, Equipment & Parts shapes $OUST

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $OUST's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$SOXXiShares Semiconductor ETF
+107.2%YTD
+182.2%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
Q1 2026May 5, 2026$-0.25$-0.14-83.8%
Q4 2025Mar 2, 2026$0.06$-0.14+142.9%
Q3 2025Nov 4, 2025$-0.37$-0.43+14.0%
Q2 2025Aug 7, 2025$-0.38$-0.45+15.6%
Next earningsThu, Aug 6·consensus EPS $-0.12

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

4-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-$0.16 – -$0.154
FY28$387.6M$381.0M – $394.2M$0.44-$2.30 – $2.303
FY29$538.9M$520.4M – $554.8M$0.42$0.40 – $0.442

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.1.5×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.91%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.+40.7%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.+73.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 59.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today14.0% 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.β3.245-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.

Know if $OUST is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

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

Recent transactions

SellJun 12Kenneth P. GianellaCFO54.3K sh$2.1MSellJun 12Pacala Charles AngusCEO29.8K sh$1.2MSellJun 12Cyrille JacquemetChief Revenue Officer8.7K sh$339KSellJun 12Darien SpencerCOO12.6K sh$488KSellJun 12Megan ChungGeneral Counsel and Secretary11.3K sh$437KSellJun 12Mark FrichtlCTO18.4K sh$715KSellMay 26Mark FrichtlCTO308.7K sh$12.8MSellMay 26Cyrille JacquemetChief Revenue Officer9.4K sh$377KSellMay 26Darien SpencerCOO30.0K sh$1.4MSellMay 22Mark FrichtlCTO75.7K sh$2.8M
1–10 of 27
+ 14 other (12 exempts · 2 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)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.

8-KPress release / Reg FDFeb 98-K — Item 7.01: Press release / Reg FD
+ 14 other (3 proxys · 2 earnings 8-Ks · 2 13Gs · 1 SD) in window

Recent news

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

Ouster and AIM Intelligent Machines Announce Strategic Agreement for Digital Lidar to Equip AI-Powered Heavy Earthmoving Equipment Following the Release of REV8 with Native Colorbusinesswire.com·2d agoOUST-Benchmark Manufacturing Deal for REV8: Is It Worth the Hype?zacks.com·3d agoAEVA vs. OUST: Which LiDAR Stock Is Worth Buying Right Now?zacks.com·3d agoOuster and Benchmark Expand Partnership to Scale Volume Production of New REV8 Digital Lidar Sensorsbusinesswire.com·4d agoIs OUST Stock a Buy Right Now? Here's What the Setup Showszacks.com·9d ago

In themes

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

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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