Ouster, Inc. (OUST)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-05
$30.52-9.00%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-05
QuarterlyIQ Insights · OUST
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-04.
The screen ranks OUST against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“We delivered a strong third quarter, with $59 million in revenue and more than 27,000 t otal sensors shipped, cementing Ouster’s evolution into a comprehensive platform that meets the diverse, globa…
Stated in 3 of 3 supplied quarters. Management reported: ““We delivered a strong third quarter, with $59 million in revenue and more than 27,000 t otal sensors shipped, cementing Ouster’s evolution into a comprehensive platform that meets the diverse, global demands of Physical AI.” ““Our first quarter demonstrated strong execution across our portfolio, delivering record product revenue and validating the growing demand for our solutions across key markets.” Revenue was $59.325 million in 2026-Q3.
““We delivered a strong third quarter, with $59 million in revenue and more than 27,000 t otal sensors shipped, cementing Ouster’s evolution into a comprehensive platform that meets the diverse, globa…”
“Our focus remains on providing the industry’s most performant products and solutions, dramatically simplifying system integration, and accelerating time to market for the world’s most innovative comp…”
““Our first quarter demonstrated strong execution across our portfolio, delivering record product revenue and validating the growing demand for our solutions across key markets.”
Our Stereolabs cameras had a record quarter of shipments, unlocked by our investments in capacity to meet surging growth in the robotics sector,” said Ouster CEO Angus Pacala.
Stated in 2 of 3 supplied quarters. Management reported: “Our Stereolabs cameras had a record quarter of shipments, unlocked by our investments in capacity to meet surging growth in the robotics sector,” said Ouster CEO Angus Pacala.” “Stereolabs has already proven to be a perfect complement, and the rapid integration and commercial success of our expanded camera vision portfolio was a tailwind during the quarter, with strong demand from companies building foundational AI models and advanced robotics platforms,” said Ouster CEO Angus Pacala.”
“We are continuing the momentum of our unified sensing and perception platform with the introduction of our revolutionary Rev8 OS family, powered by our next-generation L4 Ouster Silicon.
Stated in 1 of 3 supplied quarters. Management reported: ““We are continuing the momentum of our unified sensing and perception platform with the introduction of our revolutionary Rev8 OS family, powered by our next-generation L4 Ouster Silicon.” “This launch represents a paradigm shift in AI perception as Rev8 sets a new standard for sensing, featuring the world’s first native-color lidar sensors with industry-leading resolution, range, and reliability designed for functional safety, affordability, and scale.”
• GAAP gross margin of 49%, up 400 bps year over year and up 600 bps sequentially.
Raise capital through equity offerings to support growth initiatives and maintain liquidity.
Over the trailing year it converted 0.41x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
10 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.
“Our Stereolabs cameras had a record quarter of shipments, unlocked by our investments in capacity to meet surging growth in the robotics sector,” said Ouster CEO Angus Pacala.”
“Stereolabs has already proven to be a perfect complement, and the rapid integration and commercial success of our expanded camera vision portfolio was a tailwind during the quarter, with strong deman…”
““We are continuing the momentum of our unified sensing and perception platform with the introduction of our revolutionary Rev8 OS family, powered by our next-generation L4 Ouster Silicon.”