Ouster, Inc. (OUST)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$36.43+1.67%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
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 2026-09-04.
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=6360).
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.
Continue growing revenue and shipments of lidar and camera sensors, leveraging new product launches and expanding customer adoption in key verticals.
Stated as a priority in 2 of last 2 quarters. Revenue increased from $49 million in 2026-Q1 to $55 million in 2026-Q2, a 12% sequential growth, with shipments rising from over 12,600 to more than 17,000 units. Management's statements and financials show delivering growth and expanding market adoption.
“We delivered a strong second quarter, with $55 million in revenue and more than 17,000 total sensors shipped.”
“Our first quarter demonstrated strong execution, delivering record product revenue and shipping more than 12,600 lidar and camera sensors.”
Drive market leadership and customer adoption through the introduction and scaling of the Rev8 OS lidar family with native color sensing and enhanced performance.
Stated in 2 of last 2 quarters. Management highlighted the launch of Rev8 OS as pivotal with strong customer response. While no direct financial metrics isolate Rev8 revenue, overall product revenue growth and shipment increases support progress in commercializing this product line.
“The introduction of Rev8 was a pivotal moment for Ouster and the reaction from customers has been electric.”
Leverage the acquisition of Stereolabs SAS to expand camera vision portfolio and accelerate growth in AI and robotics markets.
Stated in 2 of last 2 quarters. Management emphasized Stereolabs integration and commercial success. Revenue grew from $48.6 million in 2026-Q1 to $54.6 million in 2026-Q2, reflecting contribution from Stereolabs. The trajectory shows delivering integration and revenue growth from the acquisition.
“This includes a full quarter of Stereolabs operations contributing to revenue guidance.”
Focus on volume growth and operating efficiencies to increase GAAP and non-GAAP gross margins and reduce operating losses.
Stated in 2 of last 2 quarters. GAAP gross margin improved from 43% in 2026-Q1 to 49% in 2026-Q2, a 600 bps sequential increase, driven by volume and efficiencies. Operating loss remained similar around -$19M to -$20M. Management is delivering margin expansion but operating losses persist.
“GAAP gross margin of 49%, up 400 bps year over year and 600 bps sequentially.”
Raise capital through equity offerings to support growth initiatives and maintain liquidity.
Newly stated in 2026-Q2. The company issued 3,621,876 shares of common stock in July 2026 to raise capital. This capital allocation action supports liquidity and growth funding. No prior quarters in the supplied data mention this priority.
“On July 2, 2026, Ouster entered into an underwriting agreement to issue 3,621,876 shares of common stock.”
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, real (inflation-adjusted) rates, Fed net liquidity, 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 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“We launched our revolutionary Rev8 OS family, powered by next-generation L4 Ouster Silicon, setting a new standard for sensing.”
“Stereolabs has already proven to be a perfect complement, with rapid integration and commercial success.”
“GAAP gross margin was 43%, up 200 bps year over year and down 1700 bps sequentially.”