Physical AI Is The Next Frontier; Buy Ouster

Ouster is a 'Buy,' given the company's leadership in digital LiDAR and optical sensing for physical AI applications. OUST is targeting 30–50% annual revenue growth, and I anticipate breakeven profitability within three years as gross margins expand through the software-attached business. The valuation appears attractive, with potential for rapid multiple compression as profitability inflects and recurring software revenues scale.

Seeking Alpha • Feb 19, 2026

Why Ouster, Inc. (OUST) Dipped More Than Broader Market Today

Ouster, Inc. (OUST) reached $20.06 at the closing of the latest trading day, reflecting a -4.75% change compared to its last close.

Zacks Investment Research • Feb 11, 2026

Ouster, Inc. (OUST) M&A Call Transcript

Ouster, Inc. (OUST) M&A Call Transcript

Seeking Alpha • Feb 9, 2026

Ouster Acquires StereoLabs, Creating a World-Leading Physical AI Sensing and Perception Company

SAN FRANCISCO--(BUSINESS WIRE)---- $OUST--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, announced today that on February 4, 2026 it closed the acquisition of StereoLabs SAS (“StereoLabs”), a pioneer in AI vision and perception solutions. With this acquisition, Ouster now offers Physical AI's first unified sensing and perception platform, combining high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and.

Business Wire • Feb 9, 2026

OUST Rallies on StereoLabs Acquisition: CEOs Explain Next Step for Autonomous Tech

After Ouster (OUST) announced its acquisition of StereoLabs, the stock jumped 10% on Monday's session. The company's CEO and co-founder, Angus Pacala, explains how the acquisition allows Ouster to build a "unified" platform combining AI compute, cameras, and LiDAR in its autonomous tech.

Ouster, Inc. (OUST) Falls More Steeply Than Broader Market: What Investors Need to Know

Ouster, Inc. (OUST) reached $19.18 at the closing of the latest trading day, reflecting a -5.38% change compared to its last close.

Zacks Investment Research • Feb 5, 2026

Ouster Announces Date for Fourth Quarter 2025 Earnings Call

SAN FRANCISCO--(BUSINESS WIRE)---- $OUST--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a global leader in high-performance lidar sensors and intelligent software solutions that bring Physical AI to life across the automotive, industrial, robotics, and smart infrastructure sectors, announced today that it will report its financial results for the quarter ended December 31, 2025 after the market closes on Monday, March 2, 2026 and host a conference call that day at 5:00 p.m. ET to discuss its r.

Business Wire • Jan 26, 2026

Ouster, Inc. (OUST) Stock Dips While Market Gains: Key Facts

In the most recent trading session, Ouster, Inc. (OUST) closed at $24.84, indicating a -8.81% shift from the previous trading day.

Zacks Investment Research • Jan 24, 2026

Ouster, Inc. (OUST) Presents at 28th Annual Needham Growth Conference Transcript

Ouster, Inc. (OUST) Presents at 28th Annual Needham Growth Conference Transcript

Seeking Alpha • Jan 19, 2026

Ouster Announces Participation in the 28th Annual Needham Growth Conference

SAN FRANCISCO--(BUSINESS WIRE)---- $OUST--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a global leader in high-performance lidar sensors and intelligent software solutions that bring Physical AI to life across the automotive, industrial, robotics, and smart infrastructure sectors, today announced that Ouster management will participate in the upcoming investor event: Event:   28th Annual Needham Growth Conference (Virtual) Date:   January 15, 2026 Presentation:   3:45 p.m. – 4:25 p.m. ET Part.

Business Wire • Jan 9, 2026