IB Net Payout Yields Model

Invest like me - only at Covestor.com

Ouster: Inflection Point

By -

Update - June 11, 2025

Ouster surged 27% today on news of their digital Lidar being approved by the DoD for the Blue UAS Framework. The company doesn't have any news on actual contracts, but Ouster is now set up for future drone contracts. 

-Ouster (NASDAQ:OUST) shares jumped 21% premarket on Wednesday after its OS1 digital lidar was approved by the Department of Defense for use in unmanned aerial systems.-Following a review of components and cybersecurity testing, the Defense Innovation Unit approved and added the Ouster OS1 to the Blue UAS Framework. The Ouster OS1 becomes the first high-resolution 3D lidar sensor approved under the Blue UAS Framework.

  • Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More »

Finviz Chart

Original article posted on May 9

  • Ouster, Inc. reported strong Q1 2025 results with a solid revenue beat, signaling a potential inflection point.
  • The company recently announced several multi-million dollar deals, including agreements with Kamatsu, LASE PeCo, and the City of Chattanooga, highlighting expanding opportunities in the Lidar sensor market.
  • Ouster's Q2 guidance of $32-$35 million in revenue suggests significant upside potential, with the company targeting 30%-50% annual sales growth rates.
  • The stock is trading at a reasonable 3x forward sales, while the reduced cash burn rate has de-risked the investment story compared to peers.
Ouster, Inc. (NASDAQ:OUST) has long presented a huge opportunity in Lidar sensors, but the company has failed to reach an inflection point until potentially now. The company reported strong Q1 results, suggesting a new day for the business. My investment thesis remains ultra-Bullish on the stock.


Read the full article on Seeking Alpha. 

Disclosure: Long OUST. Please review the disclaimer page for more details. 

Comments

Post a Comment

Popular posts from this blog

ChargePoint: Low Quality Beat

By -
Image
  ChargePoint beat FQ2'22 revenue estimates, but the losses are mounting. The company guided up FY22 numbers partly due to acquisitions. The stock still trades at an estimated 21x FY23 number leaving limited upside for the stock and reinforcing why venture funds sold 13.8 million shares. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our model portfolio.  Learn More » After  solid FQ2'22 earnings ,  ChargePoint Holdings  ( CHPT ) has seen a nice bump in the stock. Now investors have to confront the valuation divide and deal with the past insider sales likely leading to future sales on any stock rallies. My  investment thesis  remains very Bearish on the EV charging station stock on any rallies into the mid-$20s. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.  Update - Sept. 8 Be cautious when analysts strugg...
Read more

Occidental: Still Producing Too Much Oil

By -
Image
Though oil continues plunging, the oil giants continue producing more. For Q4, Occidental Petroleum (OXY) had roughly flat production. The worst part is that OXY plans to grow production by 2% to 4% in 2016. The stock has held up somewhat strong, but the inability to turn off the spigot remains troubling. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 
Read more

Baidu: Historical Support At $80

By -
Image
Updated - Nov. 15, 2024 Despite leadership in AI and robotaxis in China, Baidu trades right back down to historical support around $80. The stock has now dipped $30 following the volatile move on hope for the Chinese government to fully stimulate the economy.  Update - Aug. 22, 2024 Baidu didn't report anything impressive from robotaxis or AI yet during Q2. The big robotaxi ramp up in Wuhan hasn't started yet. The stock did hold the key $80 support level.  Q2 Non-GAAP EPADS of $2.89 beats by $0.29. Revenue of $4.67B (flat Y/Y) misses by $70M. Adjusted EBITDA was $1.26 billion and adjusted EBITDA margin was 27%.  Adjusted EBITDA for Baidu Core was $1.19 billion and adjusted EBITDA margin for Baidu Core was 32%. Free cash flow was $862 million, and free cash flow excluding iQIYI was $810 million. Original article posted on Aug. 18 Baidu trades at levels first seen in 2011 despite strong growth catalysts. The Chinese search leader will report Q2 earnings on August 22, reveal...
Read more