Ouster: Funded For Physical AI Scaling

Update - July 17, 2025

Investors can now buy Ouster $18 below the recent secondary price. The stock is below the prior support/resistance line, but the Lidar sensor company is funded for Physical AI growth 

Original article posted on July 4 

• Ouster, Inc. raised $200M, boosting pro forma cash to ~$375M, positioning for large-scale customer physical AI ramp-ups and inventory needs.
• The company has several customers with public disclosures of plans for rapid expansion for 10x to 100x unit growth.
• Management targets 30–50% annual growth, with potential for explosive acceleration as Physical AI applications proliferate.
• The stock currently trades at ~10x 2027 revenue targets, but consensus estimates may understate upside as major customers scale orders.

Ouster, Inc. (OUST) has suddenly become a Physical AI darling, but the market wasn't excited about a secondary offering. The LiDAR sensor company was wise to raise some additional funding as more customers look to enter major expansion periods. My investment thesis remains ultra Bullish on the stock, especially after this dip back below $50.

Read the full article on Seeking Alpha. 

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