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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 » 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 seve...

Update - April 3 2024 Ouster is holding strong at $10 despite the analyst downgrade.  Chardan Research downgraded Ouster ( NYSE: OUST ) to a Neutral rating on Wednesday after having the stock set at Buy. Analyst Brian Dobson said the firm is moving to the sidelines with the lidar technology stock closing in on the $10 price target. Dobson  also noted that recent share price appreciation may have been bolstered by short covering action. He also warned that Chardan Research's forward price to revenue multiple on Ouster  has risen 150 basis points compared with the preceding six-month average for the metric. Original article posted on March 27 Ouster reported strong 2023 Lidar bookings of $142 million. The company's Q1'24 revenue guidance exceeds consensus estimates, indicating solid growth in the Lidar sensor market. Stock only has a market cap of $200 million, barely above the bookings level for last year. Looking for a portfolio of ideas like this one? Members of Out Fox ...

Update - January 9, 2024 Ouster continues to hit targets setting up a likely rally in 2024 with a more bullish trend in Lidar stocks.  -Ouster, Inc. (NYSE:OUST) expects Q4 2023 revenue to be at or above the midpoint of the guidance range of $23 to $25 million previously provided on November 9, 2023. Original article posted on Nov. 28 Ouster, Inc. reports consistent bookings far exceeding quarterly revenues, with $114 million in bookings YTD. The company sees strong bookings tailwinds in the automotive and mapping segment, with binding commitments tripling purchases and an overall book-to-bill ratio of 2x. Ouster stock currently trades at nearly cash value and hardly above 1x '23 bookings. The Lidar sector continues to report spectacular growth, but stocks like  Ouster, Inc.  ( NYSE: OUST ) trade close to the lows. The non-automotive Lidar leader even reports spectacular bookings totals, yet the market is mostly ignoring the orders in  hand. My  investment thesis...

Update - Aug. 11, 2023 Ouster reported a solid quarter with the market keying on the big bookings numbers. The stock is only back to pre-split levels around $0.65.  -Revenue: $19M, up 13% QoQ, 88% YoY -Bookings: $43M, 126% Book-to-Bill -Non-GAAP gross margin: 26% -Targeting annual cost savings of $110M by Q4'23 Q3'23 revenue guidance: $20 - $22M Original article posted on May 14 Ouster reported solid Q1'23 numbers and guided towards Q2 revenues reaching $20 million. The Lidar sensor company reported Q1 binding bookings at $33 million. OUST stock is cheap at ~1x '24 sales targets despite growth rates approaching 100%. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   Ouster  ( NYSE: OUST ) collapsed over the last quarter following a perplexing Q4 earnings report leading to a reverse split. The Lidar company just announced the continuation of an automotive deal and the business appears back...

Update - Apr. 10 Ouster announced a reverse split effective April 21. The announcement is not a surprise with the stock trading below $1 again and traders pressuring for the move.  Ouster (NYSE:OUST) board of directors has approved a 1-for-10 reverse stock split, par value $0.001 per share. It is expected to become effective on Thursday, April 20, 2023 and trade on NYSE on April 21, 2023 under the existing symbol "OUST".  Original article posted on Mar. 30 Ouster reported Q4'22 results, but the company provides limited details on the Velodyne Lidar business. The Lidar company closed the merger on February 10 with confirmed guidance for combined Q4'22 revenues of at least $23 million. Ouster guided to Q1'23 revenues of only $16 million without providing a complete picture of Velodyne Lidar revenues. OUST stock trades below 4x the '22 bookings of Ouster alone, yet the lack of combined pro forma financials leaves a lot of unanswered questions. This idea was discu...

  Update - Mar. 27, 2023 Ouster missed a great opportunity to promote the combined business of Velodyne Lidar and Ouster and the company decided to pass. The stock trades below $1 for this reason and management has to own this incompetence.  -Q4 GAAP EPS of -$0.23 misses by $0.03. -Revenue of $10.94M (-7.7% Y/Y) misses by $4.9M. -Secured company record $70 million in bookings in 2022 - Q1'23 revenue guidance of $15 to $17 million, excludes Velodyne revenues through merger close on Feb. 10. The Q4 revenue total was closer to $25 million and the Q1'23 pro-forma revenue total was probably closer to $21 million.   Update - Mar. 15, 2023 Pretty nice deal here with 100 Lidar sensors shipped at the end of '22. Ouster shouldn't be trading back below $1.  -Fieldin has already deployed dozens of kits at its customers’ farms and plans to deploy over 100 autonomy retrofit kits on tractors, each equipped with an Ouster OS1, to major customers across the United States in 2023. Ous...

  Ouster trades below $1 despite a building contract revenue opportunity and growing customer base. The company just released new Lidar sensors based on an advanced digital chip improving detection range, precision and accuracy. The stock trades at cash value despite a rapidly growing revenue base and being valued at 1.5x '23 sales targets. A lot of SPAC deals were disasters, but some companies were just irrationally thrown away due to the stock market not understanding the business.  Ouster  ( NYSE: OUST ) continues to build a large order book as the company moves  closer and closer to scale Lidar sensor production. My  investment thesis  remains ultra Bullish on the stock with the company releasing new sensors and cutting costs to eliminate share dilution going forward. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.  Update - Nov. 11 Ouster shook off the odd reactio...