Ouster, Inc. Common Stock

Ouster acquired Stereolabs SAS in February 2026, combining lidar, cameras, AI compute and perception software into an integrated sensing platform for Physical AI and robotics markets. Stereolabs' ZED X Nano became the most successful product launch in Ouster's history, expanding its presence across industrial and robotics applications and generating strong interest from humanoid robotics and robotic manipulation markets. The acquisition is driving cross-selling opportunities, with industrial customers exploring Ouster's lidar and safety-lidar solutions while existing Ouster customers consider Stereolabs cameras. Stereolabs' business is expected to grow at least 40% year over year at the midpoint in 2026, and Ouster is adding manufacturing capacity to support demand through 2027 and beyond. Ouster shares have surged nearly 162% in the last six months and trade at a forward price-to-sales ratio above 12x.

Ouster reported a narrower-than-expected second-quarter loss and record sensor shipments. The company posted a loss of 26 cents per share, beating the Zacks Consensus Estimate of a 31-cent loss, while revenues of $55 million rose 56% year over year and exceeded the $51 million consensus. Ouster shipped more than 17,000 lidar and camera sensors during the quarter, a company record, driven by industrial and smart infrastructure demand. GAAP gross margin expanded to 49% from 45% a year earlier, though a one-time refund boosted the figure by about 1,000 basis points. For the third quarter, Ouster guided for revenues between $54.5 million and $57.5 million.

The Motley Fool highlights three robotics and automation stocks for investors to consider in August, citing strong growth projections for the industrial robotics market. Rockwell Automation, with a dominant 50% market share in programmable logic controllers in North America, reported second-quarter sales of $2.2 billion and GAAP earnings per share of $3.10. Ouster, a developer of digital 3D LiDAR sensors, saw first-quarter revenue surge 49% to $48.6 million and gross margins of 43%, though it posted a net loss of $17.4 million. Symbotic, an AI-powered supply chain automation company backed by Walmart, reported first-half revenue of $1.3 billion and flipped to a net profit of $22.8 million.

Zacks Investment Research identifies NIO, Mobileye Global, Hesai Group, and Ouster as four stocks poised to benefit from accelerating electric vehicle and autonomous driving adoption. The global EV market saw sales climb 20% year over year to more than 20 million units in 2025, according to the International Energy Agency, with projections of 23 million units in 2026. The autonomous vehicle market is forecast to grow from $3.36 trillion in 2025 to $41.75 trillion by 2034, per Fortune Business Insights. NIO is gaining traction with its expanded lineup including the ES8 and ES9 models and its Onvo and Firefly sub-brands, while Mobileye advances its EyeQ platform and autonomous mobility partnerships with Volkswagen and Stellantis. Hesai expects lidar shipments to nearly double to 3 to 3.5 million units in 2026, and Ouster launched its REV8 native color lidar platform, scaling production through Benchmark Electronics.

Ouster has appointed Shaluinn Fullove as Chief People Officer to lead its global people strategy. Fullove, who previously held roles at Google, Lyft, Nest, and GM, brings over twenty years of experience scaling organizations and will report directly to CEO Angus Pacala. Her mandate includes unifying Ouster's global workforce and building public-company grade people infrastructure as the company expands its sensing and perception platform for Physical AI.

Agility Robotics completed its public debut through a merger with SPAC Churchill Capital Corp XI, triggering sharp moves in robotics supply-chain stocks. Vishay Precision Group shares are up 269% year-to-date after booking $1 million in humanoid robotics orders in the first quarter, while Ouster has gained 150% year-to-date on a 49% revenue jump to $48.58 million. Teradyne, which tests AI chips and owns Universal Robots, saw revenue rise 87% to $1.28 billion with 70% now tied to AI, and its stock is up 140% year-to-date. Symbotic, despite a $22.7 billion contracted backlog and Walmart backing, remains down 29% year-to-date and trades below its 200-day moving average.

Component makers tied to the humanoid robotics supply chain rallied sharply on Tuesday as investors sought out specialist suppliers. Sensor makers Ouster, Cognex, and Allegro Microsystems closed up 15.6%, 5.9%, and 4.9% respectively, while edge AI vision processor maker Ambarella surged 28%. Motor makers like Nidec, RBC Bearings, Regal Beloit, and Ametek closed between 1% and 8% higher, with Regal Beloit gaining 8.3% after Kerrisdale Capital disclosed a long position citing the physical AI angle. AI brain maker NVIDIA gained 2.6%, battery maker Enersys rose 4.3%, and power electronics names such as Wolfspeed surged 9%. The moves highlight that component suppliers sell into multiple robot OEMs simultaneously, meaning any broad acceleration in humanoid build rates lifts the entire component tier. However, Reuters reported on June 29 that doubts are creeping into the broader AI trade, with a Bank for International Settlements warning that AI and automation asset valuations may be overextended, a caution directly relevant to high-multiple humanoid component names.

Ouster shares jumped more than 28% on June 29, extending a multi-week rally that has taken the stock to near $55. The move follows an expanded manufacturing partnership with Benchmark Electronics, under which Ouster is committed to building more than 100,000 Rev8 OS digital lidar sensors per year over a 10-year horizon, targeting industrial, robotics, automotive, and smart infrastructure customers. Ouster also signed a multi-year agreement with AIM Intelligent Machines to supply Rev8 native-color lidar for autonomous heavy equipment, targeting retrofitting mining, construction, and defense machinery into self-driving fleets. A separate collaboration with FieldAI puts Rev8 lidar into general-purpose robots built for unstructured environments, broadening Ouster's addressable market beyond passenger vehicles. Additionally, Ouster's BlueCity traffic management platform has gone live at more than 40 highway sites near MetLife Stadium ahead of FIFA World Cup matches, adding roughly 4% to the stock on the announcement. Despite the rally, Ouster remains unprofitable, with about $169 million in revenue over the past year and ongoing cash burn, though it has little debt and ample cash on hand.