Ouster, Inc. logo OUST - Ouster, Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 4
HOLD 5
SELL 0
STRONG
SELL
0
| PRICE TARGET: $40.00 DETAILS
HIGH: $40.00
LOW: $40.00
MEDIAN: $40.00
CONSENSUS: $40.00
UPSIDE: 8.02%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4
Revenue
Revenue 48.6 62.2 39.5 35.0 32.6 30.1 28.1 27.0 25.9 24.4 22.2 19.4 17.2 10.9 11.2 10.3 8.6 11.9 7.8 7.4 6.6 6.4 5.9 4.3 2.3 2.1
Cost of Revenue 27.7 24.7 22.9 19.2 19.1 16.9 17.3 17.9 18.5 19.0 19.1 19.2 17.6 9.1 7.5 7.5 6.0 8.3 5.9 5.5 4.9 4.4 4.9 3.9 4.2 7.6
Gross Profit 20.8 37.5 16.7 15.8 13.5 13.2 10.8 9.1 7.4 5.4 3.1 0.2 (0.4) 1.8 3.7 2.8 2.6 3.6 1.9 1.9 1.7 2.0 1.1 0.4 (1.9) (5.5)
Operating Expenses
R&D Expenses 16.1 15.3 17.8 17.1 15.0 14.7 15.1 14.4 13.8 15.6 16.7 26.4 32.5 15.3 17.2 15.9 15.9 15.0 8.4 6.5 4.7 4.3 8.9 5.7 4.5 7.2
SG&A Expenses 24.0 21.3 23.1 25.5 22.3 24.1 23.1 19.9 19.4 27.1 22.2 29.5 44.9 28.5 22.5 20.1 20.9 23.3 20.8 16.8 13.3 11.8 6.9 5.4 5.9 5.9
Other Expenses 0 0 0 0 0 0 0 0 0 0 0 67.3 99.4 0 0.1 0 0 0 0 0 0 0 0 0 0 0
Operating Expenses 40.0 36.5 40.9 42.7 37.3 38.8 38.3 34.3 33.2 42.7 38.8 123.2 176.7 43.8 39.8 36.0 36.8 38.3 29.2 23.3 18.0 16.1 15.8 11.0 10.4 13.1
Operating Income
Operating Income (19.2) 0.9 (24.3) (26.8) (23.8) (25.6) (27.5) (25.2) (25.8) (37.3) (35.7) (123.0) (177.1) (42.0) (36.0) (33.2) (34.2) (34.7) (27.3) (21.4) (16.3) (14.1) (14.7) (10.6) (12.3) (18.7)
Interest Expense 0 0 0 0 0 0 0.3 0.7 0.7 4.1 1.8 1.7 1.7 1.6 0.7 0.4 0 0 0 0 0.5 0.3 0.5 0.4 1.3 0
Interest Income 2.5 2.7 2.4 2.6 1.7 1.8 2.1 2.3 2.7 2.6 2.5 2.2 1.7 1.0 0.7 0.3 0.2 0.2 0.2 0.1 0.0 0 0.0 0.0 0.0 1.2
Profitability
EBITDA (15.7) 7.7 (18.2) (21.1) (18.8) (20.1) (21.6) (19.3) (18.9) (30.6) (28.3) (115.6) (168.1) (38.1) (32.2) (24.5) (29.3) (29.1) (11.2) (30.3) (18.8) (55.5) (13.7) (9.7) (16.6) (18.4)
EBIT (19.2) 4.4 (21.7) (24.2) (21.8) (23.4) (25.3) (23.0) (23.0) (34.7) (33.3) (121.0) (175.3) (40.4) (35.3) (27.5) (32.4) (31.1) (12.7) (32.0) (20.5) (56.5) (14.7) (10.6) (17.4) (18.7)
Income Before Tax (16.9) 4.4 (21.7) (24.2) (21.8) (23.4) (25.6) (23.7) (23.7) (38.8) (35.1) (122.7) (177.0) (42.0) (36.0) (28.0) (32.4) (31.1) (12.7) (32.0) (21.0) (56.8) (19.6) (11.3) (18.7) (19.8)
Income Tax Expense 0.6 0.4 0.1 (3.6) 0.2 0.3 (0.0) 0.1 0.1 0.2 0.0 0.1 0.3 0.2 0.0 0.0 0.0 (2.8) 0 0 0 0.4 0 0 0 0.0
Net Income (17.5) 4.0 (21.7) (20.6) (22.0) (23.7) (25.6) (23.9) (23.8) (39.0) (35.1) (122.7) (177.3) (42.2) (36.0) (28) (32.4) (28.3) (12.7) (32.0) (21.0) (57.2) (19.6) (11.3) (18.7) (19.8)
Per Share Data
EPS (Basic) -0.28 0.07 -0.37 -0.38 -0.42 -0.48 -0.54 -0.53 -0.55 -0.95 -0.89 -3.19 -6.03 -2.29 -1.98 -1.60 -1.90 -1.71 -0.81 -2.05 -3.76 -23.64 -9.66 -5.91 -10.47 -18.04
EPS (Diluted) -0.28 0.06 -0.37 -0.38 -0.42 -0.48 -0.54 -0.53 -0.55 -0.95 -0.89 -3.19 -6.03 -2.29 -1.98 -1.60 -1.90 -1.71 -0.81 -2.05 -3.76 -23.64 -9.66 -5.91 -10.47 -18.04
Shares Outstanding 61.8 60.5 58.0 53.5 52.5 46.6 47.7 44.7 43.5 41.1 39.2 38.4 29.4 18.4 18.1 17.5 17.1 16.6 15.7 15.6 5.6 2.4 2.0 1.9 1.8 1.1
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2019 Q4
Current Assets
Cash & Cash Equivalents 78.7 67.4 87.1 76.1 54.0 45.5 44.4 52.7 48.3 51.0 75.6 91.2 115.8 122.9 133.2 159.7 160.8 182.6 221.6 240.1 257.2 11.4 18.4 16.8
Short-Term Investments 94.4 141.2 157.4 150.4 114.2 126.5 107.0 131.6 139.5 139.2 124.9 133.2 140.9 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 31.1 35.2 31.6 18.5 25.9 22.8 20.6 39.9 38.9 40.0 15.5 17.2 26.1 13.8 12.9 12.4 11.3 12.1 6.8 4.7 3.7 3.8 3.0 0.9
Inventory 29.9 23.6 16.5 13.9 15.1 16.4 18.6 19.5 21.1 23.2 26.5 27.8 28.7 19.5 20.8 17.2 11.6 7.4 6.5 4.7 5.3 4.8 5.4 2.5
Other Current Assets 16.9 11.6 3.0 6.4 2.2 2.0 2.5 1.3 2.1 3.8 3.0 2.5 2.4 2.3 1.7 1.9 1.0 1.9 1.0 0.3 0.3 0.3 0.3 0.3
Total Current Assets 251.0 278.9 305.2 273.2 218.6 219.9 200.2 252.0 256.5 263.2 252.9 280.4 319.5 162.5 171.9 194.8 186.3 207.4 242.1 256.2 269.3 21.2 28.0 21.5
Non-Current Assets
Property, Plant & Equipment 47.7 45.3 24.0 23.4 23.4 24.5 24.4 26.3 27.9 28.8 31.3 33.8 36.6 22.7 22.2 22.8 23.6 25.2 18.2 18.6 19.7 20.8 21.6 17.1
Goodwill 38.5 0 0 0 0 0 0 0 0 0 0 0 67.3 51.2 51.2 51.2 51.1 51.1 0 0 0 0 0 0
Intangible Assets 35.0 13.3 14.4 15.6 16.7 17.8 19.2 20.9 22.6 24.4 26.1 28.0 29.7 18.2 19.3 20.4 21.5 22.7 0 0 0 0 0 0
Long-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Assets 9.3 12.0 10.0 9.7 9.9 14.0 11.4 10.7 10.7 14.4 11.6 11.6 10.9 1.6 1.6 1.4 1.5 1.4 1.0 1.0 1.1 4.4 1.3 1.3
Total Non-Current Assets 130.5 70.6 48.5 48.7 50.0 56.3 55.1 57.9 61.2 67.6 68.9 73.4 144.5 93.6 94.3 95.8 97.6 100.3 19.2 19.6 20.7 25.2 22.9 18.4
Total Assets 381.5 349.5 353.8 321.8 268.6 276.1 255.2 309.9 317.7 330.7 321.8 353.8 464.0 256.1 266.3 290.6 283.9 307.7 261.3 275.8 290.0 46.4 50.9 39.9
Current Liabilities
Account Payables 17.4 20.0 16.4 12.8 10.3 6.3 5.9 4.5 6.1 3.5 7.9 10.3 17.6 8.8 8.2 5.8 9.5 4.9 4.5 3.8 3.9 6.9 2.7 3.3
Short-Term Debt 4.6 4.1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7.1 0 29.4
Deferred Revenue 0 0 36.3 36.6 32.4 38.7 26.7 22.5 24.3 25.9 31.3 32.9 31.5 11.1 8.0 8.2 7.2 9.8 7.8 2.8 2.1 1.9 0 0
Other Current Liabilities 62.4 46.9 19.5 15.7 16.6 15.5 15.7 14.3 16.2 14.1 15.3 (6.4) (9.3) 5.9 6.1 6.1 (2.6) (5.5) (4.1) 0.7 0.6 0.2 1.9 4.6
Total Current Liabilities 84.3 71.0 93.8 86.1 85.0 78.4 64.1 74.1 83.1 81.7 61.6 67.2 72.7 29.5 25.7 23.4 24.1 22.1 19.0 13.0 11.4 20.9 8.8 40.4
Non-Current Liabilities
Long-Term Debt 0 0 0 0 0 0 0 44.0 44.0 44.0 40.4 40.1 39.9 39.6 19.2 19.1 0 0 0 0 0 0 7.0 52.4
Deferred Tax Liabilities 5.1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Liabilities 0.7 0.7 0.8 0.9 4.0 3.8 1.3 1.5 1.6 6.6 1.5 1.7 2.2 2.1 1.8 1.9 6.9 8.7 11.9 26.4 15.7 89.5 7.0 0.1
Total Non-Current Liabilities 21.6 16.7 12.5 14.7 15.7 16.8 19.3 65.2 67.4 69.4 66.2 69.6 68.6 55.0 35.3 36.2 22.6 24.9 21.7 36.8 26.9 101.4 26.5 59.8
Total Liabilities 105.9 87.8 106.3 100.8 100.6 95.2 83.5 139.3 150.5 151.1 127.8 136.8 141.3 84.5 61.0 59.6 46.7 47.0 40.7 49.8 38.3 122.3 35.3 100.2
Stockholders' Equity
Common Stock 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0 0 0
Retained Earnings (990.9) (973.4) (977.4) (955.7) (935.1) (913.1) (889.3) (863.7) (839.9) (816.0) (777.0) (741.9) (619.2) (441.9) (399.7) (363.8) (335.8) (303.4) (275.0) (262.3) (230.3) (209.4) (152.2) (102.6)
Accumulated Other Comprehensive Income (0.6) (0.4) (0.5) (0.5) (0.9) (1.0) (0.1) (0.8) (0.4) 0.2 (0.4) (0.2) (0.2) (0.1) (0.2) (0.1) (0.0) (0.0) 0 0 0 0 0 (0.0)
Total Stockholders' Equity 275.6 261.7 247.4 221.0 167.9 180.9 171.7 170.6 167.2 179.7 194.0 217.0 322.7 171.6 205.3 231.0 237.2 260.7 220.6 226.0 251.8 (75.9) 15.6 (60.3)
Total Liabilities & Equity 381.5 349.5 353.8 321.8 268.6 276.1 255.2 309.9 317.7 330.7 321.8 353.8 464.0 256.1 266.3 290.6 283.9 307.7 261.3 275.8 290.0 46.4 50.9 39.9
Debt Metrics
Total Debt 17.4 17.1 15.9 17.7 19.0 20.2 21.9 67.5 68.4 69.9 67.9 69.9 71.2 56.2 36.6 37.4 18.6 19.3 12.9 13.3 14.0 21.8 22.1 91.1
Net Debt (61.3) (50.3) (71.2) (58.5) (35.0) (25.3) (22.5) 14.8 20.1 18.9 (7.7) (21.3) (44.7) (66.7) (96.6) (122.3) (142.2) (163.4) (208.7) (226.8) (243.2) 10.4 3.7 74.2
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4
Operating Activities
Net Income (17.5) 4.0 (21.7) (20.6) (22.0) (23.7) (25.6) (23.9) (23.8) (39.0) (35.1) (122.7) (177.3) (42.2) (36.0) (28) (32.4) (28.3) (12.7) (32.0) (21.0) (57.2) (19.6) (11.3) (18.7) (19.8)
Depreciation & Amortization 3.5 3.3 3.4 3.1 3.0 3.3 3.7 3.7 4.0 4.1 7.0 5.3 7.3 2.4 2.3 2.4 2.4 2.0 1.2 1.2 1.1 1.0 1.0 0.9 0.8 (0.6)
Stock-Based Compensation 7.5 7.3 11.8 13.2 8.5 8.8 11.5 10.7 9.4 11.1 8.4 16.5 21.8 8.0 8.5 8.1 8.8 6.8 7.1 6.2 5.3 4.2 7.3 0.5 0.2 0.3
Change in Working Capital (0.6) (29.5) (10.7) 2.2 5.9 8.8 8.1 (11.1) 5.7 (4.2) (7.6) (0.8) (8.9) 1.7 (3.6) (12.1) 0.4 (1.8) 1.1 (2.7) (2.8) 1.8 (3.1) (3.6) (2.4) 2.5
Other Non-Cash Items 0.1 (0.5) (1.1) 0.7 (0.3) 0.2 (1.4) (1.1) (1.0) 3.8 (2.5) 68.2 104.1 2.7 0.9 (4.0) (1.0) (4.6) (13.5) 11.4 5.0 0.6 4.1 0.7 1.4 3.1
Operating Cash Flow (7.3) (15.4) (18.3) (1.3) (4.9) (2.6) (3.8) (21.6) (5.7) (24.2) (27.2) (33.5) (53.0) (27.4) (27.9) (33.6) (21.8) (26.0) (16.8) (15.9) (12.4) (7.5) (10.4) (12.4) (11.8) (14.5)
Investing Activities
Capital Expenditure (2.6) (21.8) (1.7) (0.9) (0.6) (1.4) (0.6) (0.4) (1.4) (0.4) (0.7) (1.0) (1.0) (3.1) (1.1) (0.9) (0.4) (2.5) (1.1) (0.1) (0.6) (1.1) (0.6) (0.4) (1.4) (0.5)
Acquisitions (27.5) 0 0 0 0 0 (0.5) 0.5 0 0 (9.5) 0 32.1 0 0 0 0 0 0 0 0 0 0 0 0 0
Purchases of Investments (10.8) (31.2) (38.7) (65.8) (13.9) (59.0) (35.9) (25.2) (24.5) (55.1) (33.5) (43.6) (5.0) 0 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 57.9 48.2 32.8 30.2 27 40.2 62.1 34.6 25.4 42.5 43 52.5 20.0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 0 0.0 0 0 0 0 0.7 0 0 0 9.5 0.4 0.2 0 0 0 0.3 (10.9) 0 0 0 0 0 0 0 0
Investing Cash Flow 17.1 (4.7) (7.7) (36.5) 12.6 (20.2) 25.8 9.5 (0.5) (12.9) 8.9 8.4 46.3 (3.1) (1.1) (0.9) (0.1) (13.5) (1.1) (0.1) (0.6) (1.1) (0.6) (0.4) (1.4) (0.5)
Financing Activities
Net Debt Issuance 0 0 0 0 0 0 (44.0) 0 0 0 0 0 0 20 0 19.1 0 0 0 0 (7) 0 (3) 0 0 8.7
Stock Repurchased 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 (0.0) (0.0) (0.0) (0.0) 0 0 (0.0) 0 0 0 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities 0.6 (1.8) 1.9 (0.3) 0.6 0.8 (0.1) 0.8 0.1 0.6 (0.0) 0.4 0.0 0.2 0.1 (0.2) 0.1 0.5 0.0 (1.0) 0 1.3 0.0 20.6 0.0 0
Financing Cash Flow 0.7 0.3 37.2 59.5 0.7 24.8 (29.8) 16.7 3.7 12.3 2.9 0.4 0.0 20.2 1.8 33.5 0.1 0.5 0.0 (1.0) 258.8 1.3 17.9 20.6 0.0 8.7
Cash Position
Net Change in Cash 10.5 (19.8) 11.1 22.1 8.5 1.4 (7.5) 4.3 (2.7) (24.6) (15.6) (24.6) (6.8) (10.2) (27.2) (1.0) (21.9) (38.9) (17.8) (17.0) 245.8 (7.3) 6.9 7.8 (13.2) (6.3)
Cash at Beginning 70.0 89.8 76.9 56.5 46.3 46.7 54.2 48.8 52.6 77.2 92.9 117.5 124.3 134.5 161.8 162.8 184.7 223.6 241.4 258.4 12.6 19.9 13.0 5.2 18.4 24.7
Cash at End 80.5 70.0 87.9 78.7 54.7 48.1 46.7 53.1 49.9 52.6 77.2 92.9 117.5 124.3 134.5 161.8 162.8 184.7 223.6 241.4 258.4 12.6 19.9 13.0 5.2 18.4
Free Cash Flow (9.8) (37.2) (20.0) (2.2) (5.4) (4.0) (4.3) (22.0) (7.1) (24.6) (27.9) (34.4) (54.0) (30.5) (29.0) (34.4) (22.2) (28.5) (17.9) (16.0) (13.0) (8.6) (11.0) (12.8) (13.2) (15.0)
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4
Income Statement
Revenue 48.6 62.2 39.5 35.0 32.6 30.1 28.1 27.0 25.9 24.4 22.2 19.4 17.2 10.9 11.2 10.3 8.6 11.9 7.8 7.4 6.6 6.4 5.9 4.3 2.3 2.1
Gross Profit 20.8 37.5 16.7 15.8 13.5 13.2 10.8 9.1 7.4 5.4 3.1 0.2 (0.4) 1.8 3.7 2.8 2.6 3.6 1.9 1.9 1.7 2.0 1.1 0.4 (1.9) (5.5)
Operating Income (19.2) 0.9 (24.3) (26.8) (23.8) (25.6) (27.5) (25.2) (25.8) (37.3) (35.7) (123.0) (177.1) (42.0) (36.0) (33.2) (34.2) (34.7) (27.3) (21.4) (16.3) (14.1) (14.7) (10.6) (12.3) (18.7)
Net Income (17.5) 4.0 (21.7) (20.6) (22.0) (23.7) (25.6) (23.9) (23.8) (39.0) (35.1) (122.7) (177.3) (42.2) (36.0) (28) (32.4) (28.3) (12.7) (32.0) (21.0) (57.2) (19.6) (11.3) (18.7) (19.8)
EPS (Diluted) -0.28 0.06 -0.37 -0.38 -0.42 -0.48 -0.54 -0.53 -0.55 -0.95 -0.89 -3.19 -6.03 -2.29 -1.98 -1.60 -1.90 -1.71 -0.81 -2.05 -3.76 -23.64 -9.66 -5.91 -10.47 -18.04
Balance Sheet
Cash & Equivalents 78.7 67.4 87.1 76.1 54.0 45.5 44.4 52.7 48.3 51.0 75.6 91.2 115.8 122.9 133.2 159.7 160.8 182.6 221.6 240.1 257.2 11.4 18.4 16.8
Total Assets 381.5 349.5 353.8 321.8 268.6 276.1 255.2 309.9 317.7 330.7 321.8 353.8 464.0 256.1 266.3 290.6 283.9 307.7 261.3 275.8 290.0 46.4 50.9 39.9
Total Debt 17.4 17.1 15.9 17.7 19.0 20.2 21.9 67.5 68.4 69.9 67.9 69.9 71.2 56.2 36.6 37.4 18.6 19.3 12.9 13.3 14.0 21.8 22.1 91.1
Stockholders' Equity 275.6 261.7 247.4 221.0 167.9 180.9 171.7 170.6 167.2 179.7 194.0 217.0 322.7 171.6 205.3 231.0 237.2 260.7 220.6 226.0 251.8 (75.9) 15.6 (60.3)
Cash Flow
Operating Cash Flow (7.3) (15.4) (18.3) (1.3) (4.9) (2.6) (3.8) (21.6) (5.7) (24.2) (27.2) (33.5) (53.0) (27.4) (27.9) (33.6) (21.8) (26.0) (16.8) (15.9) (12.4) (7.5) (10.4) (12.4) (11.8) (14.5)
Capital Expenditure (2.6) (21.8) (1.7) (0.9) (0.6) (1.4) (0.6) (0.4) (1.4) (0.4) (0.7) (1.0) (1.0) (3.1) (1.1) (0.9) (0.4) (2.5) (1.1) (0.1) (0.6) (1.1) (0.6) (0.4) (1.4) (0.5)
Free Cash Flow (9.8) (37.2) (20.0) (2.2) (5.4) (4.0) (4.3) (22.0) (7.1) (24.6) (27.9) (34.4) (54.0) (30.5) (29.0) (34.4) (22.2) (28.5) (17.9) (16.0) (13.0) (8.6) (11.0) (12.8) (13.2) (15.0)