Ouster is a long-term hold that should deliver nice gains a year from now, backed by a wave of new deals. They include a 10-year, 100,000-unit-per-year Rev8 lidar supply agreement with Benchmark Electronics, a multi-year autonomous heavy-equipment contract with AIM Intelligent Machines and a drone-platform partnership with Seneca announced Oct 2. Q2 revenue hit $55M, up 56%, on 17,000+ sensors. The weekly chart shows a bull flag retesting support after breaking out of a multi-month base. x.com  … Show more

Ouster's lidar and cameras, which let robots and machines see, are winning steady growth and new deployments. Q2 revenue grew 56% to $55M, its 14th straight quarter of product revenue growth. John Deere's GUSS Automation plans to use its Rev8 lidar, which Ouster calls the first native color lidar, in autonomous orchard machines, and a multimillion-dollar Utah expansion brings its traffic system to nearly 300 intersections and roadway locations. x.com 

Ouster and Aeva have each doubled in a year on the story that humanoid robots need LiDAR, but no link in that chain looks able to hold its price once capacity catches up. Omdia puts total humanoid LiDAR demand near 400,000 units by 2030, while Hesai alone is scaling toward 4 million units a year in 2026, and Tesla Optimus and Figure 03 rely on cameras. The two names making real money are Chinese. Ouster's best argument is its Stereolabs hedge if cameras win. x.com  x.com 

The still-robust AI wave will inevitably drive physical AI forward, making Ouster's lidar, cameras and software stack increasingly critical. SK Hynix's strong earnings show that momentum is far from over; physical AI still has substantial runway and has not seen the hype of other AI trades. x.com 

Ouster is what lets robots see, and its StereoLabs acquisition made it the only unified physical AI perception platform, combining LiDAR, stereo cameras, AI compute and sensor fusion. The deal effectively doubled its addressable market and added 10,000 customers. Product revenue has grown 12 straight quarters, sensor shipments rose 48% in 2025, and it has $211 million cash and no debt. CEO Angus Pacala says fewer than 1% of machine makers with autonomy strategies have deployed products. x.com  … Show more

Ouster is not a compelling way to play physical AI because lidar is a very crowded space and its edges over rivals look likely to be competed away quickly. There are countless better stocks to take advantage of the physical AI theme. Ouster looks okay but not worth touching, though not to the point of buying puts. x.com  x.com 

Ouster's Seneca partnership takes REV8 native-color lidar into wildfire-response drones, broadening its non-automotive market. Its lidar and Stereolabs perception software can be bundled for higher-margin physical-AI sales; gross margin recently reached 48.9%. Quarterly sensor shipments topped 17,000 and revenue hit $55 million, up 56% year over year. Ouster could reach $85. x.com 

Ouster should go much higher in coming years as physical AI arrives, and it just announced the first color lidar. Per @nachunja, it has 10,000 customers with only a few in production, including Google, Amazon, Caterpillar, John Deere and Anduril, and is the only Western lidar company at scale and the only Blue UAS-certified one. It has a healthy balance sheet with profitability near. It is one of two favorite robotics small caps, alongside Vishay Precision Group, and worth adding on pullbacks. … Show more

Ouster is not a buy at its recent price, because even a great business can be a bad investment if you pay too much. The stock has fallen 20% since that call, and stocks often draw the most attention at the worst time to buy. Physical AI remains a very bullish theme, and adding becomes attractive if the price keeps dropping and risk/reward improves. x.com 

Ouster is one of the few US lidar companies with a real moat and pricing power, positioned for physical AI and robotics, which are going to be huge. Below $30 is a level to buy. x.com