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 could be one of the best opportunities in robotics because autonomous machines need perception to understand their surroundings before they can act. REV8, Stereolabs cameras and software could serve many platforms without picking a winning robot. Q2 revenue rose 56% to about $54.6M, with over 17,000 sensors shipped; REV8 appears to be moving toward production. About $450M of available funds eases financing risk, but customer concentration, cash conversion and execution remain risks. x.com 

Ouster sells perception, the layer Physical AI must buy to see before it acts and the next chokepoint after compute. Its lidar runs on custom digital silicon that scales like chips; the Rev8 native color lidar and $55M Stereolabs deal make it a camera, lidar and compute stack. Revenue rose 49% to $48.6M, it has about $155M net cash and no debt, and trades near 11x FY26 EV/sales. Risks: first profit only around 2028, $32M of insider sales, more authorized shares and a market still arriving. x.com  … Show more

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 a pick-and-shovel play on physical AI, because robots, autonomous systems, smart infrastructure and warehouses cannot automate what they cannot perceive, and lidar is foundational to that. Q2 revenue rose 56% to $55M on a record 17,000+ lidar and camera sensors shipped, with a 49% GAAP gross margin and $263M of cash and investments with no debt. Q3 guidance implies about 42% growth at the midpoint. x.com 

Ouster is a bet on the robotics S-curve, backed by a balance sheet with no debt and about $220 million of cash. Customers include Komatsu, under a multimillion-dollar deal for lidar across autonomous mining, construction and forestry equipment, John Deere in heavy equipment automation, Motional in autonomous vehicles and Serve Robotics in delivery robots. Dilution is acceptable for a growth stock, though a reply notes 22% dilution against 32% ex-royalty revenue growth. x.com  x.com  x.com  x.com  … Show more

Ouster's Q2 showed solid execution and big margin expansion, but a flat Q3 guide leaves the short term mixed and the medium term still constructive. Revenue beat at $55M, up 56% year over year, on 17k sensors; GAAP gross margin rose 600 bps sequentially to 49%, adjusted EBITDA loss was only $4M and cash was $263M. Management called the Rev8 reaction "electric" and said customers are scaling physical-AI investments, but the $54.5-57.5M Q3 guide shows no acceleration. x.com 

Robotics is the next leg of AI, and its component suppliers can benefit as the buildout scales. Elon Musk expects at least a billion robots in 10 years; Morgan Stanley sees a $5 trillion market by 2050. Tesla can build Optimus at million-unit scale. Ouster's LiDAR revenue rose 56% to $55M; Intuitive Surgical's procedures grew 16%; NXP is reportedly in talks to buy Ambarella for about $3.3B; Cognex posted a record $291M quarter, up 17%; AMETEK supplies motors, actuators and sensors. x.com  x.com  … Show more

Sivers Semiconductors was turned into something bigger than it was, is, or probably ever will be by market hype, not by management. Management never really tried to pump the stock and kept mmWave and lidar, the most operationally relevant businesses, at the center of its reporting; the opportunity-pipeline story emerged only once share-price pressure became extreme. The Glasgow expansion replaces outdated capacity but costs money upfront and will take a while to generate meaningful revenue. … Show more