Demand and volumemixed · 4 filings
“We expect that our selling prices will vary by target end market and application due to market-specific supply and demand dynamics.”10-Q · May 5, 2026 ↗
Ouster, Inc.
OUST
Market read
Ouster, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company-2.7% todayVolume comparison unavailable
Market group0 of 23 activeEnergy Technology Solutions · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- OUST's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if OUST's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- OUST's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements99
Verified relationships3
Evidence supporting the case
- Latest annual revenue changed +52.5% year over year.
- Operating margin changed +50.1 percentage points in the latest annual period.
- Net margin changed +51.7 percentage points in the latest annual period.
Evidence challenging the case
- Diluted shares increased 20.9% in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position
- EV/sales is 39% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
35.236m+85.9%12m+16.3%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$33.6M+77.6%$-0.70—
2022-12-31$41.0M+22.2%$-7.79—
2023-12-31$83.3M+103.0%$-10.10—
2024-12-31$111.1M+33.4%$-2.08+25.8%
2025-12-31$169.4M+52.5%$-1.07+20.9%
What management says matters
Persistent and emerging business drivers
Tariffs and trade policymixed · 4 filings
“The increase in cost of revenue was primarily attributable to higher product manufacturing costs, the inclusion of manufacturing costs from our recently-acquired subsidiary, Stereolabs, higher amortization costs from acquired intangible assets and tariffs.”10-Q · May 5, 2026 ↗
Credit and interest ratesnegative · 3 filings
“35 Table of Contents The year-over-year decrease in interest expense was due to having no outstanding debt in the nine months ended September 30, 2025.”10-Q · Nov 5, 2025 ↗
Legal and regulatory exposuremixed · 3 filings
“The increase was primarily attributable to transaction and integration costs associated with the Stereolabs acquisition, offset in part by lower litigation and settlement activities.”10-Q · May 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 11.7× · EV/sales 11.3×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
35.23-2.7% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for OUST. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for OUST. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind OUST
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
FNFabrinetsupplierMay 5, 2026 ▾
“However, we believe that because of the simplicity of our digital lidar technology, the increasing capabilities of our software solutions, and efficiencies created by our established manufacturing partnerships and suppliers, including Benchmark and Fabrinet,…”
HSAIHesai GroupcompetitorMar 2, 2026 ▾
“Ltd.”
Depended on by
SERVServe Robotics Inc.supplierMar 12, 2026 ▾
“Key suppliers of single and limited source components include NVIDIA Corporation, Ouster, Inc., and other vendors providing cameras, ultrasonic sensors, electronic motors, and modems.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
OUST is currently a Follower in the organic co-movement group Energy Technology Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for OUST; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.