Seems like retail is catching on to the next trade, Robotics. I wrote up a thesis on X about why I think OUST can hit $100 a share by 2028, worth a read. Its not AI slop.
https://x.com/eventuallyright/status/2054027531435548899?s=20
I've had issues holding my position for year, leading to me constantly losing in trades. I would let my fear take control of my buttons, but not anymore!
I'm taking my entire portfolio and throwing it into OUST. The company has been absolutely shattering its goals, and is nearing consitent profitability.
In oust we trust, we trust, we must buy
Ouster Brings REV8 Native Color Lidar to the NVIDIA DRIVE Hyperion Platform for Autonomous Vehicle
Development.
May 12, 2026
~~~~~~~~
New expansion of Ouster Blue City, this time in the North East in Massachusetts!
OUST is considering to increase the number of authorized shares of the Company's common stock, from 100,000,000 to 200,000,000. This is one of the vote items for the annual meeting on June 17.
What to expect?
All i see is "Ouster announces strategic collaboration with DXOMARK" is that bad?
First Quarter 2026 Highlights:
$49 million in revenue, up 49% year over year and down 22% sequentially. Total revenue of $62 million in the fourth quarter of 2025 included royalties of approximately $21 million, primarily one-time and related to long-term IP license contracts.
Product revenue was $48 million, up 55% year over year and 18% sequentially.
Shipped more than 12,600 lidar and camera sensors for revenue, of which lidar was approximately 65% of the total.
GAAP gross margin of 43%, up 200 bps year over year and down 1,700 bps sequentially.
GAAP net loss of $17 million, an improvement of $5 million year over year and down $21 million sequentially.
Non-GAAP gross margin of 46%, flat year over year and down 1,600 bps sequentially.
Adjusted EBITDA loss of $7 million, up $1 million year over year and down $20 million sequentially.
Cash, cash equivalents, restricted cash, and short-term investments of $175 million as of March 31, 2026.
Ouster just dropped a press release for their new Rev8 OS sensor family.
The Facts:
Native Color: They partnered with Fujifilm to integrate 48-bit color directly into the lidar hardware, with a 116 dB dynamic range
New L4 Silicon: A new chip that reportedly processes 42.9 GMACs and over 20 trillion photons per second
OS1 Max: The new flagship 256-channel sensor claims a 500m max range (and 200m for tricky, low 10% reflectivity objects)
Intended Adopters and Customers:
Google (Waymo?), Volvo, Liebherr, Epiroc, Skydio...
Source:
This will be a mouth full, but in the last four months alone, Ouster sensors have shown up on or inside the following platforms, all sourced from public posts:
Shield AI’s Hivemind autonomy stack running on the Airbus MQ-72C autonomous cargo helicopter for the U.S. Army
Overland AI’s autonomy stack running on the Oshkosh-built ROGUE Fires platform for the U.S. Marine Corps
Oshkosh-Pratt Miller defense ground robotics
Komatsu’s autonomous mining haul trucks and dozers under a multimillion-dollar Rev7 fleet upgrade
Sandvik’s AutoMine Concept underground autonomous loader
Volvo Autonomous Solutions’ VNL Autonomous Class 8 truck running a stacked Ouster-plus-Stereolabs perception module
Outrider’s autonomous electric yard trucks running NVIDIA DRIVE compute and Yaskawa robotic arms across over 100,000 completed trailer moves
Avikus’s HiNAS intelligent navigation system on commercial ships carrying 22,000 cargo containers
ADASTEC’s flowride.ai-powered Karsan Autonomous e-ATAK full-size electric buses operating Level 4 autonomy on public roads in Hannover Germany, Arbon Switzerland, Rotterdam The Hague Airport, Sälen Sweden, and across U.S. cities via the Beep alliance — five Ouster sensors per bus
Third Wave Automation’s autonomous forklifts, backed by Toyota’s Woven Capital growth fund, running up to four OS sensors per vehicle
Agility Robotics’ Digit humanoid, the most-deployed humanoid in U.S. Fortune 500 warehouses
HONOR’s “Lightning” humanoid that won the Beijing half-marathon by beating the human world record by six minutes
BlueCity smart-traffic platform across 30+ Atlanta intersections (with Mercedes-Benz Stadium ahead of the 2026 World Cup), 120+ Chattanooga intersections (the largest U.S. lidar smart traffic deployment), and 100+ Buy America-compliant Utah intersections
Econolite-powered Utah Department of Transportation statewide freeway data collection system
LASE PeCo Systemtechnik’s GDPR-compliant urban perception deployments across Europe
EOS Australia’s perimeter security deployments across Brisbane, Sydney, Melbourne, Adelaide, and Perth
Oshkosh’s HARR-E autonomous neighborhood waste platform
Trombia Technologies’ autonomous electric street sweepers operating for the Port Authority of New York and New Jersey, the City of Espoo Finland, and Helsinki Jätkäsaari Mobility Lab
Flyability’s Elios 3 industrial inspection drones flying inside lava tubes, glacial caves, and industrial facilities for Shell, ExxonMobil, Dow, Pfizer, the U.S. Department of Energy, the Tennessee Valley Authority, and Pampa Energia
Deep Forestry’s autonomous forest canopy mapping drones generating survey-grade carbon-credit data
Microavia’s autonomous self-charging ski-resort drones doing snow distribution and avalanche control globally
Bluewhite’s autonomous orchard and row-crop tractors. The platform is academically validated by KTH Royal Institute of Technology, TUM (running the open-source EDGAR digital twin on a Volkswagen platform), Inha University, and Freie Universität Berlin — four institutions across three continents standardizing the next decade of autonomy researchers on Ouster digital lidar.
The combined Ouster-plus-Stereolabs platform now serves 850+ Ouster customers across 50+ countries, plus another 10,000+ Stereolabs customers, all running on a unified perception stack of digital lidar, stereo camera, embedded AI compute, and sensor fusion software.
In short, I’m extremely bullish coming into earnings May 7th.
