Let's call this a press release. CFO Gianella should have a very good understanding of revenues for Q 4 with about 3 weeks left. I like it...
<<Investing.com - Oppenheimer has reiterated an Outperform rating on Ouster Inc. (NASDAQ:OUST) with a price target of $39.00, following investor meetings with the company’s executives. The target represents significant upside from Ouster’s current price of $23.87, though InvestingPro data indicates the stock is trading above its Fair Value, with analyst targets ranging from $33 to $50.
The research firm met with Ouster CFO Ken Gianella and SVP of Strategic Finance & Treasurer Chen Geng, expressing confidence in the company’s position as a "critical technology partner and a definitive leader in perception" as Physical AI solutions continue to mature.
Oppenheimer highlighted Ouster’s customer base of over 1,000 clients, which provides visibility into product development timelines spanning two to three years or more, noting this customer intimacy helps optimize R&D spending and evaluate potential M&A opportunities.
The firm believes Ouster’s sensor fusion capabilities are "underappreciated" and contribute significantly to customer retention, while existing products can support the company’s target revenue growth of 30-50% in 2026 as it begins its L4 rollout. InvestingPro data shows Ouster has already achieved 30.2% revenue growth over the last twelve months, with a solid current ratio of 3.25 indicating strong short-term financial stability.
Oppenheimer remains positive on Ouster’s outlook, identifying potential technology and customer announcements at the upcoming CES event as the next catalyst for the stock. While the company is not yet profitable, InvestingPro reveals that Ouster holds more cash than debt and has delivered impressive returns of over 168% in the past year. Discover 8 more ProTips and comprehensive analysis in Ouster’s Pro Research Report, available with an InvestingPro subscription.
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In other recent news, Ouster Inc. reported its Q3 2025 earnings, which revealed a larger-than-expected loss per share. The company posted an EPS of -$0.37, significantly missing the analyst forecast of -$0.16. On a positive note, Ouster’s revenue exceeded expectations, reaching $39.5 million compared to the projected $36.9 million. Additionally, Oppenheimer has maintained an Outperform rating on Ouster with a price target of $39.00. The firm highlighted the company’s software-integrated offerings in the infrastructure sector as a key strength. Oppenheimer noted that Ouster’s software solutions are performing ahead of expectations and contributing to margin outperformance. They also emphasized that software integration is enhancing customer retention and supporting improved profitability. These developments reflect the company’s ongoing efforts to strengthen its market position.
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