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Technology Stocks : Ouster (OUST)
OUST 34.56+4.5%3:02 PM EDT
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From: Smart_Asset9/21/2025 10:07:52 AM
1 Recommendation

Recommended By
Max Fletcher

   of 238
 
Some reasons I'm bullish on Ouster.

The sector is truly massive and some would consider disruptive. The numbers below don't include military drones or Unmanned Ground Vehicles.

Ouster had the vision to address all of these markets, most of which didn't exist 5 years ago and Ouster has either a footprint or is the Western leader in all of them.

* Millions of intersections in US alone. Many of which are signalized. Ouster leading supplier of hardware and software stack.

* 4 million trucks sold globally each year. Plus, Outrider and more are using Ouster.

* Over 2 million tractors sold each year. Ouster providing John Deere with lidars for their autonomous tractors.

* More than 2 million forklifts sold each year. Balyo, Cygn and Third Wave have chosen Ouster.

* Amazon is deploying 10 times more robots in their new warehouses with Ouster providing 3D eyes for Proteus.

* Partner with Komatsu Ltd, the world's second largest manufacturer of construction equipment and mining equipment.

* DF true solid state automotive adas lidar with a price tag and production for mass market cars, that is cars produced in the millions.

All lidar use cases are ramping up production but still in their infancy. Current P/S will mean nothing when the real volume selling begins.
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