Ouster Q4 revenue rises

Ouster

02/03/2026 21:21

Overview

Sensing and perception firm's Q4 revenue up 107% yr/yr, slightly missing analyst expectations

Q4 net income improved significantly yr/yr, reaching $4 mln

Company shipped record 8,100 lidar units, boosting gross margins

Outlook

Ouster expects Q1 2026 revenue between $45 mln and $48 mln

Company anticipates annual revenue growth of 30% to 50%

Ouster projects GAAP gross margins of 35% to 40%

Result Drivers

ROYALTIES IMPACT - One-time royalties from long-term IP license contracts significantly boosted Q4 revenue and gross margins

RECORD LIDAR SHIPMENTS - Co shipped over 8,100 lidar sensors for revenue, setting a new quarterly record

Company press release: ID:nBw1Z2cWFa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Income
$3.99 mln
Q4 Gross Profit
$37.45 mln
Q4 Operating Expenses
$36.55 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for Ouster Inc is $38.50, about 103.2% above its February 27 closing price of $18.95

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)