Ouster, Inc (OUST) Stock Forecast & Price Target

Ouster Inc. demonstrated significant financial growth in its 3QF25 results, achieving a revenue increase of 41% year-over-year and surpassing management's guidance with $39.5 million in revenue. The company’s non-GAAP gross margin improved to 47%, reflecting a 300 basis point year-over-year gain attributed to enhanced scale and product mix. Additionally, Ouster's solid balance sheet, which included $247 million in liquid assets, underscores its financial stability and supports ongoing operational efficiency and profitability initiatives.

Ouster Inc. has experienced an EBITDA loss of $10 million, which remained unchanged year-over-year, highlighting challenges despite operational execution and increased R&D expenditures for next-generation products. The company faces potential delays in the series production of its LiDAR sensors, which could adversely impact revenue growth if these products do not outperform competitors. Additionally, the broader macroeconomic environment and adverse equity market conditions, particularly for SPAC-listed companies, further contribute to a negative outlook for Ouster's stock performance.