Deployment Momentum: Recent commentary centers on Ouster's expanding network of Gemini and BlueCity sites, with numbers climbing sharply from early 2025 levels to over 1,000 BlueCity installations following major contracts. Observers emphasize the shift toward recurring software revenue, projecting multi-million-dollar annual contributions from these platforms alone.
Physical AI Integration: Investors discuss how Ouster's lidar sensors and perception software are enabling automation in large-scale logistics operations, including references to deployments saving substantial weekly costs for major technology firms. The conversation underscores potential for rapid scaling as the company advances its Rev8 platform and broader ecosystem offerings.
Growth Trajectory: Sentiment reflects optimism around sustained product revenue expansion above 40 percent alongside improving gross margins and software attach rates. Participants note the company's positioning in emerging humanoid and industrial robotics markets as a key long-term catalyst.
Note: This discussion summary was generated from an AI condensation of post data.
Ouster Insider Trading Activity
Ouster insiders have traded $OUST stock on the open market 54 times in the past 6 months. Of those trades, 1 have been purchases and 53 have been sales.
Here’s a breakdown of recent trading of $OUST stock by insiders over the last 6 months:
- MARK FRICHTL (Chief Technology Officer) has made 0 purchases and 30 sales selling 884,279 shares for an estimated $30,030,822.
- KENNETH P. GIANELLA (Chief Financial Officer) has made 0 purchases and 5 sales selling 94,337 shares for an estimated $3,922,803.
- DARIEN SPENCER (Chief Operating Officer) has made 0 purchases and 4 sales selling 83,497 shares for an estimated $3,443,908.
- CHARLES ANGUS PACALA (President and CEO) has made 0 purchases and 2 sales selling 54,454 shares for an estimated $1,734,458.
- CYRILLE JACQUEMET (Chief Revenue Officer) has made 0 purchases and 3 sales selling 28,156 shares for an estimated $1,065,973.
- MEGAN CHUNG (General Counsel and Secretary) has made 0 purchases and 3 sales selling 26,691 shares for an estimated $806,146.
- STEPHEN A SKAGGS has made 0 purchases and 3 sales selling 10,000 shares for an estimated $367,701.
- SUSAN HEYSTEE sold 9,316 shares for an estimated $324,243
- VIRGINIA BOULET purchased 6,500 shares for an estimated $136,175
- TED L III TEWKSBURY has made 0 purchases and 2 sales selling 3,390 shares for an estimated $113,565.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Ouster Revenue
Ouster had revenues of $54.6M in Q2 2026. This is an increase of 55.86% from the same period in the prior year.
You can track OUST financials on Quiver Quantitative's OUST stock page.
You can access data on OUST stock through the Quiver Quantitative API.
Ouster Hedge Fund Activity
We have seen 219 institutional investors add shares of Ouster stock to their portfolio, and 127 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 972,980 shares (+2011.4%) to their portfolio in Q2 2026, for an estimated $60,830,709
- TAO CAPITAL MANAGEMENT LP removed 845,316 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $52,849,156
- SLATE PATH CAPITAL LP removed 829,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $15,228,730
- JPMORGAN CHASE & CO added 728,688 shares (+inf%) to their portfolio in Q2 2026, for an estimated $45,557,573
- D. E. SHAW & CO., INC. removed 699,678 shares (-82.1%) from their portfolio in Q2 2026, for an estimated $43,743,868
- LEGAL & GENERAL GROUP PLC added 556,405 shares (+1225.3%) to their portfolio in Q2 2026, for an estimated $34,786,440
- OBERWEIS ASSET MANAGEMENT INC/ added 545,810 shares (+inf%) to their portfolio in Q2 2026, for an estimated $34,124,041
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Ouster Price Targets
Multiple analysts have issued price targets for $OUST recently. We have seen 2 analysts offer price targets for $OUST in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $53.0 on 05/27/2026
- Casey Ryan from Amerx set a target price of $43.0 on 05/11/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
