Rev8 Launch: Social media chatter has intensified around Ouster's recent introduction of its native color LiDAR sensor, REV8, which analysts note delivers superior visual detail for physical AI applications in robotics and infrastructure. Investors highlight partnerships with NVIDIA and Fujifilm as key drivers of expanded adoption across industrial sectors.
Growth Metrics: Discussions emphasize the company's 49% year-over-year revenue surge in the first quarter, with many pointing to its position as a leading U.S. supplier in the lidar space amid rising demand for embodied AI technologies. Some observers compare its valuation multiples favorably against growth rates, while noting potential risks from ongoing losses.
Market Positioning: Recent posts focus on Ouster's competitive edge through NDAA compliance and defense certifications, positioning it against international rivals in defense and autonomous systems markets. Overall sentiment remains bullish as participants discuss expanding use cases in smart cities and robotics automation.
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 46 times in the past 6 months. Of those trades, 1 have been purchases and 45 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 881,526 shares for an estimated $29,707,143.
- DARIEN SPENCER (Chief Operating Officer) has made 0 purchases and 3 sales selling 51,857 shares for an estimated $1,879,065.
- CHARLES ANGUS PACALA (President and CEO) has made 0 purchases and 2 sales selling 49,267 shares for an estimated $1,192,338.
- MEGAN CHUNG (General Counsel and Secretary) has made 0 purchases and 4 sales selling 31,963 shares for an estimated $795,126.
- CYRILLE JACQUEMET (Chief Revenue Officer) has made 0 purchases and 2 sales selling 19,433 shares for an estimated $727,320.
- SUSAN HEYSTEE sold 9,316 shares for an estimated $324,243
- STEPHEN A SKAGGS sold 5,000 shares for an estimated $140,000
- 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 $70,291.
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 $48.6M in Q1 2026. This is an increase of 48.87% 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 143 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:
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 1,523,469 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $32,967,869
- SLATE PATH CAPITAL LP removed 829,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $15,228,730
- D. E. SHAW & CO., INC. added 573,696 shares (+205.8%) to their portfolio in Q4 2025, for an estimated $12,414,781
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 491,332 shares (+1934.8%) to their portfolio in Q1 2026, for an estimated $9,025,768
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 485,279 shares (+inf%) to their portfolio in Q1 2026, for an estimated $8,914,575
- GOLDMAN SACHS GROUP INC added 453,241 shares (+121.5%) to their portfolio in Q1 2026, for an estimated $8,326,037
- MILLENNIUM MANAGEMENT LLC removed 401,185 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $7,369,768
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.
