Partnership Momentum Builds: Social media chatter highlights Ouster's recent manufacturing expansion with Benchmark Electronics, positioning the company for high-volume production of its Rev8 OS lidar sensors targeting over 100,000 units annually across industrial and robotics sectors.
Tech Edge Draws Attention: Discussions emphasize the launch of native color lidar capabilities, praised for simplifying perception systems in autonomous equipment, with analysts noting its rugged design and potential in Physical AI applications amid a CNBC feature.
Market Sentiment Heats Up: Investors point to a supply agreement with AIM Intelligent Machines for heavy equipment autonomy and strong revenue growth of 49 percent year-over-year, fueling optimistic views on the path to profitability by 2027.
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 48 times in the past 6 months. Of those trades, 1 have been purchases and 47 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) sold 54,337 shares for an estimated $2,109,525
- DARIEN SPENCER (Chief Operating Officer) has made 0 purchases and 3 sales selling 53,497 shares for an estimated $2,093,908.
- 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 4 sales selling 32,528 shares for an estimated $965,146.
- 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 $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 $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.
