Ouster (NYSE:OUST) Receives Buy Rating from Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of Ouster (NYSE:OUST) in a research report report published on Tuesday morning,Benzinga reports. The firm currently has a $40.00 price objective on the stock.

Other equities research analysts have also issued research reports about the company. Westpark Capital reissued a “buy” rating and issued a $50.00 target price on shares of Ouster in a research note on Wednesday, November 5th. Oppenheimer reiterated an “outperform” rating and issued a $40.00 price objective on shares of Ouster in a research report on Tuesday. Northland Securities set a $38.00 target price on shares of Ouster in a report on Wednesday, November 5th. Finally, Cantor Fitzgerald set a $33.00 target price on shares of Ouster in a research note on Thursday, November 6th. Four equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $36.17.

Ouster Trading Up 7.3%

Shares of NYSE OUST opened at $21.72 on Tuesday. The stock has a market cap of $1.30 billion, a price-to-earnings ratio of -8.45 and a beta of 2.91. Ouster has a 1-year low of $6.34 and a 1-year high of $41.65. The stock’s 50-day moving average is $22.26 and its 200 day moving average is $25.85.

Insider Activity

In other Ouster news, Director Ted L. Tewksbury III sold 1,695 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $21.47, for a total value of $36,391.65. Following the completion of the sale, the director directly owned 123,664 shares in the company, valued at $2,655,066.08. This trade represents a 1.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, General Counsel Megan Chung sold 5,837 shares of Ouster stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $27.24, for a total value of $158,999.88. Following the sale, the general counsel directly owned 183,141 shares in the company, valued at approximately $4,988,760.84. The trade was a 3.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 6.63% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in OUST. NewEdge Advisors LLC grew its stake in Ouster by 2,532.6% in the second quarter. NewEdge Advisors LLC now owns 1,132 shares of the company’s stock worth $27,000 after purchasing an additional 1,089 shares during the period. Nisa Investment Advisors LLC boosted its holdings in shares of Ouster by 153.3% during the 2nd quarter. Nisa Investment Advisors LLC now owns 1,211 shares of the company’s stock valued at $29,000 after buying an additional 733 shares in the last quarter. TD Waterhouse Canada Inc. grew its position in shares of Ouster by 8,823.5% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 1,517 shares of the company’s stock worth $37,000 after buying an additional 1,500 shares during the period. Larson Financial Group LLC increased its stake in shares of Ouster by 118.8% in the 4th quarter. Larson Financial Group LLC now owns 1,965 shares of the company’s stock worth $43,000 after acquiring an additional 1,067 shares in the last quarter. Finally, Gordian Capital Singapore Pte Ltd increased its stake in shares of Ouster by 38.1% in the 3rd quarter. Gordian Capital Singapore Pte Ltd now owns 2,900 shares of the company’s stock worth $78,000 after acquiring an additional 800 shares in the last quarter. Hedge funds and other institutional investors own 31.45% of the company’s stock.

Key Stories Impacting Ouster

Here are the key news stories impacting Ouster this week:

• Positive Sentiment: Ouster reported Q4 and full-year 2025 results that management called “record” with strong revenue growth and improved gross margins — this beat-driven message helped lift the stock. BusinessWire: Ouster Announces Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Ouster set a formal 2026 revenue-growth target of 30%–50% after closing the StereoLabs acquisition, signaling management’s expectation of meaningful top-line acceleration from the deal. Seeking Alpha: Ouster outlines 30%-50% revenue growth target
• Positive Sentiment: Ouster raised or provided stronger-than-consensus Q1 2026 revenue guidance ($45.0M–$48.0M vs. consensus ~$42.6M), which supports near-term revenue momentum and likely lifted investor expectations. (Guidance reported by company filings/press releases.)
• Positive Sentiment: Rosenblatt Securities reaffirmed its “buy” rating and $40 price target, a meaningful upside projection that can attract momentum buyers and validate the earnings/growth story. Benzinga: Rosenblatt reaffirms buy
• Neutral Sentiment: Full earnings materials — the earnings call transcript and investor presentation — were posted (Seeking Alpha, Yahoo). These provide detail on drivers (product mix, gross margin cadence, and OEM vs. enterprise demand) but did not introduce new surprises beyond the press release. Seeking Alpha: Q4 presentation Yahoo: Q4 transcript
• Negative Sentiment: Some uncertainty remains: EPS guidance detail was incomplete in the initial release (EPS line blank in the guidance summary) and the company remains unprofitable on a GAAP basis (negative P/E), so upside depends on execution against aggressive growth targets. This leaves stock susceptible to disappointment if margins or order ramps miss expectations.

About Ouster

Ouster, Inc is a leading provider of high-resolution digital lidar sensors, software and services designed to enable advanced perception capabilities across a range of industries. Headquartered in San Francisco, California, the company develops modular lidar solutions that capture precise three-dimensional data in real time, supporting applications from autonomous vehicles and robotics to mapping, smart infrastructure and industrial automation.

The company’s core product lineup features multi-beam digital lidar units available in various form factors, including compact models for robotics and drones and larger units for automotive and mapping systems.