Ouster (OUST)
Market Price (8/31/2026): $34.69 | Market Cap: $2.3 BilSector: Information Technology | Industry: Electronic Components
Ouster (OUST)
Market Price (8/31/2026): $34.69Market Cap: $2.3 BilSector: Information TechnologyIndustry: Electronic Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -11% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 63% Megatrend and thematic driversMegatrends include Autonomous Technologies, Electric Vehicles & Autonomous Driving, and Automation & Robotics. Themes include Machine Vision, Show more. | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -63 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -31% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 19% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -40% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 82% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -6.7% High stock price volatilityVol 12M is 107% Key risksOUST key risks include [1] its limited operating history and inability to achieve or sustain profitability and [2] a dependence on a limited number of key third-party suppliers and manufacturers. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -11% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 63% |
| Megatrend and thematic driversMegatrends include Autonomous Technologies, Electric Vehicles & Autonomous Driving, and Automation & Robotics. Themes include Machine Vision, Show more. |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -63 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -31% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 19% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -40% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 82% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -6.7% |
| High stock price volatilityVol 12M is 107% |
| Key risksOUST key risks include [1] its limited operating history and inability to achieve or sustain profitability and [2] a dependence on a limited number of key third-party suppliers and manufacturers. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 8/24/2026
Ouster (OUST) stock has gained about 30% since 4/30/2026 because of the following key factors:
1. Ouster demonstrated robust financial performance in fiscal Q2 2026, exceeding revenue expectations and achieving record sensor shipments.
The company reported $55 million in revenue for fiscal Q2 2026, representing a 56% year-over-year increase and surpassing analyst estimates by $3.45 million. This marked Ouster's fourteenth consecutive quarter of product revenue growth. Additionally, sensor shipments reached a record high of over 17,000 units during the quarter, a significant increase from 5,500 units in fiscal Q2 2025.
2. The successful launch and rapid customer adoption of the next-generation Rev8 lidar platform significantly contributed to investor optimism.
Ouster introduced its Rev8 lidar sensors, highlighting them as the world's first native color lidar, and described this as the "most important product release in Ouster's history." The company reported receiving multimillion-dollar orders from new and existing customers for Rev8, which is expected to become the core sensing product in the coming years. Ouster also announced it is scaling Rev8 production lines with anticipated production volumes by the end of fiscal Q3 2026 and achieved "Build America Buy America compliance" for the product.
Show more
Ouster (OUST) stock has gained about 30% since 4/30/2026 because of the following key factors:
1. Ouster demonstrated robust financial performance in fiscal Q2 2026, exceeding revenue expectations and achieving record sensor shipments.
The company reported $55 million in revenue for fiscal Q2 2026, representing a 56% year-over-year increase and surpassing analyst estimates by $3.45 million. This marked Ouster's fourteenth consecutive quarter of product revenue growth. Additionally, sensor shipments reached a record high of over 17,000 units during the quarter, a significant increase from 5,500 units in fiscal Q2 2025.
2. The successful launch and rapid customer adoption of the next-generation Rev8 lidar platform significantly contributed to investor optimism.
Ouster introduced its Rev8 lidar sensors, highlighting them as the world's first native color lidar, and described this as the "most important product release in Ouster's history." The company reported receiving multimillion-dollar orders from new and existing customers for Rev8, which is expected to become the core sensing product in the coming years. Ouster also announced it is scaling Rev8 production lines with anticipated production volumes by the end of fiscal Q3 2026 and achieved "Build America Buy America compliance" for the product.
Show more
Updated on 8/24/2026
Ouster (OUST) stock has gained about 30% since 4/30/2026 because of the following key factors:
1. Ouster demonstrated robust financial performance in fiscal Q2 2026, exceeding revenue expectations and achieving record sensor shipments.
The company reported $55 million in revenue for fiscal Q2 2026, representing a 56% year-over-year increase and surpassing analyst estimates by $3.45 million. This marked Ouster's fourteenth consecutive quarter of product revenue growth. Additionally, sensor shipments reached a record high of over 17,000 units during the quarter, a significant increase from 5,500 units in fiscal Q2 2025.
2. The successful launch and rapid customer adoption of the next-generation Rev8 lidar platform significantly contributed to investor optimism.
Ouster introduced its Rev8 lidar sensors, highlighting them as the world's first native color lidar, and described this as the "most important product release in Ouster's history." The company reported receiving multimillion-dollar orders from new and existing customers for Rev8, which is expected to become the core sensing product in the coming years. Ouster also announced it is scaling Rev8 production lines with anticipated production volumes by the end of fiscal Q3 2026 and achieved "Build America Buy America compliance" for the product.
3. Expansion in intelligent transportation systems and growing software-attached deployments showcased increasing market traction.
In August 2026, Ouster secured a significant expansion of its BlueCity lidar traffic management solution with the Utah Department of Transportation, adding approximately 160 intersections and bringing the total number of Ouster-powered sites in the state to nearly 300. This followed a competitive evaluation where Ouster's technology ranked first. Furthermore, Ouster highlighted scaling smart infrastructure deployments in New Jersey and Georgia, including a "digital traffic twin" across 42 highway locations around MetLife Stadium for the 2026 FIFA World Cup, demonstrating continued momentum in key verticals.
4. A strengthened capital position and positive analyst outlook boosted investor confidence.
Ouster's financial position was significantly enhanced by equity financing, including the sale of 3,649,000 shares for about $98.0 million net in fiscal Q2 2026 and an additional offering in July 2026 that generated approximately $191.9 million in net proceeds. The company noted having over $450 million in cash, which reduces financing risk. Analyst ratings reflected this positive outlook, with a consensus "Buy" rating and a median 12-month price target of $55, ranging from $50 to $75, indicating a strong potential upside.
Show less
Ouster (OUST) stock has gained about 30% since 4/30/2026 because of the following key factors:
1. Ouster demonstrated robust financial performance in fiscal Q2 2026, exceeding revenue expectations and achieving record sensor shipments.
The company reported $55 million in revenue for fiscal Q2 2026, representing a 56% year-over-year increase and surpassing analyst estimates by $3.45 million. This marked Ouster's fourteenth consecutive quarter of product revenue growth. Additionally, sensor shipments reached a record high of over 17,000 units during the quarter, a significant increase from 5,500 units in fiscal Q2 2025.
2. The successful launch and rapid customer adoption of the next-generation Rev8 lidar platform significantly contributed to investor optimism.
Ouster introduced its Rev8 lidar sensors, highlighting them as the world's first native color lidar, and described this as the "most important product release in Ouster's history." The company reported receiving multimillion-dollar orders from new and existing customers for Rev8, which is expected to become the core sensing product in the coming years. Ouster also announced it is scaling Rev8 production lines with anticipated production volumes by the end of fiscal Q3 2026 and achieved "Build America Buy America compliance" for the product.
3. Expansion in intelligent transportation systems and growing software-attached deployments showcased increasing market traction.
In August 2026, Ouster secured a significant expansion of its BlueCity lidar traffic management solution with the Utah Department of Transportation, adding approximately 160 intersections and bringing the total number of Ouster-powered sites in the state to nearly 300. This followed a competitive evaluation where Ouster's technology ranked first. Furthermore, Ouster highlighted scaling smart infrastructure deployments in New Jersey and Georgia, including a "digital traffic twin" across 42 highway locations around MetLife Stadium for the 2026 FIFA World Cup, demonstrating continued momentum in key verticals.
4. A strengthened capital position and positive analyst outlook boosted investor confidence.
Ouster's financial position was significantly enhanced by equity financing, including the sale of 3,649,000 shares for about $98.0 million net in fiscal Q2 2026 and an additional offering in July 2026 that generated approximately $191.9 million in net proceeds. The company noted having over $450 million in cash, which reduces financing risk. Analyst ratings reflected this positive outlook, with a consensus "Buy" rating and a median 12-month price target of $55, ranging from $50 to $75, indicating a strong potential upside.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 28.4% change in OUST stock from 4/30/2026 to 8/30/2026 was primarily driven by a 21.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302026 | 8302026 | Change |
|---|---|---|---|
| Stock Price ($) | 26.96 | 34.62 | 28.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 169 | 205 | 21.0% |
| P/S Multiple | 9.6 | 11.1 | 16.1% |
| Shares Outstanding (Mil) | 60 | 66 | -8.5% |
| Cumulative Contribution | 28.4% |
Market Drivers
4/30/2026 to 8/30/2026| Return | Correlation | |
|---|---|---|
| OUST | 28.4% | |
| Market (SPY) | 7.1% | 57.3% |
| Sector (XLK) | 16.4% | 64.5% |
Fundamental Drivers
The 66.2% change in OUST stock from 1/31/2026 to 8/30/2026 was primarily driven by a 49.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312026 | 8302026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.83 | 34.62 | 66.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 137 | 205 | 49.2% |
| P/S Multiple | 8.8 | 11.1 | 26.8% |
| Shares Outstanding (Mil) | 58 | 66 | -12.1% |
| Cumulative Contribution | 66.2% |
Market Drivers
1/31/2026 to 8/30/2026| Return | Correlation | |
|---|---|---|
| OUST | 66.2% | |
| Market (SPY) | 11.5% | 55.8% |
| Sector (XLK) | 29.2% | 64.8% |
Fundamental Drivers
The 48.1% change in OUST stock from 7/31/2025 to 8/30/2026 was primarily driven by a 74.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312025 | 8302026 | Change |
|---|---|---|---|
| Stock Price ($) | 23.38 | 34.62 | 48.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 118 | 205 | 74.0% |
| P/S Multiple | 10.4 | 11.1 | 7.0% |
| Shares Outstanding (Mil) | 52 | 66 | -20.5% |
| Cumulative Contribution | 48.1% |
Market Drivers
7/31/2025 to 8/30/2026| Return | Correlation | |
|---|---|---|
| OUST | 48.1% | |
| Market (SPY) | 22.7% | 54.8% |
| Sector (XLK) | 41.9% | 58.9% |
Fundamental Drivers
The 459.3% change in OUST stock from 7/31/2023 to 8/30/2026 was primarily driven by a 312.3% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312023 | 8302026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.19 | 34.62 | 459.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 50 | 205 | 312.3% |
| P/S Multiple | 3.7 | 11.1 | 204.4% |
| Shares Outstanding (Mil) | 29 | 66 | -55.4% |
| Cumulative Contribution | 459.3% |
Market Drivers
7/31/2023 to 8/30/2026| Return | Correlation | |
|---|---|---|
| OUST | 459.3% | |
| Market (SPY) | 74.0% | 41.9% |
| Sector (XLK) | 112.1% | 43.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OUST Return | -61% | -83% | -11% | 59% | 77% | 69% | -73% |
| Peers Return | -39% | -75% | -38% | -23% | 63% | 39% | -84% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| OUST Win Rate | 42% | 25% | 42% | 67% | 42% | 38% | |
| Peers Win Rate | 44% | 39% | 42% | 39% | 39% | 38% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| OUST Max Drawdown | -67% | -85% | -82% | -64% | -57% | -50% | |
| Peers Max Drawdown | -75% | -80% | -81% | -71% | -71% | -61% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AEVA, MVIS, LIDR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/28/2026 (YTD)
How Low Can It Go
| Event | OUST | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.3% | -18.8% |
| % Gain to Breakeven | 54.5% | 23.1% |
| Time to Breakeven | 31 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -35.6% | -7.8% |
| % Gain to Breakeven | 55.3% | 8.5% |
| Time to Breakeven | 130 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -32.9% | -9.5% |
| % Gain to Breakeven | 48.9% | 10.5% |
| Time to Breakeven | 37 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -76.4% | -6.7% |
| % Gain to Breakeven | 322.8% | 7.1% |
| Time to Breakeven | 444 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -85.0% | -24.5% |
| % Gain to Breakeven | 566.7% | 32.4% |
| Time to Breakeven | 1356 days | 427 days |
In The Past
Ouster's stock fell -35.3% during the 2025 US Tariff Shock. Such a loss loss requires a 54.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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| Event | OUST | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.3% | -18.8% |
| % Gain to Breakeven | 54.5% | 23.1% |
| Time to Breakeven | 31 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -35.6% | -7.8% |
| % Gain to Breakeven | 55.3% | 8.5% |
| Time to Breakeven | 130 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -32.9% | -9.5% |
| % Gain to Breakeven | 48.9% | 10.5% |
| Time to Breakeven | 37 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -76.4% | -6.7% |
| % Gain to Breakeven | 322.8% | 7.1% |
| Time to Breakeven | 444 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -85.0% | -24.5% |
| % Gain to Breakeven | 566.7% | 32.4% |
| Time to Breakeven | 1356 days | 427 days |
In The Past
Ouster's stock fell -35.3% during the 2025 US Tariff Shock. Such a loss loss requires a 54.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Ouster (OUST)
Ouster, Inc. is a technology company that specializes in designing and manufacturing high-resolution digital lidar sensors and complementary software. These advanced sensors provide critical 3D vision capabilities, enabling various machines, vehicles, and systems to accurately perceive and understand their surroundings in three dimensions. This core technology is fundamental for applications requiring precise spatial awareness and advanced automation.
The company's product portfolio features two distinct types of lidar sensors. The OS sensor is a scanning lidar, known for its ability to generate detailed 3D point clouds over a wide field of view. In contrast, the DF sensor is a true solid-state flash lidar, which captures an entire scene instantly without any moving parts, making it suitable for applications demanding speed and robustness. Both product lines are engineered to deliver high-quality, reliable 3D data.
Ouster's digital lidar technology serves a broad array of primary customers and markets that rely on accurate 3D perception for enhanced functionality and safety. Its sensors are integrated into machinery, autonomous vehicles, and various robotic systems. Additionally, Ouster's products are deployed in fixed infrastructure assets, supporting applications across industries such as industrial automation, smart infrastructure, logistics, and next-generation transportation.
AI Analysis | Feedback
Here are 1-3 brief analogies for Ouster:
- The Intel of 3D vision sensors.
- Like Mobileye, but focused on lidar for 3D vision.
AI Analysis | Feedback
- OS: A scanning sensor for 3D vision applications.
- DF: A true solid-state flash sensor for 3D vision applications.
AI Analysis | Feedback
Ouster (OUST) sells primarily to other companies (B2B). Its major customers are typically integrators, vehicle manufacturers, robotics companies, and industrial solution providers that incorporate Ouster's lidar sensors into their products and services.
Here are some of Ouster's major customers:
- Cyngn Inc. (NASDAQ: CYN): A developer of autonomous vehicle technology for industrial applications, which utilizes Ouster lidar sensors for its DriveMod system.
- Serve Robotics Inc. (NASDAQ: SERV): A company specializing in autonomous delivery robots, which integrate Ouster's lidar sensors for navigation and perception.
- Konecranes Plc (HEX: KCR.HE): A global leader in lifting equipment and services, using Ouster's technology for industrial automation, particularly in port operations.
- May Mobility: A company focused on developing and deploying autonomous shuttle services for various public and private sectors. (Private Company)
- Kodiak Robotics: A prominent developer of autonomous driving technology specifically for long-haul trucking applications. (Private Company)
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Celestica Inc. (CLS)
Benchmark Electronics, Inc. (BHE)
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Angus Pacala, Chief Executive Officer and Director
Angus Pacala co-founded Ouster in June 2015 and has served as its Chief Executive Officer and a director since then. He previously co-founded Quanergy Systems in 2012 and was Director of Engineering at Quanergy, Inc. from November 2012 to February 2015. Prior to that, he was a Battery Engineer at Amprius, Inc. from June 2011 to October 2012. Under his leadership, Ouster went public through a SPAC merger in 2021. Mr. Pacala holds a Bachelor of Science and a Master of Science in mechanical engineering from Stanford University.
Ken Gianella, Chief Financial Officer
Ken Gianella has served as Ouster's Chief Financial Officer since May 2025. Before joining Ouster, Mr. Gianella was Chief Financial Officer and Chief Operating Officer at Quantum Corporation. He also held various leadership and finance roles at energy, water, and smart city technology companies, including Itron, Inc.
Mark Frichtl, Chief Technology Officer
Mark Frichtl co-founded Ouster in June 2015 and has served as its Chief Technology Officer since then. Previously, Mr. Frichtl was a Technologies Development Engineer at Apple, Inc. from April 2015 to May 2015 and an Engineer at Quanergy, Inc. from July 2013 to April 2015. Mr. Frichtl holds a Bachelor of Science degree in engineering physics and a Master of Science degree in mechanical engineering from Stanford University.
Darien Spencer, Chief Operating Officer
Darien Spencer has served as Ouster's Chief Operating Officer since July 2017. Prior to Ouster, he was Executive Vice President of Operations and Chief Procurement Officer at Enphase Energy from August 2013 to April 2017. He also served as General Manager of Business Units and Automation at Jabil Circuit from August 2012 to August 2013, and was Co-Founder and Chief Operating and Procurement Officer at Optisolar / Novasolar Corporation from January 2007 to November 2012. Earlier in his career, he was Senior Vice President of Asia Operations at Maxtor Corporation and Seagate Technology.
Megan Chung, General Counsel
Megan Chung serves as Ouster's General Counsel. She received her J.D. from the University of California, Davis School of Law, and her B.A. and M.A. from Stanford University.
AI Analysis | Feedback
Here are the key risks to Ouster's business:
- Intense Competition and Substitution Risk: Ouster operates in a highly competitive and rapidly evolving lidar market, facing challenges from both established players and new entrants. Furthermore, there is significant risk from alternative sensing technologies, such as advanced radar systems and camera-based vision systems with sophisticated AI, particularly as some automakers explore vision-only autonomy paths, which could reduce the demand for lidar solutions.
- Challenges in Scaling Customer Adoption and Market Penetration: Despite having a large number of end customers, Ouster faces the risk that a relatively small percentage of these customers have reached full-scale production, where they purchase sensors in bulk. This slow conversion to high-volume sales, coupled with the high cost of high-performance lidar units, presents a significant hurdle for widespread market adoption and Ouster's ability to accurately forecast long-term demand and maintain its market position.
- Path to Sustainable Profitability and Cash Flow: Ouster faces the risk of not achieving GAAP profitability until after fiscal year 2027 and is currently generating negative cash flow. While the company has a strong cash balance to fund growth, its rich valuation relative to peers and the ongoing need for significant investment in research and development, manufacturing, and scaling operations present a financial risk if it cannot consistently convert revenue growth into sustainable profits and positive cash flow in the long term.
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The rapid advancement and potential widespread adoption of camera-only, vision-based autonomous systems (leveraging advanced AI and machine learning) could significantly reduce or eliminate the need for lidar sensors for 3D vision in vehicles, robots, and other applications. This represents a fundamental shift in sensing strategy that could bypass Ouster's core product offerings.
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Ouster, Inc. targets a total addressable market (TAM) of $70 billion globally by 2030 for its high-resolution digital lidar sensors and enabling software. This market is segmented across four main applications:
- Robotics: $14 billion
- Industrial: $18 billion
- Smart Infrastructure: $19 billion
- Automotive: $20 billion
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Expected Drivers of Future Revenue Growth for Ouster (OUST)
- Increased Sensor Shipments and Market Adoption: Ouster has demonstrated consistent growth in product revenue and record sensor shipments, reflecting strong and durable demand across its core end markets. The company shipped over 8,100 sensors in Q4 2025, setting a new quarterly record, and more than 25,000 sensors in 2025, a 48% increase over 2024. This trend of increasing volumes is expected to continue driving revenue growth as lidar technology sees broader adoption in industrial, robotics, and smart infrastructure sectors.
- Expansion of Software-Attached Offerings and AI: Ouster is strategically shifting towards software-enabled solutions and investing in AI and next-generation silicon development. The company's software-attached bookings more than doubled in 2025, representing over 15% of sensors shipped. Products like the Gemini perception platform and BlueCity analytics suite are designed to unlock new value from LiDAR data and deepen customer engagement, thereby contributing to recurring revenue streams.
- New Product Development and Portfolio Advancements: The company plans to release more products in 2026 than ever before, with significant advancements in its lidar, camera, and AI compute products. This continuous innovation and expansion of its product portfolio are anticipated to accelerate adoption and cater to evolving market needs, fueling future revenue growth.
- Strategic Acquisition of StereoLabs: The acquisition of StereoLabs is a significant driver, enabling Ouster to offer a unified sensing and perception platform for physical AI. This acquisition expands Ouster's immediate reach into unified sensor solutions and is expected to contribute to revenue and margin profiles in line with the company's long-term financial framework. Ouster anticipates approximately seven weeks of revenue from StereoLabs in Q1 2026.
- Achievement of Long-Term Revenue Growth Targets: Management has consistently reiterated its long-term targets of 30% to 50% annual revenue growth, demonstrating confidence in the company's ability to scale and improve its product mix. Ouster achieved 30% revenue growth over the last twelve months of 2025, showing momentum towards these ambitious targets.
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Share Issuance
- Ouster became a publicly traded company in March 2021 through a merger with Colonnade Acquisition, a special-purpose acquisition company, which involved significant share issuance to access public markets and capital.
- In October 2021, Ouster acquired Sense Photonics in an all-stock deal, issuing approximately 10 million shares of common stock for the transaction.
- Ouster and Velodyne Lidar agreed to merge in November 2022 through an all-share transaction, leading to further share issuance.
- The acquisition of StereoLabs in February 2026 included the issuance of 1.8 million shares in addition to a cash component.
Inbound Investments
- Ouster gained substantial capital and access to public markets by completing a merger with Colonnade Acquisition in March 2021.
- The company maintained a strong financial position, reporting $247 million in cash, cash equivalents, restricted cash, and short-term investments with no debt at the end of Q3 2025, providing a significant runway for R&D investment.
- As of Q4 2025, Ouster held $67.4 million in cash and equivalents.
Outbound Investments
- Ouster acquired Sense Photonics in October 2021 in an all-stock deal valued around $68 million at the time of the announcement, subsequently establishing Ouster Automotive.
- A significant strategic move was the agreement to merge with Velodyne Lidar in November 2022, in an all-share transaction.
- In February 2026, Ouster completed the acquisition of StereoLabs for approximately $35 million in cash and 1.8 million shares, aiming to create a unified sensing and perception platform for Physical AI.
Capital Expenditures
- Ouster's capital expenditures were $4.28 million in 2021, $5.42 million in 2022, $3.01 million in 2023, and $3.76 million in 2024.
- The company's capital expenditures for Q4 2025 were $21.8 million, showing a significant increase from the previous quarter, indicating investment in long-term assets and infrastructure.
- Projected capital expenditures include $15 million for 2025 and $20 million for 2026, with a continued focus on research and development to advance cutting-edge products.
Peer Outperformance in Electronic Components
OUST has trailed 88% of its 25 Electronic Components peers over 5Y. Electronic Components ranks 5th of 12 industries in Information Technology by median 5Y return.
Share of Electronic Components constituents that OUST has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
43%
of 28 industry peers · 21.3% return
3Y
89%
of 28 industry peers · 514.9% return
5Y
12%
of 25 industry peers · -58.8% return
No Electronic Components peer with a comparable growth profile has beaten OUST by more than 20pp over 5Y.
Median price return by industry across the Information Technology sector, ranked by 5Y. Electronic Components is OUST's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 9 | 56.2% | 165.0% | 302.2% | TTMI 748% · FLEX 710% · JBL 395% |
| Semiconductor Materials & Equipment | 27 | 128.6% | 61.6% | 94.4% | AEHR 983% · AXTI 530% · KLAC 442% |
| Technology Distributors | 9 | 25.5% | 53.8% | 68.2% | CLMB 342% · AVT 148% · SNX 113% |
| Communications Equipment | 36 | 24.7% | 77.1% | 68.1% | AAOI 1349% · LITE 933% · ANET 746% |
| Electronic Components ← | 26 | 53.4% | 56.6% | 51.4% | CLS 3044% · BELFA 1257% · LPTH 393% |
| Semiconductors | 54 | 31.0% | 17.6% | 21.9% | POET 1741% · MU 1198% · NVDA 875% |
| Internet Services & Infrastructure | 6 | 15.6% | 38.9% | 14.1% | DOCN 80% · VRSN 37% · GDDY 33% |
| Technology Hardware, Storage & Peripherals | 21 | 26.8% | 72.5% | 7.8% | STX 1000% · DELL 923% · SMCI 915% |
| Electronic Equipment & Instruments | 27 | -7.5% | 5.2% | -8.5% | PI 192% · ACFN 120% · OSIS 109% |
| IT Consulting & Other Services | 28 | -23.6% | -10.8% | -20.6% | CHRN 493058% · APLD 1578% · TSSI 641% |
| Application Software | 122 | -18.6% | -13.6% | -41.5% | VIDA 269900% · INLX 5250% · PLTR 607% |
| Systems Software | 69 | -13.8% | 17.1% | -55.8% | QNC 540% · PAYS 418% · PANW 384% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Ouster Stock (+8.9%): Insider Buy and Conference Fuel Post-Earnings Rally | 03/11/2026 | |
| Ouster Stock (+7.3%): Strong Q1 Guidance and Surprise Profit Fuel Rally | 03/04/2026 | |
| Ouster Earnings Notes | 12/16/2025 | |
| Ouster Stock Drop Looks Sharp, But How Deep Can It Go? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 8.74 |
| Mkt Cap | 0.5 |
| Rev LTM | 12 |
| Op Inc LTM | -76 |
| FCF LTM | -75 |
| FCF 3Y Avg | -64 |
| CFO LTM | -61 |
| CFO 3Y Avg | -57 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 59.5% |
| Rev Chg 3Y Avg | 69.3% |
| Rev Chg Q | 437.0% |
| QoQ Delta Rev Chg LTM | 38.6% |
| Op Inc Chg LTM | -3.7% |
| Op Inc Chg 3Y Avg | 14.3% |
| Op Mgn LTM | -1,847.1% |
| Op Mgn 3Y Avg | -1,724.0% |
| QoQ Delta Op Mgn LTM | 1,008.1% |
| CFO/Rev LTM | -1,432.9% |
| CFO/Rev 3Y Avg | -1,403.9% |
| FCF/Rev LTM | -1,459.2% |
| FCF/Rev 3Y Avg | -1,437.8% |
Price Behavior
Price Behavior
| Market Price | $34.62 | |
| Market Cap ($ Bil) | 2.1 | |
| First Trading Date | 10/09/2020 | |
| Distance from 52W High | -44.6% | |
| 50 Days | 200 Days | |
| DMA Price | $42.03 | $29.59 |
| DMA Trend | up | up |
| Distance from DMA | -17.6% | 17.0% |
| 3M | 1YR | |
| Volatility | 134.8% | 107.4% |
| Downside Capture | 724.44 | 520.27 |
| Upside Capture | 553.31 | 440.78 |
| Correlation (SPY) | 63.4% | 55.2% |
OUST Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 6.12 | 6.48 | 6.28 | 4.69 | 4.53 | 2.77 |
| Up Beta | 13.05 | 10.75 | 7.74 | 4.55 | 4.45 | 1.93 |
| Down Beta | -3.09 | 0.73 | 0.81 | 2.40 | 3.66 | 2.63 |
| Up Capture | 359% | 1139% | 1987% | 2109% | 4159% | 74839% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 7 | 19 | 33 | 63 | 129 | 357 |
| Down Capture | 798% | 472% | 444% | 266% | 194% | 112% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 15 | 24 | 29 | 62 | 121 | 390 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OUST | |
|---|---|---|---|---|
| OUST | 14.4% | 107.1% | 0.61 | - |
| Sector ETF (XLK) | 41.2% | 26.3% | 1.28 | 60.1% |
| Equity (SPY) | 20.1% | 12.8% | 1.16 | 55.2% |
| Gold (GLD) | 30.9% | 29.0% | 0.92 | 14.8% |
| Commodities (DBC) | 39.9% | 20.3% | 1.54 | -3.1% |
| Real Estate (VNQ) | 9.9% | 13.7% | 0.44 | 1.4% |
| Bitcoin (BTCUSD) | -30.1% | 43.7% | -0.70 | 31.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OUST | |
|---|---|---|---|---|
| OUST | -16.9% | 99.6% | 0.26 | - |
| Sector ETF (XLK) | 19.9% | 25.9% | 0.68 | 43.5% |
| Equity (SPY) | 13.1% | 17.2% | 0.59 | 41.2% |
| Gold (GLD) | 19.7% | 18.7% | 0.85 | 9.6% |
| Commodities (DBC) | 11.5% | 19.6% | 0.46 | 4.3% |
| Real Estate (VNQ) | 2.0% | 18.9% | 0.00 | 25.7% |
| Bitcoin (BTCUSD) | 9.6% | 52.7% | 0.37 | 26.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OUST | |
|---|---|---|---|---|
| OUST | -10.2% | 97.5% | 0.25 | - |
| Sector ETF (XLK) | 24.3% | 25.0% | 0.88 | 41.2% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 38.7% |
| Gold (GLD) | 12.2% | 16.3% | 0.61 | 8.8% |
| Commodities (DBC) | 7.3% | 18.0% | 0.33 | 5.8% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.20 | 24.4% |
| Bitcoin (BTCUSD) | 63.4% | 66.1% | 1.03 | 20.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 8/17/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/6/2026 | -4.8% | -1.0% | |
| 5/5/2026 | 2.8% | -5.2% | 64.7% |
| 3/2/2026 | 7.3% | 1.5% | -9.3% |
| 11/4/2025 | -6.5% | -10.4% | -10.5% |
| 8/7/2025 | 11.7% | 51.7% | 22.5% |
| 5/8/2025 | 22.8% | 29.9% | 75.5% |
| 3/20/2025 | 31.9% | 19.1% | -19.6% |
| 1/17/2025 | -5.9% | -7.2% | -10.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 12 | 9 |
| # Negative | 10 | 12 | 14 |
| Median Positive | 14.1% | 15.9% | 26.8% |
| Median Negative | -5.8% | -10.5% | -20.1% |
| Max Positive | 31.9% | 51.7% | 75.5% |
| Max Negative | -27.7% | -27.9% | -59.5% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/6/2026 | -4.8% | -1.0% | |
| 5/5/2026 | 2.8% | -5.2% | 64.7% |
| 3/2/2026 | 7.3% | 1.5% | -9.3% |
| 11/4/2025 | -6.5% | -10.4% | -10.5% |
| 8/7/2025 | 11.7% | 51.7% | 22.5% |
| 5/8/2025 | 22.8% | 29.9% | 75.5% |
| 3/20/2025 | 31.9% | 19.1% | -19.6% |
| 1/17/2025 | -5.9% | -7.2% | -10.8% |
| 11/7/2024 | 1.5% | 10.5% | 26.8% |
| 8/13/2024 | -27.7% | -27.9% | -43.6% |
| 5/9/2024 | 19.8% | 12.7% | 9.2% |
| 1/9/2024 | 4.1% | -12.3% | -30.6% |
| 11/9/2023 | 19.7% | 21.1% | 42.7% |
| 8/10/2023 | 29.6% | 21.8% | -2.5% |
| 5/11/2023 | 28.6% | 40.6% | 51.6% |
| 3/23/2023 | -13.7% | -10.5% | -59.5% |
| 2/2/2023 | 4.0% | -11.9% | -40.9% |
| 11/7/2022 | -16.5% | 3.3% | -0.8% |
| 8/4/2022 | -2.6% | -3.6% | -30.4% |
| 5/3/2022 | -0.9% | -24.5% | -39.2% |
| 2/15/2022 | 16.5% | 3.1% | 11.8% |
| 11/8/2021 | 8.0% | 6.2% | -8.7% |
| 8/9/2021 | -0.3% | -8.8% | -20.6% |
| 5/6/2021 | -5.7% | -22.6% | 23.6% |
| SUMMARY STATS | |||
| # Positive | 14 | 12 | 9 |
| # Negative | 10 | 12 | 14 |
| Median Positive | 14.1% | 15.9% | 26.8% |
| Median Negative | -5.8% | -10.5% | -20.1% |
| Max Positive | 31.9% | 51.7% | 75.5% |
| Max Negative | -27.7% | -27.9% | -59.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 03/02/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 03/21/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/13/2024 | 10-Q |
| 12/31/2023 | 03/28/2024 | 10-K |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/24/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 03/02/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 03/21/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/13/2024 | 10-Q |
| 12/31/2023 | 03/28/2024 | 10-K |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/24/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 02/28/2022 | 10-K |
| 09/30/2021 | 11/12/2021 | 10-Q |
| 06/30/2021 | 08/10/2021 | 10-Q |
| 03/31/2021 | 05/14/2021 | 10-Q |
| 09/30/2020 | 11/15/2021 | 10-Q/A |
Recent Forward Guidance
Updated 8/7/2026Latest: Q2 2026 Earnings Reported 8/6/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Revenue | 54.50 Mil | 56.00 Mil | 57.50 Mil | 9.8% | Higher New | Guidance: 51.00 Mil for Q2 2026 | |
Prior: Q1 2026 Earnings Reported 5/5/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | 49.50 Mil | 51.00 Mil | 52.50 Mil | 9.7% | Higher New | Guidance: 46.50 Mil for Q1 2026 | |
Q4 2025 Earnings Reported 3/2/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 45.00 Mil | 46.50 Mil | 48.00 Mil | 13.4% | Higher New | Guidance: 41.00 Mil for Q4 2025 | |
| 2026 Annual Revenue Growth | 30.0% | 40.0% | 50.0% | ||||
| 2026 GAAP Gross Margin | 35.0% | 37.5% | 40.0% | ||||
| 2026 GAAP Operating Expense Growth | 5.0% | 6.5% | 8.0% | ||||
Q3 2025 Earnings Reported 11/4/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Revenue | 39.50 Mil | 41.00 Mil | 42.50 Mil | 12.3% | Higher New | Guidance: 36.50 Mil for Q3 2025 | |
Insider Activity
Updated 8/28/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Gianella, Kenneth P | Chief Financial Officer | Direct | Sell | 8192026 | 45.33 | 40,000 | 1,813,278 | 11,832,276 | Form |
| 2 | Skaggs, Stephen A | Direct | Sell | 8072026 | 45.18 | 3,614 | 163,281 | 2,774,730 | Form | |
| 3 | Skaggs, Stephen A | Direct | Sell | 8072026 | 46.48 | 1,386 | 64,421 | 3,022,548 | Form | |
| 4 | Spencer, Darien | Chief Operating Officer | Direct | Sell | 8052026 | 45.00 | 30,000 | 1,350,000 | 13,491,292 | Form |
| 5 | Tewksbury, Ted L Iii | Direct | Sell | 6222026 | 47.00 | 1,695 | 79,665 | 5,874,953 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Gianella, Kenneth P | Chief Financial Officer | Direct | Sell | 8192026 | 45.33 | 40,000 | 1,813,278 | 11,832,276 | Form |
| 2 | Skaggs, Stephen A | Direct | Sell | 8072026 | 45.18 | 3,614 | 163,281 | 2,774,730 | Form | |
| 3 | Skaggs, Stephen A | Direct | Sell | 8072026 | 46.48 | 1,386 | 64,421 | 3,022,548 | Form | |
| 4 | Spencer, Darien | Chief Operating Officer | Direct | Sell | 8052026 | 45.00 | 30,000 | 1,350,000 | 13,491,292 | Form |
| 5 | Tewksbury, Ted L Iii | Direct | Sell | 6222026 | 47.00 | 1,695 | 79,665 | 5,874,953 | Form | |
| 6 | Gianella, Kenneth P | Chief Financial Officer | Direct | Sell | 6162026 | 38.82 | 54,337 | 2,109,525 | 11,686,267 | Form |
| 7 | Pacala, Charles Angus | President and CEO | Direct | Sell | 6162026 | 38.82 | 29,797 | 1,156,809 | 41,626,059 | Form |
| 8 | Jacquemet, Cyrille | Chief Revenue Officer | Direct | Sell | 6162026 | 38.82 | 8,723 | 338,653 | 4,442,691 | Form |
| 9 | Spencer, Darien | Chief Operating Officer | Direct | Sell | 6162026 | 38.82 | 12,559 | 487,578 | 12,804,078 | Form |
| 10 | Chung, Megan | General Counsel and Secretary | Direct | Sell | 6162026 | 38.82 | 11,261 | 437,186 | 7,875,595 | Form |
| 11 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 6162026 | 38.82 | 18,414 | 714,887 | 10,734,948 | Form |
| 12 | Jacquemet, Cyrille | Chief Revenue Officer | Direct | Sell | 5272026 | 40.00 | 9,433 | 377,320 | 4,926,300 | Form |
| 13 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 5272026 | 41.53 | 308,742 | 12,821,974 | 12,248,116 | Form |
| 14 | Spencer, Darien | Chief Operating Officer | Direct | Sell | 5272026 | 45.00 | 30,000 | 1,350,022 | 15,406,448 | Form |
| 15 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 5272026 | 36.80 | 75,684 | 2,784,998 | 22,213,525 | Form |
| 16 | Jacquemet, Cyrille | Chief Revenue Officer | Direct | Sell | 5212026 | 35.00 | 10,000 | 350,000 | 4,640,668 | Form |
| 17 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 5152026 | 36.00 | 4,316 | 155,380 | 22,631,597 | Form |
| 18 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 5152026 | 35.00 | 40,000 | 1,400,000 | 22,002,330 | Form |
| 19 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 5152026 | 32.56 | 136,434 | 4,442,371 | 20,468,822 | Form |
| 20 | Boulet, Virginia | Direct | Buy | 5122026 | 25.23 | 1,658 | 41,831 | 5,802,825 | Form | |
| 21 | Skaggs, Stephen A | Direct | Sell | 5072026 | 30.00 | 5,000 | 150,000 | 1,850,700 | Form | |
| 22 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 5062026 | 30.00 | 13,451 | 403,530 | 21,368,910 | Form |
| 23 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 5062026 | 30.13 | 21,149 | 637,160 | 21,459,514 | Form |
| 24 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 4232026 | 30.00 | 400 | 12,000 | 21,368,910 | Form |
| 25 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 4212026 | 28.56 | 60,000 | 1,713,861 | 20,346,301 | Form |
| 26 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 4212026 | 26.58 | 60,000 | 1,594,806 | 18,932,925 | Form |
| 27 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 4172026 | 25.15 | 30,000 | 754,395 | 17,911,777 | Form |
| 28 | Chung, Megan | General Counsel and Secretary | Direct | Sell | 4172026 | 24.70 | 5,837 | 144,174 | 5,281,749 | Form |
| 29 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 4152026 | 24.00 | 20,000 | 480,000 | 17,095,128 | Form |
| 30 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 4152026 | 22.76 | 40,000 | 910,248 | 16,209,173 | Form |
| 31 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 3272026 | 20.94 | 40,000 | 837,576 | 13,335,927 | Form |
| 32 | Tewksbury, Ted L Iii | Direct | Sell | 3232026 | 20.00 | 1,695 | 33,900 | 2,439,380 | Form | |
| 33 | Spencer, Darien | Chief Operating Officer | Direct | Sell | 3162026 | 23.43 | 10,938 | 256,308 | 7,621,518 | Form |
| 34 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 3162026 | 23.43 | 15,689 | 367,637 | 14,923,929 | Form |
| 35 | Chung, Megan | General Counsel and Secretary | Direct | Sell | 3162026 | 23.43 | 9,593 | 224,787 | 4,066,646 | Form |
| 36 | Pacala, Charles Angus | President and CEO | Direct | Sell | 3162026 | 23.43 | 24,657 | 577,649 | 22,505,766 | Form |
| 37 | Boulet, Virginia | Direct | Buy | 3092026 | 20.95 | 6,500 | 136,175 | 4,783,765 | Form | |
| 38 | Chung, Megan | General Counsel and Secretary | Direct | Sell | 1212026 | 27.24 | 5,837 | 159,000 | 4,988,761 | Form |
| 39 | Tewksbury, Ted L Iii | Direct | Sell | 12232025 | 21.47 | 1,695 | 36,392 | 2,655,066 | Form | |
| 40 | Heystee, Susan | Direct | Sell | 12162025 | 25.03 | 11,650 | 291,590 | 1,041,833 | Form | |
| 41 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 12162025 | 24.98 | 15,661 | 391,207 | 16,301,028 | Form |
| 42 | Spencer, Darien | Chief Operating Officer | Direct | Sell | 12162025 | 24.98 | 10,919 | 272,735 | 8,397,304 | Form |
| 43 | Pacala, Charles Angus | President and CEO | Direct | Sell | 12162025 | 24.98 | 24,610 | 614,689 | 24,610,460 | Form |
| 44 | Chung, Megan | General Counsel and Secretary | Direct | Sell | 12162025 | 24.98 | 10,696 | 267,166 | 4,720,311 | Form |
| 45 | Tewksbury, Ted L Iii | Direct | Sell | 11122025 | 25.38 | 1,695 | 43,019 | 3,181,611 | Form | |
| 46 | Chung, Megan | General Counsel and Secretary | Direct | Sell | 10202025 | 31.02 | 5,837 | 181,058 | 6,117,113 | Form |
| 47 | Spencer, Darien | Chief Operating Officer | Direct | Sell | 9162025 | 28.46 | 18,274 | 520,043 | 9,850,259 | Form |
| 48 | Frichtl, Mark | Chief Technology Officer | Direct | Sell | 9162025 | 28.46 | 25,329 | 720,815 | 18,936,105 | Form |
| 49 | Pacala, Charles Angus | President and CEO | Direct | Sell | 9162025 | 28.46 | 37,992 | 1,081,180 | 28,740,604 | Form |
| 50 | Chung, Megan | General Counsel and Secretary | Direct | Sell | 9162025 | 28.46 | 17,183 | 488,996 | 5,778,013 | Form |
| 51 | Heystee, Susan | Direct | Sell | 8152025 | 30.00 | 40,390 | 1,211,688 | 1,567,941 | Form |
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Electronic Components Resources |
| Electronic Products |
| DigiKey Insights |
| Mouser Insights |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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