---
title: "OUST Ouster"
canonical: "https://supercyclehq.com/stock/ouster"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "OUST"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Ouster (OUST)

Ouster makes digital lidar sensors and perception software that give machines 3D vision.

## AI Exposure Score

**88/100, Core.** Ouster exists to sell perception hardware and AI software into autonomy, robotics, and smart infrastructure, so nearly all revenue is autonomy linked. A slightly broader industrial and infrastructure mix keeps it just below the pure play tier.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $28.22 |
| Change 1d | -5.11% |
| Change 7d | -5.02% |
| Change 30d | -36.43% |
| Change 1y | -11.03% |
| 52-week high | $62.52 |
| 52-week low | $16.63 |
| Market cap | $2.0B |
| P/E | n/a |
| EPS | $-0.83 |
| Next earnings | 2026-11-03 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | San Francisco, CA |
| CEO | Charles Angus Pacala |
| Employees | 320 |
| Website | https://ouster.com |
| Buildout layers | [Autonomous Vehicles](https://supercyclehq.com/category/autonomous-vehicles), [Robotics & Automation](https://supercyclehq.com/category/robotics) |

## What the company does

Ouster makes digital lidar sensors and perception software that give machines 3D vision. It makes money selling sensors to autonomous vehicle, industrial robotics, mapping, and smart infrastructure customers, and increasingly through software subscriptions that turn raw lidar data into decisions machines can act on.

Its OS series scanning sensors and DF series solid state sensors are built on a digital architecture using a custom system-on-chip. The Ouster Gemini perception platform and BlueCity traffic solution add recurring software revenue on top of the hardware. Ouster merged with rival Velodyne in 2023, consolidating the US lidar industry.

Founded in 2015 and headquartered in San Francisco, California, Ouster employs about 320 people and trades on the NASDAQ.

## Role in the AI buildout

Ouster spans the Autonomous Vehicles and Robotics layers of the AI buildout. Its sensors give machines the 3D vision that perception AI runs on, across vehicles, industrial robots, mapping systems, and smart infrastructure. The Velodyne merger made it the consolidated US lidar player, a position that matters as autonomy programs and infrastructure projects favor domestic suppliers. Software platforms like Gemini push it up the stack, from selling sensors to selling perception outcomes.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $11.5M | 0.05% | new | 2026-06-30 |

## FAQ

### What does Ouster do?

Ouster makes digital lidar sensors and perception software that give machines 3D vision. Its products serve autonomous vehicles, industrial robotics, mapping, and smart infrastructure customers, and it merged with lidar pioneer Velodyne in 2023 to consolidate the US market.

### How is Ouster exposed to AI?

Supercycle rates it Core with an AI Exposure Score of 88 out of 100. Nearly all revenue comes from perception hardware and software sold into autonomy and robotics, with a smart infrastructure mix keeping it just below the pure play tier.

### What products does Ouster sell?

Its OS series scanning sensors and DF series solid state sensors are built on a digital lidar architecture with a custom system-on-chip. The Ouster Gemini perception platform and BlueCity traffic solution layer software subscriptions on top of the sensor hardware.

### Is OUST a pure play AI stock?

Nearly. Supercycle classifies Ouster as Core, just below the Pure Play tier. Its sensors exist to feed perception AI, but part of its business serves mapping and smart city infrastructure where the AI link is looser.

### Who leads Ouster?

Angus Pacala, who co-founded the company in 2015, serves as chief executive officer and led Ouster through its merger with Velodyne. The company is headquartered in San Francisco, employs about 320 people, and trades on the NASDAQ.

---

Source: https://supercyclehq.com/stock/ouster. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.
