Ouster, Inc.

Ouster, Inc. sells lidar sensors and related products and completed the StereoLabs acquisition in early 2026.

Ticker

OUST

Company

Ouster, Inc.

Exchange

Nasdaq

Listing

listed

Sector

Humanoid Robotics

Ouster is scaling rapidly into humanoid robotics with its lidar technology and recent acquisition, positioning it for major revenue growth.

• OUST trades on Nasdaq and files with the U.S. SEC.S1
• On May 8, 2026, Ouster, Inc. entered into a Sales Agreement with Oppenheimer & Co. Inc., Northland Securities, Inc., Rosenblatt Securities Inc., and Roth Capital Partners, LLC pursuant to which the Company may offer and sell shares having an aggregate offering price of up to $100 million.S2
• The Shares will be offered pursuant to a shelf registration statement on Form S-3 (File No. 333-286936), which was declared effective by the U.S. Securities and Exchange Commission on May 12, 2025.S2
• As of March 31, 2026, cash and cash equivalents were $78,720 thousand.S3
• As of March 31, 2026, goodwill was $38,525 thousand.S3
• As of March 31, 2026, intangible assets, net were $35,007 thousand.S3
• As of March 31, 2026, total assets were $381,512 thousand.S3
• As of March 31, 2026, contract liabilities were $27,110 thousand.S3
• During the three months ended March 31, 2026, the Company recognized no revenue associated with a year contract entered in 2023 with a customer to sell the Company’s products.S3

• narrativeOuster's lidar sensors will become essential components in humanoid robots, driving explosive demand.
• narrativeThe StereoLabs acquisition will accelerate Ouster's software capabilities and market leadership in robotics.
• narrativeThe new $100 million ATM facility gives Ouster flexible capital to fund rapid expansion without traditional debt.
• narrativeOuster is transitioning from industrial lidar to high-volume consumer and robotics applications.

• ▸The Sales Agreement may be terminated by the Agents or the Company at any time upon five (5) days’ notice to the other party.S2
• ▸The Company is not obligated to sell any Shares under the Sales Agreement.S2
• ▸The Company will pay the Agents a commission up to 3.0% of the gross proceeds from each sale of Shares.S2
• ▸As of March 31, 2026, $12.5 million remained deferred until a future product delivery date under a year contract entered in 2023.S3
• ▸The Company recognized no revenue associated with this contract during the three months ended March 31, 2026.S3
• ▸This explainer is built only from the specific SEC filings cited above and is not a complete financial picture — read the full filings before making any decision.

8-K

— SEC filing used to report major events or changes that shareholders should know about promptly.

at-the-market offering

— Method of selling shares directly into the open market at prevailing prices through designated agents.

contract liabilities

— Payments received from customers for products or services not yet delivered, recorded as a liability.

goodwill

— Accounting value assigned to an acquired company above the fair value of its identifiable assets.

shelf registration

— SEC filing that allows a company to register securities in advance and sell them later when needed.