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Market overnight02:43:43 UTCChain 4663

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The bet: Ouster reaches profit on the growth it already has.
What would prove it: A smaller loss in the next report, due 2 Nov 2026.
What would break it: A quarter where growth slows while the price sits above its 5-year norm.

Losses are shrinking.
Operating margin is climbing toward break-even, and each step up means less of the growth is paid for with losses.
- Op. margin, latest qtrOperating margin, latest quarter: -36.69%
- Op. margin, year earlierOperating margin, a year earlier: -76.53%
- Fundamentals
Sales are growing fast.
Revenue grew 62.82% over the past year, and sustained growth is what the share price is paying for.
- Revenue, past yearRevenue growth over the past year: 62.82%
- Fundamentals
Analysts keep raising their numbers.
The earnings estimate for the fiscal year rose over 90 days, and rising estimates are the most direct lift under a price.
- Raised, 30 daysEstimates raised over the last 30 days: 2
- Cut, 30 daysEstimates cut over the last 30 days: 1
- FY EPS estimateEPS estimate for the fiscal year to Dec 2026: -0.34 USD
- 90 days agoEPS estimate 90 days ago: -0.41 USD

Sources: Finnhub, Alpha Vantage

Priced above its own 5-year norm.
The market pays more for each dollar of sales than its 5-year median, which leaves less room for a disappointment.
- P/S nowTrailing P/S: 12.99x
- 5-year median P/S5-year median P/S: 5.47x
- Fundamentals
Still loses money on its operations.
An operating loss means growth is paid for from its cash pile or new shares, which dilutes holders until profit arrives.

The bet: Ouster reaches profit on the growth it already has.
What would prove it: A smaller loss in the next report, due 2 Nov 2026.
What would break it: A quarter where growth slows while the price sits above its 5-year norm.

Losses are shrinking.
Operating margin is climbing toward break-even, and each step up means less of the growth is paid for with losses.
- Op. margin, latest qtrOperating margin, latest quarter: -36.69%
- Op. margin, year earlierOperating margin, a year earlier: -76.53%
- Fundamentals
Sales are growing fast.
Revenue grew 62.82% over the past year, and sustained growth is what the share price is paying for.
- Revenue, past yearRevenue growth over the past year: 62.82%
- Fundamentals
Analysts keep raising their numbers.
The earnings estimate for the fiscal year rose over 90 days, and rising estimates are the most direct lift under a price.
- Raised, 30 daysEstimates raised over the last 30 days: 2
- Cut, 30 daysEstimates cut over the last 30 days: 1
- FY EPS estimateEPS estimate for the fiscal year to Dec 2026: -0.34 USD
- 90 days agoEPS estimate 90 days ago: -0.41 USD

Sources: Finnhub, Alpha Vantage

Priced above its own 5-year norm.
The market pays more for each dollar of sales than its 5-year median, which leaves less room for a disappointment.
- P/S nowTrailing P/S: 12.99x
- 5-year median P/S5-year median P/S: 5.47x
- Fundamentals
Still loses money on its operations.
An operating loss means growth is paid for from its cash pile or new shares, which dilutes holders until profit arrives.

AI Analyst