Ouster A - CW25

HESAI

Financial Analysis

HSAI

02525

OUST

OUSTW

FY26 shipment guidance raised sharply to 3.0-3.5 mn units

Hesai

HESAI-W

Ouster

HSAI: Worried About ASP Collapse? 'Tesla Castoff' Goes for Volume---

688363

Hesai 4Q25 First Take: Results again showed high shipment growth driven by price compression. The company protected margins via solid cost control and issued upbeat 2026 shipment guidance. I. 4Q25 results: volumes up, prices down, profitability remained resilient 1) Revenue: RMB 1.0 bn, +39% YoY. This was at the low end of prior guidance (RMB 1.0–1.2 bn) and slightly below the RMB 1.08 bn consensus. Shipments: 631k units, +184% YoY, beating guidance (600k) and the 619k consensus. Growth was driven by robot LiDAR (80k units, above the 50k expected) and the continued ramp of ADAS LiDAR (550k units). ASP: RMB 1,557, down 51% YoY and 13% QoQ, well below the RMB 1,718 the market expected. This directly explains the revenue miss vs. consensus. Dolphin Research sees three main drivers of the faster ASP decline: a) Product mix shift: the low-priced 'thousand-yuan' ATX rose from 70% in Q3 to ~80% in Q4. It accelerated the replacement of the older AT128, which sells for multiples of that price. b) Proactive discounts: to defend share, the co. offered ATX discounts to key customers in Q4. This weighed on blended pricing. c) Robot mix: within robot shipments, the lower-priced JT series likely accounted for a higher share. This further dragged ASP. 2) Despite a sharp ASP decline, HSAI showed resilient profitability. Margin held up better than feared. GPM: 41.0%. This was above the 39.7% consensus and the company's 40% guide. We attribute this to scale benefits from higher volumes and ongoing cost downs from in-house ASICs, supply-chain optimization, and factory automation. These gains offset pricing pressure. 3) Net profit at the top end: GAAP net profit was RMB 150 mn, at the high end of guidance (RMB 70–170 mn). This was boosted by interest income and other gains (~RMB 120 mn). In Q4, HSAI received ~$6.4 mn (~RMB 45 mn) in IP arbitration compensation from Ouster. Excluding these items, core OP was ~RMB 40 mn (GP minus core Opex), slightly below the RMB 60 mn expected, mainly due to higher R&amp;D and S&amp;M QoQ. Overall, expense control remained disciplined. II. 2026 guidance: shipment targets raised materially Mgmt is upbeat on 2026, guiding well above prior market expectations. The tone signals confidence in volume growth. 2026 shipment guide: 3.0–3.5 mn units (+185%–216% YoY). This is a major step-up from the prior 2.0–3.0 mn range and is well above the 2.66 mn street. To support this, the co. plans to double annual capacity to 4.0 mn units from 2.0 mn in 2025. Q1 pricing likely stable to up: 2026 Q1 net revenue guidance is RMB 650–700 mn (+24%–33% YoY). Given Q1 is typically a seasonal trough for autos (about 12% of annual shipments historically), the midpoint of the full-year guide implies ~393k units in Q1. Back-solving implies a blended Q1 ASP of ~RMB 1,675, slightly above 4Q25's RMB 1,557. We think this reflects slower passenger-car LiDAR shipments in Q1 and a higher mix of higher-priced robot/industrial LiDAR. $Hesai(HSAI.US) $HESAI-W(02525.HK)

Bloomage Biotech

Ouster Q1 2025 Earnings: Revenue Up 26%, Net Loss Narrows

Agape ATP

Akanda

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Co-Diagnostics

PicoCELA

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Netcapital

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

OUSTZ

IBOT

BOTZ

ROBO

ARKQ

Ouster, Inc. announced that Gecko Robotics is utilizing its new Rev8 digital lidar sensors to enhance inspection capabilities within its Cantilever operating platform. The integration aims to improve data collection and structural anomaly detection, providing more reliable inspections for critical infrastructure. Ouster's Rev8 sensors offer advanced 3D color data, enabling Gecko's AI software to deliver actionable insights for asset health management.

StockTitan

Ouster - CW25

VanEck Robotics ETF

Global X Robotics & Artificial

ROBO Global Robotics

ARK Autonomous Tech & Robotics ETF

OUSTER INC C/WTS 11/03/2026 (TO PUR COM)

OUSTER INC C/WTS 29/09/2025(TO PUR COM)

Gecko Robotics Explores Next-Generation Inspection Capabilities with Ouster’s New REV8 Native Color Lidar | OUST Stock News

Ouster, Inc. has partnered with Fujifilm to create the Rev8 native color lidar, integrating high-resolution 3D depth data with Fujifilm's color science. This collaboration aims to enhance lidar sensing for Physical AI systems, allowing for accurate color and depth data capture in a single sensor. The Rev8 sensors promise to simplify sensor stacks, improve data quality, and accelerate deployment across various applications, including mapping and robotics.

FUJIFILM Holdings Corp

Fujifilm Holdings

Ouster Collaborates With Fujifilm to Embed Industry-Leading Color Science Into Its REV8 Native Color Lidar | OUST Stock News

TSLL

Yesterday, LiDAR manufacturer Ouster triggered a golden cross signal above the zero axis on the daily MACD, with a single-day trading volume of approximately $463 million. For a relatively small-cap tech stock, such a level of trading volume indicates a significant increase in capital attention. The emergence of bullish signals suggests that short-term buying power is shifting from a wait-and-see approach to active participation, with initial signs of a strengthening phase trend already appearing. Ouster focuses on the research and manufacturing of digital LiDAR sensors, which are widely used in cutting-edge fields such as autonomous driving, smart cities, and industrial automation. On the news front, although there have been no major individual announcements regarding Ouster recently, the industry heat in the fields of autonomous driving and intelligent sensing continues to rise. Tesla rose 2.73% yesterday, while Ford Motor surged 13.18%, indicating increasingly obvious signs of capital returning to the entire electric vehicle sector. Especially with the ongoing policy support from the U.S. government for new energy vehicles, the market demand for LiDAR, as one of the core perception components of autonomous driving and ADAS systems, remains strong. Additionally, market research institutions predict that by 2030, the global LiDAR market size will exceed $15 billion, with a year-on-year growth of over 25%. From a technical perspective, the formation of Ouster's MACD bullish signal is accompanied by increased trading volume, and considering its current market capitalization base and technical position, there is a certain expected advantage in opening up upward space

- Ouster, a LiDAR manufacturer, recently triggered a bullish MACD crossover signal, with daily trading volume reaching approximately $463 million, indicating heightened investor interest.  
- The company's focus on digital LiDAR sensors for autonomous driving and smart city applications aligns with the rising market demand, projected to exceed $15 billion globally by 2030.  
- However, due to high volatility in the LiDAR industry and the impact of macroeconomic risks, investors should approach bullish trends cautiously and adapt their strategies accordingly.

Technical Forecast

Ford Motor

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Pre-market trend | Ouster (OUST) 5/13 laser radar stocks show significant movement, is the main capital positioning?

NVDA

Ouster Inc. has introduced its new "Rev8" lidar technology, which aims to replace traditional cameras in robotics and autonomous systems. CEO Angus Pacala highlighted that this sensor combines color imaging and 3D depth sensing, simplifying the perception systems by eliminating the need for multiple sensors. The Rev8 platform offers high-resolution color data and spatial measurements, enhancing performance while reducing costs. With growing demand in the robotics and AV sectors, Ouster's sensors are set to support commercial deployment and are integrated with Nvidia's Jetson platform for developers.

- Ouster Inc.'s new "Rev8" lidar lineup, highlighted by CEO Angus Pacala, aims to replace traditional cameras by integrating color imaging with 3D depth sensing in a single device.  
- This advancement could simplify perception systems, reducing costs and enhancing performance for robotics and autonomous vehicles, as demand for such technologies grows.  
- With features like 48-bit color and a dynamic range of 116 dB, the Rev8 sensors are designed for various applications, poised for commercial deployment and integration with platforms like Nvidia's Jetson.

benzinga_article

NVIDIA

NVIDIA Corporation

Ouster Says Its New Color Lidar Could Replace Cameras Across Robotics And Self-Driving Systems

SQNS

FBTC

SOXL

Sequans Communications reported Q1 2026 revenue of $6.1 million, driven by product sales despite supply chain challenges. The company plans to redeem $94.5 million in convertible debt by June 1, 2026, funded through Bitcoin sales, and aims to hold at least 600 Bitcoin thereafter. Sequans is focused on scaling its IoT semiconductor business with a $22 million backlog for 2026 and advancing its 5G E RedCap roadmap. Management is also working towards cash flow breakeven by the end of 2026 while exploring additional revenue opportunities through licensing and collaborations.

Sequans Comm 

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Sequans Communications Q1 2026 Earnings Call: Complete Transcript

Ouster Inc (NASDAQ:OUST) reported Q1 earnings with revenue of $48.58 million, surpassing estimates of $46.27 million. However, the company posted a loss of 28 cents per share, aligning with expectations. Despite a 49% year-over-year revenue increase, OUST shares fell 11.19% in after-hours trading to $25.40. Ouster anticipates Q2 revenue between $49.20 million and $52.50 million, slightly below analyst estimates of $50.70 million. CEO Angus Pacala noted strong demand for their camera vision portfolio, contributing to growth.

Ouster Stock Falls On Q1 Earnings: What You Need To Know

Ouster has unveiled its new Rev8 lidar sensors, which integrate color imagery and 3D depth information into a single device, aiming to replace traditional cameras. CEO Angus Pacala emphasized the significance of this development, claiming it could revolutionize robotics by simplifying data fusion. The sensors utilize advanced SPAD technology for enhanced image capture, boasting impressive specifications. Ouster is already shipping samples and taking orders, with the OS1 Max sensor touted as a leading long-range option. The market for lidar is growing, with competitors also exploring color lidar solutions.

TechCrunch

Luminar Tech

Innoviz Tech

LUMINAR TECHNOLOGIES INC

INNOVIZ TECHNOLOGIES LTD C/WTS 06/04/2026 (TO PUR COM)

Ouster’s new color lidar is coming to replace cameras

$Tesla(TSLA.US) rose more than 10% during the session. UBS believes Robotaxi will bring Tesla over $200 billion in annual revenue by 2040. Which players in the autonomous driving industry chain are worth paying attention to? Hotspot has compiled a list of relevant Hong Kong and US stocks as follows: 1. Component suppliers...

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With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?

Ouster A - CW25(OUSTW.US)

Gecko Robotics Explores Next-Generation Inspection Capabilities with Ouster’s New REV8 Native Color Lidar | OUST Stock News

Ouster Collaborates With Fujifilm to Embed Industry-Leading Color Science Into Its REV8 Native Color Lidar | OUST Stock News

Pre-market trend | Ouster (OUST) 5/13 laser radar stocks show significant movement, is the main capital positioning?

Ouster Says Its New Color Lidar Could Replace Cameras Across Robotics And Self-Driving Systems

Sequans Communications Q1 2026 Earnings Call: Complete Transcript