OUSTER, Inc. (OST): Taurus’s case theory

We encountered a Saudi thesis On OUSTER, Inc. On Daniel Romero’s Substack. In this article, we will summarize the bullfight to overthrow. OUSTER Class, Inc. At $ 28.97 as of September 15.

Image by Samuel Erica Picarini on Unlike

Automation is ready to transform industries on a global scale, and the overthrow of this transformation as AI is the material. The company specializes in Lidar digital sensors and perception programs, and provides infrastructure markets for cars, industrial, robotics and smart infrastructure. Unlike the traditional Lidar, Lidar Dever Digital Lidar is combined with the entire system on the slide, creating a smaller, more durable, durable and effective solution.

This technology is very important for independent applications, from drones and robots to industrial machines, and parking situations as an empowerment factor of the next generation. OUSter got high -level customers through defense, agriculture, cars and robots, including Anduil, Shield Ai, John Deree, Motional, Volvo Autonomous Solutions, May Mobility, Liebherr Group, Komatsu and Service Robotics.

Its Lidar systems are already deployed in operational models, drones, self -ruling trucks, and delivery robots, which indicates real traction and the basis for a possible huge limitation opportunity. Besides the devices, OUSTER builds software solutions such as Bluecity to manage traffic and criminals for people and detect objects, providing the visible visions of Amnesty International that complements its sensors.

Financially, the company reported a quarterly revenue of 35 million dollars, an increase of 30 % on an annual basis, with the total GAAP and GAAP total of 45 % and 52 %, respectively, respectively, from net loss, modified identification in Ebitda that approaches profitability, $ 229 million in cash, zero -zero, which opens the strong process health.

Although it is still early in the growth phase, the diverse toppling customer base, innovative technology, and the potential position of repeated revenues is the leading material AI player. At the market price of $ 1.7 billion and 11x sales forward, the company’s evaluation may seem high today, but its long -term prospects through defense, robots, cars and industrial automation indicate a large side of investors who adopt the patient and strategic.

Previously, we covered a Saudi thesis At Amphenol Corporation (APH) by TMTMOATS in March 2025, which highlighted the exposure of the diverse company through space, mobile devices, defense, data, strategic remedies, and male growth resulting from AI. The stock has been estimated about 91.15 % since our coverage. The thesis still stands with the continued benefit from the pipphenol from multiple incentives. Daniel Romero shares a similar bullish perspective, but confirms the leadership of tires in the digital Lidar and AI material, targeting automation through defense, robots, cars and industrial.