For Q3 2026, consensus estimates position Ouster to generate $48.2 million in revenue and a net loss of $0.30 per share, with the current stock price of $14.25 trading significantly below the $18.50 average analyst price target.
Investors are specifically watching the non-GAAP gross margin, looking for confirmation that the company can maintain its target range of 40% to 45% as it scales production.
Recent quarters have shown strong adoption in the robotics and smart infrastructure verticals, bolstered by the deployment of the digital lidar ChronoChip technology. Management's guidance on the timeline for reaching positive quarterly adjusted EBITDA remains the defining factor for the stock's near-term valuation.