Ouster (OUST +2.23%) is a leader in sensing and perception for physical AI across industrial, robotics, automotive, and smart infrastructure. The company’s unified platform features high-performance digital lidar cameras, AI compute, sensor fusion and perception software, and AI models.
The company enhanced its unified platform in early 2026 by closing its acquisition of Stereolabs, a pioneer in AI vision and perception solutions. It positions the company to provide a foundational end-to-end sensing and perception platform for physical AI.
Ouster’s revenue surged 56% in the second quarter of 2026 to $55 million. That was its 14th straight quarter of growth in product revenue. The company is in a strong position to continue growing briskly, as more companies automate increasingly complex, real-world tasks.
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