Ouster, Inc. (OUST) Covered Calls

Ouster, Inc. is a leading provider of high-resolution digital LiDAR sensors for the automotive, industrial, robotics, and smart infrastructure sectors. The firm’s proprietary digital architecture integrates scanning and photon detection onto a single silicon chip, delivering high performance at a lower cost than traditional analog systems. By providing high-resolution 3D vision and perception software, the company enables machines to sense and interact safely.

You can sell covered calls on Ouster, Inc. to lower risk and earn monthly income. Born To Sell's covered call screener gives you customized search capabilities across all possible covered calls but here are a couple of examples for OUST (prices last updated Fri 4:16 PM ET):

Want to make money with covered calls?  Sign Up For A Free Trial

Ouster, Inc. is a pioneer in the digitalization of LiDAR technology, operating at the critical intersection of high-performance sensing and Physical AI. Unlike traditional analog LiDAR providers, the company utilizes a proprietary digital CMOS architecture that consolidates complex optical components into a simplified silicon-based system. Headquartered in San Francisco, the firm serves over 850 customers globally, providing the "eyes" for autonomous mobile robots, smart city traffic management, and Level 3 automotive safety systems.

StereoLabs Acquisition and Physical AI Strategy

February 2026 marked a transformative milestone for the company with the completion of its acquisition of StereoLabs. This move established the industry’s first unified sensing and perception platform by fusing Ouster’s digital LiDAR with StereoLabs’ ZED cameras and AI vision software. This "Physical AI" approach allows machines to not only sense their surroundings with 3D depth but also to "think and learn" through integrated AI compute and sensor fusion models.

The company enters 2026 with significant commercial momentum, having doubled its software-attached bookings in 2025. Its Ouster Gemini and BlueCity platforms are now deployed across more than 1,200 sites globally, covering 65 million square feet of infrastructure. By integrating StereoLabs’ 10,000-strong customer base and EBITDA-positive operations, management is accelerating its path to GAAP profitability, supported by a long-term revenue growth target of 30% to 50% annually.

Competitive Landscape

The LiDAR and spatial intelligence market is highly competitive, with the company vying for leadership against digital-first peers and established automotive Tier-1 suppliers. Key competitors include:

1. Hesai Group: A dominant global leader in three-dimensional LiDAR solutions. They compete through massive manufacturing scale and deep penetration in the Chinese EV market, providing high-performance sensors for both automotive and industrial applications.
2. Innoviz Technologies Ltd.: A Tier-1 supplier focused on solid-state LiDAR for the automotive industry. They compete by securing multi-year production contracts with major OEMs like BMW and Volkswagen, focusing on high-resolution long-range sensing.
3. Aeva Technologies, Inc.: A specialist in Frequency Modulated Continuous Wave (FMCW) 4D LiDAR. They compete by offering instantaneous velocity detection alongside 3D positioning, targeting high-speed autonomous trucking and industrial automation.
4. MicroVision, Inc.: A developer of MEMS-based laser scanning technology. They compete in the automotive safety and industrial robotics markets, emphasizing low-latency perception and high-resolution data for advanced driver-assistance systems.

Strategic Outlook and Financial Strength

The firm is prioritizing "Software-Led Growth" in 2026, aiming to increase the percentage of recurring revenue derived from its cloud-based Gemini portal. Strategic efforts are directed toward the "smart intersection" market, exemplified by a 2026 contract to provide intelligent signal actuation at over 100 intersections in Nashville. By leveraging the NVIDIA Metropolis and Jetson platforms, the company provides edge-processing solutions that transform raw data into actionable insights for municipal and logistics yard customers.

Financially, the company reported record 2025 revenue of $169 million, representing a 52% year-over-year increase. With a strengthened balance sheet and a focus on operational efficiency, the firm expects its first quarter 2026 revenue to range between $45 million and $48 million. Management remains committed to a disciplined capital allocation strategy, prioritizing the integration of StereoLabs’ AI models while maintaining a robust cash position to fund its expansion into humanoid robotics and autonomous security.

Want more examples? OUSM Covered Calls | OUT Covered Calls