Ouster revenue growth could support a major rerating

Conviction: 62% · Horizon: 4Y · 2026-05-24

Ouster can compound revenue at roughly 41% annually through 2030

If revenue reaches about $950 million by 2030 and investors assign a high-growth revenue multiple near 13x, the equity value could rise materially despite share dilution assumptions.

Instrument	Side	Target	Reason
OUST	Long	180	Rapid revenue compounding, a meaningful net cash position, and the potential for a premium growth multiple create upside if execution tracks management’s long-term guidance.

Themes

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