Ouster revenue acceleration toward 2030

Conviction: 48% · Horizon: 5Y · 2026-05-25

Ouster can compound revenue rapidly enough to support a much higher equity valuation

Revenue growth near a 40% annualized pace through 2030 would materially expand the company’s scale and could justify a substantially higher share price if margins and market confidence improve alongside sales.

Instrument	Side	Target	Reason
OUST	Long	180	A path to roughly $950M of 2030 revenue would imply strong multi-year compounding and could support major upside if the market assigns a growth valuation to improving commercial traction.

Themes

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