Ouster bull case from $40 toward $180+
OUST at ~$40 still offers asymmetric upside toward $180+ as lidar scales
Lidar unit economics and design-win momentum can expand Ouster's revenue base while the market still prices the equity for limited scale. A path from roughly mid-double-digit prices toward a triple-digit valuation implies multi-year adoption across auto and industrial sensing, not a short-term trade.
$950M revenue by 2030 and 35% EBITDA margins support a $180+ valuation
A path to roughly $950M revenue by 2030 implies about a 41% CAGR, slightly above management midpoint guidance. At 35% EBITDA margins that scale produces about $333M EBITDA, which can justify a multi-bagger re-rating from ~$40 toward $180+.
| Instrument | Side | Target | Reason |
|---|---|---|---|
| OUST | Long | 180 | At around $40, the risk/reward remains attractive if revenue scales toward $950M by 2030 (about 41% CAGR) and EBITDA margins reach 35%, producing roughly $333M EBITDA and supporting a path to $180+. |
Themes
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