Ouster Raises Full-Year Revenue Estimate to $221.2M, Unveils Rev8 LiDAR
Ouster expects Q1 2026 revenue of $46.27M with EPS of -$0.21 and has raised full-year 2026 revenue estimates to $221.2M (versus prior $200.5M) and EPS to -$0.95. The company also unveiled its Rev8 native color LiDAR sensors, sending shares up over 7% after its Q4 beat.
1. Q1 2026 Earnings Guidance
Ouster projects Q1 2026 revenue of $46.27 million with a loss of $0.21 per share, while raising its full-year 2026 outlook to $221.20 million in revenue and a loss of $0.95 per share.
2. Analyst Forecast Revisions & Price Targets
Analysts have lifted Ouster’s 2026 revenue estimates from $200.54 million to $221.20 million and 2027 forecasts to $303.64 million, while earnings projections improved to -$0.95 and -$0.30 per share for 2026 and 2027 respectively. The average 12-month price target stands at $39.67 (50% upside), with a consensus ‘Outperform’ rating at 1.8 and a GF Value estimate at $15.73.
3. Q4 2025 Actual Results and Stock Reaction
In Q4 2025, Ouster reported revenue of $62.18 million and earnings of $0.06 per share, beating forecasts by 51.3% and 117.1% respectively, which propelled its stock up 7.26% in a single day.
4. Rev8 Native Color LiDAR Launch
Ouster released the REV8 OS Family, the industry’s first native color LiDAR sensors, a development that spurred share gains on the announcement.