10 Comments
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Kevin Cunningham's avatar

10 times revenue and they don’t “make money”. They burn $.

SixSigmaCapital's avatar

Hence this is in the article "OUST is by no means a cheap stock and remains unprofitable. In fact, analysts expect OUST to only become profitable in FY28 For example, in its most recent quarter, Ouster reported a net loss of $17.5 million ($0.28 loss per share), missing consensus analyst estimates by a significant margin."

Stefan Schmidt's avatar

Maybe Ouster is going to act like Fastly (FSLY) by having another pullback soon.

Fastly was the most similar chart I was able to find, which is down by more than -50% over the last 5 years, but up by over +100% over the last year.

Ozeco's avatar

Exceptional piece of research! Ouster seems like one of the purest ways to play this Physical AI theme

KC's avatar

Why did you buy if it was really expensive ? How did you make that justification

SixSigmaCapital's avatar

stock has almost doubled since I bought. Plus I bought it in a trading account, where I am trading price. Not fundamentals.

I think it’s an interesting bet in the 20-30’s again

BD Investing's avatar

Great article bro 🔥

Stefan Schmidt's avatar

true, but why would I want to buy Ouster at $50, when it was recently for sale at $5

SixSigmaCapital's avatar

It was also recently 150

SixSigmaCapital's avatar

But I do think its reasonably extended here and I would exercise caution chasing it up here