OUST at a glance
Ouster, Inc. (OUST, SEC CIK 1816581) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Ouster, Inc. (OUST) reported revenue of $169.4 million (up 52.5% from FY2024) and a net loss of $60.4 million. Diluted EPS was -$1.07.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Ouster, Inc. (OUST) shares worth $1.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by SPENCER DARIEN on September 14, 2026 of 12,808 shares at $33.96 per share.
- In the last 90 days, OUST insiders reported 0 open-market purchases ($0) and 13 open-market sales ($6.7M) on Form 4, a net sale of $6.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $169.4M
- +52.5% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$6.7M
- 13F holders
- 32 funds
- $1.2B · +4 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: unified platform for Physical AI combining digital lidar, cameras, AI compute, sensor fusion, perception software, and AI models
- New emphasis: 2026 acquisition of Stereolabs SAS expanding into AI camera vision and perception solutions, enhancing software capabilities
- Strategic shift: integration of Stereolabs ZED camera and AI compute products to forge first unified sensing and perception platform for Physical AI
- Notable metric: Velodyne lidar scanning products discontinued by end 2025; focus shifting to OS and DF sensor lines with ongoing semiconductor upgrades
- Unique fact: First FY filing post-2026 merger and acquisition activity highlighting evolution from lidar-only to multi-modal sensing and integrated software platform
Risk Factors
- No geopolitical or macroeconomic threat detailed in provided text
- Cybersecurity risk managed by Senior Director with 15+ years experience, including PCI Qualified Security Assessor certification
- No named competitor or technology disruption risk mentioned in provided text
- Governance risk mitigated by regular Board and Audit Committee oversight of cybersecurity program
Management Discussion & Analysis
- Revenue $169.4M, up 52% YoY from $111.1M, driven by $22.8M royalties and sensor sales volume growth
- Gross margin 49% vs 36% YoY, cost of revenue 51% vs 64%
- Best segment: Asia Pacific revenue $54.2M up 169%, worst: EMEA revenue $23.1M down 29%
- No interest expense in 2025 vs $1.8M in 2024, $8.0M employee retention credit received in 2025
- Management cautious on near-term fluctuations, expects margin improvement, highlights innovation risks and supply chain uncertainties
AI summary of the OUST 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $54.6M, up 56% YoY from $35.0M, driven by higher sensor volumes and Stereolabs products
- Gross margin 49% vs 45% YoY; operating loss margin 37% vs 77% YoY
- Asia-Pacific strongest region, revenue $12.6M, up 106%; Americas largest, revenue $35.4M, up 44%
- IEEPA import-duty refunds reduced quarterly cost of revenue by $5.4M; $0.6M cash refunds received during quarter
- Outlook: revenue and gross margins expected to fluctuate; tariff uncertainty, lower ASPs, and trade restrictions remain headwinds
Risk Factors
- No Risk Factors section provided; supplied text covers Items 2–6 and signature
- New insider-trading disclosure: CFO Kenneth Gianella’s Rule 10b5-1 plan permits sales of up to 40,000 shares
- New insider-trading disclosure: General Counsel Megan Chung’s Rule 10b5-1 plan permits sales of up to 16,000 shares
- New financing exhibit: May 8, 2026 sales agreement with four investment banks
- No defaults, unregistered sales, or board-nomination procedure changes disclosed in the provided text
AI summary of the OUST 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Ouster announced financial results for the three and six months ended June 30, 2026
- Full financial results and management commentary furnished in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $54.6M, up 56% YoY and 12% sequentially, led by industrial and smart-infrastructure product demand
- Shipments exceeded 17,000 sensors, with lidar approximately 53% of units, supporting continued platform adoption
Item 8.01: Other Events
- Ouster raised approximately $191.9 million net through issuance of 3,621,876 common shares at $55.22 per share
- Equity financing strengthens liquidity for operations, growth initiatives, or other corporate purposes
Item 5.07: Submission of Matters to a Vote of Security Holders
- 45,922,921 shares represented, equal to approximately 72.12% of outstanding shares
- Phillip M. Eyler and Angus Pacala elected as Class II directors through the 2029 annual meeting
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Common-stock authorization doubled from 100,000,000 to 200,000,000 shares
- Stockholder approval and Delaware filing completed June 17, 2026
AI summaries of OUST 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OUST
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SPENCER DARIEN | Sell | Sep 14, 2026 | 12,808 | $33.96 |
| Pacala Charles Angus | Sell | Sep 14, 2026 | 30,385 | $33.96 |
| Frichtl Mark | Sell | Sep 14, 2026 | 18,778 | $33.96 |
| Gianella Kenneth P. | Sell | Sep 14, 2026 | 15,686 | $33.96 |
| Chung Megan | Sell | Sep 14, 2026 | 11,484 | $33.96 |
| Jacquemet Cyrille | Sell | Sep 14, 2026 | 8,896 | $33.96 |
| Chung Megan | G | Sep 9, 2026 | 2,084 | - |
| Frichtl Mark | G | Sep 2, 2026 | 38,745 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $111.1M | $169.4M |
| Gross Profit | - | $40.5M | $83.4M |
| Operating Income | - | -$104.2M | -$74.0M |
| Net Income | - | -$97.0M | -$60.4M |
| Gross Margin | - | 36.4% | 49.3% |
| Op. Margin | - | -93.8% | -43.7% |
| Net Margin | - | -87.3% | -35.6% |
| Balance Sheet | |||
| Total Assets | $330.7M | $276.1M | $349.5M |
| Equity | - | $180.9M | $261.7M |
| ROE | - | -53.6% | -23.1% |
| Per Share | |||
| EPS | - | $-2.08 | $-1.07 |
| Cash Flow | |||
| Operating CF | - | -$33.7M | -$40.0M |
| CapEx | $3.0M | $3.8M | $24.9M |
Source: XBRL data in Ouster, Inc. (OUST)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OUST share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.21B |
| Q1 2026 | 28 | $308.9M |
| Q4 2025 | 26 | $382.9M |
| Q3 2025 | 29 | $503.3M |
| Q2 2025 | 27 | $422.5M |
| Q1 2025 | 21 | $97.7M |
| Q4 2024 | 16 | $115.6M |
| Q3 2024 | 15 | $36.7M |
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- Fifth Third Bancorp−960
Source: 13F-HR filings on SEC EDGAR (aggregated from 194 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OUST filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 8-K | Jul 6, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
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OUST SEC filings: frequently asked questions
Are OUST insiders buying or selling?
In the last 90 days, Ouster, Inc. (OUST) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $6.7 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold OUST stock?
As of June 30, 2026, the largest Ouster, Inc. (OUST) holders among the 13F filers tracked by SignalX were BlackRock ($347.4 million), Vanguard Capital Management LLC ($169.3 million), State Street Corp ($128.3 million), Vanguard Portfolio Management LLC ($112.7 million), Morgan Stanley ($77.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OUST's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Ouster, Inc. (OUST) reported revenue of $169.4 million (up 52.5% from FY2024) and a net loss of $60.4 million. Diluted EPS was -$1.07. The figures come from the XBRL data in the 10-K.
What are the main risks in OUST's latest 10-K?
In the 10-K filed March 2, 2026, Ouster, Inc. (OUST) flagged: No geopolitical or macroeconomic threat detailed in provided text. Cybersecurity risk managed by Senior Director with 15+ years experience, including PCI Qualified Security Assessor certification. (AI summary of the Risk Factors section.)
What did OUST report in its latest 8-K?
Ouster, Inc. (OUST) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Ouster announced financial results for the three and six months ended June 30, 2026.
What are the latest OUST SEC filings?
Ouster, Inc. (OUST) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 16, 2026.
What is OUST's SEC CIK number?
Ouster, Inc. (OUST)'s SEC Central Index Key (CIK) is 1816581. EDGAR lists every OUST filing under that number.
Ask anything about OUST
The research agent reads OUST's filings, financials, insider trades and 13F holders, then answers with sources.