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Will Ouster’s New Board Member Refocus Its Lidar Strategy on Transportation and Industrial Scale? (OUST)

Simply Wall St · 1d ago
  • Earlier this month, Ouster, Inc. appointed Phillip M. Eyler, a veteran automotive and industrial technology executive, to its Board of Directors and Compensation Committee, adding over 30 years of engineering, operations, and business leadership experience from roles at Harman International, Gentherm, Sensata Technologies, and Sleep Number.
  • His mix of high-level operating experience and current board roles across hardware, software, and connected products could influence how Ouster shapes its product roadmap and commercial strategy in key transportation and industrial markets.
  • We’ll now examine how bringing Phillip M. Eyler onto the board could influence Ouster’s investment narrative and long-term competitive positioning.

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Ouster Investment Narrative Recap

To own Ouster, you need to believe its lidar hardware and software can capture meaningful share in automotive, industrial, and smart infrastructure markets despite heavy competition and ongoing losses. Phillip Eyler’s appointment strengthens board-level experience in those target industries but does not materially change the near term focus on executing against revenue growth targets while managing cash burn and margin volatility, which remain the key catalyst and the most immediate risk.

The most relevant recent announcement here is Ouster’s Q3 2025 results and Q4 revenue guidance of US$39.5 million to US$42.5 million, which keep investor attention squarely on whether the company can sustain rapid top line growth while narrowing losses. Eyler’s background in scaling automotive and industrial technology businesses ties directly into how credibly Ouster can pursue that growth path and strengthen its competitive footing against established lidar and legacy sensor providers.

Yet beneath the board upgrade, investors should also be aware of the risk that intense Chinese lidar competition could...

Read the full narrative on Ouster (it's free!)

Ouster's narrative projects $335.6 million revenue and $30.3 million earnings by 2028. This requires 38.7% yearly revenue growth and a $122.3 million earnings increase from $-92.0 million today.

Uncover how Ouster's forecasts yield a $39.50 fair value, a 79% upside to its current price.

Exploring Other Perspectives

OUST 1-Year Stock Price Chart
OUST 1-Year Stock Price Chart

Twelve fair value estimates from the Simply Wall St Community span roughly US$6 to US$64 per share, showing how far apart individual views can be. Against that backdrop, Ouster’s reliance on specific market growth assumptions for lidar adoption gives those differing opinions real weight for anyone assessing the company’s future performance.

Explore 12 other fair value estimates on Ouster - why the stock might be worth less than half the current price!

Build Your Own Ouster Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.